Instuitional Investor - Laurel Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Laurel Wealth Planning Llc |
| Portfolio Value | $150,474,370 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 22,396 | $11,509,529 | 7.65% | |
| 2. | Spdr Ser Tr - S&P 500 ESG ETF | 197,527 | $10,567,695 | 7.02% | |
| 3. | Ishares Tr - ESG AWR MSCI USA | 80,562 | $9,821,314 | 6.53% | |
| 4. | Ishares Tr | 198,104 | $8,928,548 | 5.93% | |
| 5. | Ishares Tr - ESG AW MSCI EAFE | 95,582 | $7,808,094 | 5.19% |
