Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LARSON FINANCIAL GROUP LLC | 08-01-2024 | 06-30-2024 | 2433 | 1,466,914,524 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MONOLITHIC PWR SYS INC | COM | 51 | $5,726,304 | 6,969 | 0.00 | 0.00 | -105 | -1.48 | 06-30-2024 |
| ISHARES TR | MSCI EAFE ETF | 52 | $5,550,746 | 70,864 | 0.00 | 0.00 | -237 | -0.33 | 06-30-2024 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 53 | $5,409,962 | 86,091 | 0.00 | 0.00 | -4,889 | -5.37 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 54 | $5,178,234 | 144,080 | 0.00 | 0.00 | -6,171 | -4.11 | 06-30-2024 |
