Farther Finance Advisors, LLC
CIK Number: 0001992825
3.92B
Market Value
2,977
# of Holdings
6 months
Avg. Holding Period
38.21%
Win Rate
94.93%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 603.05 | +0.54% | 318.28K | +6.99% | 187.37M | 485.36 | 6.77% |
| 2 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 244.24K | -2.72% | 131.6M | 448.7 | 4.76% |
| 3 | IUSB | iShares Core To... | 45.58 | -0.13% | 1.68M | +10.16% | 75.97M | 45.68 | 2.75% |
| 4 | AAPL | Apple Inc. | 198.10 | +0.84% | 272.95K | -13.94% | 68.35M | 196.01 | 2.47% |
| 5 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 118.75K | -11.35% | 50.05M | 388.68 | 1.81% |
| 6 | MUB | iShares Nationa... | 103.96 | +0.08% | 422.03K | +40.51% | 44.97M | 107.09 | 1.63% |
| 7 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 322.97K | -62.06% | 43.37M | 63.79 | 1.57% |
| 8 | BIV | Vanguard Interm... | 76.08 | -0.17% | 458.72K | +13.07% | 34.28M | 75.52 | 1.24% |
| 9 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 152.56K | +1.65% | 33.47M | 163.86 | 1.21% |
| 10 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 54.89K | +7.12% | 32.17M | 545.54 | 1.16% |
| 11 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 177.05K | +11.21% | 31.53M | 148.14 | 1.14% |
| 12 | VEA | Vanguard Develo... | 56.41 | +0.44% | 652.89K | +7.16% | 31.22M | 49.6 | 1.13% |
| 13 | DYNF | BlackRock U.S. ... | 52.65 | +0.61% | 600.43K | +57.56% | 30.77M | 48.06 | 1.11% |
| 14 | IVW | iShares S&P 500... | 106.17 | +1.01% | 277.32K | +15.09% | 28.16M | 88.95 | 1.02% |
| 15 | IJR | iShares Core S&... | 106.86 | +0.53% | 239.05K | +13.03% | 27.54M | 108.57 | 1.00% |
| 16 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 116.64K | -0.62% | 22.08M | 143.7 | 0.80% |
| 17 | IEFA | iShares Core MS... | 81.91 | -1.35% | 298.77K | +14.02% | 21M | 69.76 | 0.76% |
| 18 | EFV | iShares MSCI EA... | 62.74 | -1.75% | 393.05K | +18.49% | 20.62M | 51.97 | 0.75% |
| 19 | AGG | iShares Core U.... | 97.78 | -0.19% | 212.26K | +166.44% | 20.57M | 97.19 | 0.74% |
| 20 | EFG | iShares MSCI EA... | 109.77 | -0.54% | 207.94K | +22.74% | 20.14M | 96 | 0.73% |
| 21 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 43.43K | +13.75% | 19.69M | 360.86 | 0.71% |
| 22 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 37.26K | +19.50% | 19.05M | 439.16 | 0.69% |
| 23 | BND | Vanguard Total ... | 72.56 | -0.19% | 253.06K | +3.72% | 18.2M | 72.1 | 0.66% |
| 24 | DFUV | Dimensional US ... | 41.55 | +0.79% | 436.89K | +2.66% | 17.88M | 39.89 | 0.65% |
| 25 | SGOV | iShares 0-3 Mon... | 100.54 | +0.01% | 175.8K | +507.44% | 17.64M | 100.32 | 0.64% |
| 26 | VTI | Vanguard Total ... | 296.15 | +0.88% | 59.94K | +72.15% | 17.37M | 267.77 | 0.63% |
| 27 | SPMD | SPDR Portfolio ... | 53.38 | +0.97% | 312.66K | +32.73% | 17.1M | 52.24 | 0.62% |
| 28 | IVE | iShares S&P 500... | 191.30 | +0.20% | 88.16K | +9.68% | 16.83M | 183.68 | 0.61% |
