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 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 023135106 320922 3107 SH SOLE 0 131 2976 APPLE INC COM 037833100 1861861 11291 SH SOLE 0 418 10873 EQUINIX INC COM 29444U700 629653 873 SH SOLE 0 0 873 ISHARES TR TIPS BD ETF 464287176 271607 2464 SH SOLE 0 82 2381 ISHARES TR NATIONAL MUN ETF 464288414 2672796 24808 SH SOLE 0 827 23981 ISHARES TR 0-3 MNTH TREASRY 46436E718 65203103 648271 SH SOLE 0 13290 634981 MERCK & CO INC COM 58933Y105 672838 6324 SH SOLE 0 236 6088 ORACLE CORP COM 68389X105 222916 2399 SH SOLE 0 0 2399 PROSHARES TR ULTRAPRO SHT QQQ 74347G432 1381314 47047 SH SOLE 0 0 47047 SPDR GOLD TR GOLD SHS 78463V107 411512 2246 SH SOLE 0 86 2160 SPDR SER TR BLOOMBERG HIGH Y 78468R622 511747 5513 SH SOLE 0 217 5296 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 1641724 22237 SH SOLE 0 695 21542 VANGUARD INDEX FDS MID CAP ETF 922908629 203133 963 SH SOLE 0 40 923 VANGUARD INDEX FDS TOTAL STK MKT 922908769 675350 3309 SH SOLE 0 56 3253 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 217103 4806 SH SOLE 0 200 4606 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 511783 2026 SH SOLE 0 78 1949 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 326525 1714 SH SOLE 0 65 1649 VANGUARD WORLD FDS INF TECH ETF 92204A702 1001978 2599 SH SOLE 0 99 2500 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 329576 4231 SH SOLE 0 200 4032 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 710359 2979 SH SOLE 0 110 2869 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 322380 1666 SH SOLE 0 64 1602