Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LAUREL WEALTH ADVISORS INC | 02-14-2023 | 12-31-2022 | 641 | 1,014,176,000 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALCOA CORP COM | Stock | 651 | $560,000 | 14,421 | 0.06 | 14,421 | +Inf | 12-31-2022 | |
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | ETF | 652 | $560,000 | 11,708 | 0.06 | 0.04 | 3,744 | 47.01 | 12-31-2022 |
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | ETF | 653 | $557,000 | 11,777 | 0.05 | 11,777 | +Inf | 12-31-2022 | |
INVESCO DYNAMIC SEMICONDUCTORS ETF | ETF | 654 | $555,000 | 5,542 | 0.05 | 0.05 | 230 | 4.33 | 12-31-2022 |