0001941040-23-000197.txt : 20230808
0001941040-23-000197.hdr.sgml : 20230808
20230808125848
ACCESSION NUMBER: 0001941040-23-000197
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230808
DATE AS OF CHANGE: 20230808
EFFECTIVENESS DATE: 20230808
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: 231150261
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
06-30-2023
06-30-2023
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
08-08-2023
0
15
86660731
INFORMATION TABLE
2
infotable.xml
AMAZON COM INC
COM
023135106
223567
1715
SH
SOLE
0
107
1608
APPLE INC
COM
037833100
1798103
9270
SH
SOLE
0
525
8745
BANK MONTREAL MEDIUM
MICROSECTORS FAN
063679534
928000
4957
SH
SOLE
0
0
4957
EQUINIX INC
COM
29444U700
687580
877
SH
SOLE
0
0
877
ISHARES TR
SHORT TREAS BD
464288679
385471
3490
SH
SOLE
0
0
3490
ISHARES TR
0-3 MNTH TREASRY
46436E718
79160788
786652
SH
SOLE
0
15563
771089
ISHARES TR
NATIONAL MUN ETF
464288414
715700
6706
SH
SOLE
0
0
6706
MERCK & CO INC
COM
58933Y105
342063
2964
SH
SOLE
0
171
2793
NETFLIX INC
COM
64110L106
220245
500
SH
SOLE
0
0
500
ORACLE CORP
COM
68389X105
286895
2409
SH
SOLE
0
0
2409
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
629128
8655
SH
SOLE
0
530
8125
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
302682
1374
SH
SOLE
0
0
1374
VANGUARD WORLD FDS
INF TECH ETF
92204A702
451292
1021
SH
SOLE
0
64
957
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
296991
1213
SH
SOLE
0
73
1140
VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
232226
820
SH
SOLE
0
51
769