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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
VIGVanguard Specialized Funds
Recent Activity
Decreased -2.6%
0.47%
$12.08M
61,685 shares@ $195.83 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -0.77%
0.41%
$10.555M
179,105 shares@ $58.94 avg price
ESGVVanguard World Fd
Recent Activity
Decreased -3.43%
0.39%
$10.035M
95,671 shares@ $104.89 avg price
EFAVIshares Tr
Recent Activity
Decreased -16.08%
0.37%
$9.592M
135,649 shares@ $70.71 avg price
EFVIshares Tr
Recent Activity
Decreased -10.1%
0.35%
$9.053M
172,544 shares@ $52.47 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -1.87%
0.29%
$7.458M
28,303 shares@ $263.49 avg price
IQLTIshares Tr
Recent Activity
Decreased -18.05%
0.29%
$7.415M
199,751 shares@ $37.13 avg price
DFGRDimensional Etf Trust
Recent Activity
Decreased -7.29%
0.29%
$7.37M
288,548 shares@ $25.54 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.88%
0.29%
$7.33M
16,170 shares@ $453.29 avg price
SHMSpdr Ser Tr
Recent Activity
Decreased -3.99%
0.27%
$7.015M
148,030 shares@ $47.39 avg price