Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings2,511 positions
iShares Core S&P 500 ETF | 61,495 | $27.4M | 6.0% | $379.27 | +12.56% | 3 qtrssince 2022-Q4 | Increased 67 |
SPINNAKER ETF SERIES | 762,204 | $16.5M | 3.6% | $19.04 | 0.00% | 1 qtr | New 78 |
ISHARES TR | 292,533 | $13.3M | 2.9% | $39.46 | +0.65% | 3 qtrssince 2022-Q4 | Increased 70 |
Apple Inc | 56,203 | $10.9M | 2.4% | $157.44 | +21.39% | 3 qtrssince 2022-Q4 | Increased 70 |
Chevron Corp | 55,380 | $8.7M | 1.9% | $150.82 | -8.85% | 3 qtrssince 2022-Q4 | Increased 51 |
ISHARES TR | 91,082 | $8.7M | 1.9% | $84.59 | +6.67% | 3 qtrssince 2022-Q4 | Increased 58 |
Vanguard Intermediate-Term Corporate Bond ETF | 109,442 | $8.6M | 1.9% | $65.67 | +3.49% | 3 qtrssince 2022-Q4 | Decreased 0 |
iShares Trust iShares ESG Aware MSCI USA ETF | 84,590 | $8.2M | 1.8% | $82.24 | +14.14% | 3 qtrssince 2022-Q4 | Increased 48 |
Berkshire Hathaway Inc | 23,456 | $8M | 1.7% | $308.89 | +10.40% | 3 qtrssince 2022-Q4 | Decreased 0 |
Microsoft Corp | 23,150 | $7.9M | 1.7% | $282.37 | +17.59% | 3 qtrssince 2022-Q4 | Increased 67 |
INVESCO EXCHANGE TRADED FD T | 20,778 | $7.3M | 1.6% | $27.45 | +24.26% | 3 qtrssince 2022-Q4 | Decreased 0 |
iShares Edge MSCI USE Quality Factor ETF | 53,012 | $7.1M | 1.6% | $120.86 | +7.87% | 3 qtrssince 2022-Q4 | Increased 52 |
PROSHARES S&P 500 DIVIDEND A ETF | 64,305 | $6.1M | 1.3% | $42.46 | +4.03% | 3 qtrssince 2022-Q4 | Increased 51 |
VANGUARD SHORT-TERM CORP BOND ETF | 76,943 | $5.8M | 1.3% | $65.72 | +0.44% | 3 qtrssince 2022-Q4 | Increased 49 |
iShares MSCI EAFE Value ETF | 115,506 | $5.7M | 1.2% | $39.37 | +8.74% | 3 qtrssince 2022-Q4 | Increased 47 |
iShares Core U.S. Aggregate Bond ETF | 51,825 | $5.1M | 1.1% | $85.74 | +0.73% | 3 qtrssince 2022-Q4 | Decreased 0 |
ETFS GOLD TR | 271,580 | $5M | 1.1% | $18.37 | 0.00% | 2 qtrssince 2023-Q1 | Increased 68 |
ISHARES TR | 101,607 | $4.5M | 1.0% | $39.01 | +9.59% | 3 qtrssince 2022-Q4 | Increased 48 |
iShares Core MSCI Emerging Markets ETF | 90,418 | $4.5M | 1.0% | $44.39 | +1.70% | 3 qtrssince 2022-Q4 | Increased 48 |
Amazon.com Inc | 32,578 | $4.2M | 0.9% | $98.70 | +32.07% | 3 qtrssince 2022-Q4 | Increased 45 |
Farther Finance Advisors, LLC manages $457.7M across 2511 positions as of Q2 2023. Top holdings: IVV (6.0%), FFIU (3.6%), IUSB (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 265 new positions, 118 exits, 895 increased. Top move: FFIU (NEW, conviction 78). Portfolio: $458M across 2511 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
Verify source filings on SEC EDGAR