0001941040-23-000331.txt : 20231101
0001941040-23-000331.hdr.sgml : 20231101
20231101171006
ACCESSION NUMBER: 0001941040-23-000331
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231101
DATE AS OF CHANGE: 20231101
EFFECTIVENESS DATE: 20231101
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: 231369152
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
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13F-HR
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0001931465
XXXXXXXX
09-30-2023
09-30-2023
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
11-01-2023
0
17
87210871
INFORMATION TABLE
2
infotable.xml
ALPHABET INC
CAP STK CL A
02079K305
281349
2150
SH
SOLE
0
0
2150
AMAZON COM INC
COM
023135106
834543
6565
SH
SOLE
0
0
6565
APPLE INC
COM
037833100
2342077
13680
SH
SOLE
0
0
13680
BANK MONTREAL MEDIUM
MICROSECTORS FAN
063679534
865800
5767
SH
SOLE
0
0
5767
EQUINIX INC
COM
29444U700
291291
401
SH
SOLE
0
0
401
ISHARES TR
NATIONAL MUN ETF
464288414
605859
5909
SH
SOLE
0
0
5909
ISHARES TR
0-3 MNTH TREASRY
46436E718
77925663
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SH
SOLE
0
0
774070
ISHARES TR
SHORT TREAS BD
464288679
385540
3490
SH
SOLE
0
0
3490
MERCK & CO INC
COM
58933Y105
388019
3769
SH
SOLE
0
0
3769
META PLATFORMS INC
CL A
30303M102
731612
2437
SH
SOLE
0
0
2437
SPDR GOLD TR
GOLD SHS
78463V107
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1282
SH
SOLE
0
0
1282
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
595925
8540
SH
SOLE
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8540
VANGUARD INDEX FDS
TOTAL STK MKT
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SOLE
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VANGUARD WORLD FDS
INF TECH ETF
92204A702
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SOLE
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VANGUARD WORLD FDS
FINANCIALS ETF
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SH
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VANGUARD WORLD FDS
CONSUM DIS ETF
92204A108
298616
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SH
SOLE
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VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
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1678
SH
SOLE
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