ESG Planning

ESG Planning as of June 30, 2022

Portfolio Holdings for ESG Planning

ESG Planning holds 45 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr National Mun Etf (MUB) 18.9 $19M 175k 106.36
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.8 $13M 167k 75.26
Vanguard World Fds Inf Tech Etf (VGT) 6.6 $6.5M 20k 326.56
Vanguard World Fds Health Car Etf (VHT) 5.2 $5.1M 22k 235.49
Apple (AAPL) 4.5 $4.4M 33k 136.72
Merck & Co (MRK) 4.1 $4.1M 45k 91.16
Spdr Ser Tr Bloomberg High Y (JNK) 3.8 $3.7M 41k 90.72
Vanguard World Fds Consum Dis Etf (VCR) 3.6 $3.5M 16k 227.45
Alphabet Cap Stk Cl A (GOOGL) 3.2 $3.1M 1.4k 2179.40
Spdr Gold Tr Gold Shs (GLD) 2.8 $2.8M 16k 168.44
Amazon (AMZN) 2.5 $2.5M 23k 106.21
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $2.4M 13k 188.65
Vanguard World Fds Consum Stp Etf (VDC) 2.3 $2.3M 12k 185.31
Vanguard World Fds Industrial Etf (VIS) 2.2 $2.2M 13k 163.36
Ishares Tr Tips Bd Etf (TIP) 2.1 $2.0M 18k 113.92
Vanguard World Fds Financials Etf (VFH) 2.1 $2.0M 26k 77.18
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $1.2M 17k 70.12
Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.1 $1.1M 23k 49.26
Select Sector Spdr Tr Technology (XLK) 1.1 $1.1M 8.4k 127.18
Visa Com Cl A (V) 1.1 $1.1M 5.4k 196.90
First Tr Exchange-traded Ny Arca Biotech (FBT) 1.1 $1.1M 7.8k 135.53
Mastercard Incorporated Cl A (MA) 1.1 $1.0M 3.3k 315.50
Select Sector Spdr Tr Communication (XLC) 1.0 $1.0M 19k 54.29
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA) 0.9 $928k 23k 40.80
Ark Etf Tr Innovation Etf (ARKK) 0.9 $921k 23k 39.87
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $920k 4.7k 197.04
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $786k 5.2k 149.77
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $754k 15k 49.99
Danaher Corporation (DHR) 0.7 $732k 2.9k 253.37
Microsoft Corporation (MSFT) 0.6 $579k 2.3k 256.65
Equinix (EQIX) 0.6 $569k 866.00 657.04
Edwards Lifesciences (EW) 0.6 $557k 5.9k 95.15
Union Pacific Corporation (UNP) 0.6 $546k 2.6k 213.36
Crown Castle Intl (CCI) 0.6 $546k 3.2k 168.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $538k 13k 41.65
Ishares Tr Na Tec Multm Etf (IDGT) 0.5 $537k 9.1k 58.89
Vanguard World Fds Materials Etf (VAW) 0.5 $535k 3.3k 160.23
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $531k 5.8k 91.06
Lauder Estee Cos Cl A (EL) 0.5 $528k 2.1k 254.58
Thermo Fisher Scientific (TMO) 0.5 $517k 953.00 542.50
Spdr Ser Tr S&p Biotech (XBI) 0.5 $511k 6.9k 74.29
JPMorgan Chase & Co. (JPM) 0.5 $504k 4.5k 112.68
Honeywell International (HON) 0.5 $503k 2.9k 173.93
Ishares Tr Expanded Tech (IGV) 0.5 $466k 1.7k 269.36
Velo3d Common Stock 0.0 $15k 11k 1.34