ESG Planning

ESG Planning as of Sept. 30, 2022

Portfolio Holdings for ESG Planning

ESG Planning holds 47 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr National Mun Etf (MUB) 17.3 $17M 164k 102.63
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 12.5 $12M 171k 71.35
Vanguard World Fds Inf Tech Etf (VGT) 6.5 $6.3M 20k 308.03
Vanguard World Fds Health Car Etf (VHT) 5.3 $5.2M 23k 224.22
Apple (AAPL) 4.8 $4.6M 34k 138.29
Merck & Co (MRK) 4.2 $4.1M 47k 86.07
Vanguard World Fds Consum Dis Etf (VCR) 3.9 $3.8M 16k 235.69
Spdr Ser Tr Bloomberg High Y (JNK) 3.6 $3.5M 40k 87.76
Alphabet Cap Stk Cl A (GOOGL) 2.9 $2.9M 30k 96.69
Spdr Gold Tr Gold Shs (GLD) 2.8 $2.7M 17k 154.97
Amazon (AMZN) 2.8 $2.7M 24k 112.69
Proshares Tr Ultrapro Sht Qqq (SQQQ) 2.5 $2.4M 39k 61.31
Vanguard World Fds Consum Stp Etf (VDC) 2.3 $2.3M 13k 172.75
Vanguard World Fds Industrial Etf (VIS) 2.3 $2.2M 14k 157.31
Vanguard World Fds Financials Etf (VFH) 2.2 $2.1M 28k 74.53
Vanguard Index Fds Total Stk Mkt (VTI) 2.1 $2.0M 11k 179.74
Ishares Tr Tips Bd Etf (TIP) 1.9 $1.8M 18k 103.61
Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.2 $1.2M 25k 49.00
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.2 $1.1M 18k 65.25
Visa Com Cl A (V) 1.2 $1.1M 6.4k 178.33
First Tr Exchange-traded Ny Arca Biotech (FBT) 1.1 $1.1M 8.3k 131.69
Select Sector Spdr Tr Technology (XLK) 1.0 $1.0M 8.6k 117.07
Mastercard Incorporated Cl A (MA) 1.0 $980k 3.4k 284.22
Select Sector Spdr Tr Communication (XLC) 1.0 $932k 20k 47.06
Ark Etf Tr Innovation Etf (ARKK) 0.9 $918k 25k 37.17
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $820k 4.4k 188.16
Danaher Corporation (DHR) 0.8 $785k 2.9k 266.83
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.8 $758k 21k 36.60
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $698k 4.8k 144.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $643k 15k 42.89
Thermo Fisher Scientific (TMO) 0.6 $589k 987.00 596.76
Ishares Tr Na Tec Multm Etf (IDGT) 0.6 $584k 9.3k 62.62
Spdr Ser Tr S&p Biotech (XBI) 0.6 $540k 7.1k 75.64
Honeywell International (HON) 0.5 $517k 3.1k 169.12
Union Pacific Corporation (UNP) 0.5 $510k 2.7k 189.59
Ishares Tr Expanded Tech (IGV) 0.5 $500k 1.9k 267.24
Vanguard World Fds Materials Etf (VAW) 0.5 $494k 3.5k 142.77
Equinix (EQIX) 0.5 $492k 865.00 568.79
JPMorgan Chase & Co. (JPM) 0.5 $481k 4.8k 101.24
Microsoft Corporation (MSFT) 0.5 $477k 2.2k 216.03
Crown Castle Intl (CCI) 0.5 $472k 3.4k 139.44
Edwards Lifesciences (EW) 0.5 $470k 6.1k 77.09
Vanguard Index Fds Real Estate Etf (VNQ) 0.4 $436k 5.4k 80.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $435k 12k 36.29
Lauder Estee Cos Cl A (EL) 0.4 $433k 2.2k 201.02
Servicenow (NOW) 0.3 $259k 687.00 377.00
Velo3d Common Stock 0.0 $44k 11k 3.93