Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001801507

Apella Capital, LLC

GLASTONBURY, CT · File #028-20256

Latest AUM
$5.06B
Positions
531
Top-10 Concentration
49.7%
Filings
11

Sector Allocation

Technology
3.2%$163.9M
Financials
1.4%$73.1M
Industrials
0.7%$35.6M
Healthcare
0.6%$30.2M
Energy
0.2%$10.0M
Utilities
0.1%$5.8M
Materials
0.0%$1.8M
Real Estate
0.0%$1.1M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V70813,914,954$550.9M15.03%
2VANGUARD INDEX FDS922908769688,831$230.9M6.30%
3DIMENSIONAL ETF TRUST25434V8644,509,681$216.2M5.90%
4DIMENSIONAL ETF TRUST25434V7994,296,455$148.1M4.04%
5VANGUARD BD INDEX FDS9219378271,661,574$130.9M3.57%
6VANGUARD BD INDEX FDS9219378351,653,788$122.5M3.34%
7DIMENSIONAL ETF TRUST25434V8722,604,385$110.8M3.02%
8VANGUARD TAX-MANAGED FDS9219438581,735,240$108.4M2.96%
9DIMENSIONAL ETF TRUST25434V5751,935,630$101.9M2.78%
10VANGUARD INTL EQUITY INDEX F9220428581,883,128$101.2M2.76%
11DIMENSIONAL ETF TRUST25434V8312,598,242$98.8M2.70%
12DIMENSIONAL ETF TRUST25434V6091,649,140$98.2M2.68%
13DIMENSIONAL ETF TRUST25434V4011,224,259$90.8M2.48%
14VANGUARD SCOTTSDALE FDS92206C730285,228$88.1M2.41%
15APPLE INCAAPL254,471$69.2M1.89%
16AMERICAN CENTY ETF TR025072604854,577$65.8M1.80%
17VANGUARD WORLD FD921910873241,091$60.6M1.65%
18SPDR S&P 500 ETF TRSPY84,439$57.6M1.57%
19DIMENSIONAL ETF TRUST25434V8071,145,849$57.2M1.56%
20AMERICAN CENTY ETF TR025072703682,150$56.2M1.53%