Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | 07-31-2024 | 06-30-2024 | 3835 | 2,063,615,191 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
COCA COLA CO COM | Stock | 151 | $2,203,422 | 34,820 | 0.00 | 0.00 | 30,310 | 672.06 | 06-30-2024 |
SPDR GOLD MINISHARES TRUST | ETF | 152 | $2,202,322 | 47,659 | 0.00 | 0.00 | 45,759 | 2408.37 | 06-30-2024 |
DIMENSIONAL U.S. CORE EQUITY 2 ETF | ETF | 153 | $2,174,195 | 67,522 | 0.00 | 0.00 | 14,299 | 26.87 | 06-30-2024 |
FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF | ETF | 154 | $2,166,044 | 24,142 | 0.00 | 0.00 | -5,915 | -19.68 | 06-30-2024 |