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Size ($ in 1000's)
At 12/31/2023: $93,860
At 09/30/2023: $87,212
ESG Planning holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from ESG Planning 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the ESG Planning top holdings by largest position size, as per the latest 13f filing made by ESG Planning.
In the ESG Planning-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by ESG Planning in that top holding, then the share count change between reporting periods, and finally the ESG Planning top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (SGOV) |
831,435 |
+57,365 |
$83,368 | | SGOV | 831,435 | +57,365 | $83,368 | | APPLE INC |
14,068 |
+388 |
$2,709 | | AAPL | 14,068 | +388 | $2,709 | | BANK MONTREAL MEDIUM |
4,517 |
-1,250 |
$1,052 | | FNGU | 4,517 | -1,250 | $1,052 | | AMAZON COM INC |
6,575 |
+10 |
$999 | | AMZN | 6,575 | +10 | $999 | | META PLATFORMS INC |
2,487 |
+50 |
$880 | | META | 2,487 | +50 | $880 | | VANGUARD BD INDEX FDS (BND) |
8,621 |
+81 |
$634 | | BND | 8,621 | +81 | $634 | | VANGUARD WORLD FDS (VGT) |
1,306 |
-20 |
$632 | | VGT | 1,306 | -20 | $632 | | ISHARES TR (MUB) |
4,754 |
-1,155 |
$515 | | MUB | 4,754 | -1,155 | $515 | | VANGUARD WORLD FDS (VHT) |
1,706 |
+28 |
$428 | | VHT | 1,706 | +28 | $428 | | MERCK & CO INC |
3,715 |
-54 |
$405 | | MRK | 3,715 | -54 | $405 | | VANGUARD WORLD FDS (VCR) |
1,129 |
+20 |
$344 | | VCR | 1,129 | +20 | $344 | | VANGUARD INDEX FDS (VTI) |
1,373 |
-5 |
$326 | | VTI | 1,373 | -5 | $326 | | EQUINIX INC |
403 |
+2 |
$325 | | EQIX | 403 | +2 | $325 | | ALPHABET INC |
2,198 |
+48 |
$307 | | GOOGL | 2,198 | +48 | $307 | | VANGUARD WORLD FDS (VFH) |
2,669 |
+85 |
$246 | | VFH | 2,669 | +85 | $246 | | NETFLIX INC |
500 |
+500 |
$243 | | NFLX | 500 | +500 | $243 | | SPDR GOLD TR (GLD) |
1,262 |
-20 |
$241 | | GLD | 1,262 | -20 | $241 |
See Full List: All Stocks Held By ESG Planning
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By ESG Planning
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