{"url":"https://nivawealth.com/firms/laurel-wealth-planning-122035","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/122035","regulatoryAum":453642492,"crd":"122035","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7099822","suffix":null,"lastName":"Carlos","firstName":"Maxwell","middleName":"Lee"},{"crd":"7566251","suffix":null,"lastName":"Kopycinski","firstName":"Felix","middleName":"James"},{"crd":"5959559","suffix":null,"lastName":"Kretman","firstName":"MALLORY","middleName":"AMANDA"},{"crd":"1303890","suffix":null,"lastName":"KUNTZ","firstName":"LAURA","middleName":"ANN"},{"crd":"6874302","suffix":null,"lastName":"Kuusisto","firstName":"Jesse","middleName":"Thomas"},{"crd":"4810521","suffix":null,"lastName":"THEN","firstName":"KATHERINE","middleName":"ELIZABETH"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-12","regulatoryAum":261763142,"clients":146,"employees":8,"offices":1},{"filedOn":"2022-04-19","regulatoryAum":341786534,"clients":163,"employees":9,"offices":1},{"filedOn":"2023-04-10","regulatoryAum":331763050,"clients":171,"employees":8,"offices":1},{"filedOn":"2024-06-22","regulatoryAum":354710057,"clients":163,"employees":7,"offices":1},{"filedOn":"2025-05-28","regulatoryAum":395558975,"clients":168,"employees":8,"offices":1},{"filedOn":"2026-05-26","regulatoryAum":453642492,"clients":177,"employees":8,"offices":1}],"secFileNumber":"801-79116","legalName":"Laurel Wealth Planning LLC","displayName":"Laurel Wealth Planning","slug":"laurel-wealth-planning-122035","website":"https://laurelwealthplanning.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/laurel-wealth-planning/","founded":"1998","organization":"Minnesota limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3300 Edinborough Way, Suite 790","city":"Edina","state":"MN","stateName":"Minnesota","country":"United States","postalCode":"55435"},"tradeNames":[],"registration":{"secApproved":"10 February 2014","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2562951.9322033897,"staff":{"employees":8,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":453642492,"discretionary":447677197,"discretionaryAccounts":986,"nonDiscretionary":5965295,"nonDiscretionaryAccounts":22,"wrapProgram":226910,"nonUsClientsPct":0,"nonAumClients":8},"clientTypes":[{"label":"Individuals (other than HNW)","clients":48,"regulatoryAum":19215914},{"label":"High-net-worth individuals","clients":129,"regulatoryAum":434426578}],"feePrograms":[{"role":"main","program":"Wealth Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046172","versionId":1046172,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-05-26","documentName":"FORM ADV PART 2","fee_rate_low":0.5,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"quarterly","fee_minimum_annual":1875},{"role":"other","program":"Financial Planning","summary":"Financial planning is charged at a mutually agreed hourly fee of $150 to $600, usually with an initial payment of $500 at the start of the engagement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046172","versionId":1046172,"submittedOn":"2026-05-26","documentName":"FORM ADV PART 2"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T08:47:47.044431+00:00","documents":[{"name":"FORM ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046172","versionId":1046172,"submittedOn":"2026-05-26"}]},"custodians":[{"name":"Raymond James & Associates, Inc.","shortName":"Raymond James","location":"St. Petersburg, FL","smaAssets":425486911}],"custodyNote":"Laurel Wealth Planning has custody of $6.9M for 5 clients.","otherCustodians":[],"leadership":[{"name":"Laura Kuntz","title":"President/CEO & Administrative Officer","crd":"1303890"},{"name":"Mallory Kretman","title":"Secretary and Chief Compliance Officer","crd":"5959559"}],"ownership":[{"label":"Laura Kuntz","detail":"President/ceo & administrative officer in the 75% or more ownership band and a control person, since January 2025."