48. Apella Wealth

Rank: 48
Location: Glastonbury, CT
Total Assets: $2,356,999,936
ETF Assets: $964,113,152
Website: www.apellawealth.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 138
Total Value of All ETF Holdings: $964,113,152
Number of Issuers: 16
Number of Sectors: 29
  • Top 5 ETF Holdings
    1. DFAC: $64,522,029
    2. BNDX: $64,479,671
    3. BSV: $58,204,135
    4. VTI: $55,531,650
    5. BND: $46,651,252
  • Top 5 ETF Sectors
    1. Large Cap Blend Equities
    2. Total Bond Market
    3. Large Cap Growth Equities
    4. Small Cap Blend Equities
    5. Government Bonds
  • Top 5 ETF Issuers
    1. Dimensional
    2. Vanguard
    3. iShares
    4. Schwab
    5. American Century

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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https://www.apellawealth.com 2023 Top 100 ETF Power Users