| 29 | VGIT | Vanguard Interm... | 58.98 | -0.14% | 287.83K | -9% | 16.69M | 58.78 | 0.60% |
| 30 | SPHY | SPDR Portfolio ... | 23.48 | +0.23% | 704.07K | +63.29% | 16.52M | 23.44 | 0.60% |
| 31 | BSV | Vanguard Short-... | 78.08 | -0.03% | 213.37K | -14% | 16.49M | 76.84 | 0.60% |
| 32 | IYW | iShares U.S. Te... | 165.75 | +1.52% | 97.31K | -4.55% | 15.52M | 120.67 | 0.56% |
| 33 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 37.33K | +18.35% | 15.08M | 244.98 | 0.55% |
| 34 | MBB | iShares MBS ETF | 92.42 | -0.14% | 158.86K | +10.65% | 14.56M | 92.82 | 0.53% |
| 35 | DFUS | Dimensional U.S... | 65.26 | +0.88% | 225.94K | +1.22% | 14.4M | 60.92 | 0.52% |
| 36 | SCHD | Schwab U.S. Div... | 26.89 | -0.02% | 493.84K | +755.81% | 13.49M | 27.27 | 0.49% |
| 37 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 70.34K | -1.43% | 13.4M | 144.73 | 0.48% |
| 38 | META | Meta Platforms,... | 701.33 | +2.70% | 22.7K | +9.40% | 13.29M | 413.72 | 0.48% |
| 39 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 74.86K | +108.36% | 13.12M | 172.54 | 0.47% |
| 40 | TFLO | iShares Treasur... | 50.56 | +0.03% | 255.4K | +206.66% | 12.89M | 50.52 | 0.47% |
| 41 | SHV | iShares Short T... | 110.24 | 0.00% | 116.55K | +843.72% | 12.83M | 110.13 | 0.46% |
| 42 | DFAS | Dimensional U.S... | 62.34 | +1.09% | 197.15K | -2.91% | 12.83M | 62.58 | 0.46% |
| 43 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 545.13K | +403.43% | 12.64M | 20.86 | 0.46% |
| 44 | IEMG | iShares Core MS... | 58.66 | -0.09% | 231.76K | +3.55% | 12.1M | 50.1 | 0.44% |
| 45 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 272.62K | +28.21% | 12.01M | 43.31 | 0.43% |
| 46 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 51.53K | -7.27% | 11.95M | 131.6 | 0.43% |
| 47 | DFIV | Dimensional Int... | 43.08 | +0.38% | 329.06K | +1.54% | 11.68M | 37.46 | 0.42% |
| 48 | V | Visa Inc. | 355.07 | +0.63% | 36.19K | -0.32% | 11.44M | 251.84 | 0.41% |
| 49 | SPIB | SPDR Portfolio ... | 33.18 | -0.03% | 348.36K | -24.42% | 11.41M | 33.09 | 0.41% |
| 50 | WMT | Walmart Inc. | 94.23 | -0.22% | 125.89K | +2.30% | 11.37M | 56.59 | 0.41% |
| 51 | EMXC | iShares MSCI Em... | 61.31 | +0.04% | 197.1K | +16.00% | 10.93M | 58.07 | 0.40% |
| 52 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 14.13K | +1.09% | 10.9M | 683.67 | 0.39% |
| 53 | HEFA | iShares Currenc... | 37.84 | +0.49% | 311.61K | -5.92% | 10.83M | 31.49 | 0.39% |
| 54 | DFAC | Dimensional U.S... | 34.97 | +0.94% | 308.92K | +29.26% | 10.69M | 33.2 | 0.39% |
| 55 | BUFR | First Trust Cbo... | 31.21 | +0.61% | 346.34K | +100.00% | 10.55M | 30.47 | 0.38% |
| 56 | CVX | Chevron Corpora... | 146.06 | +0.10% | 71.75K | -2.56% | 10.39M | 169.87 | 0.38% |
| 57 | VTV | Vanguard Value ... | 174.03 | +0.37% | 60.82K | -22.76% | 10.3M | 154.2 | 0.37% |
| 58 | BIL | SPDR Bloomberg ... | 91.59 | +0.01% | 112.21K | +638.57% | 10.26M | 91.43 | 0.37% |
