Christopher C. Powers

@Farther Finance Advisors, Llc

Latest period2024 - Q3

Reported2mo 21d 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
DYNFBlackrock U.s. Equity Factor Rotation Etf Recent Activity Increased 25.47%	0.71%	$18.852M 381,084 shares@ $49.47 avg price	Increased 25.47%
BNDVanguard Total Bond Market Etf Recent Activity Increased 28.32%	0.69%	$18.325M 243,975 shares@ $75.12 avg price	Increased 28.32%
EFGIshares Msci Eafe Growth Etf Recent Activity Increased 13.65%	0.69%	$18.238M 169,418 shares@ $107.66 avg price	Increased 13.65%
DFUVDimensional Us Marketwide Value Etf Recent Activity Increased 140.76%	0.67%	$17.741M 425,551 shares@ $41.69 avg price	Increased 140.76%
BRK.BBerkshire Hathaway Inc Del Cl B New Recent Activity Increased 8.73%	0.66%	$17.572M 38,179 shares@ $460.26 avg price	Increased 8.73%
IVEIshares S&p 500 Value Etf Recent Activity Increased 20.07%	0.6%	$15.849M 80,381 shares@ $197.17 avg price	Increased 20.07%
SPIBSpdr Portfolio Intermediate Term Corporate Bond Etf Recent Activity Increased 94.99%	0.59%	$15.537M 460,891 shares@ $33.72 avg price	Increased 94.99%
IYWIshares U.s. Technology Etf Recent Activity Increased 5.43%	0.58%	$15.457M 101,947 shares@ $151.62 avg price	Increased 5.43%
QQQInvesco Qqq Trust Series I Recent Activity Increased 24.5%	0.58%	$15.218M 31,180 shares@ $488.07 avg price	Increased 24.5%
DFUSDimensional U.s. Equity Market Etf Recent Activity Increased 670%	0.53%	$13.884M 223,213 shares@ $62.21 avg price	Increased 670%