Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FARTHER FINANCE ADVISORS LLC | 09-12-2023 | 06-30-2023 | 2511 | 457,701,849 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | ETF | 251 | $293,488 | 5,473 | 0.00 | 5,473 | +Inf | 06-30-2023 | |
VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 252 | $289,417 | 5,921 | 0.00 | 5,921 | +Inf | 06-30-2023 | |
SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF | ETF | 253 | $288,608 | 8,938 | 0.00 | 8,938 | +Inf | 06-30-2023 | |
JPMORGAN INCOME ETF | ETF | 254 | $288,014 | 6,372 | 0.00 | 6,372 | +Inf | 06-30-2023 |