Farther Finance Advisors, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings4,021 positions
iShares Trust CORE S&P500 ETF | 318,284 | $187.4M | 6.8% | $469.18 | +22.86% | 9 qtrssince 2022-Q4 | Increased 64 |
Vanguard Index Funds S&P 500 ETF SHS | 244,235 | $131.6M | 4.8% | $434.36 | +21.49% | 9 qtrssince 2022-Q4 | Decreased 0 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 1.7M | $76M | 2.7% | $41.50 | +1.89% | 9 qtrssince 2022-Q4 | Increased 56 |
Apple Inc. | 272,948 | $68.4M | 2.5% | $193.17 | +28.70% | 9 qtrssince 2022-Q4 | Decreased 0 |
Microsoft Corp. | 118,746 | $50.1M | 1.8% | $378.95 | +9.72% | 9 qtrssince 2022-Q4 | Decreased 0 |
ISHARES NATIONAL MUNI BOND ETF | 422,029 | $45M | 1.6% | $100.11 | +1.20% | 9 qtrssince 2022-Q4 | Increased 61 |
NVIDIA Corp. | 322,974 | $43.4M | 1.6% | $63.53 | +110.82% | 9 qtrssince 2022-Q4 | Decreased 0 |
VANGUARD INTERMEDIATE-TERM BOND ETF | 458,716 | $34.3M | 1.2% | $68.76 | +1.80% | 9 qtrssince 2022-Q4 | Increased 51 |
Amazon.com, Inc. | 152,562 | $33.5M | 1.2% | $162.38 | +36.29% | 9 qtrssince 2022-Q4 | Increased 46 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 54,894 | $32.2M | 1.2% | $531.55 | +8.13% | 9 qtrssince 2022-Q4 | Increased 49 |
ISHARES MSCI USA QUALITY FACTOR ETF | 177,047 | $31.5M | 1.1% | $144.33 | +21.42% | 9 qtrssince 2022-Q4 | Increased 51 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 652,889 | $31.2M | 1.1% | $46.45 | -1.43% | 9 qtrssince 2022-Q4 | Increased 49 |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 600,426 | $30.8M | 1.1% | $47.05 | +7.00% | 4 qtrssince 2024-Q1 | Increased 65 |
ISHARES TR | 277,321 | $28.2M | 1.0% | $87.81 | +14.79% | 9 qtrssince 2022-Q4 | Increased 52 |
ISHARES CORE S&P SMALL CAP ETF | 239,051 | $27.5M | 1.0% | $104.59 | +7.63% | 9 qtrssince 2022-Q4 | Increased 46 |
Alphabet Inc. | 116,637 | $22.1M | 0.8% | $142.06 | +32.48% | 9 qtrssince 2022-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 298,767 | $21M | 0.8% | $65.28 | +3.82% | 9 qtrssince 2022-Q4 | Increased 46 |
ISHARES MSCI EAFE VALUE ETF | 393,050 | $20.6M | 0.7% | $46.56 | +5.04% | 9 qtrssince 2022-Q4 | Increased 47 |
ISHARES TR | 212,263 | $20.6M | 0.7% | $89.41 | +1.82% | 9 qtrssince 2022-Q4 | Increased 65 |
ISHARES MSCI EAFE GROWTH ETF | 207,942 | $20.1M | 0.7% | $92.05 | +2.74% | 9 qtrssince 2022-Q4 | Increased 48 |
Farther Finance Advisors, LLC manages $2.8B across 4021 positions as of Q4 2024. Top holdings: IVV (6.8%), VOO (4.8%), IUSB (2.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 250 new positions, 247 exits, 1295 increased. Top move: DYNF (INCREASED, conviction 65). Portfolio: $2.8B across 4021 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
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