0001801507-20-000003.txt : 20201022 0001801507-20-000003.hdr.sgml : 20201022 20201022140243 ACCESSION NUMBER: 0001801507-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201022 DATE AS OF CHANGE: 20201022 EFFECTIVENESS DATE: 20201022 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Apella Capital, LLC CENTRAL INDEX KEY: 0001801507 IRS NUMBER: 463614531 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20256 FILM NUMBER: 201253927 BUSINESS ADDRESS: STREET 1: 151 NATIONAL DRIVE CITY: GLASTONBURY STATE: CT ZIP: 06033 BUSINESS PHONE: 860-785-2260 MAIL ADDRESS: STREET 1: 151 NATIONAL DRIVE CITY: GLASTONBURY STATE: CT ZIP: 06033 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001801507 XXXXXXXX 09-30-2020 09-30-2020 Apella Capital, LLC

151 NATIONAL DRIVE GLASTONBURY CT 06033

13F HOLDINGS REPORT 028-20256 N Patrick A. Sweeny 8607342081 Patrick A. Sweeny Glastonbury CT 10-22-2020 0 119 248948 false INFORMATION TABLE 2 ApellaCapitalLLC_13f.xml PFIZER INC COM 717081103 523 14255 SH SOLE 0 0 0 14255 VANGUARD WORLD FD ESG US STK ETF 921910733 1382 22363 SH SOLE 0 0 0 22363 ISHARES TR SHRT NAT MUN ETF 464288158 3790 35058 SH SOLE 0 0 0 35058 DISNEY WALT CO COM DISNEY 254687106 314 2531 SH SOLE 0 0 0 2531 GENERAL ELECTRIC CO COM 369604103 120 19257 SH SOLE 0 0 0 19257 ISHARES TR NATIONAL MUN ETF 464288414 3083 26595 SH SOLE 0 0 0 26595 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 218 2700 SH SOLE 0 0 0 2700 SPDR S&P 500 ETF TR TR UNIT 78462F103 902 2692 SH SOLE 0 0 0 2692 EVERSOURCE ENERGY COM 30040W108 304 3636 SH SOLE 0 0 0 3636 ABBOTT LABS COM 002824100 536 4929 SH SOLE 0 0 0 4929 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 508 9698 SH SOLE 0 0 0 9698 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 1259 57290 SH SOLE 0 0 0 57290 PEPSICO INC COM 713448108 552 3983 SH SOLE 0 0 0 3983 ISHARES TR TIPS BD ETF 464287176 1159 9160 SH SOLE 0 0 0 9160 FS KKR CAP CORP II COM 35952V303 848 57657 SH SOLE 0 0 0 57657 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 223 1000 SH SOLE 0 0 0 1000 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 5475 133855 SH SOLE 0 0 0 133855 SPDR SER TR BLOOMBERG BRCLYS 78468R622 213 2039 SH SOLE 0 0 0 2039 MCEWEN MNG INC COM 58039P107 11 10012 SH SOLE 0 0 0 10012 AT&T INC COM 00206R102 439 15382 SH SOLE 0 0 0 15382 ISHARES TR MSCI USA MIN VOL 46429B697 1952 30629 SH SOLE 0 0 0 30629 APPLE INC COM 037833100 6147 53074 SH SOLE 0 0 0 53074 AMAZON COM INC COM 023135106 790 251 SH SOLE 0 0 0 251 TRANE TECHNOLOGIES PLC SHS G8994E103 252 2080 SH SOLE 0 0 0 2080 ISHARES TR MSCI USA QLT FCT 46432F339 1940 18701 SH SOLE 0 0 0 18701 MERCK & CO. INC COM 58933Y105 701 8455 SH SOLE 0 0 0 8455 ISHARES TR ESG AW MSCI EAFE 46435G516 522 8220 SH SOLE 0 0 0 8220 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 1345 62133 SH SOLE 0 0 0 62133 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8018 96539 SH SOLE 0 0 0 96539 TEXAS INSTRS INC COM 882508104 1039 7279 SH SOLE 0 0 0 7279 PROCTER AND GAMBLE CO COM 742718109 1597 11490 SH SOLE 0 0 0 11490 ISHARES TR MSCI ACWI EX US 464288240 5043 