0001842010-23-000002.txt : 20230418 0001842010-23-000002.hdr.sgml : 20230418 20230418111143 ACCESSION NUMBER: 0001842010-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230418 DATE AS OF CHANGE: 20230418 EFFECTIVENESS DATE: 20230418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Laurel Wealth Planning LLC CENTRAL INDEX KEY: 0001842010 IRS NUMBER: 453971980 STATE OF INCORPORATION: MN FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20598 FILM NUMBER: 23825890 BUSINESS ADDRESS: STREET 1: 3300 EDINBOROUGH WAY, SUITE 790 CITY: EDINA STATE: MN ZIP: 55435 BUSINESS PHONE: 9528546250 MAIL ADDRESS: STREET 1: 3300 EDINBOROUGH WAY, SUITE 790 CITY: EDINA STATE: MN ZIP: 55435 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001842010 XXXXXXXX 03-31-2023 03-31-2023 Laurel Wealth Planning LLC

3300 EDINBOROUGH WAY, SUITE 790 EDINA MN 55435

13F HOLDINGS REPORT 028-20598 000122035 801-79116 N Laura Kuntz 952.854.6250 Laura Kuntz Edina MN 04-18-2023 0 58 150990 false INFORMATION TABLE 2 LWP.13F.2023Q1.xml ABBVIE INC COM 00287Y109 205 1285 SH SOLE 0 0 0 1285 ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 003263100 812 8899 SH SOLE 0 0 0 8899 APPLE INC COM 037833100 763 4629 SH SOLE 0 0 0 4629 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1270 4113 SH SOLE 0 0 0 4113 CISCO SYS INC COM 17275R102 221 4224 SH SOLE 0 0 0 4224 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 3346 103806 SH SOLE 0 0 0 103806 ECOLAB INC COM 278865100 415 2510 SH SOLE 0 0 0 2510 FIRST TR VALUE LINE DIVID IN SHS 33734H106 3183 79257 SH SOLE 0 0 0 79257 INVESCO EXCHANGE TRADED FD T INVESCO MSCI 46137V407 580 11814 SH SOLE 0 0 0 11814 INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 46137V563 3797 190636 SH SOLE 0 0 0 190636 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 2033 32588 SH SOLE 0 0 0 32588 ISHARES TR CORE S&P500 ETF 464287200 2786 6777 SH SOLE 0 0 0 6777 ISHARES TR S&P 500 GRWT ETF 464287309 3682 57625 SH SOLE 0 0 0 57625 ISHARES TR 7-10 YR TRSY BD 464287440 9446 95302 SH SOLE 0 0 0 95302 ISHARES TR RUSSELL 2000 ETF 464287655 220 1234 SH SOLE 0 0 0 1234 ISHARES TR CORE S&P SCP ETF 464287804 2834 29310 SH SOLE 0 0 0 29310 ISHARES TR MSCI KLD400 SOC 464288570 3899 49988 SH SOLE 0 0 0 49988 ISHARES TR CORE MSCI EAFE 46432F842 288 4304 SH SOLE 0 0 0 4304 ISHARES INC CUR HD MSCI EM 46434G509 523 21771 SH SOLE 0 0 0 21771 ISHARES INC MSCI EMRG CHN 46434G764 2533 51351 SH SOLE 0 0 0 51351 ISHARES INC ESG AWR MSCI EM 46434G863 3753 119204 SH SOLE 0 0 0 119204 ISHARES TR ESG AWRE 1 5 YR 46435G243 3705 153970 SH SOLE 0 0 0 153970 ISHARES TR ESG AWR MSCI USA 46435G425 4254 47035 SH SOLE 0 0 0 47035 ISHARES TR ESG AW MSCI EAFE 46435G516 9502 132270 SH SOLE 0 0 0 132270 ISHARES TR USD GRN BOND ETF 46435U440 2748 58345 SH SOLE 0 0 0 58345 ISHARES TR ESG AWARE MSCI 46435U663 1415 41631 SH SOLE 0 0 0 41631 ISHARES TR US INFRASTRUC 46435U713 3607 96645 SH SOLE 0 0 0 96645 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1130 22247 SH SOLE 0 0 0 22247 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 3136 62317 SH SOLE 0 0 0 62317 JANUS DETROIT STR TR NET ZERO TRANS 47103U787 4031 172869 SH SOLE 0 0 0 172869 MICROSOFT CORP COM 594918104 464 1611 SH SOLE 0 0 0 1611 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 1519 27244 SH SOLE 0 0 0 27244 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 12897 378537 SH SOLE 0 0 0 378537 NUSHARES ETF TR NUVEEN ESG MIDVL 67092P508 4144 144384 SH SOLE 0 0 0 144384 NUSHARES ETF TR NUVEEN ESG SMLCP 67092P607 1820 51410 SH SOLE 0 0 0 51410 PIMCO ETF TR ENHANCD SHORT 72201R643 3770 38588 SH SOLE 0 0 0 38588 PROSHARES TR S&P 500 DV ARIST 74348A467 1282 14054 SH SOLE 0 0 0 14054 SPDR S&P 500 ETF TR TR UNIT 78462F103 2998 7322 SH SOLE 0 0 0 7322 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 2801 87210 SH SOLE 0 0 0 87210 SPDR SER TR BBG CONV SEC ETF 78464A359 201 3000 SH SOLE 0 0 0 3000 SPDR SER TR NUVEEN BLMBRG SH 78468R739 1167 24539 SH SOLE 0 0 0 24539 SPDR SER TR SPDR MSCI USA GE 78468R747 584 7040 SH SOLE 0 0 0 7040 SPDR SER TR PRTFLO S&P500 HI 78468R788 2552 67157 SH SOLE 0 0 0 67157 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 7258 99213 SH SOLE 0 0 0 99213 UNITEDHEALTH GROUP INC COM 91324P102 515 1090 SH SOLE 0 0 0 1090 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 6119 82885 SH SOLE 0 0 0 82885 VANGUARD STAR FDS VG TL INTL STK F 921909768 1116 20212 SH SOLE 0 0 0 20212 VANGUARD WORLD FD ESG INTL STK ETF 921910725 261 4991 SH SOLE 0 0 0 4991 VANGUARD WORLD FD ESG US STK ETF 921910733 3005 41902 SH SOLE 0 0 0 41902 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 484 2100 SH SOLE 0 0 0 2100 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 3716 82267 SH SOLE 0 0 0 82267 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 6434 17108 SH SOLE 0 0 0 17108 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 735 8849 SH SOLE 0 0 0 8849 VANGUARD INDEX FDS GROWTH ETF 922908736 236 946 SH SOLE 0 0 0 946 VANGUARD INDEX FDS SMALL CP ETF 922908751 1964 10362 SH SOLE 0 0 0 10362 VANGUARD INDEX FDS TOTAL STK MKT 922908769 349 1709 SH SOLE 0 0 0 1709 WISDOMTREE TR EMG MKTS SMCAP 97717W281 640 13970 SH SOLE 0 0 0 13970 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 1842 46720 SH SOLE 0 0 0 46720