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| Name: |
Laurel Wealth Planning LLC |
| City: |
EDINA |
| State: |
MN |
| Zip: |
55435 |
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data |
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Filing Period: |
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| Holdings
Found :
15 |
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Increased Positions |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
ESGU |
Ishares Msci Usa Esg Optimized |
2 |
- |
$0.00 |
$11,415,000 |
99,299 |
7.58% |
1,372,000 |
3,578 |
0.006 |
N/A |
|
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IFRA |
Ishares Us Infrastructure Etf |
4 |
- |
$0.00 |
$9,374,000 |
216,198 |
6.23% |
926,000 |
6,413 |
0.24 |
N/A |
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SPYV |
SPDR Dow Jones Wilshire Lar... |
8 |
- |
$49.01 |
$7,166,000 |
143,026 |
4.76% |
522,000 |
553 |
0.005 |
Closed - End Fund - E... |
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DGS |
Wisdomtree Emerging Mkts Sm... |
9 |
- |
$52.06 |
$6,370,000 |
125,238 |
4.23% |
707,000 |
11,788 |
0.139 |
Closed - End Fund - Debt |
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DFIV |
Dimensional International V... |
11 |
- |
$37.27 |
$4,716,000 |
128,333 |
3.13% |
449,000 |
4,157 |
0.014 |
N/A |
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ESGE |
IShares MSCI EM ESG ETF |
12 |
- |
$33.66 |
$4,540,000 |
140,875 |
3.02% |
236,000 |
6,641 |
0.086 |
N/A |
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EWJ |
iShares MSCI-Japan |
13 |
- |
$67.72 |
$4,342,000 |
60,853 |
2.88% |
554,000 |
1,799 |
0.034 |
Closed - End Fund - E... |
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EMNT |
Pimco Enhanced Short Maturi... |
15 |
- |
$0.00 |
$3,950,000 |
40,057 |
2.62% |
409,000 |
3,901 |
0.445 |
N/A |
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VEA |
Vanguard Europe Pacific ETF |
16 |
- |
$49.56 |
$3,232,000 |
64,416 |
2.15% |
184,000 |
777 |
0.003 |
Closed - End Fund - F... |
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NULG |
Nushares Esg Large Cap Grow... |
18 |
- |
$0.00 |
$2,825,000 |
37,033 |
1.88% |
319,000 |
957 |
0.034 |
N/A |
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BGRN |
Ishares Global Green Bond Etf |
20 |
- |
$0.00 |
$2,591,000 |
55,267 |
1.72% |
93,000 |
2,380 |
0.23 |
N/A |
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ESML |
iShares MSCI USA Sml-Cp ESG... |
22 |
- |
$0.00 |
$1,989,000 |
49,401 |
1.32% |
150,000 |
1,031 |
0.055 |
N/A |
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BRK.B |
Berkshire Hathaway B |
25 |
- |
$405.88 |
$1,585,000 |
3,768 |
1.05% |
244,000 |
9 |
0 |
Property & Casualty I... |
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JMST |
Jpmorgan Ultra Short Munici... |
28 |
- |
$0.00 |
$1,421,000 |
27,999 |
0.94% |
158,000 |
3,105 |
0.007 |
N/A |
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VNQ |
Vanguard REIT Index VIPERs |
34 |
- |
$81.80 |
$961,000 |
11,112 |
0.64% |
97,000 |
1,331 |
0.003 |
Closed - End Fund - E... |
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