Instuitional Investor - Esg Planning

Filing Period:
No. Security Ticker Shares Value % Port
1. NVDA 153,600 $24,267,248 13.57%
2. BND 210,395 $15,491,371 8.66%
3.
Ishares Tr - NATIONAL MUN ETF
109,240 $11,413,423 6.38%
4.
Pimco Etf Trust
200,221 $10,283,351 5.75%
5.
Spdr Series Trust
84,490 $8,218,391 4.6%