Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| APELLA CAPITAL LLC | 04-10-2024 | 03-31-2024 | 294 | 1,982,169,517 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $224,788,723 | 7,109,068 | 0.01 | 0.01 | 3,598,705 | 102.52 | 03-31-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 2 | $125,589,510 | 1,645,565 | 0.01 | 0.01 | 488,201 | 42.18 | 03-31-2024 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 3 | $100,937,257 | 2,059,944 | 0.01 | 0.01 | 263,246 | 14.65 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 4 | $83,236,138 | 1,157,987 | 0.00 | 0.00 | 311,590 | 36.81 | 03-31-2024 |
