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R. Scott Miller

@Larson Financial Group Llc

Latest period2024 - Q3ReportedManaged Assets$1.763BTotal holdings2680
Assets growth rate20.22%Assets growth rate (2-Q avg)16.77%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Larson Financial Group Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2680 positions.

Assets under management

The assets under management (AUM) of Larson Financial Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.763B in assets, with a quarterly growth rate of 20.22% and a 2-quarter average growth rate of 16.77%. The portfolio is managed by R. Scott Miller, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOVanguard Index Fds
Recent Activity
Decreased -5.47%
5.35%
$94.288M
357,381 shares@ $263.83 avg price
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -9.39%
1.74%
$30.577M
473,323 shares@ $64.6 avg price
DFAIDimensional Etf Trust
Recent Activity
Decreased -7.71%
1.27%
$22.26M
700,443 shares@ $31.78 avg price
VBKVanguard Index Fds
Recent Activity
Decreased -2.08%
1.26%
$22.096M
82,641 shares@ $267.38 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -6.46%
1.22%
$21.34M
849,195 shares@ $25.13 avg price
DFATDimensional Etf Trust
Recent Activity
Decreased -4.96%
1.15%
$20.265M
364,285 shares@ $55.63 avg price
SPYVSpdr Ser Tr
Recent Activity
Decreased -6.31%
1.02%
$17.832M
337,353 shares@ $52.86 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Decreased -0.42%
0.91%
$15.992M
46,314 shares@ $345.3 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -7.56%
0.9%
$15.726M
601,607 shares@ $26.15 avg price
DFUSDimensional Etf Trust
Recent Activity
Decreased -5.77%
0.88%
$15.415M
247,829 shares@ $62.21 avg price