Laurel Wealth Planning

Laurel Wealth Planning as of March 31, 2023

Portfolio Holdings for Laurel Wealth Planning

Laurel Wealth Planning holds 58 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 8.5 $13M 379k 34.07
Ishares Tr Esg Aw Msci Eafe (ESGD) 6.3 $9.5M 132k 71.84
Ishares Tr 7-10 Yr Trsy Bd (IEF) 6.3 $9.4M 95k 99.12
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.8 $7.3M 99k 73.16
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.3 $6.4M 17k 376.08
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.1 $6.1M 83k 73.83
Ishares Tr Esg Awr Msci Usa (ESGU) 2.8 $4.3M 47k 90.44
Nushares Etf Tr Nuveen Esg Midvl (NUMV) 2.7 $4.1M 144k 28.70
Janus Detroit Str Tr Net Zero Trans 2.7 $4.0M 173k 23.32
Ishares Tr Msci Kld400 Soc (DSI) 2.6 $3.9M 50k 78.00
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 2.5 $3.8M 191k 19.92
Pimco Etf Tr Enhancd Short (EMNT) 2.5 $3.8M 39k 97.70
Ishares Esg Awr Msci Em (ESGE) 2.5 $3.8M 119k 31.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.5 $3.7M 82k 45.17
Ishares Tr Esg Awre 1 5 Yr (SUSB) 2.5 $3.7M 154k 24.06
Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $3.7M 58k 63.90
Ishares Tr Us Infrastruc (IFRA) 2.4 $3.6M 97k 37.32
Dimensional Etf Trust Internatnal Val (DFIV) 2.2 $3.3M 104k 32.23
First Tr Value Line Divid In SHS (FVD) 2.1 $3.2M 79k 40.16
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 2.1 $3.1M 62k 50.32
Vanguard World Esg Us Stk Etf (ESGV) 2.0 $3.0M 42k 71.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.0 $3.0M 7.3k 409.45
Ishares Tr Core S&p Scp Etf (IJR) 1.9 $2.8M 29k 96.69
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.9 $2.8M 87k 32.12
Ishares Tr Core S&p500 Etf (IVV) 1.8 $2.8M 6.8k 411.10
Ishares Tr Usd Grn Bond Etf (BGRN) 1.8 $2.7M 58k 47.10
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 1.7 $2.6M 67k 38.00
Ishares Msci Emrg Chn (EMXC) 1.7 $2.5M 51k 49.33
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.3 $2.0M 33k 62.38
Vanguard Index Fds Small Cp Etf (VB) 1.3 $2.0M 10k 189.54
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.2 $1.8M 47k 39.43
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 1.2 $1.8M 51k 35.40
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 1.0 $1.5M 27k 55.76
Ishares Tr Esg Aware Msci (ESML) 0.9 $1.4M 42k 33.99
Proshares Tr S&p 500 Dv Arist (NOBL) 0.8 $1.3M 14k 91.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.3M 4.1k 308.78
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.8 $1.2M 25k 47.56
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.7 $1.1M 22k 50.79
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $1.1M 20k 55.21
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.5 $812k 8.9k 91.25
Apple (AAPL) 0.5 $763k 4.6k 164.83
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $735k 8.8k 83.06
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $640k 14k 45.81
Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.4 $584k 7.0k 82.95
Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.4 $580k 12k 49.09
Ishares Cur Hd Msci Em (HEEM) 0.3 $523k 22k 24.02
UnitedHealth (UNH) 0.3 $515k 1.1k 472.48
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.3 $484k 2.1k 230.48
Microsoft Corporation (MSFT) 0.3 $464k 1.6k 288.02
Ecolab (ECL) 0.3 $415k 2.5k 165.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $349k 1.7k 204.21
Ishares Tr Core Msci Eafe (IEFA) 0.2 $288k 4.3k 66.91
Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $261k 5.0k 52.29
Vanguard Index Fds Growth Etf (VUG) 0.2 $236k 946.00 249.47
Cisco Systems (CSCO) 0.1 $221k 4.2k 52.32
Ishares Tr Russell 2000 Etf (IWM) 0.1 $220k 1.2k 178.28
Abbvie (ABBV) 0.1 $205k 1.3k 159.53
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.1 $201k 3.0k 67.00