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
CCO
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