Laurel Wealth Planning LLC
Q1 2025 13F Holdings
- Locationedina, MN
- Num holdings
56
- Value ($000)
$150,474
- Date Filed04/24/2025
- Form type13F-HR
- CIK0001842010
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $11.51M | 8 % | 22,396 | ||
KRE SPDR SER TR | S&P 500 ESG ETF | 78468R531 | $10.57M | 7 % | 197,527 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $9.82M | 7 % | 80,562 | ||
IFRA ISHARES TR | US INFRASTRUC | 46435U713 | $8.93M | 6 % | 198,104 | ||
ESGD ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $7.81M | 5 % | 95,582 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $7.72M | 5 % | 151,254 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $6.23M | 4 % | 70,793 | ||
EPI WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | $5.92M | 4 % | 135,455 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $5.34M | 4 % | 57,544 | ||
ESGE ISHARES INC | ESG AWR MSCI EM | 46434G863 | $5.31M | 4 % | 151,969 |
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