ESG Planning

Latest statistics and disclosures from ESG Planning's latest quarterly 13F-HR filing:

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Positions held by ESG Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ESG Planning

Companies in the ESG Planning portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr National Mun Etf (MUB) 16.9 $18M 166k 109.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 13.2 $14M 180k 79.54
Vanguard World Fds Inf Tech Etf (VGT) 6.9 $7.5M 18k 416.46
Vanguard World Fds Health Car Etf (VHT) 5.1 $5.5M 22k 254.37
Apple (AAPL) 4.8 $5.2M 30k 174.62
Merck & Co (MRK) 3.9 $4.2M 51k 82.04
Vanguard World Fds Consum Dis Etf (VCR) 3.8 $4.1M 13k 305.26
Spdr Ser Tr Bloomberg High Y (JNK) 3.7 $4.0M 39k 102.51
Alphabet Cap Stk Cl A (GOOGL) 3.4 $3.6M 1.3k 2781.25
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $3.2M 14k 227.68
Spdr Gold Tr Gold Shs (GLD) 2.7 $2.9M 16k 180.67
Amazon (AMZN) 2.6 $2.8M 861.00 3260.16
Vanguard World Fds Consum Stp Etf (VDC) 2.2 $2.4M 12k 195.91
Vanguard World Fds Industrial Etf (VIS) 2.2 $2.3M 12k 194.49

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Ishares Tr Tips Bd Etf (TIP) 2.1 $2.2M 18k 124.58
Vanguard World Fds Financials Etf (VFH) 1.5 $1.6M 18k 93.40
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.1 $1.2M 26k 48.02
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $1.2M 5.1k 237.79
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.1 $1.2M 16k 74.47
Select Sector Spdr Tr Technology (XLK) 1.1 $1.2M 7.4k 158.97
Visa Com Cl A (V) 1.0 $1.1M 4.9k 221.77
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $1.1M 6.1k 176.00
Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.0 $1.1M 22k 49.58
Mastercard Incorporated Cl A (MA) 1.0 $1.1M 3.0k 357.33
Select Sector Spdr Tr Communication (XLC) 1.0 $1.0M 15k 68.81
Ark Etf Tr Innovation Etf (ARKK) 1.0 $1.0M 16k 66.32
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.9 $1.0M 6.7k 149.14
Danaher Corporation (DHR) 0.7 $778k 2.7k 293.25
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $749k 13k 57.57
Vanguard Index Fds Real Estate Etf (VNQ) 0.7 $741k 6.8k 108.40
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.6 $661k 14k 46.16
Microsoft Corporation (MSFT) 0.6 $646k 2.1k 308.35
Equinix (EQIX) 0.6 $639k 862.00 741.30
Union Pacific Corporation (UNP) 0.6 $626k 2.3k 273.36
Edwards Lifesciences (EW) 0.6 $608k 5.2k 117.62
Vanguard World Fds Materials Etf (VAW) 0.5 $588k 3.0k 194.06
Ishares Tr Na Tec Multm Etf (IGN) 0.5 $582k 7.9k 74.04
Crown Castle Intl (CCI) 0.5 $562k 3.0k 184.56
Thermo Fisher Scientific (TMO) 0.5 $530k 898.00 590.20
JPMorgan Chase & Co. (JPM) 0.5 $500k 3.7k 136.31
Honeywell International (HON) 0.5 $500k 2.6k 194.63
Lauder Estee Cos Cl A (EL) 0.5 $489k 1.8k 272.42
Ishares Tr Expanded Tech (IGV) 0.4 $484k 1.4k 344.98
Spdr Ser Tr S&p Biotech (XBI) 0.4 $418k 4.7k 89.78
NVIDIA Corporation (NVDA) 0.3 $319k 1.2k 272.42
Proshares Tr Ultrpro S&p500 (UPRO) 0.2 $256k 4.0k 63.57
Netflix (NFLX) 0.2 $232k 620.00 374.19
Tesla Motors (TSLA) 0.2 $221k 205.00 1078.05
Applied Materials (AMAT) 0.2 $217k 1.6k 132.08
Qualcomm (QCOM) 0.2 $213k 1.4k 152.91

Past Filings by ESG Planning

SEC 13F filings are viewable for ESG Planning going back to 2022