Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q1 2023
Top Holdings2,364 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 50,866 | $20.9M | 6.1% | $371.56 | +5.03% | 2 qtrssince 2022-Q4 | Increased 64 |
VANGUARD INT-TERM CORPORATE | 109,826 | $8.8M | 2.6% | $66.51 | +4.08% | 2 qtrssince 2022-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 26,919 | $8.3M | 2.4% | $308.51 | -1.11% | 2 qtrssince 2022-Q4 | Increased 53 |
ISHARES TR | 177,581 | $8.2M | 2.4% | $39.58 | +1.72% | 2 qtrssince 2022-Q4 | Increased 73 |
CHEVRON CORP | 46,415 | $7.6M | 2.2% | $154.73 | -7.97% | 2 qtrssince 2022-Q4 | Increased 49 |
INVESCO S&P 500 TOP 50 ETF | 23,502 | $7.3M | 2.1% | $27.50 | +8.77% | 2 qtrssince 2022-Q4 | Increased 58 |
ISHARES TRUST ISHARES ESG AW | 76,045 | $6.9M | 2.0% | $81.50 | +5.69% | 2 qtrssince 2022-Q4 | Decreased 0 |
ISHARES MSCI EAFE GROWTH ETF | 64,299 | $6M | 1.8% | $82.28 | +6.76% | 2 qtrssince 2022-Q4 | Increased 61 |
ISHARES TR | 58,287 | $5.8M | 1.7% | $86.34 | +1.68% | 2 qtrssince 2022-Q4 | Increased 67 |
APPLE INC | 33,927 | $5.6M | 1.6% | $135.33 | +19.90% | 2 qtrssince 2022-Q4 | Increased 53 |
ISHARES MSCI USA QUALITY FAC | 43,378 | $5.4M | 1.6% | $117.85 | +0.59% | 2 qtrssince 2022-Q4 | Increased 69 |
ISHARES MSCI EAFE VALUE ETF | 106,009 | $5.1M | 1.5% | $40.10 | +5.39% | 2 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD S/T CORP BOND ETF | 66,467 | $5.1M | 1.5% | $66.18 | +0.51% | 2 qtrssince 2022-Q4 | Increased 69 |
PROSHARES S&P 500 DIVIDEND A | 53,451 | $4.9M | 1.4% | $84.53 | +0.13% | 2 qtrssince 2022-Q4 | Increased 65 |
SPDR SERIES TRUST | 55,107 | $3.6M | 1.1% | $61.26 | +0.78% | 2 qtrssince 2022-Q4 | Decreased 0 |
SS SPDR S&P 600 SC VAL ETF | 47,555 | $3.6M | 1.1% | $69.32 | +0.95% | 2 qtrssince 2022-Q4 | Decreased 0 |
MICROSOFT CORP | 12,467 | $3.6M | 1.1% | $240.71 | +15.54% | 2 qtrssince 2022-Q4 | Increased 49 |
ISHARES CORE MSCI EMERGING | 69,316 | $3.4M | 1.0% | $44.55 | +0.26% | 2 qtrssince 2022-Q4 | Increased 60 |
ISHARES NATIONAL MUNI BOND E | 31,077 | $3.3M | 1.0% | $95.57 | +1.69% | 2 qtrssince 2022-Q4 | Increased 52 |
ISHARES MBS ETF | 34,280 | $3.2M | 1.0% | $81.46 | +1.53% | 2 qtrssince 2022-Q4 | Increased 56 |
Farther Finance Advisors, LLC manages $341.8M across 2364 positions as of Q1 2023. Top holdings: IVV (6.1%), VCIT (2.6%), BRK/B (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 271 new positions, 113 exits, 826 increased. Top move: IUSB (INCREASED, conviction 73). Portfolio: $342M across 2364 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer