0001941040-24-000058.txt : 20240131 0001941040-24-000058.hdr.sgml : 20240131 20240131115312 ACCESSION NUMBER: 0001941040-24-000058 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240131 DATE AS OF CHANGE: 20240131 EFFECTIVENESS DATE: 20240131 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ESG Planning CENTRAL INDEX KEY: 0001931465 ORGANIZATION NAME: 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: 24581444 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 12-31-2023 12-31-2023 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 01-31-2024 0 18 93860452 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 307039 2198 SH SOLE 0 0 2198 AMAZON COM INC COM 023135106 999006 6575 SH SOLE 0 0 6575 APPLE INC COM 037833100 2708514 14068 SH SOLE 0 0 14068 BANK MONTREAL MEDIUM MICROSECTORS FAN 063679534 1051964 4517 SH SOLE 0 0 4517 EQUINIX INC COM 29444U700 324725 403 SH SOLE 0 0 403 ISHARES TR 0-3 MNTH TREASRY 46436E718 83367973 831435 SH SOLE 0 0 831435 ISHARES TR NATIONAL MUN ETF 464288414 515419 4754 SH SOLE 0 0 4754 MERCK & CO INC COM 58933Y105 405015 3715 SH SOLE 0 0 3715 META PLATFORMS INC CL A 30303M102 880299 2487 SH SOLE 0 0 2487 NETFLIX INC COM 64110L106 243440 500 SH SOLE 0 0 500 SPDR GOLD TR GOLD SHS 78463V107 241257 1262 SH SOLE 0 0 1262 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 634103 8621 SH SOLE 0 0 8621 VANGUARD INDEX FDS TOTAL STK MKT 922908769 325788 1373 SH SOLE 0 0 1373 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 205514 933 SH SOLE 0 0 933 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 427917 1706 SH SOLE 0 0 1706 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 343827 1129 SH SOLE 0 0 1129 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 246338 2669 SH SOLE 0 0 2669 VANGUARD WORLD FDS INF TECH ETF 92204A702 632314 1306 SH SOLE 0 0 1306