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CIK: 0001731061
Total reported value
$3.8B
$3.8B
2419 檔
8.5%
As reported in its official Q2 2024 Form 13F filing, Larson Financial Group LLC's tracked investment portfolio stood at $3.8B with 2419 total positions.
During Q2 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 2419 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.97% | -0.62% | +4.73% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-Other | 6.24% | -0.47% | -2.98% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.24% | -0.11% | +16.56% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.35% | -0.36% | +759.88% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.18% | -0.28% | +61.97% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.18% | -0.22% | -7.22% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.89% | -0.21% | +485.23% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.82% | -0.16% | +19.94% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | +0.50% | +31.61% | |
| 10 | DFAI | Dimensional International Co | ETF-Other | 1.54% | -0.13% | -5.98% | |
| 11 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.51% | -0.12% | -11.95% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.44% | -0.06% | +9.85% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | -0.22% | +1048.51% | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.41% | -0.10% | +24.77% | |
| 15 | DFAT | Dimensional US Target Value | ETF-Other | 1.36% | -0.10% | -0.74% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.20% | -0.11% | -4.81% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.11% | -0.10% | -4.39% | |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.06% | -0.01% | -7.40% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.06% | -0.04% | -3.29% | |
| 20 | FVD | First Trust Value Line Dvd | ETF-Other | 1.02% | -0.11% | +93.28% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -0.07% | +28.15% | |
| 22 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.97% | -0.04% | -3.12% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.96% | -0.22% | +25.60% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.93% | +0.19% | +61.40% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.91% | -0.08% | -10.42% | |
| 26 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.91% | -0.07% | -8.72% | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.91% | +0.80% | +0.40% | |
| 28 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.88% | -0.06% | -6.35% | |
| 29 | DFIS | Dimensional International Sm | ETF-Other | 0.88% | -0.07% | -50.83% | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.85% | -0.07% | -11.20% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.84% | -0.03% | -3.53% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.83% | -0.07% | -4.47% | |
| 33 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.81% | -0.08% | -69.61% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | -0.01% | +44.36% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.69% | -0.06% | +121.31% | |
| 36 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.67% | -0.05% | -4.36% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.03% | +2.08% | |
| 38 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 0.61% | -0.06% | -6.83% | |
| 39 | KE | Kimball Electronics Inc | Stock-Other | 0.61% | -0.01% | — | |
| 40 | SUB | Ishares Short-term National | ETF-Other | 0.59% | -0.06% | +177.75% | |
| 41 | FMB | First Trust Managed Municipa | ETF-Other | 0.53% | -0.01% | +201.86% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.02% | +6.01% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.51% | -0.03% | -29.86% | |
| 44 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.50% | -0.03% | -3.97% | |
| 45 | AVDE | Avantis International Equity | ETF-Other | 0.50% | -0.04% | -2.75% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.49% | -0.17% | +100.75% | |
| 47 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.47% | -0.03% | -4.78% | |
| 48 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.46% | -0.03% | -9.54% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | +0.01% | +23.83% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.40% | -0.01% | +4.72% |
According to official SEC Form 13F filings, Larson Financial Group LLC reported a total U.S. public equity portfolio value of $3.8B across 2419 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, VO, QQQ) accounted for 8.5% of total reported equity market value during Q2 2024.
During Q2 2024, Larson Financial Group LLC's top holdings by market value included VOO (7.0%)、VO (6.2%)、QQQ (4.2%). The largest single position, VOO, represented 7.0% of total portfolio value.
In Q2 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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