Instuitional Investor - Laurel Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Laurel Wealth Planning Llc |
| Portfolio Value | $175,919,948 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 22,833 | $12,969,829 | 7.37% | |
| 2. | Spdr Series Trust | 411,335 | $11,546,174 | 6.56% | |
| 3. | Spdr Series Trust - S&P 500 ESG ETF | 177,279 | $10,379,686 | 5.9% | |
| 4. | Ishares Tr - ESG AWR MSCI USA | 75,504 | $10,215,692 | 5.81% | |
| 5. | Ishares Tr | 195,698 | $9,626,385 | 5.47% |
