Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH PLANNING LLC | 04-22-2024 | 03-31-2024 | 53 | 150,532,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P 500 ESG ETF | 1 | $11,459,000 | 226,283 | 7.61 | 7.46 | -1,827 | -0.80 | 03-31-2024 |
| ISHARES TR | ESG AWR MSCI USA | 2 | $11,415,000 | 99,299 | 7.58 | 7.11 | 3,578 | 3.74 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $10,135,000 | 21,083 | 6.73 | 6.72 | -652 | -3.00 | 03-31-2024 |
| ISHARES TR | US INFRASTRUC | 4 | $9,374,000 | 216,198 | 6.23 | 5.98 | 6,413 | 3.06 | 03-31-2024 |
