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Name: |
S.E.E.D. Planning Group LLC |
City: |
BINGHAMTON |
State: |
NY |
Zip: |
13901 |
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Holdings
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5 |
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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 |
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 |
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 |
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 |
S&P Global Inc |
63 |
New |
$431.57 |
$498,000 |
1,171 |
0.18% |
498,000 |
1,171 |
0 |
Publishing |
|
CAT |
Caterpillar Inc |
67 |
New |
$354.79 |
$327,000 |
892 |
0.12% |
327,000 |
892 |
0 |
Farm & Construction M... |
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