Laurel Wealth Planning LLC
Q4 2024 13F Holdings
- Locationedina, MN
- Num holdings
54
- Value ($000)
$155
- Date Filed02/03/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | S&P 500 ESG ETF | 78468R531 | $12.01K | 8 % | 212,603 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $11.24K | 7 % | 87,259 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $10.84K | 7 % | 20,118 | ||
IFRA ISHARES TR | US INFRASTRUC | 46435U713 | $9.04K | 6 % | 195,173 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $7.97K | 5 % | 85,999 | ||
ESGD ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $7.27K | 5 % | 95,464 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $7.15K | 5 % | 139,877 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $5.84K | 4 % | 57,533 | ||
IHDG WISDOMTREE TR | ITL HDG QTLY DIV | 97717X594 | $5.47K | 4 % | 125,883 | ||
EPI WISDOMTREE TR | INDIA ERNGS FD | 97717W422 | $5.36K | 4 % | 118,350 |
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