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| Name: |
ESG Planning |
| City: |
SANTA CLARA |
| State: |
CA |
| Zip: |
95050 |
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data |
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| Holdings
Found :
15 |
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Increased Positions |
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Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BND |
Vanguard Total Bond Market ETF |
2 |
- |
$71.38 |
$5,959,000 |
82,040 |
7.01% |
5,325,000 |
73,419 |
0.009 |
Closed - End Fund - E... |
|
|
MUB |
iShares S&P National Munici... |
3 |
- |
$105.58 |
$3,733,000 |
34,693 |
4.39% |
3,218,000 |
29,939 |
0.002 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
5 |
- |
$191.29 |
$2,845,000 |
16,590 |
3.34% |
136,000 |
2,522 |
0 |
Personal Computers |
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VGT |
Vanguard I T VIPERS |
6 |
- |
$535.08 |
$2,086,000 |
3,979 |
2.45% |
1,454,000 |
2,673 |
0 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
7 |
- |
$179.32 |
$1,909,000 |
10,584 |
2.24% |
910,000 |
4,009 |
0 |
Internet Software & S... |
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VCR |
Vanguard Cnsmr Discre VIPERs |
8 |
- |
$302.71 |
$1,433,000 |
4,511 |
1.68% |
1,089,000 |
3,382 |
0.028 |
Closed - End Fund - E... |
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MRK |
Merck & Co Inc |
11 |
- |
$131.20 |
$1,179,000 |
8,932 |
1.39% |
774,000 |
5,217 |
0 |
Drug Manufacturers - ... |
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GOOGL |
Alphabet Inc |
12 |
- |
$172.11 |
$1,174,000 |
7,779 |
1.38% |
867,000 |
5,581 |
0 |
Search Engines & Info... |
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VIS |
Vanguard Industrials ETF |
15 |
- |
$236.76 |
$1,027,000 |
4,207 |
1.21% |
821,000 |
3,274 |
0.019 |
Closed - End Fund - E... |
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VFH |
Vanguard Financial VIPERS |
17 |
- |
$99.73 |
$894,000 |
8,728 |
1.05% |
648,000 |
6,059 |
0.009 |
Closed - End Fund - E... |
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VHT |
Vanguard Health Care Vipers |
18 |
- |
$258.91 |
$892,000 |
3,298 |
1.05% |
464,000 |
1,592 |
0.006 |
Closed - End Fund - E... |
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EQIX |
Equinix Inc |
22 |
- |
$760.63 |
$657,000 |
796 |
0.77% |
332,000 |
393 |
0.001 |
Telecom Services - Do... |
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GLD |
streetTRACKS Gold Trust |
23 |
- |
$216.57 |
$656,000 |
3,187 |
0.77% |
415,000 |
1,925 |
0.001 |
Closed - End Fund - E... |
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VTI |
Vanguard Total Stock Market... |
24 |
- |
$258.45 |
$617,000 |
2,375 |
0.73% |
291,000 |
1,002 |
0 |
Closed - End Fund - E... |
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NFLX |
Netflix Inc |
33 |
- |
$647.66 |
$305,000 |
503 |
0.36% |
62,000 |
3 |
0 |
Music & Video Stores |
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