S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- Latest filing
- Aug 4, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 14, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 84
- +10 vs. Q1 2021
- Portfolio value
- $203.1M
- +$20.9M (+11.5%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FFord Motor Co | Stock | 7,900 | $117.0K | 0.1% | +7,900 | New | History |
| VZVerizon Communications Inc | Stock | 3,646 | $204.0K | 0.1% | +3,646 | New | History |
| BMYBristol Myers Squibb Co | Stock | 3,094 | $207.0K | 0.1% | +3,094 | New | History |
| EMREmerson Electric Co | Stock | 2,279 | $219.0K | 0.1% | +2,279 | New | History |
| CLColgate Palmolive Co | Stock | 2,711 | $221.0K | 0.1% | +2,711 | New | History |
| RFRegions Financial Corp | COM | 11,000 | $222.0K | 0.1% | +11,000 | New | History |
| JRSNuveen Real Estate Income Fund | COM | 20,000 | $222.0K | 0.1% | +20,000 | New | History |
| NOCNorthrop Grumman Corp | Stock | 618 | $225.0K | 0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 1,000 | $230.0K | 0.1% | +1,000 | New | History |
| CVSCVS Health Corp | Stock | 2,825 | $236.0K | 0.1% | −17−0.6% | Reduced | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,211 | $237.0K | 0.1% | −44−2.0% | Reduced | – |
| PGProcter & Gamble Co | Stock | 1,775 | $240.0K | 0.1% | −3−0.2% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 3,915 | $247.0K | 0.1% | +3,915 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,600 | $248.0K | 0.1% | −2−0.1% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,502 | $262.0K | 0.1% | 00.0% | Unchanged | – |
| ABBVAbbVie Inc. | Stock | 2,330 | $262.0K | 0.1% | +100+4.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 5,317 | $282.0K | 0.1% | +5,317 | New | History |
| ACNAccenture plc | Stock | 1,031 | $304.0K | 0.1% | +130+14.4% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 1,616 | $321.0K | 0.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 2,074 | $342.0K | 0.2% | +112+5.7% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 2,248 | $350.0K | 0.2% | +245+12.2% | Added | History |
| LINLinde PLC | SHS | 1,275 | $369.0K | 0.2% | +65+5.4% | Added | History |
| MDTMedtronic plc | Stock | 3,040 | $377.0K | 0.2% | +304+11.1% | Added | History |
| DUKDuke Energy CORP | Stock | 4,047 | $400.0K | 0.2% | −273−6.3% | Reduced | History |
| MMM3M Co | Stock | 2,104 | $418.0K | 0.2% | +293+16.2% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 2,899 | $433.0K | 0.2% | +212+7.9% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,009 | $434.0K | 0.2% | −22−2.1% | Reduced | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,588 | $457.0K | 0.2% | +123+8.4% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,655 | $458.0K | 0.2% | −98−2.1% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 6,022 | $468.0K | 0.2% | +109+1.8% | Added | History |
| Invesco BulletShares 2021 HY Corp (BSJL)46138J809 | Exchange Traded Fund | 20,342 | $468.0K | 0.2% | −6,104−23.1% | Reduced | – |
| TGTTarget Corp | Stock | 2,033 | $491.0K | 0.2% | 00.0% | Unchanged | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,359 | $533.0K | 0.3% | 00.0% | Unchanged | – |
| MCDMcDonalds Corp | Stock | 2,340 | $541.0K | 0.3% | 00.0% | Unchanged | History |
| XYLXylem Inc. | COM | 4,584 | $550.0K | 0.3% | −20−0.4% | Reduced | History |
| RTXRTX Corp | Stock | 7,041 | $601.0K | 0.3% | −259−3.5% | Reduced | History |
| DDDuPont de Nemours, Inc. | COM | 10,715 | $829.0K | 0.4% | −19−0.2% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,140 | $852.0K | 0.4% | +257+8.9% | Added | – |
| SOSouthern Co | Stock | 14,520 | $879.0K | 0.4% | −2,349−13.9% | Reduced | History |
| DISWalt Disney Co | Stock | 5,051 | $888.0K | 0.4% | −81−1.6% | Reduced | History |
| GDGeneral Dynamics Corp | Stock | 5,400 | $1.02M | 0.5% | −32−0.6% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,085 | $1.03M | 0.5% | −454−4.8% | Reduced | – |
