Instuitional Investor - Laurel Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Laurel Wealth Planning Llc |
| Portfolio Value | $155,025 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Ser Tr - S&P 500 ESG ETF | 212,603 | $12,008 | 7.74% | |
| 2. | Ishares Tr - ESG AWR MSCI USA | 87,259 | $11,241 | 7.25% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 20,118 | $10,840 | 6.99% | |
| 4. | Ishares Tr | 195,173 | $9,035 | 5.82% | |
| 5. | Vaneck Etf Trust | 85,999 | $7,974 | 5.14% |
