Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LARSON FINANCIAL GROUP LLC 02-01-2024 12-31-2023 1787 1,144,543,965
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS MID CAP ETF 1 $88,611,921 380,897 0.01 0.01 7,088 1.90 12-31-2023
VANGUARD INDEX FDS S&P 500 ETF SHS 2 $57,759,525 132,233 0.01 0.00 8,244 6.65 12-31-2023
AMERICAN CENTY ETF TR INTL SMCP VLU 3 $38,983,453 623,835 0.00 0.00 -55,319 -8.15 12-31-2023
INVESCO QQQ TR UNIT SER 1 4 $38,415,786 93,807 0.00 0.00 7,883 9.17 12-31-2023
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