},{"label":"Mallory Kretman","detail":"Secretary and chief compliance officer in the 5% to 10% ownership band, since May 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Minnesota","offices":1,"addresses":[{"street":"3300 Edinborough Way, Suite 790","city":"Edina","headquarters":true}]}],"brochureServices":["business succession planning","education planning","estate planning","retirement plan services"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"952-854-6250","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":86},{"label":"Cash and cash equivalents","percent":8},{"label":"Other","percent":4,"detail":"Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"26 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/122035/PDF/122035.pdf","brochureDate":"26 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1046172","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Laurel Wealth Planning have?","answer":"Laurel Wealth Planning has 177 clients and manages $454 million for them, as of May 2026. They include 129 high-net-worth individuals and 48 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Laurel Wealth Planning offer?","answer":"Laurel Wealth Planning provides financial planning, portfolio management for individuals and small businesses, business succession planning, education planning, estate planning, and retirement plan services.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Laurel Wealth Planning charge?","answer":"Laurel Wealth Planning charges 0.50%–1.25% a year for its Wealth Management Services. The fee is billed in advance, is negotiable and has a $1,875 annual minimum.","source":"FORM ADV PART 2, filed 26 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Laurel Wealth Planning use?","answer":"Laurel Wealth Planning’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $425M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Laurel Wealth Planning have?","answer":"Laurel Wealth Planning has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Laurel Wealth Planning invest in?","answer":"At the end of its last fiscal year, Laurel Wealth Planning’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents, 4% other and 2% exchange-traded equities. The 4% other category is described as: Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Laurel Wealth Planning?","answer":"Laurel Wealth Planning’s direct owners are Laura Kuntz (75% or more) and Mallory Kretman (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Laurel Wealth Planning get paid?","answer":"Laurel Wealth Planning is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Laurel Wealth Planning?","answer":"Laurel Wealth Planning’s main office is at 3300 Edinborough Way, Suite 790, Edina, MN 55435. Its phone number is 952-854-6250. Its website is laurelwealthplanning.com.","source":"Form ADV Part 1A, Item 1.F, filed 26 May 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/laurel-wealth-planning-122035/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-30","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1842010/000206336426000236/0002063364-26-000236-index.html","totalValue":225999957,"positionCount":67,"top10Share":0.45342778981148213,"top10":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":16878356,"shares":24575,"shareType":"SH","priorValue":14727218,"priorShares":24646},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46435G425","value":11561977,"shares":70642,"shareType":"SH","priorValue":9942675,"priorShares":70306},{"issuer":"ISHARES TR","titleOfClass":"US INFRASTRUC","cusip":"46435U713","value":11418373,"shares":181129,"shareType":"SH","priorValue":10549053,"priorShares":184424},{"issuer":"SPDR SERIES TRUST","titleOfClass":"SPDR S&P 500 ESG","cusip":"78468R531","value":11333614,"shares":155404,"shareType":"SH","priorValue":9969921,"priorShares":158051},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG