S.E.E.D. Planning Group

S.E.E.D. Planning Group as of June 30, 2020

Portfolio Holdings for S.E.E.D. Planning Group

S.E.E.D. Planning Group holds 56 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.9 $7.6M 21k 364.80
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 5.0 $6.4M 293k 21.76
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 5.0 $6.4M 291k 21.82
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 4.9 $6.3M 287k 22.04
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 4.9 $6.3M 296k 21.37
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.7 $4.7M 64k 74.10
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 3.6 $4.6M 88k 52.23
Microsoft Corporation (MSFT) 3.2 $4.1M 20k 203.53
Amazon (AMZN) 2.9 $3.7M 1.3k 2758.90
Alphabet Cap Stk Cl A (GOOGL) 2.7 $3.5M 2.5k 1418.02
UnitedHealth (UNH) 2.7 $3.5M 12k 294.94
Facebook Cl A (META) 2.7 $3.4M 15k 227.06
Jones Lang LaSalle Incorporated (JLL) 2.7 $3.4M 33k 103.46
Agilent Technologies Inc C ommon (A) 2.6 $3.3M 37k 88.36
Ecolab (ECL) 2.6 $3.3M 17k 198.95
Valero Energy Corporation (VLO) 2.5 $3.2M 54k 58.83
Enbridge (ENB) 2.4 $3.1M 103k 30.42
Starbucks Corporation (SBUX) 2.4 $3.1M 42k 73.59
Capital One Financial (COF) 2.3 $3.0M 48k 62.59
Corteva (CTVA) 2.2 $2.9M 107k 26.79
Honeywell International (HON) 2.2 $2.8M 20k 144.59
Pepsi (PEP) 2.2 $2.8M 21k 132.28
Nextera Energy (NEE) 2.2 $2.8M 12k 240.17
Dominion Resources (D) 2.0 $2.6M 32k 81.18
Lockheed Martin Corporation (LMT) 2.0 $2.5M 6.9k 364.95
Mastercard Incorporated Cl A (MA) 1.9 $2.4M 8.2k 295.72
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 1.8 $2.3M 95k 23.98
Invesco Exch Trd Slf Idx Bulshs 2021 Hy 1.7 $2.2M 96k 22.69
Equinix (EQIX) 1.7 $2.2M 3.1k 702.29
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 1.7 $2.2M 97k 22.30
Invesco Exch Trd Slf Idx Bulshs 2020 Hy 1.7 $2.1M 92k 23.28
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.7 $2.1M 70k 30.21
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.3 $1.6M 22k 73.47
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.2M 7.0k 177.82
Visa Com Cl A (V) 0.8 $1.0M 5.3k 193.23
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.0M 15k 68.29
Southern Company (SO) 0.6 $830k 16k 51.88
General Dynamics Corporation (GD) 0.6 $813k 5.4k 149.53
International Business Machines (IBM) 0.6 $721k 6.0k 120.73
Raytheon Technologies Corp (RTX) 0.4 $484k 7.9k 61.56
Colgate-Palmolive Company (CL) 0.4 $471k 6.4k 73.23
Xylem (XYL) 0.3 $416k 6.4k 64.89
Costco Wholesale Corporation (COST) 0.3 $413k 1.4k 303.01
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $393k 2.1k 191.71
Duke Energy Corp Com New (DUK) 0.3 $384k 4.8k 79.95
Air Products & Chemicals (APD) 0.3 $376k 1.6k 241.18
Linde SHS 0.3 $359k 1.7k 211.92
Johnson & Johnson (JNJ) 0.3 $326k 2.3k 140.70
Merck & Co (MRK) 0.3 $325k 4.2k 77.38
International Flavors & Fragrances (IFF) 0.3 $325k 2.7k 122.64
Intel Corporation (INTC) 0.3 $320k 5.3k 59.88
Automatic Data Processing (ADP) 0.2 $307k 2.1k 148.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $278k 1.6k 178.32
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $263k 2.3k 112.78
Dupont De Nemours (DD) 0.2 $249k 4.7k 53.13
Accenture Plc Ireland Shs Class A (ACN) 0.2 $218k 1.0k 214.78