Esg Planning Top Holdings and 13F Report (2024) About Esg PlanningInvestment ActivityEsg Planning has $229.13 million in total holdings as of September 30, 2024.Esg Planning owns shares of 75 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 11.97% of the portfolio was purchased this quarter.About 9.88% of the portfolio was sold this quarter.This quarter, Esg Planning has purchased 65 new stocks and bought additional shares in 36 stocks.Esg Planning sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings NVIDIA $19,734,144Vanguard Total Bond Market ETF $18,811,338iShares National Muni Bond ETF $16,583,157SPDR Bloomberg High Yield Bond ETF $10,656,831Apple $10,159,518 Largest New Holdings this Quarter 922908595 - Vanguard Small-Cap Growth ETF $2,632,538 Holding464288885 - iShares MSCI EAFE Growth ETF $2,399,467 Holding478160104 - Johnson & Johnson $1,503,424 Holding91324P102 - UnitedHealth Group $1,439,978 Holding22160K105 - Costco Wholesale $849,199 Holding Largest Purchases this Quarter VanEck Semiconductor ETF 8,260 shares (about $3.17M)Vanguard Small-Cap Growth ETF 8,710 shares (about $2.63M)iShares MSCI EAFE Growth ETF 21,545 shares (about $2.40M)Oracle 12,248 shares (about $1.80M)Meta Platforms 2,846 shares (about $1.63M) Largest Sales this Quarter Merck & Co., Inc. 26,181 shares (about $3.15M)Dimensional U.S. Small Cap ETF 42,727 shares (about $3.04M)Vanguard FTSE Developed Markets ETF 40,308 shares (about $2.58M)Vanguard Industrials ETF 4,831 shares (about $1.51M)Vanguard FTSE Emerging Markets ETF 25,159 shares (about $1.36M) 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$19,734,144$922,406 â–²4.9%113,1548.6%Computer and TechnologyBNDVanguard Total Bond Market ETF$18,811,338$591,035 â–²3.2%255,4508.2%ETFMUBiShares National Muni Bond ETF$16,583,157$415,364 â–²2.6%156,2247.2%ETFJNKSPDR Bloomberg High Yield Bond ETF$10,656,831$214,126 â–²2.1%111,3334.7%FinanceAAPLApple$10,159,518$1,030,139 â–²11.3%40,0314.4%Computer and TechnologyVGTVanguard Information Technology ETF$9,702,557$47,445 â–²0.5%13,9064.2%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$9,026,513$522,630 â–¼-5.5%172,9553.9%ETFGOOGLAlphabet$7,148,785$1,213,223 â–¼-14.5%24,8603.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$7,079,483$976 â–¼0.0%94,2673.1%ETFAMZNAmazon.com$6,633,816$147,247 â–²2.3%31,8522.9%Retail/WholesaleVCRVanguard Consumer Discretionary ETF$6,410,088$109,504 â–²1.7%17,8542.8%ETFVEAVanguard FTSE Developed Markets ETF$6,310,945$2,582,947 â–¼-29.0%98,4852.8%ETFIVOGVanguard S&P Mid-Cap 400 Growth ETF$4,953,490$493,499 â–²11.1%39,6182.2%ETFVFHVanguard Financials ETF$4,797,179$242,710 â–²5.3%39,7082.1%ETFVISVanguard Industrials ETF$4,780,558$1,508,286 â–¼-24.0%15,3122.1%ETFVTIVanguard Total Stock Market ETF$3,947,664$52,935 â–²1.4%12,3051.7%ETFDFASDimensional U.S. Small Cap ETF$3,895,652$3,039,175 â–¼-43.8%54,7681.7%ETFGLDSPDR Gold Shares$3,799,461$302,924 â–¼-7.4%8,8301.7%FinanceVDCVanguard Consumer Staples ETF$3,579,422$1,041,172 â–¼-22.5%15,9381.6%ETFSMHVanEck Semiconductor ETF$3,456,184$3,166,731 â–²1,094.0%9,0151.5%ManufacturingVOXVanguard Communication Services ETF$3,260,328$732,850 â–²29.0%18,1291.4%ETFXLREReal Estate Select Sector SPDR Fund$3,247,329$1,053,576 â–¼-24.5%79,5331.4%ETFVHTVanguard Health Care ETF$2,797,699$1,046,584 â–¼-27.2%10,2731.2%ETFVBKVanguard Small-Cap Growth ETF$2,632,538$2,632,538 â–²New Holding8,7101.1%ETFMRKMerck & Co., Inc.$2,620,527$3,149,324 â–¼-54.6%21,7851.1%MedicalMSFTMicrosoft$2,498,950$275,029 â–²12.4%6,7511.1%Computer and TechnologyMETAMeta Platforms$2,478,928$1,628,209 â–²191.4%4,3331.