LRGCP","cusip":"67092P201","value":10108014,"shares":86349,"shareType":"SH","priorValue":7917055,"priorShares":87058},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":9507520,"shares":176000,"shareType":"SH","priorValue":8055442,"priorShares":152623},{"issuer":"ISHARES TR","titleOfClass":"ESG AW MSCI EAFE","cusip":"46435G516","value":9170550,"shares":89199,"shareType":"SH","priorValue":8853934,"priorShares":92595},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":7798263,"shares":128282,"shareType":"SH","priorValue":7432066,"priorShares":131355},{"issuer":"LEGG MASON ETF INVT","titleOfClass":"FRANKLIN INTL LW","cusip":"52468L505","value":7656929,"shares":188664,"shareType":"SH"},{"issuer":"ISHARES INC","titleOfClass":"ESG AWR MSCI EM","cusip":"46434G863","value":7041065,"shares":128745,"shareType":"SH","priorValue":6011544,"priorShares":132209}],"positionsListed":67,"positions":[{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":16878356,"shares":24575,"shareType":"SH","priorValue":14727218,"priorShares":24646},{"issuer":"ISHARES TR","titleOfClass":"ESG AWR MSCI USA","cusip":"46435G425","value":11561977,"shares":70642,"shareType":"SH","priorValue":9942675,"priorShares":70306},{"issuer":"ISHARES TR","titleOfClass":"US INFRASTRUC","cusip":"46435U713","value":11418373,"shares":181129,"shareType":"SH","priorValue":10549053,"priorShares":184424},{"issuer":"SPDR SERIES TRUST","titleOfClass":"SPDR S&P 500 ESG","cusip":"78468R531","value":11333614,"shares":155404,"shareType":"SH","priorValue":9969921,"priorShares":158051},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG LRGCP","cusip":"67092P201","value":10108014,"shares":86349,"shareType":"SH","priorValue":7917055,"priorShares":87058},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATNAL VAL","cusip":"25434V807","value":9507520,"shares":176000,"shareType":"SH","priorValue":8055442,"priorShares":152623},{"issuer":"ISHARES TR","titleOfClass":"ESG AW MSCI EAFE","cusip":"46435G516","value":9170550,"shares":89199,"shareType":"SH","priorValue":8853934,"priorShares":92595},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500VAL","cusip":"78464A508","value":7798263,"shares":128282,"shareType":"SH","priorValue":7432066,"priorShares":131355},{"issuer":"LEGG MASON ETF INVT","titleOfClass":"FRANKLIN INTL LW","cusip":"52468L505","value":7656929,"shares":188664,"shareType":"SH"},{"issuer":"ISHARES INC","titleOfClass":"ESG AWR MSCI EM","cusip":"46434G863","value":7041065,"shares":128745,"shareType":"SH","priorValue":6011544,"priorShares":132209},{"issuer":"ISHARES TR","titleOfClass":"S&P 500 GRWT ETF","cusip":"464287309","value":6796183,"shares":49416,"shareType":"SH","priorValue":5721783,"priorShares":50586},{"issuer":"PACER FDS TR","titleOfClass":"US LRG CP CASH","cusip":"69374H360","value":6705212,"shares":167019,"shareType":"SH","priorValue":5840845,"priorShares":173119},{"issuer":"WISDOMTREE TR","titleOfClass":"INDIA ERNGS FD","cusip":"97717W422","value":6518475,"shares":152372,"shareType":"SH","priorValue":6212494,"priorShares":152267},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"FUND EM EQUI ETF","cusip":"808524730","value":6262338,"shares":157821,"shareType":"SH","priorValue":5900917,"priorShares":154232},{"issuer":"ISHARES INC","titleOfClass":"MSCI JAPAN ETF","cusip":"46434G822","value":6093796,"shares":65335,"shareType":"SH","priorValue":5310348,"priorShares":62889},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":5960063,"shares":83650,"shareType":"SH","priorValue":5337672,"priorShares":83297},{"issuer":"FIDELITY COVINGTON TRUST","titleOfClass":"SML MID MLTFCT","cusip":"316092527","value":5180093,"shares":98015,"shareType":"SH","priorValue":4155830,"priorShares":92930},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"INTL SMCP