ESG Planning as of June 30, 2023
Portfolio Holdings for ESG Planning
ESG Planning holds 15 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 91.3 | $79M | 787k | 100.63 | |
| Apple (AAPL) | 2.1 | $1.8M | 9.3k | 193.97 | |
| Bank Montreal Medium Microsectors Fan | 1.1 | $928k | 5.0k | 187.21 | |
| Ishares Tr National Mun Etf (MUB) | 0.8 | $716k | 6.7k | 106.73 | |
| Equinix (EQIX) | 0.8 | $688k | 877.00 | 784.01 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $629k | 8.7k | 72.69 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.5 | $451k | 1.0k | 442.01 | |
| Ishares Tr Short Treas Bd (SHV) | 0.4 | $386k | 3.5k | 110.45 | |
| Merck & Co (MRK) | 0.4 | $342k | 3.0k | 115.41 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $303k | 1.4k | 220.29 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.3 | $297k | 1.2k | 244.84 | |
| Oracle Corporation (ORCL) | 0.3 | $287k | 2.4k | 119.09 | |
| Vanguard World Fds Consum Dis Etf (VCR) | 0.3 | $232k | 820.00 | 283.20 | |
| Amazon (AMZN) | 0.3 | $224k | 1.7k | 130.36 | |
| Netflix (NFLX) | 0.3 | $220k | 500.00 | 440.49 |
