Farther Finance Advisors, LLC

CIK Number: 0001992825

3.92B
Market Value
2,976
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 IVV iShares Core S&...
614.96
+0.82% 318.28K +6.99% 187.37M 485.36 6.77%
2 VOO Vanguard 500 In...
564.28
+0.81% 244.24K -2.72% 131.6M 448.7 4.76%
3 IUSB iShares Core To...
46.16
+0.27% 1.68M +10.16% 75.97M 45.68 2.75%
4 AAPL Apple Inc.
201.21
-0.18% 272.95K -13.94% 68.35M 196.01 2.47%
5 MSFT Microsoft Corpo...
497.50
+1.06% 118.75K -11.35% 50.05M 388.68 1.81%
6 MUB iShares Nationa...
104.33
+0.13% 422.03K +40.51% 44.97M 107.09 1.63%
7 NVDA NVIDIA Corporat...
155.10
+0.51% 322.97K -62.06% 43.37M 63.79 1.57%
8 BIV Vanguard Interm...
77.22
+0.31% 458.72K +13.07% 34.28M 75.52 1.24%
9 AMZN Amazon.com, Inc...
217.26
+2.49% 152.56K +1.65% 33.47M 163.86 1.21%
10 SPY SPDR S&P 500 ET...
611.96
+0.80% 54.89K +7.12% 32.17M 545.54 1.16%
11 QUAL iShares MSCI US...
180.45
+0.60% 177.05K +11.21% 31.53M 148.14 1.14%
12 VEA Vanguard Develo...
56.48
+1.10% 652.89K +7.16% 31.22M 49.6 1.13%
13 DYNF BlackRock U.S. ...
53.90
+0.96% 600.43K +57.56% 30.77M 48.06 1.11%
14 IVW iShares S&P 500...
108.89
+0.98% 277.32K +15.09% 28.16M 88.95 1.02%
15 IJR iShares Core S&...
109.20
+1.52% 239.05K +13.03% 27.54M 108.57 1.00%
16 GOOGL Alphabet Inc.
173.50
+1.65% 116.64K -0.62% 22.08M 143.7 0.80%
17 IEFA iShares Core MS...
82.55
+1.22% 298.77K +14.02% 21M 69.76 0.76%
18 EFV iShares MSCI EA...
63.08
+1.07% 393.05K +18.49% 20.62M 51.97 0.75%
19 AGG iShares Core U....
99.08
+0.28% 212.26K +166.44% 20.57M 97.19 0.74%
20 EFG iShares MSCI EA...
110.53
+1.15% 207.94K +22.74% 20.14M 96 0.73%
21 BRK-B Berkshire Hatha...
485.71
-0.1% 43.43K +13.75% 19.69M 360.86 0.71%
22 QQQ Invesco QQQ Tru...
546.29
+0.95% 37.26K +19.50% 19.05M 439.16 0.69%
23 BND Vanguard Total ...
73.52
+0.29% 253.06K +3.72% 18.2M 72.1 0.66%
24 DFUV Dimensional US ...
42.08
+0.97% 436.89K +2.66% 17.88M 39.89 0.65%
25 SGOV iShares 0-3 Mon...
100.66
+0.01% 175.8K +507.44% 17.64M 100.32 0.64%
26 VTI Vanguard Total ...
302.04
+0.90% 59.94K +72.15% 17.37M 267.77 0.63%
27 SPMD SPDR Portfolio ...
54.24
+1.36% 312.66K +32.73% 17.1M 52.24 0.62%
28 IVE iShares S&P 500...
193.80
+0.67% 88.16K +9.68% 16.83M 183.68 0.61%
29 VGIT Vanguard Interm...
59.74
+0.23% 287.83K -9% 16.69M 58.78 0.60%
30 SPHY SPDR Portfolio ...
23.72
+0.25% 704.07K +63.29% 16.52M 23.44 0.60%
31 BSV Vanguard Short-...
78.66
+0.17% 213.37K -14% 16.49M 76.84 0.60%
32 IYW iShares U.S. Te...
171.64
+0.87% 97.31K -4.55% 15.52M 120.67 0.56%
33 TSLA Tesla, Inc.
326.14
-0.43% 37.33K +18.35% 15.08M 244.98 0.55%
34 MBB iShares MBS ETF
93.88
+0.36% 158.86K +10.65% 14.56M 92.82 0.53%
35 DFUS Dimensional U.S...
66.42
+0.87% 225.94K +1.22% 14.4M 60.92 0.52%
36 SCHD Schwab U.S. Div...
26.39
+0.71% 493.84K +755.81% 13.49M 27.27 0.49%