VLU","cusip":"025072802","value":5122101,"shares":49705,"shareType":"SH","priorValue":4868076,"priorShares":48749},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTERNATIONAL","cusip":"25434V690","value":4869132,"shares":107963,"shareType":"SH","priorValue":4023506,"priorShares":94894},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P 500 MOMNTM","cusip":"46138E339","value":4764623,"shares":29495,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"ESG MSCI KLD ETF","cusip":"464288570","value":4754403,"shares":33390,"shareType":"SH","priorValue":4134640,"priorShares":34117},{"issuer":"CAPITAL GROUP EQUITY ETF TR","titleOfClass":"US SM MI CA ETF","cusip":"14022A102","value":4646265,"shares":140924,"shareType":"SH","priorValue":3576959,"priorShares":121831},{"issuer":"PIMCO ETF TR","titleOfClass":"ENHANCD SHORT","cusip":"72201R643","value":4428285,"shares":44758,"shareType":"SH","priorValue":4426301,"priorShares":44744},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":4093571,"shares":5466,"shareType":"SH","priorValue":4089215,"priorShares":6260},{"issuer":"PUTNAM ETF TRUST","titleOfClass":"FOCUSED LAR CAP","cusip":"746729300","value":3904605,"shares":76636,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"USD GRN BOND ETF","cusip":"46435U440","value":3435965,"shares":72378,"shareType":"SH","priorValue":3309531,"priorShares":69716},{"issuer":"ISHARES TR","titleOfClass":"ESG AWARE MSCI","cusip":"46435U663","value":3298528,"shares":58976,"shareType":"SH","priorValue":2743759,"priorShares":58353},{"issuer":"VANECK ETF TRUST","titleOfClass":"MRNGSTR WDE MOAT","cusip":"92189F643","value":3183464,"shares":30622,"shareType":"SH","priorValue":6193539,"priorShares":64049},{"issuer":"J P MORGAN EXCHANGE TRADED F","titleOfClass":"ULTRA SHT MUNCPL","cusip":"46641Q654","value":2728755,"shares":53505,"shareType":"SH","priorValue":2854931,"priorShares":56001},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG US STK ETF","cusip":"921910733","value":2411529,"shares":18236,"shareType":"SH","priorValue":2176018,"priorShares":19382},{"issuer":"PIMCO ETF TR","titleOfClass":"MUNI INCOME OPP","cusip":"72201R635","value":2325432,"shares":50818,"shareType":"SH","priorValue":2270019,"priorShares":50255},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":1995055,"shares":3987,"shareType":"SH","priorValue":1958491,"priorShares":4087},{"issuer":"FIRST TR EXCHANGE-TRADED FD","titleOfClass":"SHS","cusip":"33734H106","value":1935569,"shares":40174,"shareType":"SH","priorValue":1876733,"priorShares":39905},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":1729309,"shares":34318,"shareType":"SH","priorValue":1565635,"priorShares":34296},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":1513924,"shares":2027,"shareType":"SH","priorValue":1155966,"priorShares":1777},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"S&P500 LOW VOL","cusip":"46138E354","value":1502794,"shares":20064,"shareType":"SH","priorValue":1592405,"priorShares":21772},{"issuer":"ISHARES TR","titleOfClass":"CORE S&P SCP ETF","cusip":"464287804","value":1329303,"shares":8963,"shareType":"SH","priorValue":1122147,"priorShares":9027},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":1285338,"shares":4442,"shareType":"SH","priorValue":1318693,"priorShares":5196},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":1238246,"shares":4085,"shareType":"SH","priorValue":1069944,"priorShares":4085},{"issuer":"ARCHER DANIELS MIDLAND CO","titleOfClass":"COM","cusip":"039483102","value":1029185,"shares":13471,"shareType":"SH","priorValue":1172999,"priorShares":16137},{"issuer":"VANGUARD ADMIRAL FDS INC","titleOfClass":"500 GRTH IDX F","cusip":"921932505","value":970951,"shares":11752,"shareType":"SH","priorValue":809265,"priorShares":1985},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG LRGVL","cusip":"67092P300","value":966857,"shares":19341,"shareType":"SH","priorValue":865365,"priorShares":19019},{"issuer":"ABRDN PRECIOUS METALS