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Home > Institutional Investor > Laurel Wealth Planning Llc > 13F Holdings

Instuitional Investor - Laurel Wealth Planning Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Ser Tr
 228,110 $10,539 7.46%
2.
Ishares Tr
 95,721 $10,043 7.11%
3.
Vanguard Index Fds
 21,735 $9,494 6.72%
4.
Ishares Tr
 120,848 $9,129 6.46%
5.
Ishares Tr
 209,785 $8,448 5.98%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)