| 59 | SCHO | Schwab Short-Te... | 24.25 | +0.03% | 416.78K | +64.98% | 10.03M | 24.08 | 0.36% |
| 60 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 41K | -6.6% | 9.83M | 169.3 | 0.36% |
| 61 | MOAT | VanEck Mornings... | 92.08 | +1.18% | 105.34K | +13.63K% | 9.77M | 92.6 | 0.35% |
| 62 | SMOT | VanEck Mornings... | 33.93 | +1.53% | 277.58K | +3.97M% | 9.57M | 34.47 | 0.35% |
| 63 | SHY | iShares 1-3 Yea... | 82.40 | -0.01% | 114.53K | -2.43% | 9.39M | 82.46 | 0.34% |
| 64 | VIG | Vanguard Divide... | 200.94 | +0.24% | 47.93K | +34.74% | 9.39M | 176.67 | 0.34% |
| 65 | GLDM | SPDR Gold MiniS... | 67.05 | -1.36% | 180K | +69.23% | 9.36M | 49.46 | 0.34% |
| 66 | GOVT | iShares U.S. Tr... | 22.66 | -0.2% | 404.93K | -2.45% | 9.31M | 22.89 | 0.34% |
| 67 | VGSH | Vanguard Short-... | 58.45 | -0.03% | 153.81K | +11.84% | 8.95M | 58.16 | 0.32% |
| 68 | FBND | Fidelity Total ... | 45.23 | -0.17% | 194.18K | +3.82K% | 8.71M | 44.92 | 0.32% |
| 69 | VBR | Vanguard Small ... | 191.26 | +0.97% | 43.86K | +32.12% | 8.69M | 177.15 | 0.31% |
| 70 | HD | The Home Depot,... | 353.06 | -0.45% | 21.83K | -2.05% | 8.49M | 344.64 | 0.31% |
| 71 | XLG | Invesco S&P 500... | 50.59 | +0.93% | 168.79K | +26.50% | 8.43M | 32.83 | 0.30% |
| 72 | TLT | iShares 20+ Yea... | 85.54 | -0.92% | 94.08K | -8.11% | 8.22M | 94.36 | 0.30% |
| 73 | DFAU | Dimensional US ... | 41.26 | +0.90% | 202.77K | -4.63% | 8.21M | 37.86 | 0.30% |
| 74 | IJH | iShares Core S&... | 60.66 | +0.67% | 130.18K | -1.47% | 8.11M | 52.68 | 0.29% |
| 75 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 48.65K | +15.66% | 8.11M | 124.89 | 0.29% |
| 76 | SHM | SPDR Nuveen Blo... | 47.66 | +0.09% | 168.72K | -11.61% | 8M | 47.61 | 0.29% |
| 77 | PG | The Procter & G... | 160.70 | +0.26% | 46.51K | +2.41% | 7.8M | 154.38 | 0.28% |
| 78 | COST | Costco Wholesal... | 984.10 | -0.62% | 8.3K | -1.41% | 7.61M | 689.98 | 0.28% |
| 79 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 51.9K | -2.13% | 7.51M | 158.6 | 0.27% |
| 80 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 69.08K | -0.31% | 7.43M | 109.93 | 0.27% |
| 81 | XLK | Technology Sele... | 242.79 | +1.51% | 31.08K | +7.37% | 7.23M | 224.94 | 0.26% |
| 82 | ACN | Accenture plc | 313.78 | +0.66% | 20.53K | +6.18% | 7.22M | 328.77 | 0.26% |
| 83 | SCHM | Schwab U.S. Mid... | 27.43 | +1.09% | 253.23K | +1.73K% | 7.02M | 27.56 | 0.25% |
| 84 | VNQ | Vanguard Real E... | 89.84 | +0.02% | 78.2K | -20.48% | 6.97M | 85.09 | 0.25% |
| 85 | DIS | The Walt Disney... | 119.45 | +1.28% | 61.5K | +46.46% | 6.85M | 98.63 | 0.25% |
| 86 | BINC | Blackrock Etf T... | 52.34 | +0.01% | 125.59K | +20.60% | 6.53M | 52.57 | 0.24% |
| 87 | IWF | iShares Russell... | 409.82 | +1.05% | 16.15K | +2.51% | 6.49M | 320.36 | 0.23% |
| 88 | MA | Mastercard Inco... | 568.14 | +1.09% | 12.2K | -8.42% | 6.42M | 419.55 | 0.23% |
| 89 | ESGU | iShares ESG Awa... | 131.32 | +0.67% | 49.75K | +6.24% | 6.41M | 89.98 | 0.23% |
