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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
ESGDIshares Tr
Recent Activity
Decreased -0.12%
0.25%
$6.477M
85,063 shares@ $76.14 avg price
VSGXVanguard World Fd
Recent Activity
Decreased -0.93%
0.24%
$6.241M
110,069 shares@ $56.7 avg price
EEMVIshares Inc
Recent Activity
Decreased -14.56%
0.24%
$6.235M
107,516 shares@ $58.0 avg price
IJRIshares Tr
Recent Activity
Decreased -0.19%
0.23%
$5.953M
51,666 shares@ $115.23 avg price
ACWXIshares Tr
Recent Activity
Decreased -1.23%
0.22%
$5.734M
109,940 shares@ $52.16 avg price
WSTWest Pharmaceutical Svsc Inc
Recent Activity
Decreased -0.04%
0.22%
$5.503M
16,801 shares@ $327.57 avg price
SHYIshares Tr
Recent Activity
Decreased -3.7%
0.2%
$5.075M
61,908 shares@ $81.99 avg price
DFAIDimensional Etf Trust
Recent Activity
Decreased -3.11%
0.19%
$4.694M
160,759 shares@ $29.2 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -0.56%
0.17%
$4.226M
64,937 shares@ $65.08 avg price
ITOTIshares Tr
Recent Activity
Decreased -7.22%
0.16%
$4.152M
32,280 shares@ $128.62 avg price