Universe · entity
Apella Capital, LLC
Institutional manager (13F) · CIK 1801507
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $4.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $662M | 15,724,523 |
| 2 | VANGUARD INDEX FDS | $256M | 730,033 |
| 3 | DIMENSIONAL ETF TRUST | $253M | 5,246,327 |
| 4 | DIMENSIONAL ETF TRUST | $188M | 4,408,477 |
| 5 | DIMENSIONAL ETF TRUST | $173M | 4,552,460 |
| 6 | DIMENSIONAL ETF TRUST | $169M | 2,180,551 |
| 7 | DIMENSIONAL ETF TRUST | $153M | 3,891,947 |
| 8 | DIMENSIONAL ETF TRUST | $141M | 2,132,827 |
| 9 | VANGUARD BD INDEX FDS | $133M | 1,796,418 |
| 10 | VANGUARD BD INDEX FDS | $130M | 1,655,982 |
| 11 | VANGUARD TAX-MANAGED FDS | $121M | 1,740,478 |
| 12 | VANGUARD INTL EQUITY INDEX F | $116M | 1,959,368 |
| 13 | DIMENSIONAL ETF TRUST | $113M | 2,130,939 |
| 14 | VANGUARD SCOTTSDALE FDS | $106M | 330,603 |
| 15 | DIMENSIONAL ETF TRUST | $106M | 2,153,540 |
| 16 | DIMENSIONAL ETF TRUST | $105M | 1,895,167 |
| 17 | APPLE INC | $88M | 325,565 |
| 18 | AMERICAN CENTY ETF TR | $86M | 960,152 |
| 19 | AMERICAN CENTY ETF TR | $69M | 757,248 |
| 20 | DIMENSIONAL ETF TRUST | $69M | 1,999,534 |
| 21 | DIMENSIONAL ETF TRUST | $64M | 1,657,178 |
| 22 | DIMENSIONAL ETF TRUST | $64M | 1,320,176 |
| 23 | STATE STR SPDR S&P 500 ETF T | $62M | 87,650 |
| 24 | DIMENSIONAL ETF TRUST | $60M | 1,612,850 |
| 25 | VANGUARD WORLD FD | $56M | 217,337 |
| 26 | DIMENSIONAL ETF TRUST | $55M | 1,074,939 |
| 27 | DIMENSIONAL ETF TRUST | $55M | 1,464,732 |
| 28 | VANGUARD INDEX FDS | $53M | 81,788 |
| 29 | AMERICAN CENTY ETF TR | $53M | 489,839 |
| 30 | ISHARES TR | $52M | 1,122,430 |
| 31 | VANGUARD WORLD FD | $52M | 413,715 |
| 32 | MICROSOFT CORP | $51M | 121,363 |
| 33 | ISHARES TR | $47M | 487,168 |
| 34 | VANGUARD CHARLOTTE FDS | $47M | 974,951 |
| 35 | VANGUARD INDEX FDS | $47M | 228,625 |
| 36 | SPDR SERIES TRUST | $47M | 1,807,132 |
| 37 | DIMENSIONAL ETF TRUST | $46M | 1,113,561 |
| 38 | ISHARES TR | $46M | 948,515 |
| 39 | ISHARES TR | $45M | 418,476 |
| 40 | VANGUARD SCOTTSDALE FDS | $44M | 355,648 |
| 41 | VANGUARD WHITEHALL FDS | $43M | 275,353 |
| 42 | VANGUARD INDEX FDS | $42M | 137,563 |
| 43 | VANGUARD INDEX FDS | $40M | 142,227 |
| 44 | VANGUARD INDEX FDS | $37M | 74,750 |
| 45 | SPDR SERIES TRUST | $37M | 1,556,326 |
| 46 | VANGUARD ADMIRAL FDS INC | $37M | 79,155 |
| 47 | ISHARES TR | $36M | 717,308 |
| 48 | ISHARES TR | $34M | 125,583 |
| 49 | VANGUARD INSTL INDEX FD | $34M | 454,601 |
| 50 | ISHARES TR | $34M | 461,190 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.