S.E.E.D. Planning Group

S.E.E.D. Planning Group as of March 31, 2022

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

S.E.E.D. Planning Group holds 91 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exch Trd Slf Idx Bulshs 2022 Cb 5.1 $12M 557k 21.26
Apple (AAPL) 5.0 $12M 67k 174.60
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 4.9 $11M 540k 21.10
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 4.8 $11M 531k 21.07
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 4.7 $11M 527k 20.91
Microsoft Corporation (MSFT) 3.1 $7.3M 24k 308.32
Amazon (AMZN) 3.0 $7.0M 2.1k 3259.92
Alphabet Cap Stk Cl A (GOOGL) 2.8 $6.6M 2.4k 2781.46
Dominion Resources (D) 2.8 $6.5M 77k 84.98
Meta Platforms Cl A (META) 2.8 $6.5M 29k 222.36
Nextera Energy (NEE) 2.7 $6.4M 76k 84.71
Ecolab (ECL) 2.7 $6.3M 36k 176.57
Valero Energy Corporation (VLO) 2.6 $6.2M 61k 101.55
Enbridge (ENB) 2.6 $6.1M 132k 46.09
Linde SHS 2.6 $6.0M 19k 319.41
Starbucks Corporation (SBUX) 2.5 $5.8M 64k 90.97
Cbre Group Cl A (CBRE) 2.4 $5.6M 61k 91.52
Honeywell International (HON) 2.3 $5.4M 28k 194.57
Costco Wholesale Corporation (COST) 2.3 $5.3M 9.3k 575.81
CoStar (CSGP) 2.0 $4.6M 69k 66.60
Lockheed Martin Corporation (LMT) 1.9 $4.5M 10k 441.34
Invesco Exch Trd Slf Idx Bulshs 2022 Hy 1.8 $4.3M 186k 22.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.8 $4.2M 78k 53.85
Invesco Exch Trd Slf Idx Bulshs 2023 Hy 1.7 $4.1M 167k 24.51
Us Bancorp Del Com New (USB) 1.7 $4.0M 76k 53.15
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO) 1.7 $4.0M 168k 23.82
Visa Com Cl A (V) 1.7 $3.9M 18k 221.75
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) 1.7 $3.9M 166k 23.77
Intel Corporation (INTC) 1.5 $3.5M 72k 49.56
UnitedHealth (UNH) 1.5 $3.4M 6.8k 510.00
Johnson & Johnson (JNJ) 1.5 $3.4M 19k 177.22
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 1.4 $3.4M 45k 74.71
Mastercard Incorporated Cl A (MA) 1.1 $2.7M 7.4k 357.36
Agilent Technologies Inc C ommon (A) 1.0 $2.4M 18k 132.32
Lauder Estee Cos Cl A (EL) 0.9 $2.2M 8.1k 272.37
Medtronic SHS (MDT) 0.9 $2.2M 20k 110.92
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.8 $2.0M 33k 60.07
Equinix (EQIX) 0.8 $1.8M 2.5k 741.68
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $1.8M 35k 53.39
JPMorgan Chase & Co. (JPM) 0.7 $1.7M 13k 136.31
Pepsi (PEP) 0.7 $1.7M 9.9k 167.34
Thermo Fisher Scientific (TMO) 0.7 $1.5M 2.6k 590.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.1M 4.2k 268.40
General Dynamics Corporation (GD) 0.5 $1.1M 4.4k 241.26
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $973k 9.0k 107.90
Jones Lang LaSalle Incorporated (JLL) 0.4 $965k 4.0k 239.45
International Business Machines (IBM) 0.3 $775k 6.0k 130.10
Air Products & Chemicals (APD) 0.3 $694k 2.8k 249.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $601k 2.2k 277.73
Xylem (XYL) 0.3 $588k 6.9k 85.19
Raytheon Technologies Corp (RTX) 0.2 $583k 5.9k 99.08
Automatic Data Processing (ADP) 0.2 $564k 2.5k 227.69
McDonald's Corporation (MCD) 0.2 $545k 2.2k 247.39
Abbvie (ABBV) 0.2 $524k 3.2k 162.23
International Flavors & Fragrances (IFF) 0.2 $462k 3.5k 131.29
Wal-Mart Stores (WMT) 0.2 $432k 2.9k 148.81
Corteva (CTVA) 0.2 $422k 7.3k 57.49
Accenture Plc Ireland Shs Class A (ACN) 0.2 $387k 1.1k 337.40
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $373k 2.3k 162.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $350k 992.00 352.82
Cisco Systems (CSCO) 0.1 $333k 6.0k 55.72
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $329k 2.0k 166.08
Cadence Design Systems (CDNS) 0.1 $328k 2.0k 164.58
Cleveland-cliffs (CLF) 0.1 $322k 10k 32.20
Newmont Mining Corporation (NEM) 0.1 $318k 4.0k 79.50
Star Bulk Carriers Corp. Shs Par (SBLK) 0.1 $297k 10k 29.70
Colgate-Palmolive Company (CL) 0.1 $291k 3.8k 75.84
Waste Management (WM) 0.1 $285k 1.8k 158.77
Southern Company (SO) 0.1 $284k 3.9k 72.43
Lowe's Companies (LOW) 0.1 $278k 1.4k 201.89
Emerson Electric (EMR) 0.1 $268k 2.7k 98.13
CVS Caremark Corporation (CVS) 0.1 $266k 2.6k 101.33
Bristol Myers Squibb (BMY) 0.1 $263k 3.6k 73.06
American Water Works (AWK) 0.1 $255k 1.5k 165.80
3M Company (MMM) 0.1 $247k 1.7k 149.06
Regions Financial Corporation (RF) 0.1 $245k 11k 22.27
Applied Materials (AMAT) 0.1 $241k 1.8k 131.55
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR) 0.1 $237k 16k 14.81
Barclays Adr (BCS) 0.1 $237k 30k 7.90
Nuveen Real Estate Income Fund (JRS) 0.1 $236k 20k 11.80
Procter & Gamble Company (PG) 0.1 $235k 1.5k 153.09
Ternium Sa Sponsored Ads (TX) 0.1 $228k 5.0k 45.60
Target Corporation (TGT) 0.1 $219k 1.0k 212.00
Archer Daniels Midland Company (ADM) 0.1 $217k 2.4k 90.42
Coca-Cola Company (KO) 0.1 $215k 3.5k 62.10
Micron Technology (MU) 0.1 $214k 2.8k 77.82
Magellan Midstream Prtnrs Com Unit Rp Lp 0.1 $211k 4.3k 49.06
Dick's Sporting Goods (DKS) 0.1 $200k 2.0k 100.00
Becton, Dickinson and (BDX) 0.1 $200k 753.00 265.60
Uxin Ads 0.0 $14k 14k 1.01
Ibio Com New 0.0 $7.0k 17k 0.41