0001941040-22-000008.txt : 20220810 0001941040-22-000008.hdr.sgml : 20220810 20220810165743 ACCESSION NUMBER: 0001941040-22-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220810 DATE AS OF CHANGE: 20220810 EFFECTIVENESS DATE: 20220810 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ESG Planning CENTRAL INDEX KEY: 0001931465 IRS NUMBER: 850970330 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22553 FILM NUMBER: 221152506 BUSINESS ADDRESS: STREET 1: 2005 DE LA CRUZ BLVD #120 CITY: SANTA CLARA STATE: CA ZIP: 95050 BUSINESS PHONE: 4086421322 MAIL ADDRESS: STREET 1: 2005 DE LA CRUZ BLVD #120 CITY: SANTA CLARA STATE: CA ZIP: 95050 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001931465 XXXXXXXX 06-30-2022 06-30-2022 false ESG Planning

2005 De La Cruz Blvd #120 Santa Clara CA 95050

13F HOLDINGS REPORT 028-22553 N James Rukstalis 408-642-1322 James Rukstalis Santa Clara CA 08-10-2022 0 45 98409 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 3110 1427 SH SOLE 0 25 1402 AMAZON COM INC COM 023135106 2457 23134 SH SOLE 0 355 22779 APPLE INC COM 037833100 4443 32498 SH SOLE 0 539 31958 ARK ETF TR INNOVATION ETF 00214Q104 921 23102 SH SOLE 0 396 22706 CROWN CASTLE INTL CORP NEW COM 22822V101 546 3244 SH SOLE 0 49 3195 DANAHER CORPORATION COM 235851102 732 2889 SH SOLE 0 47 2842 EDWARDS LIFESCIENCES CORP COM 28176E108 557 5854 SH SOLE 0 83 5771 EQUINIX INC COM 29444U700 569 866 SH SOLE 0 0 866 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 1055 7784 SH SOLE 0 127 7657 HONEYWELL INTL INC COM 438516106 503 2892 SH SOLE 0 45 2847 ISHARES TR TIPS BD ETF 464287176 2037 17881 SH SOLE 0 252 17629 ISHARES TR EXPANDED TECH 464287515 466 1730 SH SOLE 0 30 1700 ISHARES TR NA TEC MULTM ETF 464287531 537 9118 SH SOLE 0 148 8969 ISHARES TR NATIONAL MUN ETF 464288414 18601 174890 SH SOLE 0 3957 170933 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1131 22959 SH SOLE 0 365 22593 JPMORGAN CHASE & CO COM 46625H100 504 4473 SH SOLE 0 65 4408 LAUDER ESTEE COS INC CL A 518439104 528 2074 SH SOLE 0 34 2041 MASTERCARD INCORPORATED CL A 57636Q104 1038 3290 SH SOLE 0 50 3240 MERCK & CO INC COM 58933Y105 4069 44634 SH SOLE 0 710 43923 MICROSOFT CORP COM 594918104 579 2256 SH SOLE 0 37 2219 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1172 16715 SH SOLE 0 267 16447 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1019 18771 SH SOLE 0 299 18473 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1074 8445 SH SOLE 0 137 8308 SPDR GOLD TR GOLD SHS 78463V107 2755 16356 SH SOLE 0 260 16096 SPDR SER TR S&P BIOTECH 78464A870 511 6878 SH SOLE 0 112 6765 SPDR SER TR BLOOMBERG HIGH Y 78468R622 3714 40941 SH SOLE 0 638 40302 THERMO FISHER SCIENTIFIC INC COM 883556102 517 953 SH SOLE 0 20 933 UNION PAC CORP COM 907818108 546 2559 SH SOLE 0 40 2519 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 12548 166724 SH SOLE 0 2342 164383 VANGUARD INDEX FDS SM CP VAL ETF 922908611 786 5248 SH SOLE 0 67 5180 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 531 5831 SH SOLE 0 74 5758 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2409 12770 SH SOLE 0 252 12518 VANGUARD INDEX FDS MID CAP ETF 922908629 920 4669 SH SOLE 0 60 4610 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 754 15082 SH SOLE 0 269 14813 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 538 12916 SH SOLE 0 166 12750 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 928 22744 SH SOLE 0 292 22453 VANGUARD WORLD FDS INF TECH ETF 92204A702 6490 19874 SH SOLE 0 314 19560 VANGUARD WORLD FDS MATERIALS ETF 92204A801 535 3339 SH SOLE 0 51 3288 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 2196 13443 SH SOLE 0 214 13229 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 5147 21857 SH SOLE 0 344 21513 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 3548 15599 SH SOLE 0 248 15352 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 2281 12309 SH SOLE 0 197 12113 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2025 26238 SH SOLE 0 417 25820 VELO3D INC COMMON STOCK 92259N104 15 11205 SH SOLE 0 0 11205 VISA INC COM CL A 92826C839 1067 5419 SH SOLE 0 77 5342