| 90 | VUG | Vanguard Growth... | 423.26 | +1.18% | 15.56K | +5.47% | 6.39M | 320.91 | 0.23% |
| 91 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 12.6K | +0.53% | 6.37M | 504.92 | 0.23% |
| 92 | VV | Vanguard Large ... | 277.77 | +0.86% | 23.56K | -3.43% | 6.35M | 218.62 | 0.23% |
| 93 | SPTL | SPDR Portfolio ... | 25.82 | -0.79% | 235.75K | +181.09% | 6.17M | 27.12 | 0.22% |
| 94 | VCSH | Vanguard Short-... | 78.86 | +0.03% | 79.09K | -3.74% | 6.17M | 77.03 | 0.22% |
| 95 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 18.27K | +14.57% | 6.11M | 251.29 | 0.22% |
| 96 | RTX | RTX Corporation | 146.33 | +0.44% | 52.52K | +48.89% | 6.08M | 97.8 | 0.22% |
| 97 | GBIL | Goldman Sachs A... | 99.98 | -0.01% | 59.35K | -1.44% | 5.93M | 99.75 | 0.21% |
| 98 | AVUV | Avantis U.S. Sm... | 90.06 | +0.95% | 61.24K | +13.26% | 5.91M | 87.72 | 0.21% |
| 99 | LRGF | iShares U.S. Eq... | 62.08 | +0.61% | 96.51K | +5.16% | 5.82M | 42.36 | 0.21% |
| 100 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 114.97K | +58.15% | 5.76M | 50.2 | 0.21% |
| 101 | WFC | Wells Fargo & C... | 72.97 | +0.84% | 79.54K | +1.09% | 5.59M | 58.21 | 0.20% |
| 102 | FFIU | Fieldstone UVA ... | 21.77 | 0.00% | 254.09K | -86.82% | 5.41M | 21.38 | 0.20% |
| 103 | DFIC | Dimensional Int... | 30.93 | +0.31% | 202.9K | -3.61% | 5.24M | 26.45 | 0.19% |
| 104 | DBEF | Xtrackers MSCI ... | 45.10 | +0.52% | 126.05K | +420.02% | 5.22M | 40.41 | 0.19% |
| 105 | ITOT | iShares Core S&... | 131.11 | +0.61% | 38.53K | +6.01% | 4.96M | 103.8 | 0.18% |
| 106 | AVEM | Avantis Emergin... | 67.99 | +1.19% | 81.78K | +17.71% | 4.81M | 56.75 | 0.17% |
| 107 | AVLV | Avantis U.S. La... | 67.25 | +1.01% | 70.9K | +120.25% | 4.73M | 63.78 | 0.17% |
| 108 | AVUS | Avantis U.S. Eq... | 98.38 | +0.95% | 48.53K | -38.69% | 4.7M | 75.61 | 0.17% |
| 109 | DFSD | Dimensional Sho... | 47.80 | +0.01% | 99.52K | +73.85% | 4.67M | 46.8 | 0.17% |
| 110 | SPUS | SP Funds S&P 50... | 43.13 | +1.16% | 107.98K | -0.31% | 4.64M | 36.54 | 0.17% |
| 111 | MDT | Medtronic plc | 87.94 | +0.77% | 57.52K | +50.27% | 4.59M | 81.49 | 0.17% |
| 112 | UL | Unilever PLC | 62.82 | +0.24% | 80.75K | +69.88% | 4.58M | 53.17 | 0.17% |
| 113 | XLV | Health Care Sel... | 135.62 | -0.38% | 33.23K | +14.35% | 4.57M | 148.88 | 0.17% |
| 114 | SCHF | Schwab Internat... | 21.89 | +0.44% | 245.96K | +86.30% | 4.55M | 18.96 | 0.16% |
| 115 | SCHH | Schwab U.S. REI... | 21.27 | -0.07% | 210.94K | +48.99% | 4.44M | 22.43 | 0.16% |
| 116 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 28.96K | +7.11% | 4.4M | 170.36 | 0.16% |
| 117 | NVO | Novo Nordisk A/... | 76.93 | -3.63% | 50.28K | +69.09% | 4.33M | 96.41 | 0.16% |
| 118 | OEF | iShares S&P 100... | 295.09 | +0.81% | 14.89K | +9.32% | 4.3M | 234.03 | 0.16% |
| 119 | IJK | iShares S&P Mid... | 88.73 | +0.90% | 47.19K | +12.43% | 4.29M | 82 | 0.16% |
| 120 | DFCF | Dimensional Cor... | 41.78 | -0.11% | 102.93K | -38.95% | 4.25M | 42.77 | 0.15% |
