0001801507-22-000004.txt : 20220411
0001801507-22-000004.hdr.sgml : 20220411
20220411120805
ACCESSION NUMBER: 0001801507-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220411
DATE AS OF CHANGE: 20220411
EFFECTIVENESS DATE: 20220411
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: 22819022
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
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0001801507
XXXXXXXX
03-31-2022
03-31-2022
Apella Capital, LLC
151 NATIONAL DRIVE
GLASTONBURY
CT
06033
13F HOLDINGS REPORT
028-20256
N
Patrick Adam Sweeny
Member/Manager
8607342081
Patrick Adam Sweeny
Glastonbury
CT
04-11-2022
0
209
70997
false
INFORMATION TABLE
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13fApella.xml
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COM
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0
4329
TJX COS INC NEW
COM
872540109
246
4060
SH
SOLE
0
0
0
4060
TESLA INC
COM
88160R101
776
720
SH
SOLE
0
0
0
720
TEXAS INSTRS INC
COM
882508104
1396
7608
SH
SOLE
0
0
0
7608
THERMO FISHER SCIENTIFIC INC
COM
883556102
212
359
SH
SOLE
0
0
0
359
UNITED AIRLS HLDGS INC
COM
910047109
1254
27050
SH
SOLE
0
0
0
27050
UNITEDHEALTH GROUP INC
COM
91324P102
243
476
SH
SOLE
0
0
0
476
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
12801
78941
SH
SOLE
0
0
0
78941
VANGUARD STAR FDS
VG TL INTL STK F
921909768
13059
218589
SH
SOLE
0
0
0
218589
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
3414
59677
SH
SOLE
0
0
0
59677
VANGUARD WORLD FD
ESG US STK ETF
921910733
7109
87683
SH
SOLE
0
0
0
87683
VANGUARD WORLD FD
MEGA CAP INDEX
921910873
7193
45229
SH
SOLE
0
0
0
45229
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
1975
24120
SH
SOLE
0
0
0
24120
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
28777
369408
SH
SOLE
0
0
0
369408
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
39047
490908
SH
SOLE
0
0
0
490908
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
17232
358779
SH
SOLE
0
0
0
358779
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
544
4843
SH
SOLE
0
0
0
4843
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
10002
195305
SH
SOLE
0
0
0
195305
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
36131
688983
SH
SOLE
0
0
0
688983
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
20638
166583
SH
SOLE
0
0
0
166583
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
4548
44901
SH
SOLE
0
0
0
44901
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
2025
35154
SH
SOLE
0
0
0
35154
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
21318
457531
SH
SOLE
0
0
0
457531
VANGUARD WORLD FDS
INF TECH ETF
92204A702
273
656
SH
SOLE
0
0
0
656
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
523
8819
SH
SOLE
0
0
0
8819
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
8588
109971
SH
SOLE
0
0
0
109971
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
92206C680
285
4000
SH
SOLE
0
0
0
4000
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
2754
43784
SH
SOLE
0
0
0
43784
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
7856
91310
SH
SOLE
0
0
0
91310
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
6338
122958
SH
SOLE
0
0
0
122958
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1016
2446
SH
SOLE
0
0
0
2446
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
846
7805
SH
SOLE
0
0
0
7805
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
33386
189758
SH
SOLE
0
0
0
189758
VANGUARD INDEX FDS
MID CAP ETF
922908629
2000
8408
SH
SOLE
0
0
0
8408
VANGUARD INDEX FDS
EXTEND MKT ETF
922908652
279
1684
SH
SOLE
0
0
0
1684
VANGUARD INDEX FDS
VALUE ETF
922908744
20158
13402
SH
SOLE
0
0
0
13402
VANGUARD INDEX FDS
SMALL CP ETF
922908751
1856
8736
SH
SOLE
0
0
0
8736
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
50338
221099
SH
SOLE
0
0
0
221099
VERIZON COMMUNICATIONS INC
COM
92343V104
369
7236
SH
SOLE
0
0
0
7236
VICTORY PORTFOLIOS II
VICSHS DV AC ETF
92647N667
1333
28814
SH
SOLE
0
0
0
28814
VISA INC
COM CL A
92826C839
230
1037
SH
SOLE
0
0
0
1037
WASTE MGMT INC DEL
COM
94106L109
317
2000
SH
SOLE
0
0
0
2000
WELLS FARGO CO NEW
COM
949746101
1002
20680
SH
SOLE
0
0
0
20680
WEST PHARMACEUTICAL SVSC INC
COM
955306105
7249
17650
SH
SOLE
0
0
0
17650
WISDOMTREE TR
FLOATNG RAT TREA
97717X628
737
14663
SH
SOLE
0
0
0
14663
ZIONS BANCORPORATION N A
COM
989701107
358
5461
SH
SOLE
0
0
0
5461
ZOETIS INC
CL A
98978V103
332
1763
SH
SOLE
0
0
0
1763
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
2528
7496
SH
SOLE
0
0
0
7496
TRANE TECHNOLOGIES PLC
SHS
G8994E103
318
2080
SH
SOLE
0
0
0
2080
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
228
342
SH
SOLE
0
0
0
342