107 assets, filed May 13, 2026 (FD Original).
ABT
Abbott Laboratories Common Stock · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
GOOGL
Alphabet Inc. - Class A Common Stock · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
ACFSX
American Century Focused Dynamic Growth Fund - I Class · Mutual fund · Tiia Ingrid Karlen IRA
$1 - $1,000
ACFSX
American Century Focused Dynamic Growth Fund - I Class (ACFSX) [MF] Richard R Larsen and Tiia I Karlen Revocable Living Trust · Joint
$1,001 - $15,000
AVUAX
American Century Mid Cap Value Fund - I Class · Mutual fund · Richard R Larsen Roth IRA
$1,001 - $15,000
AXP
American Express Company Common Stock · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
AWK
American Water Works Company, Inc. · Stock (public) · Richard R Larsen IRA
$1 - $1,000
Ameriprise Bank Insured Sweep Account
Bank/brokerage account · Richard R Larsen Roth IRA
$1,001 - $15,000
Ameriprise Bank Insured Sweep Account
Bank/brokerage account · Tiia Ingrid Karlen IRA
$1,001 - $15,000
Ameriprise Brokerage Account/Ameriprise Insured Money Market
Bank/brokerage account · Richard R Larsen IRA
$1,001 - $15,000
Ameriprise Insured Money Market
Bank/brokerage account · Ameriprise One Account JT
$1,001 - $15,000
Ameriprise Insured Money Market
Bank/brokerage account · Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 JT
$15,001 - $50,000
Ameriprise Insured Money Market Account
Mutual fund · Tiia Ingrid Karlen Roth IRA
$1,001 - $15,000
AMGN
Amgen Inc. · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
AAPL
Apple Inc. · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
Ares Industrial REIT Inc Cl T [RE] ⇒
· Richard R Larsen IRA acct 2136
None
BFGIX
Baron Focused Growth Fund Inst Shs · Mutual fund · Tiia Ingrid Karlen IRA
$1,001 - $15,000
BFGIX
Baron Focused Growth Fund Inst Shs (BFGIX) [MF] Richard R Larsen and Tiia I Karlen Revocable Living Trust · Joint
$1,001 - $15,000
BFGIX
Baron Focused Growth Fund Inst Shs (BFGIX) [MF] ⇒ · Richard R Larsen IRA acct 2092
$1,001 - $15,000
AVGO
Broadcom Inc. · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
BR
Broadridge Financial Solutions, Inc. Common Stock · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
CNL Healthcare Properties Inc (widely held)
REIT · Ameriprise One Account JT
$15,001 - $50,000
CTAS
Cintas Corporation - Common Stock · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
GUIRX
Class · Mutual fund · Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 JT
$1,001 - $15,000
LMGNX
ClearBridge International Growth Fund Class I · Mutual fund · Tiia Ingrid Karlen Roth IRA
$1,001 - $15,000
LMGNX
ClearBridge International Growth Fund Class I (LMGNX) [MF] ⇒ · Richard R Larsen IRA acct 2873
$1,001 - $15,000
LBFIX
ClearBridge Select Fd I · Mutual fund · Tiia Ingrid Karlen IRA
$1,001 - $15,000
LBFIX
ClearBridge Select Fd I (LBFIX) [MF] Richard R Larsen and Tiia I Karlen Revocable Living Trust · Joint
$1,001 - $15,000
LBFIX
ClearBridge Select Fd I (LBFIX) [MF] ⇒ · Richard R Larsen IRA acct 2092
$1,001 - $15,000
Condo Property, Everett WA
Real property
$500,000
COST
Costco Wholesale Corporation · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
EOG
EOG Resources, Inc. · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
EICOX
Eaton Vance Emerging and Frontier Countries Equity Fund I · Mutual fund · Tiia Ingrid Karlen IRA
$1,001 - $15,000
EICOX
Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX) [MF] Richard R Larsen and Tiia I Karlen Revocable Living Trust · Joint
$1,001 - $15,000
EICOX
Eaton Vance Emerging and Frontier Countries Equity Fund I (EICOX) [MF] ⇒ · Richard R Larsen IRA acct 2092
$1,001 - $15,000
