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 INTERNATIONAL EQUITY FACTOR ETF | ETF | 51 | $1,741,336 | 64,951 | 0.00 | 64,951 | +Inf | 06-30-2023 | |
VANGUARD TOTAL BOND MARKET ETF | ETF | 52 | $1,739,533 | 23,931 | 0.00 | 23,931 | +Inf | 06-30-2023 | |
VANGUARD TOTAL INTERNATIONAL STOCK ETF | ETF | 53 | $1,716,609 | 30,610 | 0.00 | 30,610 | +Inf | 06-30-2023 | |
UNITEDHEALTH GROUP INC COM | Stock | 54 | $1,708,353 | 3,554 | 0.00 | 3,554 | +Inf | 06-30-2023 |