Laurel Wealth Planning LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationedina, MN
- CIK0001842010
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
54 | $156.00K | KRE, ESGU, VOO, IFRA | 13F-HR | Feb 3, 2025 | 000184201025000002 | ||
54 | $154.00K | KRE, ESGU, VOO, IFRA | 13F-HR | Oct 28, 2024 | 000184201024000010 | ||
51 | $144.00K | KRE, ESGU, VOO, IFRA | 13F-HR | Jul 25, 2024 | 000184201024000006 | ||
53 | $151.00K | KRE, ESGU, VOO, IFRA | 13F-HR | Apr 22, 2024 | 000184201024000004 | ||
52 | $142.00K | KRE, ESGU, VOO, ESGD | 13F-HR | Feb 9, 2024 | 000184201024000002 | ||
51 | $129.00K | NULV, ESGD, ESGU, VOO | 13F-HR | Oct 27, 2023 | 000184201023000005 | ||
54 | $141.00K | NULV, IEF, ESGD, ESGU | 13F-HR | Jul 19, 2023 | 000184201023000003 | ||
58 | $151.00K | NULV, ESGD, IEF, SCHD | 13F-HR | Apr 18, 2023 | 000184201023000002 | ||
216 | $155.09M | NULV, IEF, SCHD, ESGD | 13F-HR | Feb 2, 2023 | 000087015623000010 | ||
222 | $135.85M | NULV, IEF, SCHD, VOO | 13F-HR | Nov 2, 2022 | 000087015622000053 | ||
251 | $142.12M | NULV, USFR, SCHD, ESGD | 13F-HR | Aug 9, 2022 | 000087015622000042 | ||
275 | $148.15M | NULV, USFR, ESGD, VOO | 13F-HR | Apr 28, 2022 | 000087015622000026 | ||
212 | $131.98M | DSI, TIP, VOO, IVW | 13F-HR | Feb 1, 2022 | 000087015622000014 | ||
223 | $123.87M | DSI, TIP, VOO, NUSC | 13F-HR | Nov 12, 2021 | 000087015621000058 | ||
139 | $114.73M | DSI, TIP, VOO, NUSC | 13F-HR | Aug 9, 2021 | 000087015621000043 | ||
133 | $109.33M | DSI, TIP, VOO, IVW | 13F-HR | May 6, 2021 | 000087015621000027 | ||
134 | $102.53M | DSI, TIP, VOO, IVV | 13F-HR | Feb 8, 2021 | 000087015621000013 |