S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- Latest filing
- Aug 4, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 21, 2021. Long positions only.
- Positions
- 74
- No 13F data for Q4 2020
- Portfolio value
- $182.3M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NOCNorthrop Grumman Corp | Stock | 618 | $200.0K | 0.1% | – | – | History |
| CMICummins Inc | Stock | 800 | $207.0K | 0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 2,842 | $214.0K | 0.1% | – | – | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,255 | $227.0K | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,602 | $236.0K | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,778 | $241.0K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 2,230 | $241.0K | 0.1% | – | – | History |
| ACNAccenture plc | Stock | 901 | $249.0K | 0.1% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,502 | $252.0K | 0.1% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 1,616 | $305.0K | 0.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 2,003 | $305.0K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,962 | $322.0K | 0.2% | – | – | History |
| MDTMedtronic plc | Stock | 2,736 | $323.0K | 0.2% | – | – | History |
| LINLinde PLC | SHS | 1,210 | $339.0K | 0.2% | – | – | History |
| MMM3M Co | Stock | 1,811 | $349.0K | 0.2% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 2,687 | $375.0K | 0.2% | – | – | History |
| TGTTarget Corp | Stock | 2,033 | $403.0K | 0.2% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,031 | $410.0K | 0.2% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,465 | $412.0K | 0.2% | – | – | History |
| DUKDuke Energy CORP | Stock | 4,320 | $417.0K | 0.2% | – | – | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,753 | $432.0K | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 5,913 | $456.0K | 0.3% | – | – | History |
| XYLXylem Inc. | COM | 4,604 | $484.0K | 0.3% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,359 | $509.0K | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 2,340 | $524.0K | 0.3% | – | – | History |
| RTXRTX Corp | Stock | 7,300 | $564.0K | 0.3% | – | – | History |
| Invesco BulletShares 2021 HY Corp (BSJL)46138J809 | Exchange Traded Fund | 26,446 | $610.0K | 0.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,883 | $701.0K | 0.4% | – | – | – |
| DDDuPont de Nemours, Inc. | COM | 10,734 | $830.0K | 0.5% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 7,052 | $940.0K | 0.5% | – | – | History |
| DISWalt Disney Co | Stock | 5,132 | $947.0K | 0.5% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 5,432 | $986.0K | 0.5% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,539 | $1.03M | 0.6% | – | – | – |
| SOSouthern Co | Stock | 16,869 | $1.05M | 0.6% | – | – | History |
| VVisa Inc. | Stock | 5,128 | $1.09M | 0.6% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 2,457 | $1.12M | 0.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,447 | $1.14M | 0.6% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,469 | $1.16M | 0.6% | – | – | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 19,373 | $1.22M | 0.7% | – | – | History |
| INTCIntel Corp | Stock | 25,161 | $1.61M | 0.9% | – | – | History |
| EQIXEquinix Inc | COM | 2,614 | $1.78M | 1.0% | – | – | History |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 92,035 | $1.95M | 1.1% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 20,299 | $1.96M | 1.1% | – | – | – |
| MAMastercard Inc | Stock | 5,852 | $2.08M | 1.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 18,644 | $2.64M | 1.4% | – | – | History |
| HONHoneywell International Inc | COM | 13,894 | $3.02M | 1.7% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 8,754 | $3.26M | 1.8% | – | – | History |
| AAgilent Technologies, Inc. | COM | 26,307 | $3.35M | 1.8% | – | – | History |
| CTVACorteva, Inc. | Stock | 72,048 | $3.36M | 1.8% | – | – | History |
| ECLEcolab Inc. | Stock | 16,030 | $3.43M | 1.9% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 139,971 | $3.44M | 1.9% | – | – | – |
| DDominion Energy, Inc | Stock | 46,305 | $3.52M | 1.9% | – | – | History |
| LMTLockheed Martin Corp | Stock | 10,046 | $3.71M | 2.0% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 150,924 | $3.77M | 2.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 149,324 | $3.78M | 2.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 10,948 | $3.86M | 2.1% | – | – | History |
| NEENextera Energy Inc | Stock | 51,308 | $3.88M | 2.1% | – | – | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 40,834 | $3.92M | 2.2% | – | – | – |
| SBUXStarbucks Corp | Stock | 36,514 | $3.99M | 2.2% | – | – | History |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 170,877 | $3.99M | 2.2% | – | – | – |
| VLOValero Energy Corp | Stock | 56,710 | $4.06M | 2.2% | – | – | History |
| USBUS Bancorp DE | COM NEW | 77,432 | $4.28M | 2.3% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 15,359 | $4.52M | 2.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 2,228 | $4.59M | 2.5% | – | – | History |
| ENBEnbridge Inc | Stock | 128,106 | $4.66M | 2.6% | – | – | History |
| JLLJones Lang Lasalle Inc | COM | 27,156 | $4.86M | 2.7% | – | – | History |
| MSFTMicrosoft Corp | Stock | 20,920 | $4.93M | 2.7% | – | – | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 91,792 | $6.36M | 3.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,064 | $6.39M | 3.5% | – | – | History |
| AAPLApple Inc. | Stock | 68,399 | $8.36M | 4.6% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 414,506 | $9.18M | 5.0% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 479,037 | $10.6M | 5.8% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 490,250 | $10.7M | 5.9% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 493,217 | $10.7M | 5.9% | – | – | – |