FMIMX
FMI Common Stock Fund Investor Class (FMIMX) [MF] ⇒ · Richard R Larsen IRA acct 3190
$1,001 - $15,000
FDX
FedEx Corporation Common Stock · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
Federal Congressional Credit Union/Money Market Account
Bank/brokerage account · Richard R Larsen and Tiia I Karlen Revocable Trust Fund 1 JT
$1,001 - $15,000
FAGCX
Fidelity Advisor Growth Opportunities Fund: Class I · Mutual fund · Tiia Ingrid Karlen IRA
$1,001 - $15,000
FAGCX
Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) [MF] Richard R Larsen and Tiia I Karlen Revocable Living Trust · Joint
$1 - $1,000
FAGCX
Fidelity Advisor Growth Opportunities Fund: Class I (FAGCX) [MF] ⇒ · Richard R Larsen IRA acct 2092
$1,001 - $15,000
FIXIX
Fidelity Advisor International Small Cap Fund: Class I · Mutual fund · Tiia Ingrid Karlen Roth IRA
$1,001 - $15,000
FIXIX
Fidelity Advisor International Small Cap Fund: Class I (FIXIX) [MF] Richard R Larsen and Tiia I Karlen Revocable Living Trust · Joint
$1,001 - $15,000
FIXIX
Fidelity Advisor International Small Cap Fund: Class I (FIXIX) [MF] ⇒ · Richard R Larsen IRA acct 2092
$1,001 - $15,000
FIXIX
Fidelity Advisor International Small Cap Fund: Class I (FIXIX) [MF] ⇒ · Richard R Larsen IRA acct 2873
$1,001 - $15,000
GIRPX
Goldman Sachs Emerging Markets Equity Insights Fund - Investor Class (GIRPX) [MF] ⇒ · Richard R Larsen IRA acct 3190
$1,001 - $15,000
GS
Goldman Sachs Group, Inc. · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
HD
Home Depot, Inc. · Stock (public) · Richard R Larsen IRA
$1 - $1,000
OSMYX
Invesco International Small-Mid Company Fund Class Y · Mutual fund · Tiia Ingrid Karlen Roth IRA
$1,001 - $15,000
OSMYX
Invesco International Small-Mid Company Fund Class Y (OSMYX) [MF] ⇒ · Richard R Larsen IRA acct 2873
$1,001 - $15,000
VSMIX
Invesco Small Cap Value Class Y (VSMIX) [MF] ⇒ · Richard R Larsen IRA acct 3190
$1,001 - $15,000
VVOIX
Invesco Value Opportunities Fund Class Y (VVOIX) [MF] ⇒ · Richard R Larsen IRA acct 3190
$1,001 - $15,000
JPM
JP Morgan Chase & Co. · Stock (public) · Richard R Larsen IRA
$1 - $1,000
JDVIX
John Hancock Disciplined Value International Fund Class I · Mutual fund · Tiia Ingrid Karlen Roth IRA
$1,001 - $15,000
JDVIX
John Hancock Disciplined Value International Fund Class I (JDVIX) [MF] ⇒ · Richard R Larsen IRA acct 2873
$1,001 - $15,000
MMC
Marsh & McLennan Companies, Inc. Common Stock · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
MA
Mastercard Incorporated Common Stock · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
MRK
Merck & Company, Inc. Common Stock · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
MSFT
Microsoft Corporation · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
MSI
Motorola Solutions, Inc. Common Stock · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
NDAQ
Nasdaq, Inc. · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
NBPIX
Neuberger Berman Large Cap Value Fd Inst Cl (NBPIX) [MF] ⇒ · Richard R Larsen IRA acct 3190
$1,001 - $15,000
OBSIX
Oberweis Small-Cap Opportunities Fund Institutional Class · Mutual fund · Richard R Larsen Roth IRA
$1,001 - $15,000
OBSIX
Oberweis Small-Cap Opportunities Fund Institutional Class · Mutual fund · Tiia Ingrid Karlen IRA
$1,001 - $15,000
OBSIX
Oberweis Small-Cap Opportunities Fund Institutional Class (OBSIX) [MF] Richard R Larsen and Tiia I Karlen Revocable Living Trust · Joint
$1,001 - $15,000
OBSIX
Oberweis Small-Cap Opportunities Fund Institutional Class (OBSIX) [MF] ⇒ · Richard R Larsen IRA acct 2092
$1,001 - $15,000
PWJZX
PGIM Jennison International Opportunities Fund Class Z · Mutual fund · Richard R Larsen and Tiia I Karlen Revocable Trust JT