37 GOOG Alphabet Inc.
174.38
+1.69% 70.34K -1.43% 13.4M 144.73 0.48%
38 META Meta Platforms,...
726.45
+2.51% 22.7K +9.40% 13.29M 413.72 0.48%
39 RSP Invesco S&P 500...
180.32
+0.81% 74.86K +108.36% 13.12M 172.54 0.47%
40 TFLO iShares Treasur...
50.62
0.00% 255.4K +206.66% 12.89M 50.52 0.47%
41 SHV iShares Short T...
110.38
+0.01% 116.55K +843.72% 12.83M 110.13 0.46%
42 DFAS Dimensional U.S...
63.59
+1.49% 197.15K -2.91% 12.83M 62.58 0.46%
43 SCHX Schwab U.S. Lar...
24.23
+0.81% 545.13K +403.43% 12.64M 20.86 0.46%
44 IEMG iShares Core MS...
59.96
+0.69% 231.76K +3.55% 12.1M 50.1 0.44%
45 VWO Vanguard Emergi...
49.45
+0.69% 272.62K +28.21% 12.01M 43.31 0.43%
46 AVGO Broadcom Inc.
270.21
+2.10% 51.53K -7.27% 11.95M 131.6 0.43%
47 DFIV Dimensional Int...
42.48
+1.11% 329.06K +1.54% 11.68M 37.46 0.42%
48 V Visa Inc.
346.26
+0.29% 36.19K -0.32% 11.44M 251.84 0.41%
49 SPIB SPDR Portfolio ...
33.52
+0.22% 348.36K -24.42% 11.41M 33.09 0.41%
50 WMT Walmart Inc.
96.16
-1.13% 125.89K +2.30% 11.37M 56.59 0.41%
51 EMXC iShares MSCI Em...
63.09
+1.01% 197.1K +16.00% 10.93M 58.07 0.40%
52 LLY Eli Lilly and C...
795.71
+0.43% 14.13K +1.09% 10.9M 683.67 0.39%
53 HEFA iShares Currenc...
37.73
+0.68% 311.61K -5.92% 10.83M 31.49 0.39%
54 DFAC Dimensional U.S...
35.55
+1.01% 308.92K +29.26% 10.69M 33.2 0.39%
55 BUFR First Trust Cbo...
31.64
+0.52% 346.34K +100.00% 10.55M 30.47 0.38%
56 CVX Chevron Corpora...
144.42
+0.83% 71.75K -2.56% 10.39M 169.87 0.38%
57 VTV Vanguard Value ...
176.23
+0.72% 60.82K -22.76% 10.3M 154.2 0.37%
58 BIL SPDR Bloomberg ...
91.69
+0.02% 112.21K +638.57% 10.26M 91.43 0.37%
59 SCHO Schwab Short-Te...
24.37
+0.08% 416.78K +64.98% 10.03M 24.08 0.36%
60 JPM JPMorgan Chase ...
288.83
+1.68% 41K -6.6% 9.83M 169.3 0.36%
61 MOAT VanEck Mornings...
93.14
+0.82% 105.34K +13.63K% 9.77M 92.6 0.35%
62 SMOT VanEck Mornings...
34.56
+0.96% 277.58K +3.97M% 9.57M 34.47 0.35%
63 SHY iShares 1-3 Yea...
82.83
+0.11% 114.53K -2.43% 9.39M 82.46 0.34%
64 VIG Vanguard Divide...
203.59
+0.62% 47.93K +34.74% 9.39M 176.67 0.34%
65 GLDM SPDR Gold MiniS...
65.94
-0.14% 180K +69.23% 9.36M 49.46 0.34%
66 GOVT iShares U.S. Tr...
22.94
+0.22% 404.93K -2.45% 9.31M 22.89 0.34%
67 VGSH Vanguard Short-...
58.76
+0.10% 153.81K +11.84% 8.95M 58.16 0.32%
68 FBND Fidelity Total ...
45.88
+0.34% 194.18K +3.82K% 8.71M 44.92 0.32%
69 VBR Vanguard Small ...
195.46
+1.41% 43.86K +32.12% 8.69M 177.15 0.31%
70 HD The Home Depot,...
363.71
+0.51% 21.83K -2.05% 8.49M 344.64 0.31%
71 XLG Invesco S&P 500...
51.63
+0.84% 168.79K +26.50% 8.43M 32.83 0.30%
72 TLT iShares 20+ Yea...
87.93
+0.48% 94.08K -8.11% 8.22M 94.36 0.30%
73 DFAU Dimensional US ...
41.98
+0.93% 202.77K -4.63% 8.21M 37.86 0.30%
74 IJH iShares Core S&...
61.88
+1.38% 130.18K -1.47% 8.11M 52.68 0.29%
