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CIK: 0001731061
Total reported value
$3.8B
$3.8B
1780 檔
8.2%
During the Q1 2024 filing period, Larson Financial Group LLC (CIK: 0001731061) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.8B across 1780 reported positions.
During Q1 2024, Larson Financial Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1780 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.52% | -0.47% | +2.31% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.25% | -0.62% | +47.70% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.82% | -0.11% | +18.60% | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.05% | -0.08% | -3.94% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.52% | -0.22% | -6.04% | |
| 6 | DFIS | Dimensional International Sm | ETF-Other | 2.06% | -0.07% | -2.92% | |
| 7 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.96% | -0.12% | -5.02% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 1.88% | -0.13% | -5.85% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.64% | -0.16% | +37.24% | |
| 10 | DFAT | Dimensional US Target Value | ETF-Other | 1.62% | -0.10% | -1.46% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.55% | -0.06% | +21.83% | |
| 12 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.46% | -0.11% | -7.22% | |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.33% | -0.10% | +5.70% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.50% | +4.33% | |
| 15 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.30% | -0.10% | +21.12% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.24% | -0.28% | +4.77% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.20% | -0.04% | -5.02% | |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.18% | -0.01% | -0.60% | |
| 19 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.18% | -0.04% | -3.26% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.15% | -0.08% | -4.37% | |
| 21 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.14% | -0.07% | +7.32% | |
| 22 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.11% | -0.06% | -6.71% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.09% | -0.07% | -4.17% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.03% | -0.03% | -2.27% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | -0.22% | +4.01% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.98% | -0.07% | -4.26% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.89% | +0.80% | -1.27% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.85% | -0.03% | +37.07% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.22% | +5.60% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | -0.07% | -14.94% | |
| 31 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.77% | -0.06% | -8.71% | |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.77% | -0.05% | -5.87% | |
| 33 | KE | Kimball Electronics Inc | Stock-Other | 0.68% | -0.01% | — | |
| 34 | FVD | First Trust Value Line Dvd | ETF-Other | 0.62% | -0.11% | +345.46% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | -0.01% | +49.60% | |
| 36 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.62% | -0.03% | -7.83% | |
| 37 | AVDE | Avantis International Equity | ETF-Other | 0.59% | -0.04% | -3.32% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.58% | -0.03% | +5.15% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.57% | +0.03% | -5.46% | |
| 40 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.19% | +1.85% | |
| 41 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.54% | -0.03% | -7.72% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | -0.01% | +10.84% | |
| 43 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.02% | +2.87% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.46% | -0.01% | +3.59% | |
| 45 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.44% | -0.02% | -2.71% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.43% | -0.06% | +225.83% | |
| 47 | DFIV | Dimensional International Va | ETF-Other | 0.41% | -0.04% | -3.46% | |
| 48 | MANH | Manhattan Associates Inc | Stock-Tech | 0.40% | -0.03% | +1.89% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.03% | +57.62% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.38% | -0.01% | +97.95% |
According to official SEC Form 13F filings, Larson Financial Group LLC reported a total U.S. public equity portfolio value of $3.8B across 1780 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VO, VOO, QQQ) accounted for 8.2% of total reported equity market value during Q1 2024.
During Q1 2024, Larson Financial Group LLC's top holdings by market value included VO (7.5%)、VOO (7.3%)、QQQ (3.8%). The largest single position, VO, represented 7.5% of total portfolio value.
In Q1 2024, Larson Financial Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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