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Apella Capital, LLC Buys Vanguard Ultra-Short Bond ETF, iShares MSCI Emerging Markets ex China ...

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Investment company Apella Capital, LLC (Current Portfolio) buys Vanguard Ultra-Short Bond ETF, iShares MSCI Emerging Markets ex China ETF, Invesco BulletShares 2030 Corporate Bond ETF, FactSet Research Systems Inc, Costco Wholesale Corp, sells Dimensional U.S. Core Equity 2 ETF, Vanguard Total Stock Market ETF, Dimensional U.S. Equity ETF, Vanguard Short-Term Bond ETF, Vanguard Dividend Appreciation FTF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Apella Capital, LLC. As of 2021Q4, Apella Capital, LLC owns 203 stocks with a total value of $784 million. These are the details of the buys and sells.

  • New Purchases: VUSB, EMXC, FDS, BSCU, TJX, ZTS, WM, DFAU, SCHB, XLNX, UNH, NVDA, KKR, ICLN, ADM, NEE, KMB, SLI, SLI,

  • Added Positions: JNK, COST, TSLA, ADBE,

  • Reduced Positions: DFAC, VTI, DFUS, BSV, VIG, VXUS, BOND, VTIP, SPY, DFAT, DFAX, OMFL, BND, SUB, AAPL, JPME, MGC, JPIN, BNDX, VCIT, MUB, ACWX, XLSR, VWO, WST, OMFS, ESGV, VCSH, EAGG, SPDW, VEA, IJR, ESGU, VSDA, DFAS, SHM, GEM, VBR, VSS, PGX, SPEM, ESGD, SUSB, BRK.B, MSFT, PH, SPSM, EMLP, VTEB, VSGX, VNQ, FDHY, IAGG, PDBC, ICF, VO, VB, REET, MTUM, SHV, TIP, IWV, TXN, PG, SPMD, DFIV, VEU, VTV, HD, EMB, EWX, RTX, EFV, AMZN, QUAL, ESGE, GWX, SHY, ESML, MCD, JNJ, IEMG, VOO, VGSH, EFA, USMV, OEF, CMF, JKG, GSSC, BSCR, VGK, BSCQ, FISR, BSCS, BSCM, JPM, ABBV, SPLB, IEFA, BSCN, BSCO, BSCP, DIS, PFE, ABT, CMCSA, IJS, BSCT, IGSB, ES, BX, EEMV, IEF, DHI, ITOT, BRK.A, VYM, IWF, BK, IVV, AVUV, PEP, VONG, T, SCZ, VMBS, INTC, SHW, GE, EFAV, ADP, FSK, IVW, VZ, NFLX, KO, IBM, IWB, MRK, EBND, VT, BAC, QCOM, ORCL, BMY, CSCO, PFF, CVX, IWD, QQQ, VXF, IWM, VGT, QYLD, GOOGL, TLT, ESBA, DHR, BIV, VGIT, AVEM, D, AVUS, AVDE, DFAE, SBUX, SCHF, SCHR, LW, AVDV,

  • Sold Out: GD, BSCL, UAL, FEU, PSR, JPUS, RYLD, EMTL, CBND, SPTL, BIL, JAGG, SPIP, PYPL, EMR, XOM, MUX, KD,


For the details of Apella Capital, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/apella+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Apella Capital, LLC

  1. Dimensional U.S. Core Equity 2 ETF (DFAC) - 2,471,865 shares, 9.13% of the total portfolio. Shares reduced by 34.17%

  2. Vanguard Total Stock Market ETF (VTI) - 196,873 shares, 6.06% of the total portfolio. Shares reduced by 39.03%

  3. Schwab Short-Term U.S. Treasury ETF (SCHO) - 669,906 shares, 4.34% of the total portfolio. Shares added by 0.01%

  4. VANGUARD BD IDX FD (BND) - 386,507 shares, 4.18% of the total portfolio. Shares reduced by 19.22%

  5. Vanguard Total International Bond ETF (BNDX) - 592,502 shares, 4.17% of the total portfolio. Shares reduced by 16.68%

New Purchase: Vanguard Ultra-Short Bond ETF (VUSB)

Apella Capital, LLC initiated holding in Vanguard Ultra-Short Bond ETF. The purchase prices were between $49.92 and $50.09, with an estimated average price of $50.01. The stock is now traded at around $49.880000. The impact to a portfolio due to this purchase was 0.13%. The holding were 20,013 shares as of 2021-12-31.

