Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
APELLA CAPITAL LLC 07-10-2024 06-30-2024 307 2,236,511,051
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 $273,783,175 8,416,329 0.01 0.01 1,307,261 18.39 06-30-2024
VANGUARD BD INDEX FDS SHORT TRM BOND 2 $135,902,706 1,769,336 0.01 0.01 123,771 7.52 06-30-2024
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 3 $109,819,966 2,253,179 0.00 0.01 193,235 9.38 06-30-2024
VANGUARD BD INDEX FDS TOTAL BND MRKT 4 $95,422,085 1,318,531 0.00 0.00 160,544 13.86 06-30-2024
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