Instuitional Investor - Laurel Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Laurel Wealth Planning Llc |
| Portfolio Value | $180,470,920 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 24,652 | $15,460,009 | 8.57% | |
| 2. | Ishares Tr - ESG AWR MSCI USA | 72,346 | $10,778,108 | 5.97% | |
| 3. | Spdr Series Trust | 160,066 | $10,588,366 | 5.87% | |
| 4. | Ishares Tr | 191,860 | $10,095,674 | 5.59% | |
| 5. | Spdr Series Trust | 163,295 | $9,276,789 | 5.14% |
Hedge Fund Resource Center 