None
PWJZX
PGIM Jennison International Opportunities Fund Class Z · Mutual fund · Tiia Ingrid Karlen Roth IRA
$1,001 - $15,000
PWJZX
PGIM Jennison International Opportunities Fund Class Z (PWJZX) [MF] ⇒ · Richard R Larsen IRA acct 2136
$15,001 - $50,000
PWJZX
PGIM Jennison International Opportunities Fund Class Z (PWJZX) [MF] ⇒ · Richard R Larsen IRA acct 3190
$1,001 - $15,000
PAYX
Paychex, Inc. - Common Stock · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
QUSIX
Pear Tree Polaris Foreign Value Small Cap Fund Insti Shs (QUSIX) [MF] ⇒ · Richard R Larsen IRA acct 6286
$1,001 - $15,000
Portfolio Class 2
Mutual fund · Ameriprise One Account JT
$1 - $1,000
PLD
ProLogis, Inc. · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
Richard R Larsen and Tiia I Karlen Revocable Living Trust
· Joint
$1,001 - $15,000
Riversource RAVA 5 Advantage Variable Annuity/VP Moderate
$1,001 - $15,000
Riversource Structured Solutions 2 Annuity
FN
$5,000,000
SPGI
S&P Global Inc. Common Stock · Stock (public) · Richard R Larsen IRA
$1 - $1,000
SYK
Stryker Corporation · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
TJX
TJX Companies, Inc. · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
VLMIX
Value Line Mid Cap Focused Fund, Inc. Institutional Class · Mutual fund · Richard R Larsen Roth IRA
$1,001 - $15,000
VRSK
Verisk Analytics, Inc. - Common Stock · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
PICMX
Virtus KAR Mid-Cap Growth Fund I · Mutual fund · Tiia Ingrid Karlen IRA
$1,001 - $15,000
V
Visa Inc. · Stock (public) · Richard R Larsen IRA
$1,001 - $15,000
WMT
Walmart Inc. - Common Stock (WMT) [ST] ⇒ · Richard R Larsen IRA acct 2092
$1,001 - $15,000
asset. Again, sale was under $1k so not reported otherwise
· Richard R Larsen IRA
$1,001 - $15,000
TLH
iShares 10-20 Year Treasury Bond ETF (TLH) [EF] ⇒ · Richard R Larsen IRA acct 6286
$1,001 - $15,000
BAI
iShares A.I. Innovation and Tech Active ETF (BAI) [EF] ⇒ · Richard R Larsen IRA acct 6286
$15,001 - $50,000
IEMG
iShares Core MSCI Emerging Markets ETF (IEMG) [EF] ⇒ · Richard R Larsen IRA acct 6286
$15,001 - $50,000
IVV
iShares Core S&P 500 ETF (IVV) [EF] ⇒ · Richard R Larsen IRA acct 6286
$15,001 - $50,000
IUSB
iShares Core Universal USD Bond ETF (IUSB) [EF] ⇒ · Richard R Larsen IRA acct 6286
$1,001 - $15,000
BINC
iShares Flexible Income Active ETF (BINC) [EF] ⇒ · Richard R Larsen IRA acct 6286
$1,001 - $15,000
IAU
iShares Gold Trust Shares (IAU) [EF] ⇒ · Richard R Larsen IRA acct 6286
$1,001 - $15,000
IAGG
iShares International Aggregate Bond Fund (IAGG) [EF] ⇒ · Richard R Larsen IRA acct 6286
$1,001 - $15,000
MBB
iShares MBS ETF (MBB) [EF] ⇒ · Richard R Larsen IRA acct 6286
$15,001 - $50,000
EFV
iShares MSCI EAFE Value ETF (EFV) [EF] ⇒ · Richard R Larsen IRA acct 6286
$1,001 - $15,000
MTUM
iShares MSCI USA Momentum Factor ETF (MTUM) [EF] ⇒ · Richard R Larsen IRA acct 6286
$15,001 - $50,000
QUAL
iShares MSCI USA Quality Factor ETF (QUAL) [EF] ⇒ · Richard R Larsen IRA acct 6286
$15,001 - $50,000
OEF
iShares S&P 100 Fund (OEF) [EF] ⇒ · Richard R Larsen IRA acct 6286
$15,001 - $50,000
IVW
iShares S&P 500 Growth ETF (IVW) [EF] ⇒ · Richard R Larsen IRA acct 6286
$15,001 - $50,000
IVE
iShares S&P 500 Value ETF (IVE) [EF] ⇒ · Richard R Larsen IRA acct 6286
$1,001 - $15,000
ITA
iShares U.S. Aerospace & Defense ETF · Exchange-traded fund · Richard R Larsen Roth IRA
$1,001 - $15,000
⇒
· Richard R Larsen IRA acct 2092
$1,001 - $15,000
⇒
· Richard R Larsen IRA acct 2873
$1,001 - $15,000
⇒
· Richard R Larsen IRA acct 3190
$1,001 - $15,000
⇒
· Richard R Larsen IRA acct 6286
$1,001 - $15,000