Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,562 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 191,339 | $91.4M | 6.6% | $423.10 | +9.95% | 5 qtrssince 2022-Q4 | Increased 83 |
VANGUARD S&P 500 ETF | 203,514 | $88.9M | 6.4% | $420.26 | +1.34% | 5 qtrssince 2022-Q4 | Increased 93 |
APPLE INC | 200,317 | $38.6M | 2.8% | $177.41 | +7.22% | 5 qtrssince 2022-Q4 | Increased 80 |
SPINNAKER ETF SERIES | 1.7M | $37.7M | 2.7% | $19.36 | +5.61% | 3 qtrssince 2023-Q2 | Increased 53 |
| 489,077 | $37.7M | 2.7% | — | — | 5 qtrssince 2022-Q4 | Increased 80 | |
NVIDIA CORP | 67,475 | $33.4M | 2.4% | $47.93 | +3.26% | 5 qtrssince 2022-Q4 | Increased 80 |
ISHARES TR | 598,989 | $27.6M | 2.0% | $40.08 | +3.33% | 5 qtrssince 2022-Q4 | Increased 62 |
MICROSOFT CORP | 64,506 | $24.3M | 1.7% | $326.10 | +13.62% | 5 qtrssince 2022-Q4 | Increased 68 |
VANGUARD INTERMEDIATE-TERM B | 264,103 | $20.2M | 1.5% | $68.69 | +0.32% | 5 qtrssince 2022-Q4 | Increased 72 |
ISHARES CORE MSCI EAFE ETF | 267,372 | $18.8M | 1.4% | $63.77 | +2.85% | 5 qtrssince 2022-Q4 | Increased 72 |
ISHARES MSCI USA QUALITY FAC | 108,277 | $15.9M | 1.1% | $129.68 | +11.18% | 5 qtrssince 2022-Q4 | Increased 62 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 132,253 | $14.3M | 1.0% | $101.75 | +2.68% | 5 qtrssince 2022-Q4 | Increased 71 |
ISHARES NATIONAL MUNI BOND E | 124,955 | $13.5M | 1.0% | $97.87 | +2.22% | 5 qtrssince 2022-Q4 | Increased 64 |
ISHARES MSCI EAFE VALUE ETF | 241,187 | $12.6M | 0.9% | $42.83 | +11.28% | 5 qtrssince 2022-Q4 | Increased 46 |
SS SPDR N ICE ST MUNI ETF | 258,124 | $12.3M | 0.9% | $44.71 | +0.44% | 5 qtrssince 2022-Q4 | Increased 63 |
ISHA CURR HEDGED MSCI EAFE | 382,534 | $12.1M | 0.9% | $29.04 | +0.56% | 5 qtrssince 2022-Q4 | Increased 63 |
ISHARES CORE MSCI EMERGING | 238,245 | $12.1M | 0.9% | $45.69 | +4.20% | 5 qtrssince 2022-Q4 | Increased 58 |
ALPHABET INC-CL A | 74,318 | $10.4M | 0.7% | $123.66 | +12.11% | 5 qtrssince 2022-Q4 | Increased 58 |
VANGUARD TOTAL BOND MARKET | 140,399 | $10.3M | 0.7% | $63.78 | +4.52% | 5 qtrssince 2022-Q4 | Increased 50 |
BERKSHIRE HATHAWAY INC-CL B | 28,747 | $10.3M | 0.7% | $322.81 | +10.49% | 5 qtrssince 2022-Q4 | Increased 52 |
Farther Finance Advisors, LLC manages $1.4B across 3562 positions as of Q4 2023. Top holdings: IVV (6.6%), VOO (6.4%), AAPL (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 1040 new positions, 114 exits, 1769 increased. Top move: VOO (INCREASED, conviction 93). Portfolio: $1.4B across 3562 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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