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  Name: ESG Planning
  City: SANTA CLARA
  State: CA
  Zip: 95050
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $85,056,000
  Total Value Change : $-8,804,000
  Securities Held Change : 18
   
All Securities Held : 36
  New Positions : 18
  Closed Positions : 0
  Increased Positions : 15
  Unchanged Positions : 0
  Decreased Positions : 3

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Holdings Found : 18     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
   (JNK)1 Year Chart         JNK Spdr Lehman Hyb Etf 4 New $93.95 $3,544,000 37,223 4.17% 3,544,000 37,223 0.031    Closed - End Fund - E...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 9 New $57.31 $1,241,000 21,163 1.46% 1,241,000 21,163 0.004    Closed - End Fund - F...
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 13 New $60.74 $1,166,000 18,706 1.37% 1,166,000 18,706 0.021    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 16 New $89.84 $960,000 10,141 1.13% 960,000 10,141 0.001    Closed - End Fund - E...
   (VDC)1 Year Chart         VDC Vangaurd Cnsmr Staples VIPER 19 New $202.64 $823,000 4,032 0.97% 823,000 4,032 0.012    Closed - End Fund - E...
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 20 New $37.31 $768,000 19,433 0.9% 768,000 19,433 0.003    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 21 New $1,105.00 $733,000 811 0.86% 733,000 811 0    Semiconductor - Speci...
   (XLU)1 Year Chart         XLU SPDR Utilities Select 25 New $71.46 $416,000 6,329 0.49% 416,000 6,329 0.001    Closed - End Fund - E...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 26 New $414.67 $409,000 973 0.48% 409,000 973 0    Application Software
   (XLK)1 Year Chart         XLK SPDR Technology Sector 27 New $209.83 $404,000 1,938 0.47% 404,000 1,938 0.001    Closed - End Fund - E...
   (V)1 Year Chart         V Visa Inc 28 New $271.30 $391,000 1,402 0.46% 391,000 1,402 0    Business Services
   (MA)1 Year Chart         MA MasterCard Inc A 29 New $442.10 $385,000 800 0.45% 385,000 800 0    Business Services
   (EDIV)1 Year Chart         EDIV Spdr S&P Emerging Markets D... 30 New $35.10 $378,000 11,266 0.44% 378,000 11,266 0.11    N/A
   (VOX)1 Year Chart         VOX Vanguard Telecom Services ETF 31 New $132.80 $376,000 2,869 0.44% 376,000 2,869 0.011    Closed - End Fund - E...
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 32 New $315.92 $356,000 1,112 0.42% 356,000 1,112 0.001    N/A
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 34 New $216.54 $288,000 1,395 0.34% 288,000 1,395 0    Semiconductor Equipme...
   (UNP)1 Year Chart         UNP Union Pacific Corp 35 New $229.24 $206,000 837 0.24% 206,000 837 0    Railroads
   (VAW)1 Year Chart         VAW Vanguard Materials VIPERS 36 New $199.50 $202,000 986 0.24% 202,000 986 0.001    Closed - End Fund - E...
      18 Records Found
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