StockDriftsStockDriftsTop 50 Farther Finance Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 5.27% | 846.2K | $556.9M | +11.36%(+86.35K) | $572.19(+27.05%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 2.53% | 444.2K | $267.5M | +15.96%(+61.13K) | $503.03(+32.26%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 2.48% | 1.03M | $262.4M | +7.41%(+70.84K) | $229.29(+23.94%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 2.13% | 1.28M | $225.1M | +7.58%(+90.19K) | $138.58(+41.80%) | 2026-03-31 | |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | 2.03% | 4.02M | $214.4M | +24.21%(+783.67K) | $46.08(+18.76%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 1.98% | 3.22M | $209.7M | +23.08%(+603.81K) | $55.50(+24.29%) | 2026-03-31 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 1.34% | 1.41M | $141.8M | +34.11%(+359.19K) | $100.56(-0.13%) | 2026-03-31 | |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 1.2% | 4.92M | $127.2M | +23.97%(+952.26K) | $25.35(+12.43%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 1.11% | 318.0K | $117.4M | +9.03%(+26.33K) | $434.53(-5.33%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 1.04% | 558.2K | $109.8M | +27.37%(+119.97K) | $182.15(+13.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.58% | +46.51% |
| Top 20 Holdings Unweighted | +12.12% | +40.93% |
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