75 ORCL Oracle Corporat...
213.02
+1.09% 48.65K +15.66% 8.11M 124.89 0.29%
76 SHM SPDR Nuveen Blo...
47.78
+0.05% 168.72K -11.61% 8M 47.61 0.29%
77 PG The Procter & G...
158.66
-0.19% 46.51K +2.41% 7.8M 154.38 0.28%
78 COST Costco Wholesal...
983.03
-0.36% 8.3K -1.41% 7.61M 689.98 0.28%
79 JNJ Johnson & Johns...
152.17
-0.07% 51.9K -2.13% 7.51M 158.6 0.27%
80 XOM Exxon Mobil Cor...
110.07
+1.57% 69.08K -0.31% 7.43M 109.93 0.27%
81 XLK Technology Sele...
251.16
+0.73% 31.08K +7.37% 7.23M 224.94 0.26%
82 ACN Accenture plc
296.02
+0.48% 20.53K +6.18% 7.22M 328.77 0.26%
83 SCHM Schwab U.S. Mid...
27.86
+1.18% 253.23K +1.73K% 7.02M 27.56 0.25%
84 VNQ Vanguard Real E...
88.31
-1.01% 78.2K -20.48% 6.97M 85.09 0.25%
85 DIS The Walt Disney...
121.64
+1.86% 61.5K +46.46% 6.85M 98.63 0.25%
86 BINC Blackrock Etf T...
52.77
+0.26% 125.59K +20.60% 6.53M 52.57 0.24%
87 IWF iShares Russell...
419.42
+0.96% 16.15K +2.51% 6.49M 320.36 0.23%
88 MA Mastercard Inco...
546.24
-0.63% 12.2K -8.42% 6.42M 419.55 0.23%
89 ESGU iShares ESG Awa...
133.79
+0.79% 49.75K +6.24% 6.41M 89.98 0.23%
90 VUG Vanguard Growth...
433.78
+0.82% 15.56K +5.47% 6.39M 320.91 0.23%
91 UNH UnitedHealth Gr...
302.52
+0.17% 12.6K +0.53% 6.37M 504.92 0.23%
92 VV Vanguard Large ...
283.29
+0.67% 23.56K -3.43% 6.35M 218.62 0.23%
93 SPTL SPDR Portfolio ...
26.48
+0.51% 235.75K +181.09% 6.17M 27.12 0.22%
94 VCSH Vanguard Short-...
79.41
+0.18% 79.09K -3.74% 6.17M 77.03 0.22%
95 CRM Salesforce, Inc...
270.60
+1.06% 18.27K +14.57% 6.11M 251.29 0.22%
96 RTX RTX Corporation
142.71
+0.94% 52.52K +48.89% 6.08M 97.8 0.22%
97 GBIL Goldman Sachs A...
100.11
+0.02% 59.35K -1.44% 5.93M 99.75 0.21%
98 AVUV Avantis U.S. Sm...
90.91
+1.61% 61.24K +13.26% 5.91M 87.72 0.21%
99 LRGF iShares U.S. Eq...
63.44
+0.92% 96.51K +5.16% 5.82M 42.36 0.21%
100 VTEB Vanguard Tax-Ex...
48.95
+0.09% 114.97K +58.15% 5.76M 50.2 0.21%
101 WFC Wells Fargo & C...
79.98
+1.15% 79.54K +1.09% 5.59M 58.21 0.20%
102 FFIU Fieldstone UVA ...
21.94
0.00% 254.09K -86.82% 5.41M 21.38 0.20%
103 DFIC Dimensional Int...
30.78
+1.32% 202.9K -3.61% 5.24M 26.45 0.19%
104 DBEF Xtrackers MSCI ...
43.51
+0.62% 126.05K +420.02% 5.22M 40.41 0.19%
105 ITOT iShares Core S&...
133.78
+0.92% 38.53K +6.01% 4.96M 103.8 0.18%
106 AVEM Avantis Emergin...
68.37
+0.62% 81.78K +17.71% 4.81M 56.75 0.17%
107 AVLV Avantis U.S. La...
67.64
+1.11% 70.9K +120.25% 4.73M 63.78 0.17%
108 AVUS Avantis U.S. Eq...
99.92
+1.07% 48.53K -38.69% 4.7M 75.61 0.17%
109 DFSD Dimensional Sho...
47.98
+0.18% 99.52K +73.85% 4.67M 46.8 0.17%
110 SPUS SP Funds S&P 50...
44.02
+0.76% 107.98K -0.31% 4.64M 36.54 0.17%
111 MDT Medtronic plc
86.28
+0.36% 57.52K +50.27% 4.59M 81.49 0.17%
112 UL Unilever PLC
60.66
-1.02% 80.75K +69.88% 4.58M 53.17 0.17%