New Purchase: iShares MSCI Emerging Markets ex China ETF (EMXC)

Apella Capital, LLC initiated holding in iShares MSCI Emerging Markets ex China ETF. The purchase prices were between $57.75 and $61.4, with an estimated average price of $60.18. The stock is now traded at around $61.030000. The impact to a portfolio due to this purchase was 0.06%. The holding were 8,153 shares as of 2021-12-31.

New Purchase: Invesco BulletShares 2030 Corporate Bond ETF (BSCU)

Apella Capital, LLC initiated holding in Invesco BulletShares 2030 Corporate Bond ETF. The purchase prices were between $19.1 and $19.56, with an estimated average price of $19.34. The stock is now traded at around $18.810000. The impact to a portfolio due to this purchase was 0.05%. The holding were 20,125 shares as of 2021-12-31.

New Purchase: FactSet Research Systems Inc (FDS)

Apella Capital, LLC initiated holding in FactSet Research Systems Inc. The purchase prices were between $394.82 and $488.85, with an estimated average price of $450.06. The stock is now traded at around $428.710000. The impact to a portfolio due to this purchase was 0.05%. The holding were 750 shares as of 2021-12-31.

New Purchase: TJX Companies Inc (TJX)

Apella Capital, LLC initiated holding in TJX Companies Inc. The purchase prices were between $62.97 and $75.92, with an estimated average price of $69.51. The stock is now traded at around $68.910000. The impact to a portfolio due to this purchase was 0.04%. The holding were 4,060 shares as of 2021-12-31.

New Purchase: Zoetis Inc (ZTS)

Apella Capital, LLC initiated holding in Zoetis Inc. The purchase prices were between $193.69 and $247.03, with an estimated average price of $219.81. The stock is now traded at around $202.700000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,400 shares as of 2021-12-31.

Added: Costco Wholesale Corp (COST)

Apella Capital, LLC added to a holding in Costco Wholesale Corp by 38.98%. The purchase prices were between $440.14 and $567.77, with an estimated average price of $514.33. The stock is now traded at around $488.070000. The impact to a portfolio due to this purchase was 0.04%. The holding were 1,861 shares as of 2021-12-31.

Sold Out: General Dynamics Corp (GD)

Apella Capital, LLC sold out a holding in General Dynamics Corp. The sale prices were between $188.97 and $209.52, with an estimated average price of $201.98.

Sold Out: Invesco BulletShares 2021 Corporate Bond ETF (BSCL)

Apella Capital, LLC sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.

Sold Out: United Airlines Holdings Inc (UAL)

Apella Capital, LLC sold out a holding in United Airlines Holdings Inc. The sale prices were between $39.06 and $53.11, with an estimated average price of $46.29.

Sold Out: (FEU)

Apella Capital, LLC sold out a holding in . The sale prices were between $40.46 and $43.4, with an estimated average price of $42.01.

Sold Out: JPMorgan Diversified Return U.S. Equity ETF (JPUS)

Apella Capital, LLC sold out a holding in JPMorgan Diversified Return U.S. Equity ETF. The sale prices were between $96.23 and $106.04, with an estimated average price of $101.52.

Sold Out: Invesco Active U.S. Real Estate ETF (PSR)

Apella Capital, LLC sold out a holding in Invesco Active U.S. Real Estate ETF. The sale prices were between $103.09 and $120.11, with an estimated average price of $110.97.



Here is the complete portfolio of Apella Capital, LLC. Also check out:

1. Apella Capital, LLC's Undervalued Stocks

2. Apella Capital, LLC's Top Growth Companies, and

3. Apella Capital, LLC's High Yield stocks

4. Stocks that Apella Capital, LLC keeps buyingThis article first appeared on GuruFocus.