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 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
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