ESG Planning as of Dec. 31, 2023
Portfolio Holdings for ESG Planning
ESG Planning holds 18 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 88.8 | $83M | 831k | 100.27 | |
| Apple (AAPL) | 2.9 | $2.7M | 14k | 192.53 | |
| Bank Montreal Medium Microsectors Fan | 1.1 | $1.1M | 4.5k | 232.89 | |
| Amazon (AMZN) | 1.1 | $999k | 6.6k | 151.94 | |
| Meta Platforms Cl A (META) | 0.9 | $880k | 2.5k | 353.96 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $634k | 8.6k | 73.55 | |
| Vanguard World Fds Inf Tech Etf (VGT) | 0.7 | $632k | 1.3k | 484.16 | |
| Ishares Tr National Mun Etf (MUB) | 0.5 | $515k | 4.8k | 108.42 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.5 | $428k | 1.7k | 250.83 | |
| Merck & Co (MRK) | 0.4 | $405k | 3.7k | 109.02 | |
| Vanguard World Fds Consum Dis Etf (VCR) | 0.4 | $344k | 1.1k | 304.54 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $326k | 1.4k | 237.28 | |
| Equinix (EQIX) | 0.3 | $325k | 403.00 | 805.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $307k | 2.2k | 139.69 | |
| Vanguard World Fds Financials Etf (VFH) | 0.3 | $246k | 2.7k | 92.30 | |
| Netflix (NFLX) | 0.3 | $243k | 500.00 | 486.88 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $241k | 1.3k | 191.17 | |
| Vanguard World Fds Industrial Etf (VIS) | 0.2 | $206k | 933.00 | 220.27 |
