Esg Planning Top Holdings and 13F Report (2024) About Esg PlanningInvestment ActivityEsg Planning has $152.54 million in total holdings as of September 30, 2024.Esg Planning owns shares of 49 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 31.21% of the portfolio was purchased this quarter.About 0.14% of the portfolio was sold this quarter.This quarter, Esg Planning has purchased 42 new stocks and bought additional shares in 40 stocks.Esg Planning sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings NVIDIA $25,660,637iShares National Muni Bond ETF $20,266,709Vanguard Total Bond Market ETF $11,942,514SPDR Bloomberg High Yield Bond ETF $8,909,541Vanguard Information Technology ETF $6,913,691 Largest New Holdings this Quarter Western Digital $704,411 HoldingCisco Systems $576,373 HoldingQUALCOMM $343,841 HoldingPlexus $338,904 HoldingOracle $338,550 Holding Largest Purchases this Quarter NVIDIA 159,154 shares (about $19.33M)iShares National Muni Bond ETF 32,512 shares (about $3.53M)Apple 11,212 shares (about $2.61M)Vanguard Total Bond Market ETF 30,953 shares (about $2.32M)SPDR Bloomberg High Yield Bond ETF 15,151 shares (about $1.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofEsg Planning Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$25,660,637$19,327,662 ▲305.2%211,30316.8%Computer and TechnologyMUBiShares National Muni Bond ETF$20,266,709$3,531,767 ▲21.1%186,56713.3%ETFBNDVanguard Total Bond Market ETF$11,942,514$2,324,885 ▲24.2%159,0007.8%ETFJNKSPDR Bloomberg High Yield Bond ETF$8,909,541$1,481,615 ▲19.9%91,1095.8%FinanceVGTVanguard Information Technology ETF$6,913,691$1,405,846 ▲25.5%11,7884.5%ETFAAPLApple$6,896,766$2,612,383 ▲61.0%29,6004.5%Computer and TechnologyAMZNAmazon.com$4,653,033$1,172,947 ▲33.7%24,9723.1%Retail/WholesaleVCRVanguard Consumer Discretionary ETF$4,622,801$822,959 ▲21.7%13,5773.0%ETFVEUVanguard FTSE All-World ex-US ETF$4,052,932$925,333 ▲29.6%64,3332.7%ETFDFASDimensional U.S. Small Cap ETF$3,838,090$665,074 ▲21.0%59,1752.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$3,779,439$119,656 ▲3.3%37,5242.5%ETFGOOGLAlphabet$3,482,755$726,272 ▲26.3%20,9992.3%Computer and TechnologyVISVanguard Industrials ETF$3,471,510$801,498 ▲30.0%13,3492.3%ETFMRKMerck & Co., Inc.$2,884,214$635,170 ▲28.2%25,3971.9%MedicalVFHVanguard Financials ETF$2,737,528$549,550 ▲25.1%24,9071.8%ETFXLREReal Estate Select Sector SPDR Fund$2,717,455$419,853 ▲18.3%60,8341.8%ETFVHTVanguard Health Care ETF$2,633,709$513,027 ▲24.2%9,3331.7%ETFVDCVanguard Consumer Staples ETF$2,618,317$484,161 ▲22.7%11,9841.7%ETFVTIVanguard Total Stock Market ETF$2,534,554$896,481 ▲54.7%8,9511.7%ETFGLDSPDR Gold Shares$2,065,280$377,958 ▲22.4%8,4971.4%FinanceMSFTMicrosoft$1,804,291$839,105 ▲86.9%4,1931.2%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$1,784,831$283,411 ▲18.9%18,1941.2%ETFFNGUBMO REX MicroSectors FANG Index 3X Leveraged ETN$1,732,523$65,533 ▲3.9%4,2301.1%FinanceEQIXEquinix$1,567,796$255,677 ▲19.5%1,7661.0%FinanceMETAMeta Platforms$1,503,800$88,728 ▲6.3%2,6271.0%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$1,484,409$278,948 ▲23.1%18,3751.0%ETFVVisa$1,389,120$451,491 ▲48.2%5,0520.9%Business ServicesXLKTechnology Select Sector SPDR Fund$1,323,948$272,239 ▲25.9%5,8650.9%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$1,297,204$212,383 ▲19.6%34,4360.9%ETFMAMastercard$1,285,608$322,019 ▲33.4%2,6030.8%Business ServicesVOXVanguard Communication Services ETF$1,277,105$217,939 ▲20.6%8,7840.8%ETFCRWDCrowdStrike$1,065,786$232,790 ▲27.9%3,8000.7%Computer and TechnologyWDCWestern Digital$704,411$704,411 ▲New Holding10,3150.5%Computer and TechnologyLOWLowe's Companies$678,074$168,232 ▲33.0%2,5030.4%Retail/WholesaleDHRDanaher$651,775$141,473 ▲27.7%2,3450.4%Multi-Sector ConglomeratesIGViShares Expanded Tech-Software Sector ETF$648,558$141,473 ▲27.9%7,2570.4%ETFVAWVanguard Materials ETF$635,999$143,142 ▲29.0%3,0080.4%ETFUNPUnion Pacific$622,761$144,966 ▲30.3%2,5260.4%TransportationHONHoneywell International$613,510$135,142 ▲28.3%2,9690.4%Multi-Sector ConglomeratesAMATApplied Materials$583,925$302,065 ▲107.2%2,8900.4%Computer and TechnologyTMOThermo Fisher Scientific$576,690$134,891 ▲30.5%9320.4%MedicalCSCOCisco Systems$576,373$576,373 ▲New Holding10,8300.4%Computer and TechnologyNFLXNetflix$354,6350.0%5000.2%Consumer DiscretionaryQCOMQUALCOMM$343,841$343,841 ▲New Holding2,0220.2%Computer and TechnologyPLXSPlexus$338,904$338,904 ▲New Holding2,4790.2%Computer and TechnologyORCLOracle$338,550$338,550 ▲New Holding1,9870.2%Computer and TechnologyNVONovo Nordisk A/S$255,167$255,167 ▲New Holding2,1430.2%MedicalGWREGuidewire Software$210,381$210,381 ▲New Holding1,1500.1%Computer and TechnologyCCSCentury Communities$205,960$205,960 ▲New Holding2,0000.1%ConstructionIVViShares Core S&P 500 ETF$0$212,872 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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