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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
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 9.85%
1.36%
$23.861M
527,438 shares@ $45.24 avg price
DFAIDimensional Etf Trust
Recent Activity
Decreased -7.71%
1.27%
$22.26M
700,443 shares@ $31.78 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Increased 31.99%
1.26%
$22.102M
485,874 shares@ $45.5 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
MSFTMicrosoft Corp
Recent Activity
Increased 34.99%
0.97%
$16.938M↑ Call
42,621 shares@ $397.4 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 24.44%
0.94%
$16.559M↑ Call
92,835 shares@ $178.38 avg price
IWMIshares Tr
Recent Activity
Increased 38.54%
0.92%
$16.073M↑ Call
80,679 shares@ $199.23 avg price