Laurel Wealth Planning LLC 13F Holdings
CIK 0001842010 · EDINA, MN
As of Sep 30, 2025, Laurel Wealth Planning LLC reported 57 positions worth
CIK 0001842010 · EDINA, MN
As of Sep 30, 2025, Laurel Wealth Planning LLC reported 57 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 23,216 | 4.2M | 7.52% |
| SPDR SERIES TRUST | BWZ | — | 422,830 | 1.8M | 6.22% |
| STATE STREET(R) SPDR(R) S&P 500(R) ESG ETF | EFIV | — | 169,853 | 0.8M | 5.71% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 73,250 | 0.7M | 5.64% |
| ISHARES US INFRASTRUCTURE ETF | IFRA | — | 192,557 | 0.2M | 5.38% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 158,913 | $8.8M | 4.65% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 91,990 | $8.6M | 4.52% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 57,475 | $6.9M | 3.67% |
| PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | COWG | — | 173,366 | $6.3M | 3.33% |
| WISDOMTREE INDIA EARNINGS FUND | EPI | — | 142,270 | $6.3M | 3.33% |
| VANECK MORNINGSTAR WIDE MOAT ETF | MOAT | — | 62,408 | $6.2M | 3.27% |
| ISHARES ESG AWARE MSCI EM ETF | ESGE | — | 141,747 | $6.2M | 3.25% |
| SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | FNDE | — | 153,859 | $5.6M | 2.94% |
| ISHARES MSCI JAPAN ETF | EWJ | — | 66,664 | $5.3M | 2.83% |
| ISHARES CORE S&P 500 ETF | IVV | — | 7,868 | $5.3M | 2.79% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 113,421 | $5.2M | 2.77% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 78,487 | $4.7M | 2.49% |
| ISHARES ESG MSCI KLD 400 ETF | DSI | — | 34,596 | $4.4M | 2.30% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE ESG EXCHANGE-TRADED FUND | EMNT | — | 41,679 | $4.1M | 2.18% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 43,981 | $3.9M | 2.07% |
| NUVEEN ESG LARGE-CAP GROWTH ETF | NULG | — | 36,639 | $3.6M | 1.93% |
| ISHARES USD GREEN BOND ETF | BGRN | — | 64,946 | $3.1M | 1.65% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 52,491 | $2.7M | 1.42% |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ESML | — | 58,278 | $2.6M | 1.39% |
| VANGUARD ESG US STOCK ETF | ESGV | — | 21,590 | $2.6M | 1.35% |