ESG Planning 13F Holdings

CIK 000309501 · Santa Clara, CA

As of Sep 30, 2024, ESG Planning reported 49 positions worth 52.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology211,303$25.7M16.82%
ISHARES NATIONAL MUNI BOND ETFMUB—186,567$20.3M13.29%
VANGUARD TOTAL BOND MARKET INDEX FUNDBND—159,000 1.9M7.83%
STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETFJNK—91,109$8.9M5.84%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—11,788$6.9M4.53%
APPLE INCAAPLTechnology29,600$6.9M4.52%
AMAZON.COM INCAMZNEquity24,972$4.7M3.05%
VANGUARD CONSUMER DISCRETIONARY INDEX FUNDVCR—13,577$4.6M3.03%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEU—64,333$4.1M2.66%
DIMENSIONAL US SMALL CAP ETFDFAS—59,175$3.8M2.52%
ISHARES 0-3 MONTH TREASURY BOND ETFSGOV—37,524$3.8M2.48%
ALPHABET INCGOOGLEquity20,999$3.5M2.28%
VANGUARD INDUSTRIALS INDEX FUNDVIS—13,349$3.5M2.28%
MERCK & CO INCMRKHealthcare25,397$2.9M1.89%
VANGUARD FINANCIALS INDEX FUNDVFH—24,907$2.7M1.79%
THE REAL ESTATE SELECT SECTOR SPDR FUNDXLRE—60,834$2.7M1.78%
VANGUARD HEALTH CARE INDEX FUNDVHT—9,333$2.6M1.73%
VANGUARD CONSUMER STAPLES INDEX FUNDVDC—11,984$2.6M1.72%
VANGUARD TOTAL STOCK MKT ETFVTI—8,951$2.5M1.66%
SPDR GOLD TRUSTGQ9—8,497$2.1M1.35%
MICROSOFT CORPMSFTTechnology4,193 .8M1.18%
ISHARES 20+ YEAR TREASURY BOND ETFTLT—18,194 .8M1.17%
BANK MONTREAL MEDIUMFNGA—4,230 .7M1.14%
EQUINIX INCEQIXReal Estate1,766 .6M1.03%
META PLATFORMS INCMETACommunication Services2,627 .5M0.99%