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CIK: 0001842010
Total reported value
$226.0M
$226.0M
53 檔
22.7%
As reported in its official Q1 2024 Form 13F filing, Laurel Wealth Planning LLC's tracked investment portfolio stood at $226.0M with 53 total positions.
During Q1 2024, Laurel Wealth Planning LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-Large Cap & Growth | 7.61% | -0.25% | -0.80% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 7.58% | -0.12% | +3.74% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.73% | -0.30% | -3.00% | |
| 4 | IFRA | Ishares US Infrastructure | ETF-Other | 6.23% | -0.51% | +3.06% | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 5.89% | -0.61% | -8.12% | |
| 6 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 5.70% | -1.86% | -1.58% | |
| 7 | IHDG | Wisdomtree International Hed | ETF-Other | 5.26% | — | -1.06% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 4.76% | -0.47% | +0.39% | |
| 9 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 4.23% | — | +10.39% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.33% | -0.01% | -1.14% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 3.13% | -0.04% | +3.35% | |
| 12 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 3.02% | -0.05% | +4.95% | |
| 13 | EWJ | Ishares Msci Japan ETF | ETF-Other | 2.88% | -0.10% | +3.05% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 2.73% | -0.08% | -1.26% | |
| 15 | EMNT | Pimco Enhcd St M-active Esg | ETF-Other | 2.62% | -0.37% | +10.79% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.15% | -0.18% | +1.22% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.99% | — | -3.93% | |
| 18 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.88% | +0.29% | +2.65% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.82% | -0.35% | -6.42% | |
| 20 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 1.72% | -0.23% | +4.50% | |
| 21 | FVD | First Trust Value Line Dvd | ETF-Other | 1.53% | -0.13% | -5.90% | |
| 22 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 1.32% | +0.01% | +2.13% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.27% | -0.06% | -6.51% | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 1.16% | -0.18% | -6.41% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.15% | +0.24% | |
| 26 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 1.02% | -0.08% | -25.34% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.97% | -0.01% | -2.89% | |
| 28 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.94% | -0.30% | +12.47% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.06% | -6.64% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.89% | — | -2.88% | |
| 31 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.68% | -0.02% | -1.40% | |
| 32 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 0.65% | -0.02% | -11.25% | |
| 33 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.65% | — | -15.25% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.64% | — | +13.61% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.47% | -0.04% | -10.68% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.46% | -0.13% | -3.62% | |
| 37 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | — | — | |
| 38 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.41% | -0.17% | -14.05% | |
| 39 | ECL | Ecolab Inc | Stock-Materials | 0.39% | -0.04% | — | |
| 40 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-Other | 0.36% | +0.01% | -3.86% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.01% | -10.94% | |
| 42 | MINO | Pimco Municipal Income Oppor | ETF-Other | 0.25% | -0.17% | — | |
| 43 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.24% | — | -23.01% | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.22% | — | — | |
| 45 | NULV | Nuveen Esg Large-cap Val ETF | ETF-Other | 0.22% | -0.03% | — | |
| 46 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.20% | -0.01% | — | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.18% | +0.12% | NEW | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.18% | — | -34.62% | |
| 49 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.18% | — | -1.14% | |
| 50 | PWZ | Invesco California Amt-free | ETF-Other | 0.17% | -0.03% | — |
According to official SEC Form 13F filings, Laurel Wealth Planning LLC reported a total U.S. public equity portfolio value of $226.0M across 53 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including EFIV, ESGU, VOO) accounted for 22.7% of total reported equity market value during Q1 2024.
During Q1 2024, Laurel Wealth Planning LLC's top holdings by market value included EFIV (7.6%)、ESGU (7.6%)、VOO (6.7%). The largest single position, EFIV, represented 7.6% of total portfolio value.
In Q1 2024, Laurel Wealth Planning LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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