109649 SH SOLE 0 0 0 109649 ISHARES TR EAFE SML CP ETF 464288273 248 4208 SH SOLE 0 0 0 4208 WALMART INC COM 931142103 232 1657 SH SOLE 0 0 0 1657 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 1263 54653 SH SOLE 0 0 0 54653 ISHARES TR ESG AWRE 1 5 YR 46435G243 752 28815 SH SOLE 0 0 0 28815 ISHARES TR ESG AWR US AGRGT 46435U549 1737 30749 SH SOLE 0 0 0 30749 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 1328 62571 SH SOLE 0 0 0 62571 INTEL CORP COM 458140100 474 9146 SH SOLE 0 0 0 9146 SHERWIN WILLIAMS CO COM 824348106 314 450 SH SOLE 0 0 0 450 VANGUARD WORLD FD ESG INTL STK ETF 921910725 458 8878 SH SOLE 0 0 0 8878 ISHARES TR SP SMCP600VL ETF 464287879 368 3008 SH SOLE 0 0 0 3008 COMCAST CORP NEW CL A 20030N101 425 9179 SH SOLE 0 0 0 9179 PARKER-HANNIFIN CORP COM 701094104 1824 9015 SH SOLE 0 0 0 9015 ISHARES INC MSCI EMERG MRKT 464286533 1061 19225 SH SOLE 0 0 0 19225 ISHARES TR CORE S&P SCP ETF 464287804 4086 58186 SH SOLE 0 0 0 58186 JPMORGAN CHASE & CO COM 46625H100 519 5396 SH SOLE 0 0 0 5396 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 1390 63661 SH SOLE 0 0 0 63661 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 852 39763 SH SOLE 0 0 0 39763 ISHARES TR RUSSELL 3000 ETF 464287689 1389 7095 SH SOLE 0 0 0 7095 BRISTOL-MYERS SQUIBB CO COM 110122108 395 6546 SH SOLE 0 0 0 6546 ISHARES TR 1 3 YR TREAS BD 464287457 1038 12004 SH SOLE 0 0 0 12004 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1161 23018 SH SOLE 0 0 0 23018 ISHARES TR MSCI EAFE MIN VL 46429B689 1083 15901 SH SOLE 0 0 0 15901 ABBVIE INC COM 00287Y109 526 6001 SH SOLE 0 0 0 6001 CHEVRON CORP NEW COM 166764100 231 3211 SH SOLE 0 0 0 3211 ISHARES TR S&P 100 ETF 464287101 712 4573 SH SOLE 0 0 0 4573 ISHARES TR PFD AND INCM SEC 464288687 355 9733 SH SOLE 0 0 0 9733 VANGUARD INDEX FDS VALUE ETF 922908744 2594 24816 SH SOLE 0 0 0 24816 VANGUARD STAR FDS VG TL INTL STK F 921909768 12723 243875 SH SOLE 0 0 0 243875 ISHARES INC CORE MSCI EMKT 46434G103 555 10509 SH SOLE 0 0 0 10509 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1775 8338 SH SOLE 0 0 0 8338 GILEAD SCIENCES INC COM 375558103 306 4846 SH SOLE 0 0 0 4846 ISHARES TR CALIF MUN BD ETF 464288356 705 11302 SH SOLE 0 0 0 11302 VANGUARD INDEX FDS MID CAP ETF 922908629 1139 6462 SH SOLE 0 0 0 6462 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 12717 98839 SH SOLE 0 0 0 98839 ISHARES TR CORE S&P TTL STK 464287150 305 4034 SH SOLE 0 0 0 4034 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 14539 164804 SH SOLE 0 0 0 164804 BLACKSTONE GROUP INC COM CL A 09260D107 269 5154 SH SOLE 0 0 0 5154 ISHARES TR MRGSTR MD CP ETF 464288208 578 2883 SH SOLE 0 0 0 2883 AUTOMATIC DATA PROCESSING IN COM 053015103 232 1663 SH SOLE 0 0 0 1663 VANGUARD INDEX FDS SMALL CP ETF 922908751 1256 8166 SH SOLE 0 0 0 8166 VANGUARD INDEX FDS TOTAL STK MKT 922908769 27254 160025 SH SOLE 0 0 0 160025 SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 589 13270 SH SOLE 0 0 0 13270 HOME DEPOT INC COM 437076102 781 2812 SH SOLE 0 0 0 2812 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 1384 64912 