| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES CORE S&P 500 ETF | 7 | Q2 2024 | 8.1% |
| VANGUARD S&P 500 ETF | 7 | Q2 2024 | 6.4% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | 7 | Q2 2024 | 2.9% |
| APPLE INC COM | 7 | Q2 2024 | 2.8% |
| NVIDIA CORPORATION COM | 7 | Q2 2024 | 4.6% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 7 | Q2 2024 | 4.9% |
| MICROSOFT CORP COM | 7 | Q2 2024 | 2.2% |
| CHEVRON CORP NEW COM | 7 | Q2 2024 | 3.1% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 7 | Q2 2024 | 2.9% |
| ISHARES ESG AWARE MSCI USA ETF | 7 | Q2 2024 | 3.7% |
View Farther Finance Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| N-PX | 2024-07-22 |
| 13F-HR/A | 2024-05-14 |
| 13F-HR/A | 2024-05-14 |
| 13F-HR | 2024-05-14 |
| 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.