$128 Thousand is the total value of Laurel Wealth Planning LLC's 51 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $1,388 | +2.7% | 3,962 | 0.0% | 1.08% | +11.9% | |
| AAPL | APPLE INC | $705 | -11.8% | 4,117 | 0.0% | 0.55% | -3.9% | |
| VOOG | VANGUARD ADMIRAL FDS INC500 grth idx f | $518 | -3.0% | 2,100 | 0.0% | 0.40% | +5.8% | |
| ECL | ECOLAB INC | $425 | -9.4% | 2,510 | 0.0% | 0.33% | -1.2% | |
| MSFT | MICROSOFT CORP | $319 | -7.3% | 1,011 | 0.0% | 0.25% | +0.8% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $258 | -3.7% | 946 | 0.0% | 0.20% | +5.2% | |
| DIMENSIONAL ETF TRUSTus sustainabilty | $248 | -3.1% | 8,922 | 0.0% | 0.19% | +5.5% | ||
| PWZ | INVESCO EXCH TRADED FD TR IIcalif amt mun | $210 | -4.5% | 8,948 | 0.0% | 0.16% | +3.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-27
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.