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 |
---|---|---|---|---|---|---|---|---|---|
FIRST TRUST SENIOR LOAN FUND | ETF | 451 | $550,608 | 12,022 | 0.00 | 0.00 | 11,952 | 17074.29 | 06-30-2024 |
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | ETF | 452 | $549,897 | 21,223 | 0.00 | 0.00 | 21,220 | 707333.33 | 06-30-2024 |
CRA INTL INC COM | Stock | 453 | $549,180 | 3,280 | 0.00 | 3,280 | +Inf | 06-30-2024 | |
VANGUARD SMALL-CAP GROWTH ETF | ETF | 454 | $548,427 | 2,209 | 0.00 | 0.00 | 1,838 | 495.42 | 06-30-2024 |