| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
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.