Esg Planning Reduced Holdings in Q4 2024

Esg Planning

  • $133 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-50.5K
- 23.92%
$117.0 - $148.88 $5.91M - $7.53M
161K $21.6M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-26.4K
- 16.6%
$71.75 - $75.11 $1.89M - $1.98M
133K $9.54M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-18.2K
- 48.5%
$100.16 - $100.7 $1.82M - $1.83M
19.3K $1.94M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-8.06K
- 8.84%
$94.77 - $97.36 $763K - $784K
83.1K $7.93M
VEU
Vanguard Ftse All World Ex Us

ETFs
-8.65K
- 13.45%
$57.29 - $63.1 $496K - $546K
55.7K $3.2M
VTI
Vanguard Total Stock Market Et

ETFs
-2.83K
- 31.61%
$280.04 - $302.45 $792K - $856K
6.12K $1.77M
VGT
Vanguard Information Technolog

ETFs
-1.78K
- 15.07%
$571.78 - $647.97 $1.02M - $1.15M
10K $6.23M
VIS
Vanguard Industrial ETF

ETFs
-1.74K
- 13.05%
$254.39 - $279.7 $443K - $487K
11.6K $2.95M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-5.19K
- 8.53%
$40.06 - $45.21 $208K - $235K
55.6K $2.26M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.92K
- 16.06%
$87.1 - $98.49 $255K - $288K
15.3K $1.33M
VHT
Vanguard Health Care ETF

ETFs
-691
- 7.4%
$250.81 - $283.3 $173K - $196K
8.64K $2.19M
EQIX
Equinix Inc

Real Estate
-510
- 28.88%
$865.69 - $985.0 $442K - $502K
1.26K $1.18M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-5.72K
- 9.67%
$63.58 - $71.15 $364K - $407K
53.5K $3.48M
VDC
Vanguard Consumer Staples ETF

ETFs
-1.04K
- 8.69%
$210.96 - $223.62 $220K - $233K
10.9K $2.31M
XLU
Utilities Sector Spdr

ETFs
-2.31K
- 12.55%
$74.89 - $82.93 $173K - $191K
16.1K $1.22M
GLD
Spdr Gold Trust

ETFs
-893
- 10.51%
$236.59 - $257.5 $211K - $230K
7.6K $1.84M
VFH
Vanguard Financial ETF

ETFs
-3.45K
- 13.84%
$108.87 - $126.2 $375K - $435K
21.5K $2.53M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-2.25K
- 6.52%
$34.83 - $38.05 $78.2K - $85.5K
32.2K $1.14M
DHR
Danaher Corp

Healthcare
-184
- 7.85%
$226.16 - $274.52 $41.6K - $50.5K
2.16K $496K
VCR
Vanguard Consumer Discretionar

ETFs
-1.66K
- 12.21%
$328.51 - $401.37 $545K - $665K
11.9K $4.47M
MSFT
Microsoft Corp

Technology
-247
- 5.89%
$406.35 - $454.46 $100K - $112K
3.95K $1.66M
XLK
Technology Sector Spdr

ETFs
-747
- 12.74%
$220.26 - $241.44 $165K - $180K
5.12K $1.19M
VAW
Vanguard Materials ETF

ETFs
-281
- 9.34%
$186.91 - $215.32 $52.5K - $60.5K
2.73K $512K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-61
- 6.55%
$501.29 - $612.85 $30.6K - $37.4K
871 $453K
LOW
Lowes Companies Inc

Consumer Cyclical
-196
- 7.83%
$244.52 - $284.07 $47.9K - $55.7K
2.31K $569K
AAPL
Apple Inc.

Technology
-2.5K
- 8.44%
$221.69 - $259.02 $554K - $647K
27.1K $6.79M
UNP
Union Pacific Corp

Industrials
-217
- 8.59%
$223.15 - $249.32 $48.4K - $54.1K
2.31K $526K
MA
Mastercard Inc

Financial Services
-332
- 12.75%
$491.3 - $536.15 $163K - $178K
2.27K $1.2M
GOOGL
Alphabet Inc.

Communication Services
-2.91K
- 13.86%
$161.86 - $196.66 $471K - $572K
18.1K $3.42M
VOX
Vanguard Communication Service

ETFs
-848
- 9.65%
$144.31 - $163.57 $122K - $139K
7.94K $1.23M
HON
Honeywell International Inc

Industrials
-340
- 11.45%
$202.84 - $236.0 $69K - $80.2K
2.63K $593K
IGV
Ishares Expanded Tech Software

ETFs
-973
- 13.41%
$87.5 - $110.17 $85.1K - $107K
6.28K $629K
V
Visa Inc.

Financial Services
-591
- 11.7%
$273.87 - $320.91 $162K - $190K
4.46K $1.41M
CRWD
Crowd Strike Holdings, Inc.

Technology
-380
- 10.0%
$275.15 - $388.2 $105K - $148K
3.42K $1.17M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.87K
- 11.48%
$180.88 - $232.93 $518K - $668K
22.1K $4.85M
Activity Summary
Buys All Purchases 3 New Holdings 0 Increased Positions 3 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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