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Timothy Richards

@Apella Capital, Llc

Latest period2024 - Q4ReportedManaged Assets$2.607BTotal holdings341
Assets growth rate7.15%Assets growth rate (2-Q avg)7.97%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Apella Capital, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 341 positions.

Assets under management

The assets under management (AUM) of Apella Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.607B in assets, with a quarterly growth rate of 7.15% and a 2-quarter average growth rate of 7.97%. The portfolio is managed by Timothy Richards, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DFNMDimensional Etf Trust
Recent Activity
Increased 17.44%
1.02%
$26.4M
552,649 shares@ $47.78 avg price
QUALIshares Tr
Recent Activity
Decreased -16.05%
1.02%
$26.386M
148,171 shares@ $178.09 avg price
MUBIshares Tr
Recent Activity
Increased 4.83%
1%
$25.881M
242,902 shares@ $106.55 avg price
VTIPVanguard Malvern Fds
Recent Activity
Increased 26.15%
0.91%
$23.489M
485,112 shares@ $48.42 avg price
USMVIshares Tr
Recent Activity
Decreased -17.14%
0.91%
$23.487M
264,526 shares@ $88.8 avg price
DFAXDimensional Etf Trust
Recent Activity
Decreased -2.87%
0.84%
$21.7M
872,892 shares@ $24.86 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -0.69%
0.77%
$19.908M
486,509 shares@ $40.92 avg price
AAPLApple Inc
Recent Activity
Decreased -0.71%
0.76%
$19.66M
78,509 shares@ $250.43 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 57.97%
0.74%
$19.08M
237,702 shares@ $80.27 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 72.08%
0.73%
$18.836M
782,878 shares@ $24.07 avg price