0001941040-22-000023.txt : 20221109 0001941040-22-000023.hdr.sgml : 20221109 20221109141224 ACCESSION NUMBER: 0001941040-22-000023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221109 DATE AS OF CHANGE: 20221109 EFFECTIVENESS DATE: 20221109 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: 221371921 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 09-30-2022 09-30-2022 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 11-09-2022 0 47 97587 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 2875 29734 SH SOLE 0 521 29213 AMAZON COM INC COM 023135106 2693 23898 SH SOLE 0 367 23531 APPLE INC COM 037833100 4646 33596 SH SOLE 0 557 33039 ARK ETF TR INNOVATION ETF 00214Q104 918 24695 SH SOLE 0 423 24272 CROWN CASTLE INC COM 22822V101 472 3385 SH SOLE 0 51 3334 DANAHER CORPORATION COM 235851102 785 2942 SH SOLE 0 48 2894 EDWARDS LIFESCIENCES CORP COM 28176E108 470 6097 SH SOLE 0 86 6011 EQUINIX INC COM 29444U700 492 865 SH SOLE 0 0 865 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 1093 8300 SH SOLE 0 135 8165 HONEYWELL INTL INC COM 438516106 517 3057 SH SOLE 0 48 3009 ISHARES TR NATIONAL MUN ETF 464288414 16851 164188 SH SOLE 0 3715 160473 ISHARES TR TIPS BD ETF 464287176 1828 17643 SH SOLE 0 249 17394 ISHARES TR EXPANDED TECH 464287515 500 1871 SH SOLE 0 32 1839 ISHARES TR NA TEC MULTM ETF 464287531 584 9326 SH SOLE 0 151 9175 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1208 24652 SH SOLE 0 392 24260 JPMORGAN CHASE & CO COM 46625H100 481 4751 SH SOLE 0 69 4682 LAUDER ESTEE COS INC CL A 518439104 433 2154 SH SOLE 0 35 2119 MASTERCARD INCORPORATED CL A 57636Q104 980 3448 SH SOLE 0 52 3396 MERCK & CO INC COM 58933Y105 4079 47394 SH SOLE 0 754 46640 MICROSOFT CORP COM 594918104 477 2208 SH SOLE 0 36 2172 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1149 17608 SH SOLE 0 281 17327 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 932 19803 SH SOLE 0 315 19488 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1007 8602 SH SOLE 0 140 8462 PROSHARES TR ULTRAPRO SHT QQQ 74347G432 2392 39012 SH SOLE 0 0 39012 SERVICENOW INC COM 81762P102 259 687 SH SOLE 0 0 687 SPDR GOLD TR GOLD SHS 78463V107 2702 17436 SH SOLE 0 277 17159 SPDR SER TR S&P BIOTECH 78464A870 540 7139 SH SOLE 0 116 7023 SPDR SER TR BLOOMBERG HIGH Y 78468R622 3500 39882 SH SOLE 0 621 39261 THERMO FISHER SCIENTIFIC INC COM 883556102 589 987 SH SOLE 0 21 966 UNION PAC CORP COM 907818108 510 2690 SH SOLE 0 42 2648 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 12186 170781 SH SOLE 0 2399 168382 VANGUARD INDEX FDS SM CP VAL ETF 922908611 698 4839 SH SOLE 0 62 4777 VANGUARD INDEX FDS MID CAP ETF 922908629 820 4358 SH SOLE 0 56 4302 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2042 11361 SH SOLE 0 224 11137 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 436 5407 SH SOLE 0 69 5338 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 435 11986 SH SOLE 0 154 11832 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 643 14993 SH SOLE 0 267 14726 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 758 20713 SH SOLE 0 266 20447 VANGUARD WORLD FDS MATERIALS ETF 92204A801 494 3460 SH SOLE 0 53 3407 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 2110 28309 SH SOLE 0 450 27859 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 3842 16301 SH SOLE 0 259 16042 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 2204 14011 SH SOLE 0 223 13788 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 5212 23245 SH SOLE 0 366 22879 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 2261 13088 SH SOLE 0 209 12879 VANGUARD WORLD FDS INF TECH ETF 92204A702 6298 20446 SH SOLE 0 323 20123 VELO3D INC COMMON STOCK 92259N104 44 11205 SH SOLE 0 0 11205 VISA INC COM CL A 92826C839 1142 6404 SH SOLE 0 91 6313