| CDNSCadence Design Systems Inc | Stock | 7,793 | $1.07M | 0.5% | +7,793 | New | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,008 | $1.08M | 0.5% | −461−10.3% | Reduced | – |
| VVisa Inc. | Stock | 5,276 | $1.23M | 0.6% | +148+2.9% | Added | History |
| IBMInternational Business Machines Corp | Stock | 8,478 | $1.24M | 0.6% | +1,426+20.2% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 4,487 | $1.25M | 0.6% | +40+0.9% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,030 | $1.53M | 0.8% | +573+23.3% | Added | History |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 73,782 | $1.56M | 0.8% | −18,253−19.8% | Reduced | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 23,191 | $1.67M | 0.8% | +3,818+19.7% | Added | History |
| INTCIntel Corp | Stock | 31,556 | $1.77M | 0.9% | +6,395+25.4% | Added | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 18,070 | $1.88M | 0.9% | −2,229−11.0% | Reduced | – |
| MAMastercard Inc | Stock | 5,658 | $2.07M | 1.0% | −194−3.3% | Reduced | History |
| EQIXEquinix Inc | COM | 2,589 | $2.08M | 1.0% | −25−1.0% | Reduced | History |
| PEPPepsiCo Inc | Stock | 18,213 | $2.70M | 1.3% | −431−2.3% | Reduced | History |
| HONHoneywell International Inc | COM | 13,477 | $2.96M | 1.5% | −417−3.0% | Reduced | History |
| CTVACorteva, Inc. | Stock | 70,076 | $3.11M | 1.5% | −1,972−2.7% | Reduced | History |
| ECLEcolab Inc. | Stock | 15,727 | $3.24M | 1.6% | −303−1.9% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 8,663 | $3.47M | 1.7% | −91−1.0% | Reduced | History |
| DDominion Energy, Inc | Stock | 49,321 | $3.63M | 1.8% | +3,016+6.5% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 152,787 | $3.78M | 1.9% | +12,816+9.2% | Added | – |
| AAgilent Technologies, Inc. | COM | 25,580 | $3.78M | 1.9% | −727−2.8% | Reduced | History |
| NEENextera Energy Inc | Stock | 53,974 | $3.96M | 1.9% | +2,666+5.2% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 156,855 | $4.00M | 2.0% | +7,531+5.0% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 158,855 | $4.00M | 2.0% | +7,931+5.3% | Added | – |
| SBUXStarbucks Corp | Stock | 35,905 | $4.01M | 2.0% | −609−1.7% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 10,614 | $4.02M | 2.0% | +568+5.7% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 38,909 | $4.04M | 2.0% | −1,925−4.7% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 10,786 | $4.27M | 2.1% | −162−1.5% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 75,600 | $4.31M | 2.1% | −1,832−2.4% | Reduced | History |
| VLOValero Energy Corp | Stock | 56,339 | $4.40M | 2.2% | −371−0.7% | Reduced | History |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 197,450 | $4.61M | 2.3% | +26,573+15.6% | Added | – |
| JLLJones Lang Lasalle Inc | COM | 26,415 | $5.16M | 2.5% | −741−2.7% | Reduced | History |
| ENBEnbridge Inc | Stock | 131,613 | $5.27M | 2.6% | +3,507+2.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 15,676 | $5.45M | 2.7% | +317+2.1% | Added | History |
| GOOGLAlphabet Inc. | Stock | 2,258 | $5.51M | 2.7% | +30+1.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 21,836 | $5.92M | 2.9% | +916+4.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,158 | $7.42M | 3.7% | +94+4.6% | Added | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 121,848 | $9.02M | 4.4% | +30,056+32.7% | Added | – |
| AAPLApple Inc. | Stock | 69,520 | $9.52M | 4.7% | +1,121+1.6% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 459,998 | $10.3M | 5.1% | +45,492+11.0% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 511,801 | $11.4M | 5.6% | +32,764+6.8% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 532,056 | $11.6M | 5.7% | +41,806+8.5% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 569,200 | $12.3M | 6.0% | +75,983+15.4% | Added | – |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| FFord Motor Co | Stock | – | $16.0K |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.