Instuitional Investor - Esg Planning

Filing Period:
No. Security Ticker Shares Value % Port
1. NVDA 111,349 $22,279,722 7.51%
2. BND 298,902 $21,942,387 7.4%
3.
Ishares Tr - NATIONAL MUN ETF
174,883 $18,820,925 6.35%
4. VGT 112,944 $13,499,125 4.55%
5.
Spdr Series Trust - ST BLOO HIGH ETF
125,451 $12,089,703 4.08%