113 XLV Health Care Sel...
134.22
+0.24% 33.23K +14.35% 4.57M 148.88 0.17%
114 SCHF Schwab Internat...
21.89
+1.08% 245.96K +86.30% 4.55M 18.96 0.16%
115 SCHH Schwab U.S. REI...
20.98
-0.07% 210.94K +48.99% 4.44M 22.43 0.16%
116 PEP PepsiCo, Inc.
128.20
+0.14% 28.96K +7.11% 4.4M 170.36 0.16%
117 NVO Novo Nordisk A/...
67.75
+0.60% 50.28K +69.09% 4.33M 96.41 0.16%
118 OEF iShares S&P 100...
301.37
+0.90% 14.89K +9.32% 4.3M 234.03 0.16%
119 IJK iShares S&P Mid...
90.51
+1.31% 47.19K +12.43% 4.29M 82 0.16%
120 DFCF Dimensional Cor...
42.17
+0.30% 102.93K -38.95% 4.25M 42.77 0.15%
121 DFAT Dimensional U.S...
53.88
+1.69% 76.1K +5.44% 4.24M 52.44 0.15%
122 INTF iShares Interna...
33.84
+1.23% 145.82K +4.09% 4.19M 27.01 0.15%
123 SCHB Schwab U.S. Bro...
23.61
+0.92% 184.23K +361.35% 4.18M 20.42 0.15%
124 CSCO Cisco Systems, ...
68.97
+1.15% 70.06K +0.14% 4.15M 49.34 0.15%
125 VXUS Vanguard Total ...
68.64
+1.01% 69.82K -3.34% 4.11M 57.61 0.15%
126 JNK SPDR Bloomberg ...
97.02
+0.32% 43.03K +2.73% 4.11M 94.21 0.15%
127 JAAA Janus Henderson...
50.72
+0.12% 80.17K +65.85% 4.07M 50.78 0.15%
128 ABBV AbbVie Inc.
186.97
+0.85% 22.8K -1.97% 4.05M 163.99 0.15%
129 IBM International B...
292.32
+0.43% 18.23K +10.07% 4.01M 183.61 0.14%
130 VCIT Vanguard Interm...
82.66
+0.30% 49.83K +1.93% 4M 80.13 0.14%
131 ADBE Adobe Inc.
385.00
-0.66% 8.81K +2.07% 3.92M 551.33 0.14%
132 NFLX Netflix, Inc.
1306.80
+2.47% 4.35K -16.74% 3.87M 554.14 0.14%
133 DCOR Dimensional ETF...
66.31
+0.98% 59.55K +87.75% 3.82M 62.12 0.14%
134 HYMB SPDR Nuveen Blo...
24.72
+0.12% 147.94K +72.53% 3.78M 25.56 0.14%
135 SBUX Starbucks Corpo...
91.88
+0.85% 41.13K +9.97% 3.75M 93.91 0.14%
136 VGLT Vanguard Long-T...
55.92
+0.43% 67.06K -66.33% 3.71M 60.02 0.13%
137 GD General Dynamic...
291.49
+1.95% 13.92K +14.95% 3.67M 259.81 0.13%
138 VB Vanguard Small ...
237.05
+1.40% 14.98K +20.56% 3.6M 228.96 0.13%
139 NOW ServiceNow, Inc...
1012.00
+0.68% 3.37K +3.78% 3.58M 642.76 0.13%
140 INTU Intuit Inc.
773.08
+2.01% 5.65K +5.17% 3.55M 617.55 0.13%
141 CL Colgate-Palmoli...
87.83
+0.04% 38.77K -7.7% 3.52M 98.7 0.13%
142 DFSV Dimensional US ...
29.43
+1.71% 114.44K -3.88% 3.52M 28.14 0.13%
143 NOBL ProShares S&P 5...
99.88
+0.71% 35.37K -12.51% 3.52M 91.17 0.13%
144 SPLG SPDR Portfolio ...
72.20
+0.80% 50.99K -13.04% 3.52M 56.34 0.13%
145 LGLV SPDR SSGA US La...
172.78
+0.49% 20.8K +13.64% 3.44M 168.35 0.12%
146 IFRA iShares U.S. In...
48.86
+1.37% 70.99K +1.04% 3.29M 39.77 0.12%
147 MCD McDonald's Corp...
285.78
+0.08% 11.31K -33.39% 3.28M 276.9 0.12%
148 FIXD First Trust TCW...
43.80
-0.15% 75.22K +205.16% 3.23M 43.55 0.12%
149 UCON First Trust TCW...
24.86
-0.14% 130.56K +234.35% 3.22M 24.66 0.12%
150 SPDW SPDR Portfolio ...
40.12
+1.20% 92.88K +17.66% 3.17M 34.34 0.11%