| 121 | DFAT | Dimensional U.S... | 53.04 | +0.95% | 76.1K | +5.44% | 4.24M | 52.44 | 0.15% |
| 122 | INTF | iShares Interna... | 33.66 | -1.26% | 145.82K | +4.09% | 4.19M | 27.01 | 0.15% |
| 123 | SCHB | Schwab U.S. Bro... | 23.20 | +0.85% | 184.23K | +361.35% | 4.18M | 20.42 | 0.15% |
| 124 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 70.06K | +0.14% | 4.15M | 49.34 | 0.15% |
| 125 | VXUS | Vanguard Total ... | 68.37 | +0.63% | 69.82K | -3.34% | 4.11M | 57.61 | 0.15% |
| 126 | JNK | SPDR Bloomberg ... | 95.93 | +0.24% | 43.03K | +2.73% | 4.11M | 94.21 | 0.15% |
| 127 | JAAA | Janus Henderson... | 50.65 | 0.00% | 80.17K | +65.85% | 4.07M | 50.78 | 0.15% |
| 128 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 22.8K | -1.97% | 4.05M | 163.99 | 0.15% |
| 129 | IBM | International B... | 281.56 | +1.57% | 18.23K | +10.07% | 4.01M | 183.61 | 0.14% |
| 130 | VCIT | Vanguard Interm... | 81.52 | -0.05% | 49.83K | +1.93% | 4M | 80.13 | 0.14% |
| 131 | ADBE | Adobe Inc. | 401.12 | +2.41% | 8.81K | +2.07% | 3.92M | 551.33 | 0.14% |
| 132 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 4.35K | -16.74% | 3.87M | 554.14 | 0.14% |
| 133 | DCOR | Dimensional ETF... | 65.23 | +0.90% | 59.55K | +87.75% | 3.82M | 62.12 | 0.14% |
| 134 | HYMB | SPDR Nuveen Blo... | 24.66 | +0.12% | 147.94K | +72.53% | 3.78M | 25.56 | 0.14% |
| 135 | SBUX | Starbucks Corpo... | 93.39 | +0.14% | 41.13K | +9.97% | 3.75M | 93.91 | 0.14% |
| 136 | VGLT | Vanguard Long-T... | 54.52 | -0.77% | 67.06K | -66.33% | 3.71M | 60.02 | 0.13% |
| 137 | GD | General Dynamic... | 278.85 | -1.47% | 13.92K | +14.95% | 3.67M | 259.81 | 0.13% |
| 138 | VB | Vanguard Small ... | 232.08 | +1.04% | 14.98K | +20.56% | 3.6M | 228.96 | 0.13% |
| 139 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 3.37K | +3.78% | 3.58M | 642.76 | 0.13% |
| 140 | INTU | Intuit Inc. | 767.56 | +1.80% | 5.65K | +5.17% | 3.55M | 617.55 | 0.13% |
| 141 | CL | Colgate-Palmoli... | 90.03 | -0.25% | 38.77K | -7.7% | 3.52M | 98.7 | 0.13% |
| 142 | DFSV | Dimensional US ... | 28.97 | +1.05% | 114.44K | -3.88% | 3.52M | 28.14 | 0.13% |
| 143 | NOBL | ProShares S&P 5... | 100.17 | +0.38% | 35.37K | -12.51% | 3.52M | 91.17 | 0.13% |
| 144 | SPLG | SPDR Portfolio ... | 70.81 | +0.85% | 50.99K | -13.04% | 3.52M | 56.34 | 0.13% |
| 145 | LGLV | SPDR SSGA US La... | 173.25 | +0.01% | 20.8K | +13.64% | 3.44M | 168.35 | 0.12% |
| 146 | IFRA | iShares U.S. In... | 48.08 | -0.29% | 70.99K | +1.04% | 3.29M | 39.77 | 0.12% |
| 147 | MCD | McDonald's Corp... | 295.94 | -1.98% | 11.31K | -33.39% | 3.28M | 276.9 | 0.12% |
| 148 | FIXD | First Trust TCW... | 43.45 | -0.2% | 75.22K | +205.16% | 3.23M | 43.55 | 0.12% |
| 149 | UCON | First Trust TCW... | 24.71 | -0.06% | 130.56K | +234.35% | 3.22M | 24.66 | 0.12% |
| 150 | SPDW | SPDR Portfolio ... | 40.45 | +0.52% | 92.88K | +17.66% | 3.17M | 34.34 | 0.11% |