Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FARTHER FINANCE ADVISORS LLC | 09-12-2023 | 06-30-2023 | 2511 | 457,701,849 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | ETF | 1 | $27,408,978 | 61,495 | 0.01 | 61,495 | +Inf | 06-30-2023 | |
| UVA UNCONSTRAINED MEDIUM-TERM FIXED INCOME ETF | ETF | 2 | $16,536,016 | 762,204 | 0.00 | 762,204 | +Inf | 06-30-2023 | |
| ISHARES CORE TOTAL USD BOND MARKET ETF | ETF | 3 | $13,301,458 | 292,533 | 0.00 | 292,533 | +Inf | 06-30-2023 | |
| APPLE INC COM | Stock | 4 | $10,901,668 | 56,203 | 0.00 | 56,203 | +Inf | 06-30-2023 |
