- New Purchases: ACN, ASML, XOM, IWD, CLNC,
- Added Positions: BSV, MUB, ESGU, BNDX, AAPL, SUSB, VSS, ESGD, EFV, VBR, MTUM, BND, VTIP, VTV, VCIT, USMV, VEA, ESGE, VWO, QUAL, EEMV, VTEB, EFAV, SHY, SUB, VOO, JNK, GD, SPY, ABBV, VT, JNJ, JPM, BX,
- Reduced Positions: VTI, VCSH, IJR, BSCM, BSCL, SHM, VXUS, VIG, ACWX, SHV, MGC, PEP, WMT, MRK, PG, RTX, IVV, GILD, EWX, VB, PFF, AEP, PH, TIP, BK, GE, IEMG, IBM, VZ, KO, IJS, IEFA, BMY, T,
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- Vanguard Total Stock Market ETF (VTI) - 148,564 shares, 10.34% of the total portfolio. Shares reduced by 1.71%
- Vanguard Total International Stock (VXUS) - 238,753 shares, 5.04% of the total portfolio. Shares reduced by 1.56%
- Vanguard Short-Term Bond ETF (BSV) - 180,362 shares, 4.99% of the total portfolio. Shares added by 23.56%
- Vanguard Total Bond Market ETF (BND) - 166,381 shares, 4.74% of the total portfolio. Shares added by 6.16%
- Vanguard Dividend Appreciation FTF (VIG) - 93,295 shares, 4.62% of the total portfolio. Shares reduced by 1.85%
Apella Capital, LLC initiated holding in Accenture PLC. The purchase prices were between $241.92 and $280.77, with an estimated average price of $258.46. The stock is now traded at around $285.470000. The impact to a portfolio due to this purchase was 0.69%. The holding were 7,449 shares as of 2021-03-31.
New Purchase: iShares Russell 1000 Value ETF (IWD)Apella Capital, LLC initiated holding in iShares Russell 1000 Value ETF. The purchase prices were between $134.33 and $152.5, with an estimated average price of $144.13. The stock is now traded at around $155.690000. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,332 shares as of 2021-03-31.
New Purchase: Exxon Mobil Corp (XOM)Apella Capital, LLC initiated holding in Exxon Mobil Corp. The purchase prices were between $41.5 and $61.97, with an estimated average price of $52.4. The stock is now traded at around $57.020000. The impact to a portfolio due to this purchase was 0.07%. The holding were 3,729 shares as of 2021-03-31.
New Purchase: ASML Holding NV (ASML)Apella Capital, LLC initiated holding in ASML Holding NV. The purchase prices were between $490.22 and $625.67, with an estimated average price of $555.32. The stock is now traded at around $637.835000. The impact to a portfolio due to this purchase was 0.07%. The holding were 342 shares as of 2021-03-31.
New Purchase: Colony Credit Real Estate Inc (CLNC)Apella Capital, LLC initiated holding in Colony Credit Real Estate Inc. The purchase prices were between $7.09 and $9.49, with an estimated average price of $8.5. The stock is now traded at around $8.550000. The impact to a portfolio due to this purchase was 0.04%. The holding were 13,165 shares as of 2021-03-31.
Added: Vanguard Short-Term Bond ETF (BSV)Apella Capital, LLC added to a holding in Vanguard Short-Term Bond ETF by 23.56%. The purchase prices were between $81.99 and $82.62, with an estimated average price of $82.38. The stock is now traded at around $82.285000. The impact to a portfolio due to this purchase was 0.95%. The holding were 180,362 shares as of 2021-03-31.
Added: iShares National Muni Bond ETF (MUB)Apella Capital, LLC added to a holding in iShares National Muni Bond ETF by 69.99%. The purchase prices were between $114.92 and $117.49, with an estimated average price of $116.27. The stock is now traded at around $117.050000. The impact to a portfolio due to this purchase was 0.84%. The holding were 51,897 shares as of 2021-03-31.
Added: iShares MSCI USA ESG Optimized ETF (ESGU)Apella Capital, LLC added to a holding in iShares MSCI USA ESG Optimized ETF by 110.73%. The purchase prices were between $84.63 and $90.98, with an estimated average price of $88.64. The stock is now traded at around $95.220000. The impact to a portfolio due to this purchase was 0.64%. The holding were 39,632 shares as of 2021-03-31.
Added: Apple Inc (AAPL)Apella Capital, LLC added to a holding in Apple Inc by 24.92%. The purchase prices were between $116.36 and $143.16, with an estimated average price of $128.47. The stock is now traded at around $134.180000. The impact to a portfolio due to this purchase was 0.44%. The holding were 54,212 shares as of 2021-03-31.
Added: iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB)Apella Capital, LLC added to a holding in iShares ESG 1-5 Year USD Corporate Bond ETF by 100.13%. The purchase prices were between $25.86 and $26.11, with an estimated average price of $26.02. The stock is now traded at around $26.013000. The impact to a portfolio due to this purchase was 0.38%. The holding were 85,224 shares as of 2021-03-31.
Added: iShares MSCI EAFE ESG Select ETF (ESGD)Apella Capital, LLC added to a holding in iShares MSCI EAFE ESG Select ETF by 104.22%. The purchase prices were between $72.34 and $76.86, with an estimated average price of $75.3. The stock is now traded at around $78.621100. The impact to a portfolio due to this purchase was 0.35%. The holding were 26,988 shares as of 2021-03-31.
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