Laurel Wealth Planning

Laurel Wealth Planning as of June 30, 2025

Portfolio Holdings for Laurel Wealth Planning

Laurel Wealth Planning holds 56 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.4 $13M 23k 568.03
Spdr Series Trust Bloomberg Short (BWZ) 6.6 $12M 411k 28.07
Spdr Series Trust S&p 500 Esg Etf (EFIV) 5.9 $10M 177k 58.55
Ishares Tr Esg Awr Msci Usa (ESGU) 5.8 $10M 76k 135.30
Ishares Tr Us Infrastruc (IFRA) 5.5 $9.6M 196k 49.19
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 4.7 $8.2M 157k 52.34
Ishares Tr Esg Aw Msci Eafe (ESGD) 4.7 $8.2M 92k 89.22
Wisdomtree Tr India Erngs Fd (EPI) 3.9 $6.9M 145k 47.47
Ishares Tr S&p 500 Grwt Etf (IVW) 3.6 $6.4M 58k 110.10
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 3.5 $6.1M 65k 93.79
Pacer Fds Tr Us Lrg Cp Cash (COWG) 3.4 $6.1M 173k 35.11
Ishares Esg Awr Msci Em (ESGE) 3.2 $5.6M 144k 39.17
Ishares Tr Core S&p500 Etf (IVV) 3.2 $5.6M 9.0k 620.91
Schwab Strategic Tr Fundamental Emer (FNDE) 3.0 $5.2M 157k 33.01
Ishares Msci Jpn Etf New (EWJ) 2.9 $5.1M 68k 74.97
Dimensional Etf Trust Internatnal Val (DFIV) 2.9 $5.0M 117k 42.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.4 $4.3M 75k 57.01
Ishares Tr Esg Msci Kld 400 (DSI) 2.4 $4.2M 36k 116.16
Pimco Etf Tr Enhancd Short (EMNT) 2.1 $3.7M 38k 98.77
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 2.0 $3.5M 37k 93.95
Ishares Tr Usd Grn Bond Etf (BGRN) 1.7 $3.0M 63k 47.67
Vanguard World Esg Us Stk Etf (ESGV) 1.7 $2.9M 27k 109.64
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.5 $2.6M 50k 50.92
Ishares Tr Esg Aware Msci (ESML) 1.4 $2.4M 58k 41.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $2.1M 4.4k 485.77
First Tr Exchange-traded SHS (FVD) 1.2 $2.1M 47k 44.70
Fidelity Covington Trust Sml Mid Mltfct (FSMD) 1.2 $2.1M 50k 41.47
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 1.0 $1.8M 25k 72.82
Pimco Etf Tr Muni Income Opp (MINO) 1.0 $1.7M 39k 44.23
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.9 $1.5M 37k 40.49
Spdr Series Trust Portfolio S&p500 (SPLG) 0.8 $1.3M 18k 72.69
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.1M 10k 109.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.1M 1.8k 617.85
Archer Daniels Midland Company (ADM) 0.6 $1.1M 21k 52.78
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.6 $1.0M 24k 41.91
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.0M 4.3k 236.98
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.5 $833k 2.1k 396.54
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.5 $801k 5.8k 138.15
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $709k 10k 69.09
Ecolab (ECL) 0.4 $676k 2.5k 269.44
Spdr Series Trust Spdr Msci Usa Ge (SHE) 0.4 $670k 5.4k 124.82
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.3 $612k 15k 40.74
Apple (AAPL) 0.3 $510k 2.5k 205.17
Ishares Tr Dow Jones Us Etf (IYY) 0.2 $431k 2.9k 150.87
Vanguard Index Fds Growth Etf (VUG) 0.2 $407k 929.00 438.40
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $284k 7.2k 39.25
Ishares Tr Msci India Etf (INDA) 0.1 $252k 4.5k 55.68
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.1 $250k 5.6k 45.05
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $246k 5.8k 42.27
Vanguard World Esg Intl Stk Etf (VSGX) 0.1 $245k 3.7k 65.50
Microsoft Corporation (MSFT) 0.1 $245k 493.00 497.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $242k 797.00 303.93
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.1 $228k 9.7k 23.34
Vanguard Index Fds Value Etf (VTV) 0.1 $214k 1.2k 176.74
Abbvie (ABBV) 0.1 $209k 1.1k 185.62
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $208k 2.1k 100.70