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 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
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