0001941040-23-000048.txt : 20230203 0001941040-23-000048.hdr.sgml : 20230203 20230203114221 ACCESSION NUMBER: 0001941040-23-000048 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230203 DATE AS OF CHANGE: 20230203 EFFECTIVENESS DATE: 20230203 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: 23584481 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 X0202 13F-HR LIVE false false false 0001931465 XXXXXXXX 12-31-2022 12-31-2022 false ESG Planning

2005 De La Cruz Blvd #120 Santa Clara CA 95050

13F HOLDINGS REPORT 028-22553 000309501 801-122486 N James Rukstalis 408-642-1322 James Rukstalis Santa Clara CA 02-03-2023 0 44 81021413 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 1112757 12612 SH SOLE 0 308 12304 AMAZON COM INC COM 023135106 825468 9827 SH SOLE 0 207 9620 APPLE INC COM 037833100 2396098 18441 SH SOLE 0 353 18088 ARK ETF TR INNOVATION ETF 00214Q104 322859 10335 SH SOLE 0 208 10126 DANAHER CORPORATION COM 235851102 342915 1292 SH SOLE 0 25 1267 EQUINIX INC COM 29444U700 569129 869 SH SOLE 0 0 869 FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 33733E203 497994 3231 SH SOLE 0 63 3168 HONEYWELL INTL INC COM 438516106 249568 1165 SH SOLE 0 21 1144 ISHARES TR TIPS BD ETF 464287176 764590 7183 SH SOLE 0 120 7064 ISHARES TR NA TEC MULTM ETF 464287531 260989 3775 SH SOLE 0 74 3701 ISHARES TR NATIONAL MUN ETF 464288414 7563464 71678 SH SOLE 0 1536 70142 ISHARES TR 0-3 MNTH TREASRY 46436E718 37827083 377742 SH SOLE 0 11056 366686 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 491607 9978 SH SOLE 0 190 9788 JPMORGAN CHASE & CO COM 46625H100 279215 2082 SH SOLE 0 43 2039 LAUDER ESTEE COS INC CL A 518439104 216586 873 SH SOLE 0 17 856 MASTERCARD INCORPORATED CL A 57636Q104 481109 1384 SH SOLE 0 24 1360 MERCK & CO INC COM 58933Y105 2171898 19575 SH SOLE 0 369 19206 MICROSOFT CORP COM 594918104 225494 940 SH SOLE 0 22 918 PROSHARES TR ULTRAPRO QQQ 74347X831 1119335 64701 SH SOLE 0 0 64701 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 521864 7402 SH SOLE 0 141 7261 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 397578 8285 SH SOLE 0 158 8127 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 441243 3546 SH SOLE 0 70 3476 SERVICENOW INC COM 81762P102 266741 687 SH SOLE 0 0 687 SPDR GOLD TR GOLD SHS 78463V107 1229890 7250 SH SOLE 0 138 7112 SPDR SER TR S&P BIOTECH 78464A870 234215 2822 SH SOLE 0 55 2767 SPDR SER TR BLOOMBERG HIGH Y 78468R622 1478274 16425 SH SOLE 0 316 16109 THERMO FISHER SCIENTIFIC INC COM 883556102 224799 408 SH SOLE 0 10 398 UNION PAC CORP COM 907818108 241482 1166 SH SOLE 0 27 1140 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4748461 66098 SH SOLE 0 1235 64862 VANGUARD INDEX FDS MID CAP ETF 922908629 442322 2170 SH SOLE 0 41 2129 VANGUARD INDEX FDS SM CP VAL ETF 922908611 376966 2374 SH SOLE 0 45 2329 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 233411 2830 SH SOLE 0 54 2775 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1200708 6280 SH SOLE 0 121 6159 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 368087 7341 SH SOLE 0 145 7196 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 219553 5632 SH SOLE 0 110 5522 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 417749 9954 SH SOLE 0 191 9762 VANGUARD WORLD FDS INF TECH ETF 92204A702 2731193 8551 SH SOLE 0 162 8389 VANGUARD WORLD FDS MATERIALS ETF 92204A801 244354 1436 SH SOLE 0 25 1411 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 1017782 5573 SH SOLE 0 106 5467 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 2315963 9337 SH SOLE 0 176 9161 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 1016379 12285 SH SOLE 0 279 12006 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 1023961 5345 SH SOLE 0 103 5242 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 1433490 6545 SH SOLE 0 125 6420 VISA INC COM CL A 92826C839 476790 2295 SH SOLE 0 46 2249