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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
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 0.62%
0.71%
$18.471M
190,561 shares@ $96.94 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 30.43%
0.71%
$18.362M
282,138 shares@ $65.09 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 868.94%
0.69%
$17.982M
532,179 shares@ $33.79 avg price
IMTMIshares Tr
Recent Activity
Decreased -16.12%
0.66%
$17.127M
457,947 shares@ $37.41 avg price
DFGXDimensional Etf Trust
Recent Activity
New Position
0.66%
$17.122M
327,261 shares@ $52.32 avg price
GEMGoldman Sachs Etf Tr
Recent Activity
Decreased -15.62%
0.65%
$16.925M
530,221 shares@ $31.92 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 48.61%
0.61%
$15.744M
256,547 shares@ $61.38 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Decreased -0.52%
0.58%
$15.042M
300,051 shares@ $50.13 avg price
ESGUIshares Tr
Recent Activity
Decreased -2.83%
0.57%
$14.81M
114,965 shares@ $128.82 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -10.05%
0.55%
$14.3M
72,158 shares@ $198.18 avg price