Instuitional Investor - Esg Planning

Filing Period:
No. Security Ticker Shares Value % Port
1. NVDA 105,225 $19,632,848 9.35%
2. BND 234,539 $17,442,651 8.31%
3.
Ishares Tr - NATIONAL MUN ETF
131,117 $13,962,673 6.65%
4.
Vanguard World Fund
13,007 $9,711,386 4.62%
5.
Spdr Series Trust
98,516 $9,653,576 4.6%