Christopher C. Powers

@Farther Finance Advisors, Llc

Latest period2024 - Q3

Reported2mo 20d ago

Managed Assets$2.666B

Total holdings4021

Assets growth rate29.2%

Assets growth rate (2-Q avg)27.37%

Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Farther Finance Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 4021 positions.

Assets under management

The assets under management (AUM) of Farther Finance Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 2.666B in assets, with a quarterly growth rate of 29.2% and a 2-quarter average growth rate of 27.37%. The portfolio is managed by Christopher C. Powers, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BIVVanguard Intermediate-term Bond Etf Recent Activity Decreased -1.41%	1.2%	$31.796M 405,699 shares@ $78.38 avg price	Decreased -1.41%
BSVVanguard Short-term Bond Etf Recent Activity Decreased -18.01%	0.74%	$19.524M 248,114 shares@ $78.7 avg price	Decreased -18.01%
IEMGIshares Core Msci Emerging Markets Etf Recent Activity Decreased -0.42%	0.49%	$12.849M 223,806 shares@ $57.42 avg price	Decreased -0.42%
SCHOSchwab Short-term Us Treasury Etf Recent Activity Decreased -7.02%	0.47%	$12.374M 252,631 shares@ $48.98 avg price	Decreased -7.02%
HEFAIshares Currency Hedged Msci Eafe Etf Recent Activity Decreased -12.25%	0.45%	$11.732M 331,230 shares@ $35.42 avg price	Decreased -12.25%
SHMSpdr Nuveen Bloomberg Short Term Municipal Bond Etf Recent Activity Decreased -7.13%	0.35%	$9.189M 190,883 shares@ $48.15 avg price	Decreased -7.13%
SCHXSchwab U.s. Large-cap Etf Recent Activity Decreased -47.14%	0.28%	$7.347M 108,285 shares@ $67.85 avg price	Decreased -47.14%
VBRVanguard Small Cap Value Etf Recent Activity Decreased -5.98%	0.26%	$6.666M 33,199 shares@ $200.78 avg price	Decreased -5.98%
VVVanguard Large-cap Etf Recent Activity Decreased -1.13%	0.25%	$6.424M 24,397 shares@ $263.3 avg price	Decreased -1.13%
XLGInvesco S&p 500 Top 50 Etf Recent Activity Decreased -17.36%	0.24%	$6.342M 133,430 shares@ $47.54 avg price	Decreased -17.36%