ESG Planning

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Santa Clara, CA
CIK
0001931465
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 18 93,860 SGOV, AAPL, FNGU, AMZN 13F-HR 1/31/2024 000194104024000058
Q3 2023 17 87,210 SGOV, AAPL, FNGU, AMZN 13F-HR 11/1/2023 000194104023000331
Q2 2023 15 86,660 SGOV, AAPL, FNGU, MUB 13F-HR 8/8/2023 000194104023000197
Q1 2023 22 80,498 SGOV, MUB, AAPL, BND 13F-HR 4/26/2023 000194104023000104
Q4 2022 44 81,021 SGOV, MUB, BND, VGT 13F-HR 2/3/2023 000194104023000048
Q3 2022 47 97,587 MUB, BND, VGT, VHT 13F-HR 11/9/2022 000194104022000023
Q2 2022 45 98,409 MUB, BND, VGT, VHT 13F-HR 8/10/2022 000194104022000008
Q1 2022 50 107,826 MUB, BND, VGT, VHT 13F-HR 5/31/2022 000106299322013855