BASKET","titleOfClass":"PHYSCL PRECS MET","cusip":"003263100","value":916982,"shares":5062,"shareType":"SH","priorValue":1108911,"priorShares":5070},{"issuer":"ISHARES TR","titleOfClass":"MSCI INDIA ETF","cusip":"46429B598","value":897960,"shares":18181,"shareType":"SH","priorValue":427743,"priorShares":9132},{"issuer":"VANGUARD STAR FDS","titleOfClass":"VG TL INTL STK F","cusip":"921909768","value":760776,"shares":8899,"shareType":"SH","priorValue":715581,"priorShares":9280},{"issuer":"ECOLAB INC","titleOfClass":"COM","cusip":"278865100","value":699312,"shares":2510,"shareType":"SH","priorValue":667711,"priorShares":2510},{"issuer":"NUSHARES ETF TR","titleOfClass":"NUVEEN ESG SMLCP","cusip":"67092P607","value":681209,"shares":13070,"shareType":"SH","priorValue":611915,"priorShares":13580},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR MSCI GEN","cusip":"78468R747","value":651892,"shares":4221,"shareType":"SH","priorValue":539484,"priorShares":4221},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":522096,"shares":5941,"shareType":"SH","priorValue":578949,"priorShares":7564},{"issuer":"ISHARES TR","titleOfClass":"DOW JONES US ETF","cusip":"464287846","value":520228,"shares":2854,"shareType":"SH","priorValue":452217,"priorShares":2854},{"issuer":"AMERIPRISE FINL INC","titleOfClass":"COM","cusip":"03076C106","value":467477,"shares":1019,"shareType":"SH","priorValue":452844,"priorShares":1019},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"GROWTH ETF","cusip":"922908736","value":419158,"shares":4866,"shareType":"SH","priorValue":354237,"priorShares":811},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US SUSTAINABILTY","cusip":"25434V716","value":337928,"shares":7247,"shareType":"SH","priorValue":297780,"priorShares":7247},{"issuer":"VANGUARD SPECIALIZED FUNDS","titleOfClass":"DIV APP ETF","cusip":"921908844","value":336091,"shares":1420,"shareType":"SH"},{"issuer":"INVESCO EXCHANGE TRADED FD T","titleOfClass":"RAFI US 1000 ETF","cusip":"46137V613","value":313969,"shares":5811,"shareType":"SH","priorValue":276197,"priorShares":5811},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG INTL STK ETF","cusip":"921910725","value":308281,"shares":3744,"shareType":"SH","priorValue":268558,"priorShares":3744},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":296032,"shares":800,"shareType":"SH","priorValue":255686,"priorShares":797},{"issuer":"QUANTA SVCS INC","titleOfClass":"COM","cusip":"74762E102","value":285136,"shares":396,"shareType":"SH","priorValue":217412,"priorShares":396},{"issuer":"INVESCO EXCH TRADED FD TR II","titleOfClass":"CALIF AMT MUN","cusip":"46138E206","value":275640,"shares":11246,"shareType":"SH","priorValue":276940,"priorShares":11602},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":270813,"shares":726,"shareType":"SH","priorValue":244683,"priorShares":661},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"VALUE ETF","cusip":"922908744","value":263696,"shares":1210,"shareType":"SH","priorValue":237402,"priorShares":1210},{"issuer":"UNITEDHEALTH GROUP INC","titleOfClass":"COM","cusip":"91324P102","value":260601,"shares":627,"shareType":"SH"},{"issuer":"PROSHARES TR","titleOfClass":"S&P 500 DV ARIST","cusip":"74348A467","value":232278,"shares":4136,"shareType":"SH","priorValue":219229,"priorShares":2068},{"issuer":"ISHARES TR","titleOfClass":"ESG SELECT SCRE","cusip":"46436E551","value":217675,"shares":4174,"shareType":"SH"},{"issuer":"SELECT SECTOR SPDR TR","titleOfClass":"ST STR TECHN ETF","cusip":"81369Y803","value":207667,"shares":1090,"shareType":"SH"},{"issuer":"ABBVIE INC","titleOfClass":"COM","cusip":"00287Y109","value":202067,"shares":803,"shareType":"SH"},{"issuer":"ISHARES TR","titleOfClass":"CORE MSCI EAFE","cusip":"46432F842","value":200983,"shares":2081,"shareType":"SH","priorValue":257830,"priorShares":2848}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}