S.E.E.D. Planning Group

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

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

S.E.E.D. Planning Group holds 58 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.3 $8.6M 74k 115.81
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 5.5 $7.5M 343k 21.79
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 5.5 $7.5M 341k 21.84
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 5.4 $7.4M 348k 21.32
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 5.4 $7.4M 335k 22.18
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.4 $4.6M 57k 80.63
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 3.1 $4.3M 78k 54.59
Microsoft Corporation (MSFT) 2.9 $3.9M 19k 210.31
Facebook Cl A (META) 2.8 $3.8M 14k 261.90
Amazon (AMZN) 2.7 $3.7M 1.2k 3148.50
Starbucks Corporation (SBUX) 2.6 $3.5M 41k 85.92
Capital One Financial (COF) 2.5 $3.5M 48k 71.86
Alphabet Cap Stk Cl A (GOOGL) 2.5 $3.4M 2.3k 1465.53
UnitedHealth (UNH) 2.4 $3.3M 11k 311.75
Agilent Technologies Inc C ommon (A) 2.3 $3.2M 32k 100.94
Jones Lang LaSalle Incorporated (JLL) 2.3 $3.2M 33k 95.65
Enbridge (ENB) 2.3 $3.1M 107k 29.20
Ecolab (ECL) 2.3 $3.1M 15k 199.86
Nextera Energy (NEE) 2.2 $2.9M 11k 277.52
Invesco Exch Trd Slf Idx Bulshs 2021 Hy 2.1 $2.9M 127k 22.94
Honeywell International (HON) 2.1 $2.9M 18k 164.63
Corteva (CTVA) 2.1 $2.9M 99k 28.81
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 2.1 $2.8M 123k 22.86
Pepsi (PEP) 2.1 $2.8M 20k 138.59
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 2.0 $2.8M 113k 24.53
Valero Energy Corporation (VLO) 2.0 $2.8M 64k 43.32
Lockheed Martin Corporation (LMT) 2.0 $2.7M 7.1k 383.19
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 2.0 $2.7M 112k 24.11
Dominion Resources (D) 1.9 $2.6M 33k 78.92
Mastercard Incorporated Cl A (MA) 1.9 $2.6M 7.7k 338.17
Equinix (EQIX) 1.5 $2.1M 2.8k 760.14
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.5 $2.0M 66k 30.60
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.2 $1.7M 21k 79.65
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.2M 6.6k 185.37
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.1M 15k 70.22
Visa Com Cl A (V) 0.7 $996k 5.0k 199.96
Southern Company (SO) 0.7 $971k 18k 54.19
General Dynamics Corporation (GD) 0.5 $746k 5.4k 138.51
International Business Machines (IBM) 0.5 $668k 5.5k 121.72
Xylem (XYL) 0.4 $478k 5.7k 84.08
Intel Corporation (INTC) 0.3 $464k 9.0k 51.80
Colgate-Palmolive Company (CL) 0.3 $464k 6.0k 77.10
Raytheon Technologies Corp (RTX) 0.3 $454k 7.9k 57.48
Costco Wholesale Corporation (COST) 0.3 $444k 1.3k 354.63
Dupont De Nemours (DD) 0.3 $425k 7.7k 55.49
Duke Energy Corp Com New (DUK) 0.3 $417k 4.7k 88.52
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $414k 1.9k 217.09
Air Products & Chemicals (APD) 0.3 $377k 1.3k 298.02
Merck & Co (MRK) 0.3 $348k 4.2k 82.86
Linde SHS 0.2 $316k 1.3k 238.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $311k 1.5k 213.01
Johnson & Johnson (JNJ) 0.2 $303k 2.0k 148.82
International Flavors & Fragrances (IFF) 0.2 $301k 2.5k 122.46
Medtronic SHS (MDT) 0.2 $291k 2.8k 103.89
Automatic Data Processing (ADP) 0.2 $288k 2.1k 139.47
CVS Caremark Corporation (CVS) 0.2 $262k 4.5k 58.31
Nike CL B (NKE) 0.2 $247k 2.0k 125.38
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $234k 2.0k 118.12