0001941040-23-000104.txt : 20230426
0001941040-23-000104.hdr.sgml : 20230426
20230426142305
ACCESSION NUMBER: 0001941040-23-000104
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230426
DATE AS OF CHANGE: 20230426
EFFECTIVENESS DATE: 20230426
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: 23848919
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
03-31-2023
03-31-2023
false
ESG Planning
2005 De La Cruz Blvd #120
Santa Clara
CA
95050
13F HOLDINGS REPORT
028-22553
000309501
801-122486
N
James Rukstalis
CCO
408-642-1322
James Rukstalis
Santa Clara
CA
04-26-2023
0
22
80498399
INFORMATION TABLE
2
infotable.xml
ALPHABET INC
CAP STK CL A
02079K305
398219
3839
SH
SOLE
0
202
3637
AMAZON COM INC
COM
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320922
3107
SH
SOLE
0
131
2976
APPLE INC
COM
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11291
SH
SOLE
0
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EQUINIX INC
COM
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873
SH
SOLE
0
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873
ISHARES TR
TIPS BD ETF
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SOLE
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NATIONAL MUN ETF
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SOLE
0
827
23981
ISHARES TR
0-3 MNTH TREASRY
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648271
SH
SOLE
0
13290
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MERCK & CO INC
COM
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236
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ORACLE CORP
COM
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SOLE
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PROSHARES TR
ULTRAPRO SHT QQQ
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SPDR GOLD TR
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VANGUARD INDEX FDS
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HEALTH CAR ETF
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CONSUM STP ETF
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SOLE
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64
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