Instuitional Investor - Laurel Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Laurel Wealth Planning Llc |
| Portfolio Value | $189,088,444 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 23,216 | $14,217,015 | 7.52% | |
| 2. | Spdr Series Trust | 422,830 | $11,763,131 | 6.22% | |
| 3. | Spdr Series Trust - S&P 500 ESG ETF | 169,853 | $10,800,953 | 5.71% | |
| 4. | Ishares Tr - ESG AWR MSCI USA | 73,250 | $10,665,200 | 5.64% | |
| 5. | Ishares Tr | 192,557 | $10,170,861 | 5.38% |
Hedge Fund Resource Center 
