Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2013 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES CORE S&P 500 ETF | 4 | Q3 2023 | 8.1% |
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 4 | Q3 2023 | 4.9% |
ISHARES CORE TOTAL USD BOND MARKET ETF | 4 | Q3 2023 | 2.9% |
CHEVRON CORP NEW COM | 4 | Q3 2023 | 3.1% |
ISHARES ESG AWARE MSCI USA ETF | 4 | Q3 2023 | 3.7% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 4 | Q3 2023 | 2.9% |
APPLE INC COM | 4 | Q3 2023 | 2.4% |
INVESCO S&P 500 TOP 50 ETF | 4 | Q3 2023 | 2.1% |
ISHARES MSCI EAFE GROWTH ETF | 4 | Q3 2023 | 1.9% |
ISHARES MSCI EAFE VALUE ETF | 4 | Q3 2023 | 2.0% |
View Farther Finance Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-15 |
13F-HR | 2023-11-14 |
13F-HR | 2023-09-12 |
13F-HR | 2023-09-12 |
13F-HR | 2023-09-12 |
View Farther Finance Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.