Laurel Wealth Planning

Latest statistics and disclosures from Laurel Wealth Planning's latest quarterly 13F-HR filing:

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Positions held by Laurel Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Laurel Wealth Planning

Laurel Wealth Planning holds 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr S&p 500 Esg Etf (EFIV) 7.5 $11M NEW 228k 46.20
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Ishares Tr Esg Awr Msci Usa (ESGU) 7.1 $10M +8% 96k 104.92
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.7 $9.5M +13% 22k 436.81
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Ishares Tr Esg Aw Msci Eafe (ESGD) 6.5 $9.1M 121k 75.54
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Ishares Tr Us Infrastruc (IFRA) 6.0 $8.4M +2% 210k 40.27
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 5.8 $8.2M 97k 84.87
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 5.2 $7.3M +4% 174k 41.99
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 4.7 $6.6M +7% 143k 46.63
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Wisdomtree Tr Emg Mkts Smcap (DGS) 4.0 $5.7M +495% 114k 49.92
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Ishares Tr S&p 500 Grwt Etf (IVW) 3.2 $4.5M +3% 60k 75.10
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Ishares Esg Awr Msci Em (ESGE) 3.0 $4.3M 134k 32.06
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Dimensional Etf Trust Internatnal Val (DFIV) 3.0 $4.3M 124k 34.36
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Ishares Msci Jpn Etf New (EWJ) 2.7 $3.8M NEW 59k 64.14
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Ishares Tr Msci Kld400 Soc (DSI) 2.7 $3.8M -4% 41k 91.05
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Pimco Etf Tr Enhancd Short (EMNT) 2.5 $3.5M +2% 36k 97.94
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Ishares Tr Core S&p Scp Etf (IJR) 2.2 $3.0M 28k 108.26
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $3.0M -45% 64k 47.90
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Ishares Tr Core S&p500 Etf (IVV) 1.9 $2.7M -9% 5.6k 477.57
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 1.8 $2.5M -6% 36k 69.46
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Ishares Tr Usd Grn Bond Etf (BGRN) 1.8 $2.5M 53k 47.23
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First Tr Value Line Divid In SHS (FVD) 1.7 $2.3M -15% 58k 40.55
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $1.9M -29% 57k 34.01
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Vanguard World Esg Us Stk Etf (ESGV) 1.3 $1.9M -20% 22k 85.07
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Ishares Tr Esg Aware Msci (ESML) 1.3 $1.8M +15% 48k 38.02
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.3 $1.8M -9% 28k 62.67
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Vanguard Index Fds Small Cp Etf (VB) 1.0 $1.4M -12% 6.6k 213.31
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.4M -48% 2.9k 475.27
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $1.3M -5% 3.8k 356.74
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.9 $1.3M 17k 76.11
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $1.3M +19% 25k 50.74
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Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.8 $1.2M -2% 24k 47.78
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.7 $1.0M -21% 27k 39.11
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Proshares Tr S&p 500 Dv Arist (NOBL) 0.7 $978k 10k 95.23
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Vanguard Index Fds Real Estate Etf (VNQ) 0.6 $864k 9.8k 88.33
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Apple (AAPL) 0.6 $797k 4.1k 192.42
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $753k -24% 13k 57.94
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Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.5 $692k -4% 7.6k 91.04
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.4 $569k 2.1k 270.95
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Spdr Ser Tr Spdr Msci Usa Ge (SHE) 0.4 $507k -22% 5.3k 94.93
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Ecolab (ECL) 0.4 $498k 2.5k 198.41
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Ishares Msci Emrg Chn (EMXC) 0.3 $451k -88% 8.1k 55.46
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Microsoft Corporation (MSFT) 0.3 $385k 1.0k 375.98
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Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $376k +22% 1.6k 237.52
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $300k -97% 8.4k 35.85
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Vanguard Index Fds Growth Etf (VUG) 0.2 $294k 946.00 310.78
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UnitedHealth (UNH) 0.2 $287k 545.00 526.61
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Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $278k 8.9k 31.16
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Vanguard World Esg Intl Stk Etf (VSGX) 0.2 $258k +2% 4.7k 55.34
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Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $255k +14% 10k 24.94
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Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.2 $230k 3.2k 72.15
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) 0.1 $206k NEW 5.8k 35.25
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $204k -75% 5.2k 39.19
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Past Filings by Laurel Wealth Planning

SEC 13F filings are viewable for Laurel Wealth Planning going back to 2020