Instuitional Investor - Laurel Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Laurel Wealth Planning Llc |
| Portfolio Value | $225,999,957 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 24,575 | $16,878,356 | 7.47% | |
| 2. | Ishares Tr - ESG AWR MSCI USA | 70,642 | $11,561,977 | 5.12% | |
| 3. | Ishares Tr | 181,129 | $11,418,373 | 5.05% | |
| 4. | Spdr Series Trust - SPDR S&P 500 ESG | 155,404 | $11,333,614 | 5.01% | |
| 5. | Nushares Etf Tr | 86,349 | $10,108,014 | 4.47% |
Hedge Fund Resource Center 
