Esg Planning Top Holdings and 13F Report (2024) → Alert: Your Bank is Dying – Act Now or Lose Everything! (From Priority Gold) (Ad) About Esg PlanningInvestment ActivityEsg Planning has $85.06 million in total holdings as of March 31, 2024.Esg Planning owns shares of 36 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 34.79% of the portfolio was purchased this quarter.About 46.76% of the portfolio was sold this quarter.This quarter, Esg Planning has purchased 18 new stocks and bought additional shares in 15 stocks.Esg Planning sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $44,406,025Vanguard Total Bond Market ETF $5,958,549iShares National Muni Bond ETF $3,732,990SPDR Bloomberg High Yield Bond ETF $3,543,644Apple $2,844,887 Largest New Holdings this Quarter SPDR Bloomberg High Yield Bond ETF $3,543,644 HoldingVanguard FTSE All-World ex-US ETF $1,241,213 HoldingDimensional U.S. Small Cap ETF $1,166,132 HoldingiShares 20+ Year Treasury Bond ETF $959,541 HoldingVanguard Consumer Staples ETF $823,052 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 73,419 shares (about $5.33M)SPDR Bloomberg High Yield Bond ETF 37,223 shares (about $3.54M)iShares National Muni Bond ETF 29,939 shares (about $3.22M)Vanguard Information Technology ETF 2,673 shares (about $1.40M)Vanguard FTSE All-World ex-US ETF 21,163 shares (about $1.24M) Largest Sales this Quarter iShares 0-3 Month Treasury Bond ETF 390,505 shares (about $39.33M)BMO REX MicroSectors FANG Index 3X Leveraged ETN 1,344 shares (about $439.49K)Meta Platforms 15 shares (about $7.28K) 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 PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$44,406,025$39,327,727 ▼-47.0%440,93052.2%ETFBNDVanguard Total Bond Market ETF$5,958,549$5,332,407 ▲851.6%82,0407.0%ETFMUBiShares National Muni Bond ETF$3,732,990$3,221,456 ▲629.8%34,6934.4%ETFJNKSPDR Bloomberg High Yield Bond ETF$3,543,644$3,543,644 ▲New Holding37,2234.2%FinanceAAPLApple$2,844,887$432,478 ▲17.9%16,5903.3%Computer and TechnologyVGTVanguard Information Technology ETF$2,086,127$1,401,412 ▲204.7%3,9792.5%ETFAMZNAmazon.com$1,909,142$723,143 ▲61.0%10,5842.2%Retail/WholesaleVCRVanguard Consumer Discretionary ETF$1,433,354$1,074,618 ▲299.6%4,5111.7%ETFVEUVanguard FTSE All-World ex-US ETF$1,241,213$1,241,213 ▲New Holding21,1631.5%ETFMETAMeta Platforms$1,200,354$7,284 ▼-0.6%2,4721.4%Computer and TechnologyMRKMerck & Co., Inc.$1,178,524$688,352 ▲140.4%8,9321.4%MedicalGOOGLAlphabet$1,174,084$842,340 ▲253.9%7,7791.4%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$1,166,132$1,166,132 ▲New Holding18,7061.4%ETFFNGUBMO REX MicroSectors FANG Index 3X Leveraged ETN$1,037,571$439,488 ▼-29.8%3,1731.2%FinanceVISVanguard Industrials ETF$1,027,176$799,376 ▲350.9%4,2071.2%ETFTLTiShares 20+ Year Treasury Bond ETF$959,541$959,541 ▲New Holding10,1411.1%ETFVFHVanguard Financials ETF$893,653$620,376 ▲227.0%8,7281.1%ETFVHTVanguard Health Care ETF$892,301$430,729 ▲93.3%3,2981.0%ETFVDCVanguard Consumer Staples ETF$823,052$823,052 ▲New Holding4,0321.0%ETFXLREReal Estate Select Sector SPDR Fund$768,186$768,186 ▲New Holding19,4330.9%ETFNVDANVIDIA$732,787$732,787 ▲New Holding8110.9%Computer and TechnologyEQIXEquinix$657,187$324,465 ▲97.5%7960.8%FinanceGLDSPDR Gold Shares$655,630$396,011 ▲152.5%3,1870.8%FinanceVTIVanguard Total Stock Market ETF$617,276$260,425 ▲73.0%2,3750.7%ETFXLUUtilities Select Sector SPDR Fund$415,514$415,514 ▲New Holding6,3290.5%ETFMSFTMicrosoft$409,441$409,441 ▲New Holding9730.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$403,727$403,727 ▲New Holding1,9380.5%ETFVVisa$391,245$391,245 ▲New Holding1,4020.5%Business ServicesMAMastercard$385,351$385,351 ▲New Holding8000.5%Business ServicesEDIVSPDR S&P Emerging Markets Dividend ETF$377,524$377,524 ▲New Holding11,2660.4%ETFVOXVanguard Communication Services ETF$376,470$376,470 ▲New Holding2,8690.4%ETFCRWDCrowdStrike$356,496$356,496 ▲New Holding1,1120.4%Computer and TechnologyNFLXNetflix$305,487$1,822 ▲0.6%5030.4%Consumer DiscretionaryAMATApplied Materials$287,691$287,691 ▲New Holding1,3950.3%Computer and TechnologyUNPUnion Pacific$205,783$205,783 ▲New Holding8370.2%TransportationVAWVanguard Materials ETF$201,632$201,632 ▲New Holding9860.2%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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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