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  Name: S.E.E.D. Planning Group LLC
  City: BINGHAMTON
  State: NY
  Zip: 13901
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $273,879,000
  Total Value Change : $25,755,000
  Securities Held Change : -10
   
All Securities Held : 75
  New Positions : 5
  Closed Positions : 15
  Increased Positions : 37
  Unchanged Positions : 6
  Decreased Positions : 27

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BSCR)1 Year Chart         BSCR Invesco Bulletshares 2027 C... 30 New $0.00 $2,990,000 155,013 1.09% 2,990,000 155,013 0.136    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 40 New $258.05 $2,024,000 7,788 0.74% 2,024,000 7,788 0.001    Closed - End Fund - E...
   (BSJR)1 Year Chart         BSJR Invesco Bulletshares 2027 H... 42 New $0.00 $1,927,000 86,623 0.7% 1,927,000 86,623 0.962    N/A
   (SPGI)1 Year Chart         SPGI S&P Global Inc 63 New $431.57 $498,000 1,171 0.18% 498,000 1,171 0    Publishing
   (CAT)1 Year Chart         CAT Caterpillar Inc 67 New $354.79 $327,000 892 0.12% 327,000 892 0    Farm & Construction M...

      5 Records Found
  1    
Page 1 of 1
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