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$2,419,168$21,796 â–²0.9%18,2031.1%ETFEFGiShares MSCI EAFE Growth ETF$2,399,467$2,399,467 â–²New Holding21,5451.0%ETFSGOViShares 0-3 Month Treasury Bond ETF$2,360,198$1,308,089 â–¼-35.7%23,4471.0%ETFCRWDCrowdStrike$2,325,282$192,863 â–²9.0%5,9561.0%Computer and TechnologyVVisa$2,287,207$256,585 â–²12.6%7,5681.0%Business ServicesMAMastercard$2,217,029$243,838 â–²12.4%4,4371.0%Business ServicesORCLOracle$2,124,885$1,801,827 â–²557.7%14,4440.9%Computer and TechnologyISHARES BITCOIN TRUST ETF$1,820,877$354,117 â–²24.1%47,3940.8%SHS BEN INTXLUUtilities Select Sector SPDR Fund$1,644,351$927,770 â–¼-36.1%35,8320.7%ETFABBVAbbVie$1,504,835$1,243,408 â–²475.6%6,9190.7%MedicalJNJJohnson & Johnson$1,503,424$1,503,424 â–²New Holding6,1500.7%MedicalUNHUnitedHealth Group$1,439,978$1,439,978 â–²New Holding5,3220.6%MedicalHONHoneywell International$1,410,804$199,348 â–²16.5%6,2420.6%Multi-Sector ConglomeratesAPPLOVIN CORP$1,380,6620.0%3,4690.6%COM CL AEDIVSPDR S&P Emerging Markets Dividend ETF$1,367,403$975,047 â–¼-41.6%34,6350.6%ETFTMOThermo Fisher Scientific$1,335,448$95,846 â–²7.7%2,7170.6%MedicalEQIXEquinix$1,325,313$1,109,656 â–¼-45.6%1,3520.6%FinanceVWOVanguard FTSE Emerging Markets ETF$1,246,343$1,359,848 â–¼-52.2%23,0590.5%ETFUNPUnion Pacific$1,242,047$210,607 â–²20.4%5,1190.5%TransportationVAWVanguard Materials ETF$1,227,216$138,811 â–²12.8%5,4460.5%ETFIGViShares Expanded Tech-Software Sector ETF$1,105,971$219,257 â–²24.7%13,8160.5%ETFLOWLowe's Companies$1,096,367$120,506 â–²12.3%4,6400.5%Retail/WholesaleCOSTCostco Wholesale$849,199$849,199 â–²New Holding8520.4%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$832,677$14,660 â–²1.8%5,6800.4%ETFBMYBristol Myers Squibb$831,706$5,944 â–¼-0.7%13,7130.4%MedicalWALMART INC$827,162$827,162 â–²New Holding6,6560.4%COMBANK MONTREAL MEDIUM$820,403$59,191 â–¼-6.7%52,4890.4%CAL LKD 45LLYEli Lilly and Company$725,977$547,473 â–²306.7%7890.3%MedicalSPYSPDR S&P 500 ETF Trust$724,600$149,603 â–²26.0%1,1140.3%FinancePANWPalo Alto Networks$491,541$491,541 â–²New Holding3,0660.2%Computer and TechnologyFALNiShares Fallen Angels USD Bond ETF$454,941$4,142 â–²0.9%17,0260.2%ManufacturingDHRDanaher$420,734$473,823 â–¼-53.0%2,2190.2%MedicalAGGiShares Core U.S. Aggregate Bond ETF$376,481$142,769 â–¼-27.5%3,7920.2%FinanceVBVanguard Small-Cap ETF$371,797$371,797 â–²New Holding1,4200.2%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$353,630$54,779 â–¼-13.4%3,9960.2%ETFQQQInvesco QQQ$350,628$350,628 â–²New Holding6070.2%FinanceGOOGAlphabet$329,249$91,490 â–¼-21.7%1,1480.1%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$307,019$52,768 â–¼-14.7%4,7710.1%ETFQCOMQualcomm$298,565$1,803 â–²0.6%2,3180.1%Computer and TechnologyAMDAdvanced Micro Devices$255,126$203 â–²0.1%1,2540.1%Computer and TechnologyCSXCSX$225,096$225,096 â–²New Holding5,4830.1%TransportationSLYGSPDR S&P 600 Small Cap Growth ETF$221,450$14,396 â–¼-6.1%2,2920.1%ETFDFACDimensional U.S. Core Equity 2 ETF$218,471$544 â–²0.2%5,6220.1%ETFIYMiShares U.S. Basic Materials ETF$217,776$217,776 â–²New Holding1,2380.1%ETFCVXChevron$214,612$214,612 â–²New Holding1,0370.1%EnergyIBMInternational Business Machines$211,933$17,701 â–²9.1%8740.1%Computer and TechnologyIVViShares Core S&P 500 ETF$209,0620.0%3200.1%ETFIYWiShares U.S. Technology ETF$206,409$8,888 â–¼-4.1%1,1380.1%ManufacturingAMATApplied Materials$0$367,104 â–¼-100.0%00.0%Computer and TechnologyGWREGuidewire Software$0$231,162 â–¼-100.0%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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