Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FARTHER FINANCE ADVISORS LLC 07-31-2024 06-30-2024 3835 2,063,615,191
Institutional Holdings
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
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