SH SOLE 0 0 0 64912 ISHARES TR ESG AWR MSCI USA 46435G425 929 12193 SH SOLE 0 0 0 12193 VANGUARD WORLD FD MEGA CAP INDEX 921910873 5385 44914 SH SOLE 0 0 0 44914 COCA COLA CO COM 191216100 315 6375 SH SOLE 0 0 0 6375 AMGEN INC COM 031162100 373 1466 SH SOLE 0 0 0 1466 VERIZON COMMUNICATIONS INC COM 92343V104 414 6959 SH SOLE 0 0 0 6959 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 4303 40867 SH SOLE 0 0 0 40867 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7160 86422 SH SOLE 0 0 0 86422 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 982 3193 SH SOLE 0 0 0 3193 AMERICAN ELEC PWR CO INC COM 025537101 357 4364 SH SOLE 0 0 0 4364 INTERNATIONAL BUSINESS MACHS COM 459200101 298 2448 SH SOLE 0 0 0 2448 ISHARES TR S&P 500 GRWT ETF 464287309 248 1073 SH SOLE 0 0 0 1073 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 7023 137647 SH SOLE 0 0 0 137647 RAYTHEON TECHNOLOGIES CORP COM 75513E101 934 16236 SH SOLE 0 0 0 16236 ISHARES TR RUS 1000 ETF 464287622 283 1510 SH SOLE 0 0 0 1510 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 1385 63573 SH SOLE 0 0 0 63573 VANGUARD WORLD FDS INF TECH ETF 92204A702 207 664 SH SOLE 0 0 0 664 DOMINION ENERGY INC COM 25746U109 303 3841 SH SOLE 0 0 0 3841 MICROSOFT CORP COM 594918104 2269 10790 SH SOLE 0 0 0 10790 ISHARES TR RUS 1000 GRW ETF 464287614 369 1702 SH SOLE 0 0 0 1702 ISHARES TR CORE MSCI EAFE 46432F842 545 9040 SH SOLE 0 0 0 9040 BANK NEW YORK MELLON CORP COM 064058100 310 9023 SH SOLE 0 0 0 9023 MCDONALDS CORP COM 580135101 1282 5841 SH SOLE 0 0 0 5841 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 1387 62535 SH SOLE 0 0 0 62535 ISHARES TR GLOBAL REIT ETF 46434V647 1721 81820 SH SOLE 0 0 0 81820 GENERAL DYNAMICS CORP COM 369550108 4347 31405 SH SOLE 0 0 0 31405 WEST PHARMACEUTICAL SVSC INC COM 955306105 3526 12828 SH SOLE 0 0 0 12828 ISHARES TR MSCI EAFE ETF 464287465 680 10690 SH SOLE 0 0 0 10690 TEXAS PAC LD TR SUB CTF PROP I T 882610108 547 1212 SH SOLE 0 0 0 1212 ISHARES TR EAFE VALUE ETF 464288877 3464 85857 SH SOLE 0 0 0 85857 ISHARES TR ISHS 1-5YR INVS 464288646 664 12085 SH SOLE 0 0 0 12085 SPDR SER TR NUVEEN BLMBRG SR 78468R739 4222 84661 SH SOLE 0 0 0 84661 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 385 6200 SH SOLE 0 0 0 6200 EMERSON ELEC CO COM 291011104 215 3280 SH SOLE 0 0 0 3280 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7292 168629 SH SOLE 0 0 0 168629 ISHARES TR CORE S&P500 ETF 464287200 377 1122 SH SOLE 0 0 0 1122 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 1360 60835 SH SOLE 0 0 0 60835 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 9013 154896 SH SOLE 0 0 0 154896 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 2347 43119 SH SOLE 0 0 0 43119 ISHARES TR SHORT TREAS BD 464288679 2503 22607 SH SOLE 0 0 0 22607 ISHARES TR MSCI USA MMENTM 46432F396 4083 27703 SH SOLE 0 0 0 27703 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4183 43660 SH SOLE 0 0 0 43660 JOHNSON & JOHNSON COM 478160104 1363 9156 SH SOLE 0 0 0 9156 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4468 40390 SH SOLE 0 0 0 40390