S.E.E.D. Planning Group as of March 31, 2020
Portfolio Holdings for S.E.E.D. Planning Group
S.E.E.D. Planning Group holds 48 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 5.7 | $5.8M | 133k | 43.74 | |
| Apple (AAPL) | 5.4 | $5.6M | 22k | 254.31 | |
| Invesco Bulletshares 2021 Corp | 5.1 | $5.3M | 252k | 20.97 | |
| Bscm etf | 5.1 | $5.2M | 248k | 21.18 | |
| Guggenheim Bulletshrs 2023 Corp Bd Etf | 5.1 | $5.2M | 251k | 20.73 | |
| Bsco etf | 5.0 | $5.2M | 251k | 20.65 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 4.0 | $4.1M | 67k | 61.24 | |
| Microsoft Corporation (MSFT) | 3.3 | $3.4M | 21k | 157.71 | |
| Amazon (AMZN) | 3.1 | $3.2M | 1.7k | 1949.46 | |
| Facebook Inc cl a (META) | 2.8 | $2.9M | 18k | 166.79 | |
| Nextera Energy (NEE) | 2.8 | $2.9M | 12k | 240.61 | |
| UnitedHealth (UNH) | 2.8 | $2.9M | 12k | 249.37 | |
| Alphabet Inc Class A cs (GOOGL) | 2.8 | $2.8M | 2.4k | 1161.89 | |
| Enbridge (ENB) | 2.7 | $2.8M | 96k | 29.09 | |
| Valero Energy Corporation (VLO) | 2.6 | $2.7M | 60k | 45.37 | |
| Agilent Technologies Inc C ommon (A) | 2.5 | $2.6M | 37k | 71.61 | |
| Pepsi (PEP) | 2.5 | $2.6M | 21k | 120.12 | |
| Ecolab (ECL) | 2.5 | $2.5M | 16k | 155.82 | |
| Honeywell International (HON) | 2.4 | $2.5M | 19k | 133.79 | |
| Jones Lang LaSalle Incorporated (JLL) | 2.4 | $2.4M | 24k | 100.99 | |
| Corteva (CTVA) | 2.3 | $2.4M | 101k | 23.50 | |
| Capital One Financial (COF) | 2.0 | $2.1M | 42k | 50.43 | |
| Lockheed Martin Corporation (LMT) | 2.0 | $2.1M | 6.1k | 338.92 | |
| Dominion Resources (D) | 2.0 | $2.0M | 28k | 72.20 | |
| Equinix (EQIX) | 1.9 | $2.0M | 3.2k | 624.45 | |
| Db-x Msci Eafe Currency-hedged (DBEF) | 1.9 | $2.0M | 74k | 26.79 | |
| MasterCard Incorporated (MA) | 1.7 | $1.8M | 7.4k | 241.54 | |
| Invesco Bulletshs 2020 Hi Yld Corp Bd Etf | 1.7 | $1.7M | 76k | 23.01 | |
| Invesco Exch Trd Slf Idx Fd bulshs 2023 hy | 1.7 | $1.7M | 76k | 22.45 | |
| Invesco Exch Trd Slf Idx Fd bulshs 2021 hy | 1.6 | $1.7M | 75k | 22.14 | |
| Invesco Exch Trd Slf Idx Fd bulshs 2022 hy | 1.6 | $1.6M | 76k | 21.66 | |
| Schwab U S Broad Market ETF (SCHB) | 1.2 | $1.2M | 20k | 60.41 | |
| iShares S&P MidCap 400 Index (IJH) | 0.9 | $958k | 6.7k | 143.91 | |
| Visa (V) | 0.8 | $867k | 5.4k | 161.09 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.8 | $852k | 15k | 56.08 | |
| Southern Company (SO) | 0.8 | $812k | 15k | 54.16 | |
| International Business Machines (IBM) | 0.7 | $725k | 6.5k | 110.99 | |
| General Dynamics Corporation (GD) | 0.6 | $572k | 4.3k | 132.22 | |
| Raytheon Company | 0.4 | $417k | 3.2k | 131.21 | |
| Colgate-Palmolive Company (CL) | 0.4 | $412k | 6.2k | 66.37 | |
| Costco Wholesale Corporation (COST) | 0.4 | $401k | 1.4k | 284.80 | |
| Merck & Co (MRK) | 0.3 | $323k | 4.2k | 76.90 | |
| Johnson & Johnson (JNJ) | 0.3 | $313k | 2.4k | 130.96 | |
| Automatic Data Processing (ADP) | 0.3 | $286k | 2.1k | 136.45 | |
| Air Products & Chemicals (APD) | 0.3 | $285k | 1.4k | 199.86 | |
| Linde | 0.3 | $279k | 1.6k | 173.29 | |
| International Flavors & Fragrances (IFF) | 0.2 | $257k | 2.5k | 102.02 | |
| Becton, Dickinson and (BDX) | 0.2 | $225k | 980.00 | 229.59 |
