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
MBBIshares Mbs Etf Recent Activity Increased 14.33%	0.52%	$13.755M 143,566 shares@ $95.82 avg price	Increased 14.33%
VTVVanguard Value Etf Recent Activity Increased 32.3%	0.52%	$13.746M 78,742 shares@ $174.57 avg price	Increased 32.3%
DFASDimensional U.s. Small Cap Etf Recent Activity Increased 157.18%	0.5%	$13.171M 203,065 shares@ $64.86 avg price	Increased 157.18%
SPMDSpdr Portfolio S&p 400 Mid Cap Etf Recent Activity Increased 44.9%	0.49%	$12.881M 235,563 shares@ $54.68 avg price	Increased 44.9%
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%
LLYEli Lilly & Co Com Recent Activity Increased 12.21%	0.47%	$12.379M 13,973 shares@ $885.95 avg price	Increased 12.21%
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%
DFIVDimensional International Value Etf Recent Activity Increased 537.15%	0.47%	$12.341M 324,075 shares@ $38.09 avg price	Increased 537.15%
VGLTVanguard Long-term Treasury Etf Recent Activity Increased 133.65%	0.46%	$12.259M 199,207 shares@ $61.55 avg price	Increased 133.65%
GOOGAlphabet Inc Cap Stk Cl C Recent Activity Increased 20.76%	0.45%	$11.93M 71,360 shares@ $167.18 avg price	Increased 20.76%