Esg Planning Top Holdings and 13F Report (2024) About Esg PlanningInvestment ActivityEsg Planning has $135.62 million in total holdings as of September 30, 2024.Esg Planning owns shares of 45 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 0.54% of the portfolio was purchased this quarter.About 15.91% of the portfolio was sold this quarter.This quarter, Esg Planning has purchased 49 new stocks and bought additional shares in 3 stocks.Esg Planning sold shares of 36 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $21,587,923iShares National Muni Bond ETF $20,512,867Vanguard Total Bond Market ETF $9,535,955SPDR Bloomberg High Yield Bond ETF $7,929,208Apple $6,786,509 Largest Purchases this Quarter iShares National Muni Bond ETF 5,952 shares (about $634.18K)Cisco Systems 1,621 shares (about $95.96K)Meta Platforms 5 shares (about $2.93K) Largest Sales this Quarter NVIDIA 50,547 shares (about $6.79M)Vanguard Total Bond Market ETF 26,390 shares (about $1.90M)iShares 0-3 Month Treasury Bond ETF 18,201 shares (about $1.83M)Vanguard Information Technology ETF 1,776 shares (about $1.10M)Vanguard Total Stock Market ETF 2,829 shares (about $819.93K) 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$21,587,923$6,787,957 ▼-23.9%160,75615.9%Computer and TechnologyMUBiShares National Muni Bond ETF$20,512,867$634,185 ▲3.2%192,51915.1%ETFBNDVanguard Total Bond Market ETF$9,535,955$1,897,699 ▼-16.6%132,6107.0%ETFJNKSPDR Bloomberg High Yield Bond ETF$7,929,208$769,015 ▼-8.8%83,0545.8%FinanceAAPLApple$6,786,509$625,788 ▼-8.4%27,1015.0%Computer and TechnologyVGTVanguard Information Technology ETF$6,225,608$1,104,343 ▼-15.1%10,0124.6%ETFAMZNAmazon.com$4,849,835$628,772 ▼-11.5%22,1063.6%Retail/WholesaleVCRVanguard Consumer Discretionary ETF$4,473,988$622,357 ▼-12.2%11,9193.3%ETFDFASDimensional U.S. Small Cap ETF$3,478,721$372,388 ▼-9.7%53,4532.6%ETFGOOGLAlphabet$3,424,136$551,065 ▼-13.9%18,0882.5%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$3,196,710$496,655 ▼-13.4%55,6822.4%ETFVISVanguard Industrials ETF$2,952,687$443,145 ▼-13.0%11,6072.2%ETFVFHVanguard Financials ETF$2,533,656$407,104 ▼-13.8%21,4591.9%ETFFNGUBMO REX MicroSectors FANG Index 3X Leveraged ETN$2,468,5860.0%4,2301.8%FinanceMRKMerck & Co., Inc.$2,441,686$84,858 ▼-3.4%24,5441.8%MedicalVDCVanguard Consumer Staples ETF$2,312,951$220,261 ▼-8.7%10,9421.7%ETFXLREReal Estate Select Sector SPDR Fund$2,263,041$211,077 ▼-8.5%55,6441.7%ETFVHTVanguard Health Care ETF$2,192,343$175,296 ▼-7.4%8,6421.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,938,500$1,825,940 ▼-48.5%19,3231.4%ETFGLDSPDR Gold Shares$1,841,157$216,222 ▼-10.5%7,6041.4%FinanceVTIVanguard Total Stock Market ETF$1,774,334$819,927 ▼-31.6%6,1221.3%ETFMSFTMicrosoft$1,663,097$104,102 ▼-5.9%3,9461.2%Computer and TechnologyMETAMeta Platforms$1,541,062$2,928 ▲0.2%2,6321.1%Computer and TechnologyVVisa$1,409,965$186,794 ▼-11.7%4,4611.0%Business ServicesTLTiShares 20+ Year Treasury Bond ETF$1,333,704$255,178 ▼-16.1%15,2721.0%ETFVOXVanguard Communication Services ETF$1,229,763$131,406 ▼-9.7%7,9360.9%ETFXLUUtilities Select Sector SPDR Fund$1,216,231$174,537 ▼-12.5%16,0690.9%ETFMAMastercard$1,196,031$174,849 ▼-12.8%2,2710.9%Business ServicesXLKTechnology Select Sector SPDR Fund$1,190,013$173,689 ▼-12.7%5,1180.9%ETFEQIXEquinix$1,184,270$480,874 ▼-28.9%1,2560.9%FinanceCRWDCrowdStrike$1,170,187$130,021 ▼-10.0%3,4200.9%Computer and TechnologyEDIVSPDR S&P Emerging Markets Dividend ETF$1,135,503$79,228 ▼-6.5%32,1900.8%ETFCSCOCisco Systems$737,099$95,963 ▲15.0%12,4510.5%Computer and TechnologyIGViShares Expanded Tech-Software Sector ETF$629,154$97,417 ▼-13.4%6,2840.5%ETFWDCWestern Digital$615,0830.0%10,3150.5%Computer and TechnologyHONHoneywell International$593,787$76,793 ▼-11.5%2,6290.4%Multi-Sector ConglomeratesLOWLowe's Companies$569,349$48,371 ▼-7.8%2,3070.4%Retail/WholesaleUNPUnion Pacific$526,439$49,475 ▼-8.6%2,3090.4%TransportationVAWVanguard Materials ETF$512,314$52,791 ▼-9.3%2,7270.4%ETFDHRDanaher$496,013$42,233 ▼-7.8%2,1610.4%MedicalAMATApplied Materials$470,0010.0%2,8900.3%Computer and TechnologyTMOThermo Fisher Scientific$453,226$31,741 ▼-6.5%8710.3%MedicalPLXSPlexus$387,9140.0%2,4790.3%Computer and TechnologyORCLOracle$331,1480.0%1,9870.2%Computer and TechnologyQCOMQUALCOMM$310,6200.0%2,0220.2%Computer and TechnologyNFLXNetflix$0$354,635 ▼-100.0%00.0%Consumer DiscretionaryNVONovo Nordisk A/S$0$255,167 ▼-100.0%00.0%MedicalGWREGuidewire Software$0$210,381 ▼-100.0%00.0%Computer and TechnologyCCSCentury Communities$0$205,960 ▼-100.0%00.0%ConstructionShowing 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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