Esg Planning Top Holdings and 13F Report (2024) About Esg PlanningInvestment ActivityEsg Planning has $150.86 million in total holdings as of September 30, 2024.Esg Planning owns shares of 50 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 18.43% of the portfolio was purchased this quarter.About 2.46% of the portfolio was sold this quarter.This quarter, Esg Planning has purchased 45 new stocks and bought additional shares in 34 stocks.Esg Planning sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares National Muni Bond ETF $21,797,713NVIDIA $16,662,558Vanguard Total Bond Market ETF $13,361,920SPDR Bloomberg High Yield Bond ETF $9,172,771Vanguard Information Technology ETF $6,585,437 Largest New Holdings this Quarter 03831W108 - APPLOVIN CORP $964,756 Holding46438F101 - ISHARES BITCOIN TRUST ETF $923,468 Holding922908363 - Vanguard S&P 500 ETF $457,380 Holding921943858 - Vanguard FTSE Developed Markets ETF $385,045 Holding78462F103 - SPDR S&P 500 ETF Trust $272,252 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 49,309 shares (about $3.62M)iShares National Muni Bond ETF 14,212 shares (about $1.50M)Vanguard FTSE All-World ex-US ETF 23,664 shares (about $1.44M)SPDR Bloomberg High Yield Bond ETF 13,198 shares (about $1.26M)Vanguard Consumer Discretionary ETF 3,666 shares (about $1.19M) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 12,018 shares (about $1.09M)NVIDIA 7,014 shares (about $760.18K)Cisco Systems 4,098 shares (about $252.89K)Applied Materials 1,495 shares (about $216.95K)iShares 0-3 Month Treasury Bond ETF 524 shares (about $52.75K) 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 PortfolioSectorMUBiShares National Muni Bond ETF$21,797,713$1,498,513 ▲7.4%206,73114.4%ETFNVDANVIDIA$16,662,558$760,177 ▼-4.4%153,74211.0%Computer and TechnologyBNDVanguard Total Bond Market ETF$13,361,920$3,621,738 ▲37.2%181,9198.9%ETFJNKSPDR Bloomberg High Yield Bond ETF$9,172,771$1,257,763 ▲15.9%96,2526.1%FinanceVGTVanguard Information Technology ETF$6,585,437$1,155,245 ▲21.3%12,1424.4%ETFAAPLApple$6,523,955$504,013 ▲8.4%29,3704.3%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$5,073,174$1,193,343 ▲30.8%15,5853.4%ETFVEUVanguard FTSE All-World ex-US ETF$4,813,116$1,435,455 ▲42.5%79,3463.2%ETFAMZNAmazon.com$4,737,093$531,206 ▲12.6%24,8983.1%Retail/WholesaleDFASDimensional U.S. Small Cap ETF$4,355,868$1,162,071 ▲36.4%72,9022.9%ETFVISVanguard Industrials ETF$3,834,643$961,260 ▲33.5%15,4902.5%ETFGOOGLAlphabet$3,613,204$816,044 ▲29.2%23,3652.4%Computer and TechnologyMRKMerck & Co., Inc.$3,370,145$1,167,065 ▲53.0%37,5462.2%MedicalVFHVanguard Financials ETF$3,317,470$753,742 ▲29.4%27,7682.2%ETFVDCVanguard Consumer Staples ETF$3,256,493$862,154 ▲36.0%14,8822.2%ETFXLREReal Estate Select Sector SPDR Fund$3,213,718$885,006 ▲38.0%76,7912.1%ETFVHTVanguard Health Care ETF$3,186,040$898,233 ▲39.3%12,0352.1%ETFGLDSPDR Gold Shares$2,519,208$328,191 ▲15.0%8,7431.7%FinanceVTIVanguard Total Stock Market ETF$2,437,646$755,013 ▲44.9%8,8691.6%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,892,459$52,750 ▼-2.7%18,7991.3%ETFVVisa$1,786,087$222,560 ▲14.2%5,0961.2%Business ServicesMSFTMicrosoft$1,706,794$225,596 ▲15.2%4,5471.1%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$1,657,216$390,156 ▲30.8%21,0171.1%ETFMAMastercard$1,628,912$384,208 ▲30.9%2,9721.1%Business ServicesEDIVSPDR S&P Emerging Markets Dividend ETF$1,567,977$418,796 ▲36.4%43,9211.0%ETFCRWDCrowdStrike$1,566,866$361,042 ▲29.9%4,4441.0%Computer and TechnologyFNGUBMO REX MicroSectors FANG Index 3X Leveraged ETN$1,522,8000.0%4,2301.0%FinanceVOXVanguard Communication Services ETF$1,522,100$344,428 ▲29.2%10,2571.0%ETFMETAMeta Platforms$1,516,9800.0%2,6321.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,404,620$347,903 ▲32.9%6,8030.9%ETFEQIXEquinix$1,330,503$306,537 ▲29.9%1,6320.9%FinanceAPPLOVIN CORP$964,756$964,756 ▲New Holding3,6410.6%COM CL AISHARES BITCOIN TRUST ETF$923,468$923,468 ▲New Holding19,7280.6%SHS BEN INTUNPUnion Pacific$748,210$202,704 ▲37.2%3,1670.5%TransportationHONHoneywell International$742,209$185,499 ▲33.3%3,5050.5%Multi-Sector ConglomeratesVAWVanguard Materials ETF$731,260$216,376 ▲42.0%3,8730.5%ETFIGViShares Expanded Tech-Software Sector ETF$728,561$169,348 ▲30.3%8,1870.5%ETFLOWLowe's Companies$693,286$155,307 ▲28.9%2,9730.5%Retail/WholesaleDHRDanaher$639,518$196,570 ▲44.4%3,1200.4%MedicalTMOThermo Fisher Scientific$606,735$173,211 ▲40.0%1,2190.4%MedicalCSCOCisco Systems$515,464$252,888 ▼-32.9%8,3530.3%Computer and TechnologyVOOVanguard S&P 500 ETF$457,380$457,380 ▲New Holding8900.3%ETFVEAVanguard FTSE Developed Markets ETF$385,045$385,045 ▲New Holding7,5750.3%ETFQCOMQUALCOMM$310,5990.0%2,0220.2%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$296,212$1,094,000 ▼-78.7%3,2540.2%ETFSPYSPDR S&P 500 ETF Trust$272,252$272,252 ▲New Holding4870.2%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$260,942$260,942 ▲New Holding3,4110.2%ETFAORiShares Core 60/40 Balanced Allocation ETF$234,943$234,943 ▲New Holding4,0810.2%ETFGWREGuidewire Software$215,464$215,464 ▲New Holding1,1500.1%Computer and TechnologyAMATApplied Materials$202,442$216,954 ▼-51.7%1,3950.1%Computer and TechnologyWDCWestern Digital$0$615,083 ▼-100.0%00.0%Computer and TechnologyPLXSPlexus$0$387,914 ▼-100.0%00.0%Computer and TechnologyORCLOracle$0$331,148 ▼-100.0%00.0%Computer and TechnologyShowing 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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