APELLA CAPITAL LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 11,812,257 | +1,216,362 | +11.48% | $29.62 | 12.90% | 0.00% | 375,747,903 | 2025-03-31 | ||||||
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 1,698,621 | -117,230 | -6.46% | $76.86 | 4.55% | 0.39% | 132,560,351 | 2025-03-31 | ||||||
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 2,694,401 | +1,023,221 | +61.23% | $47.03 | 4.39% | 0.00% | 127,795,417 | 2025-03-31 | ||||||
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 1,499,836 | -18,989 | -1.25% | $75.60 | 3.74% | 0.09% | 109,008,085 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 396,108 | +64,025 | +19.28% | $214.96 | 3.65% | 0.03% | 106,347,094 | 2025-03-31 | ||||||
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 3,254,844 | +452,415 | +16.14% | $25.88 | 2.97% | 0.00% | 86,676,501 | 2025-03-31 | ||||||
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | 2,040,511 | +130,990 | +6.86% | $41.60 | 2.92% | 0.00% | 84,966,881 | 2025-03-31 | ||||||
| BNDX | VANGUARD CHARLOTTE FUNDS | 1,719,141 | -467,828 | -21.39% | $49.95 | 2.88% | 0.14% | 83,842,512 | 2025-03-31 | ||||||
| DFAT | DIMENSIONAL US TARGETED VALUE ETF | 1,637,566 | -39,778 | -2.37% | $44.74 | 2.73% | 0.00% | 79,618,465 | 2025-03-31 | ||||||
| MGC | VANGUARD MEGA CAP INDEX FUND | 323,304 | -83,840 | -20.59% | $163.95 | 2.18% | 1.08% | 63,622,905 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 1,240,949 | -22,188 | -1.76% | $45.81 | 2.09% | 0.05% | 60,880,980 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 1,266,007 | +185,593 | +17.18% | $41.52 | 1.85% | 0.07% | 53,792,626 | 2025-03-31 | ||||||
| DFGX | DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | 936,969 | +609,708 | +186.31% | $52.72 | 1.67% | 0.00% | 48,666,169 | 2025-03-31 | ||||||
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 1,230,119 | -29,182 | -2.32% | $32.44 | 1.57% | 0.00% | 45,674,319 | 2025-03-31 | ||||||
| DUHP | DIMENSIONAL US HIGH PROFITABILITY ETF | 1,429,319 | +897,140 | +168.58% | $34.23 | 1.56% | 0.00% | 45,509,521 | 2025-03-31 | ||||||
| DFUS | DIMENSIONAL US EQUITY ETF | 715,546 | +57,052 | +8.66% | $46.58 | 1.44% | 0.00% | 41,988,211 | 2025-03-31 | ||||||
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 203,095 | -63,884 | -23.93% | $147.71 | 1.39% | 0.30% | 40,576,370 | 2025-03-31 | ||||||
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 1,358,092 | -40,160 | -2.87% | $24.74 | 1.16% | 0.00% | 33,938,719 | 2025-03-31 | ||||||
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 314,352 | +41,334 | +15.14% | $104.81 | 1.13% | 0.38% | 32,997,580 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 196,335 | -14,438 | -6.85% | $139.78 | 1.10% | 0.03% | 32,173,366 | 2025-03-31 | ||||||
| VONE | VANGUARD RUSSELL 1000 INDEX FUND | 125,999 | +91,245 | +262.55% | $266.36 | 1.06% | 0.64% | 31,014,694 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 78,753 | +6,363 | +8.79% | $324.29 | 1.06% | 0.00% | 30,752,065 | 2025-03-31 | ||||||
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | 643,483 | +90,834 | +16.44% | $47.79 | 1.04% | 0.00% | 30,185,785 | 2025-03-31 | ||||||
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 477,685 | +269,417 | +129.36% | $59.69 | 0.93% | 0.00% | 27,084,755 | 2025-03-31 | ||||||
| DFAX | DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | 1,060,948 | +188,056 | +21.54% | $23.68 | 0.91% | 0.00% | 26,502,469 | 2025-03-31 | ||||||
