$136 Million is the total value of Laurel Wealth Planning LLC's 222 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IEF | New | ISHARES TR7-10 yr trsy bd | $8,075,000 | – | 84,120 | +100.0% | 5.94% | – |
| New | INVESTMENT MANAGERS SER TR Iaxs change finan | $31,000 | – | 1,237 | +100.0% | 0.02% | – | |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $28,000 | – | 581 | +100.0% | 0.02% | – |
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $21,000 | – | 225 | +100.0% | 0.02% | – |
| FNDX | New | SCHWAB STRATEGIC TRschwab fdt us lg | $20,000 | – | 413 | +100.0% | 0.02% | – |
| FNDA | New | SCHWAB STRATEGIC TRschwab fdt us sc | $9,000 | – | 205 | +100.0% | 0.01% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $6,000 | – | 284 | +100.0% | 0.00% | – |
| F | New | FORD MTR CO DEL | $1,000 | – | 60 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 12 | Q3 2023 | 6.7% |
| ISHARES TR | 12 | Q3 2023 | 8.5% |
| ISHARES TR | 12 | Q3 2023 | 6.6% |
| ISHARES TR | 12 | Q3 2023 | 5.3% |
| VANECK VECTORS ETF TR | 12 | Q3 2023 | 5.8% |
| ISHARES TR | 12 | Q3 2023 | 5.3% |
| SPDR INDEX SHS FDS | 12 | Q3 2023 | 4.2% |
| NUSHARES ETF TR | 12 | Q3 2023 | 5.6% |
| ISHARES TR | 12 | Q3 2023 | 4.2% |
| FIRST TR VALUE LINE DIVID IN | 12 | Q3 2023 | 3.7% |
View Laurel Wealth Planning LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-10-27 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-09 |
| 13F-HR | 2022-04-28 |
| 13F-HR | 2022-02-01 |
View Laurel Wealth Planning LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.