Instuitional Investor - Laurel Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Laurel Wealth Planning Llc |
| Portfolio Value | $189,574,243 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 24,646 | $14,727,218 | 7.77% | |
| 2. | Ishares Tr | 184,424 | $10,549,053 | 5.56% | |
| 3. | Spdr Series Trust | 158,051 | $9,969,921 | 5.26% | |
| 4. | Ishares Tr - ESG AWR MSCI USA | 70,306 | $9,942,675 | 5.24% | |
| 5. | Ishares Tr - ESG AW MSCI EAFE | 92,595 | $8,853,934 | 4.67% |
Hedge Fund Resource Center 