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 409,567 | +153,020 | +59.65% | $61.23 | 0.89% | 0.00% | 26,003,392 | 2025-03-31 | ||||||
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 380,837 | +98,699 | +34.98% | $62.33 | 0.87% | 0.00% | 25,359,964 | 2025-03-31 | ||||||
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | 218,001 | -51,847 | -19.21% | $115.41 | 0.83% | 0.30% | 24,195,901 | 2025-03-31 | ||||||
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | 469,607 | -15,505 | -3.20% | $48.50 | 0.80% | 0.20% | 23,362,967 | 2025-03-31 | ||||||
| AAPL | APPLE | 113,837 | +35,328 | +45.00% | $167.09 | 0.78% | 0.00% | 22,636,577 | 2025-03-31 | ||||||
| MUB | ISHARES NATIONAL MUNI BOND ETF | 213,479 | -29,423 | -12.11% | $108.55 | 0.76% | 0.06% | 22,056,624 | 2025-03-31 | ||||||
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | 719,582 | +451,215 | +168.13% | $30.90 | 0.71% | 0.00% | 20,767,129 | 2025-03-31 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 263,008 | +190,453 | +262.49% | $72.25 | 0.66% | 0.02% | 19,228,502 | 2025-03-31 | ||||||
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | 485,458 | -1,051 | -0.22% | $33.46 | 0.65% | 0.00% | 18,928,007 | 2025-03-31 | ||||||
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 113,352 | -34,819 | -23.50% | $126.78 | 0.64% | 0.04% | 18,776,700 | 2025-03-31 | ||||||
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | 707,883 | +433,073 | +157.59% | $26.35 | 0.63% | 0.00% | 18,376,654 | 2025-03-31 | ||||||
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 222,191 | -15,511 | -6.53% | $82.71 | 0.62% | 0.04% | 17,926,397 | 2025-03-31 | ||||||
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 198,936 | -65,590 | -24.80% | $73.44 | 0.61% | 0.08% | 17,876,431 | 2025-03-31 | ||||||
| AVUS | AVANTIS US EQUITY ETF | 189,041 | -1,520 | -0.80% | $75.11 | 0.58% | 0.00% | 16,839,753 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 337,840 | +37,789 | +12.59% | $50.27 | 0.56% | 0.05% | 16,391,997 | 2025-03-31 | ||||||
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | 319,588 | +193,899 | +154.27% | $45.23 | 0.50% | 0.04% | 14,573,199 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 57,317 | +6,002 | +11.70% | $234.50 | 0.49% | 0.02% | 14,139,410 | 2025-03-31 | ||||||
| VONG | VANGUARD RUSSELL 1000 GROWTH INDEX FUND | 145,393 | +139,847 | +2,521.58% | $99.44 | 0.46% | 0.06% | 13,393,631 | 2025-03-31 | ||||||
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | 344,465 | -113,482 | -24.78% | $32.16 | 0.46% | 0.56% | 13,320,454 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 236,528 | +228,795 | +2,958.68% | $64.76 | 0.45% | 0.02% | 13,221,910 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 26,491 | +17,301 | +188.26% | $494.65 | 0.45% | 0.00% | 13,221,795 | 2025-03-31 | ||||||
| IBTF | ISHARES IBONDS DEC 2025 TERM TREASURY ETF | 555,538 | +540,296 | +3,544.78% | $23.33 | 0.44% | 0.58% | 12,960,707 | 2025-03-31 | ||||||
| SPAB | SPDR(R) PORTFOLIO AGGREGATE BOND ETF | 510,167 | +418,413 | +456.02% | $25.25 | 0.44% | 0.16% | 12,897,025 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 59,585 | +4,012 | +7.22% | $209.79 | 0.43% | 0.02% | 12,633,741 | 2025-03-31 | ||||||
| GEM | GOLDMAN SACHS ACTIVEBETA(R) EMERGING MARKETS EQUITY ETF | 401,492 | -128,729 | -24.28% | $29.45 | 0.43% | 0.00% | 12,630,927 | 2025-03-31 | ||||||