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 |
