S.E.E.D. Planning Group

S.E.E.D. Planning Group as of Dec. 31, 2020

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

S.E.E.D. Planning Group holds 68 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.8 $11M 86k 132.69
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 5.4 $9.1M 405k 22.39
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 5.4 $9.0M 410k 21.90
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 5.3 $8.9M 410k 21.75
Invesco Exch Trd Slf Idx Bulshs 2021 Cb 4.7 $7.8M 370k 21.21
Microsoft Corporation (MSFT) 3.8 $6.3M 28k 222.43
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 3.0 $5.0M 55k 90.95
Vaneck Vectors Etf Tr Morningstar Wide (MOAT) 2.8 $4.7M 76k 62.00
Jones Lang LaSalle Incorporated (JLL) 2.6 $4.3M 29k 148.37
Amazon (AMZN) 2.5 $4.1M 1.3k 3257.30
Valero Energy Corporation (VLO) 2.5 $4.1M 73k 56.57
Starbucks Corporation (SBUX) 2.5 $4.1M 38k 106.98
Alphabet Cap Stk Cl A (GOOGL) 2.5 $4.1M 2.3k 1752.57
Us Bancorp Del Com New (USB) 2.4 $4.0M 86k 46.58
Enbridge (ENB) 2.3 $3.9M 122k 31.99
Facebook Cl A (META) 2.3 $3.9M 14k 273.17
Ecolab (ECL) 2.1 $3.5M 16k 216.37
Invesco Exch Trd Slf Idx Bulshs 2021 Hy 2.0 $3.4M 146k 23.10
Costco Wholesale Corporation (COST) 2.0 $3.3M 8.9k 376.77
Invesco Exch Trd Slf Idx Bulshs 2024 Hy 2.0 $3.3M 134k 24.92
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 2.0 $3.3M 130k 25.38
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 2.0 $3.3M 141k 23.34
Agilent Technologies Inc C ommon (A) 2.0 $3.3M 28k 118.49
Corteva (CTVA) 1.9 $3.2M 84k 38.73
UnitedHealth (UNH) 1.9 $3.2M 9.0k 350.71
Honeywell International (HON) 1.9 $3.1M 15k 212.72
Dominion Resources (D) 1.8 $3.1M 41k 75.21
Nextera Energy (NEE) 1.8 $3.0M 39k 77.14
Pepsi (PEP) 1.7 $2.8M 19k 148.28
Lockheed Martin Corporation (LMT) 1.7 $2.8M 7.9k 354.95
Mastercard Incorporated Cl A (MA) 1.3 $2.2M 6.3k 356.96
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.3 $2.2M 65k 33.60
Equinix (EQIX) 1.1 $1.9M 2.6k 714.18
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 1.1 $1.8M 20k 90.99
Intel Corporation (INTC) 0.9 $1.5M 30k 49.82
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.5M 6.4k 229.89
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.3M 14k 91.87
Visa Com Cl A (V) 0.7 $1.1M 5.2k 218.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.1M 4.7k 231.96
International Business Machines (IBM) 0.6 $1.1M 8.5k 125.94
Southern Company (SO) 0.6 $1.0M 17k 61.43
CVS Caremark Corporation (CVS) 0.5 $869k 13k 68.26
General Dynamics Corporation (GD) 0.5 $828k 5.6k 148.84
Merck & Co (MRK) 0.5 $773k 9.4k 81.81
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.4 $725k 10k 69.89
Raytheon Technologies Corp (RTX) 0.3 $569k 8.0k 71.53
Dupont De Nemours (DD) 0.3 $543k 7.6k 71.06
Xylem (XYL) 0.3 $471k 4.6k 101.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $460k 1.9k 241.22
Duke Energy Corp Com New (DUK) 0.2 $404k 4.4k 91.65
Air Products & Chemicals (APD) 0.2 $362k 1.3k 273.41
Target Corporation (TGT) 0.2 $359k 2.0k 176.59
Wal-Mart Stores (WMT) 0.2 $331k 2.3k 144.52
Johnson & Johnson (JNJ) 0.2 $327k 2.1k 157.44
Coca-Cola Company (KO) 0.2 $315k 5.7k 54.82
Linde SHS 0.2 $304k 1.2k 263.89
Medtronic SHS (MDT) 0.2 $301k 2.6k 117.03
Automatic Data Processing (ADP) 0.2 $285k 1.6k 176.36
International Flavors & Fragrances (IFF) 0.2 $279k 2.6k 108.77
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $271k 2.0k 136.80
JPMorgan Chase & Co. (JPM) 0.2 $255k 2.0k 127.25
Procter & Gamble Company (PG) 0.2 $251k 1.8k 138.90
Abbvie (ABBV) 0.1 $239k 2.2k 107.17
McDonald's Corporation (MCD) 0.1 $226k 1.1k 214.83
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $226k 1.6k 141.25
Colgate-Palmolive Company (CL) 0.1 $216k 2.5k 85.61
Accenture Plc Ireland Shs Class A (ACN) 0.1 $212k 813.00 260.76
Ford Motor Company (F) 0.1 $162k 19k 8.77