ESG Planning as of March 31, 2023
Portfolio Holdings for ESG Planning
ESG Planning holds 22 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 81.0 | $65M | 648k | 100.58 | |
| Ishares Tr National Mun Etf (MUB) | 3.3 | $2.7M | 25k | 107.74 | |
| Apple (AAPL) | 2.3 | $1.9M | 11k | 164.90 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.0 | $1.6M | 22k | 73.83 | |
| Proshares Tr Ultrapro Sht Qqq (SQQQ) | 1.7 | $1.4M | 47k | 29.36 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 1.2 | $1.0M | 2.6k | 385.52 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.9 | $710k | 3.0k | 238.46 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $675k | 3.3k | 204.09 | |
| Merck & Co (MRK) | 0.8 | $673k | 6.3k | 106.39 | |
| Equinix (EQIX) | 0.8 | $630k | 873.00 | 721.25 | |
| Vanguard World Fds Consum Dis Etf (VCR) | 0.6 | $512k | 2.0k | 252.61 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.6 | $512k | 5.5k | 92.83 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $412k | 2.2k | 183.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $398k | 3.8k | 103.73 | |
| Vanguard World Fds Financials Etf (VFH) | 0.4 | $330k | 4.2k | 77.90 | |
| Vanguard World Fds Industrial Etf (VIS) | 0.4 | $327k | 1.7k | 190.50 | |
| Vanguard World Fds Consum Stp Etf (VDC) | 0.4 | $322k | 1.7k | 193.51 | |
| Amazon (AMZN) | 0.4 | $321k | 3.1k | 103.29 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $272k | 2.5k | 110.23 | |
| Oracle Corporation (ORCL) | 0.3 | $223k | 2.4k | 92.92 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $217k | 4.8k | 45.17 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $203k | 963.00 | 210.94 |
