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Home > Institutional Investor > Esg Planning > Profile

Instuitional Investor - Esg Planning

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Esg Planning
Portfolio Value	$229,133,603

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Nvidia Corp	NVDA	113,154	$19,734,144	8.61%
2.	Vanguard Bond Index Funds	BND	255,450	$18,811,338	8.21%
3.	Ishares Tr - NATIONAL MUN ETF		156,224	$16,583,157	7.24%
4.	Spdr Series Trust		111,333	$10,656,831	4.65%
5.	Apple Inc.	AAPL	40,031	$10,159,518	4.43%