ESG Planning
- SEC CIK
- 0001931465
- 最新申報
- 2026/7/22
2022 年第 1 季持倉
持倉截至 2022/3/31，2022/5/31 申報。只含多頭部位。
- 持股檔數
- 50
- 2021 年第 4 季沒有申報
- 總值
- $1.08 億
- 2021 年第 4 季沒有申報
ESG Planning 沒有申報 2021 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288414 | NATIONAL MUN ETF | 165,842 | $1,818 萬 | 16.9% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 179,597 | $1,429 萬 | 13.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 17,932 | $746.8 萬 | 6.9% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 21,504 | $547.0 萬 | 5.1% | – | – | – |
| AAPLApple Inc. | Stock | 29,830 | $520.9 萬 | 4.8% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 51,363 | $421.4 萬 | 3.9% | – | – | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 13,320 | $406.6 萬 | 3.8% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 39,138 | $401.2 萬 | 3.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,312 | $364.9 萬 | 3.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,936 | $317.3 萬 | 2.9% | – | – | – |
| GLDSPDR Gold Trust | ETF | 16,306 | $294.6 萬 | 2.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 861 | $280.7 萬 | 2.6% | – | – | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 12,031 | $235.7 萬 | 2.2% | – | – | – |
| Vanguard Industrials ETF92204A603 | ETF | 12,016 | $233.7 萬 | 2.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 17,804 | $221.8 萬 | 2.1% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 17,634 | $164.7 萬 | 1.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,679 | $123.3 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,139 | $122.2 萬 | 1.1% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 16,288 | $121.3 萬 | 1.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 7,423 | $118.0 萬 | 1.1% | – | – | – |
| VVisa Inc. | Stock | 4,897 | $108.6 萬 | 1.0% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,108 | $107.5 萬 | 1.0% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 21,561 | $106.9 萬 | 1.0% | – | – | – |
| MAMastercard Inc | Stock | 2,986 | $106.7 萬 | 1.0% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 15,114 | $104.0 萬 | 1.0% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 15,637 | $103.7 萬 | 1.0% | – | – | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 6,732 | $100.4 萬 | 0.9% | – | – | – |
| DHRDanaher Corp | Stock | 2,653 | $77.8 萬 | 0.7% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 13,010 | $74.9 萬 | 0.7% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,836 | $74.1 萬 | 0.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,320 | $66.1 萬 | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,095 | $64.6 萬 | 0.6% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 862 | $63.9 萬 | 0.6% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,290 | $62.6 萬 | 0.6% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 5,169 | $60.8 萬 | 0.6% | – | – | 歷史 |
| Vanguard Materials ETF92204A801 | ETF | 3,030 | $58.8 萬 | 0.5% | – | – | – |
| iShares Tr464287531 | US DIGI REAL ETF | 7,861 | $58.2 萬 | 0.5% | – | – | – |
| CCICrown Castle Inc. | REIT | 3,045 | $56.2 萬 | 0.5% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 898 | $53.0 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,668 | $50.0 萬 | 0.5% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,569 | $50.0 萬 | 0.5% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,795 | $48.9 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,403 | $48.4 萬 | 0.4% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 4,656 | $41.8 萬 | 0.4% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,171 | $31.9 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74347X864 | ULTRPRO S&P500 | 4,027 | $25.6 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 620 | $23.2 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 205 | $22.1 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 1,643 | $21.7 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,393 | $21.3 萬 | 0.2% | – | – | 歷史 |