Instuitional Investor - Laurel Wealth Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Laurel Wealth Planning Llc |
| Portfolio Value | $141,249 |
Top 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% |
