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
VTIVanguard Total Stock Market Etf Recent Activity Increased 18.3%	0.37%	$9.86M 34,820 shares@ $283.17 avg price	Increased 18.3%
SHYIshares 1-3 Year Treasury Bond Etf Recent Activity Increased 112.02%	0.37%	$9.761M 117,385 shares@ $83.16 avg price	Increased 112.02%
GOVTIshares U.s. Treasury Bond Etf Recent Activity Increased 11.11%	0.37%	$9.734M 415,111 shares@ $23.46 avg price	Increased 11.11%
AVGOBroadcom Inc Com Recent Activity Increased 1316.4%	0.36%	$9.585M 55,565 shares@ $172.51 avg price	Increased 1316.4%
VNQVanguard Real Estate Etf Recent Activity Increased 1.33%	0.36%	$9.58M 98,338 shares@ $97.42 avg price	Increased 1.33%
JPMJpmorgan Chase & Co. Com Recent Activity Increased 8.95%	0.35%	$9.256M 43,895 shares@ $210.86 avg price	Increased 8.95%
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%
HDHome Depot Inc Com Recent Activity Increased 14.79%	0.34%	$9.031M 22,292 shares@ $405.14 avg price	Increased 14.79%
JNJJohnson & Johnson Com Recent Activity Increased 16.15%	0.33%	$8.594M 53,029 shares@ $162.06 avg price	Increased 16.15%
DFAUDimensional Us Core Equity Market Etf Recent Activity Increased 251.31%	0.32%	$8.438M 212,610 shares@ $39.69 avg price	Increased 251.31%