Laurel Wealth Planning LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Edina, MN
CIK
0001842010
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 52 141,249 EFIV, ESGU, VOO, ESGD 13F-HR 2/9/2024 000184201024000002
Q3 2023 51 128,486 NULV, ESGD, ESGU, VOO 13F-HR 10/27/2023 000184201023000005
Q2 2023 54 140,049 NULV, IEF, ESGD, ESGU 13F-HR 7/19/2023 000184201023000003
Q1 2023 58 150,990 NULV, ESGD, IEF, SCHD 13F-HR 4/18/2023 000184201023000002
Q4 2022 216 155,092 NULV, IEF, SCHD, ESGD 13F-HR 2/1/2023 000087015623000010
Q3 2022 222 135,855 NULV, IEF, SCHD, VOO 13F-HR 11/2/2022 000087015622000053
Q2 2022 251 142,115 NULV, USFR, SCHD, ESGD 13F-HR 8/9/2022 000087015622000042
Q1 2022 275 148,152 NULV, USFR, ESGD, VOO 13F-HR 4/28/2022 000087015622000026
Q4 2021 212 131,980 DSI, TIP, VOO, IVW 13F-HR 2/1/2022 000087015622000014
Q3 2021 223 123,868 DSI, TIP, VOO, NUSC 13F-HR 11/12/2021 000087015621000058
Q2 2021 139 114,726 DSI, TIP, VOO, NUSC 13F-HR 8/9/2021 000087015621000043
Q1 2021 133 109,331 DSI, TIP, VOO, IVW 13F-HR 5/6/2021 000087015621000027
Q4 2020 134 102,526 DSI, TIP, VOO, IVV 13F-HR 2/8/2021 000087015621000013