Esg Planning Portfolio Holdings by Sector

Esg Planning

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SGOV BND MUB JNK VGT VCR VEU DFAS 20 stocks	$71,354 84.94% of portfolio	19	1	11	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,844 3.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$2,374 2.83% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1,909 2.27% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK 1 stocks	$1,178 1.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$776 0.92% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT CRWD 2 stocks	$765 0.91% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$732 0.87% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate EQIX 1 stocks	$656 0.78% of portfolio	1	-	-	-	0 Calls 0 Puts

Closed-End Fund - Equity \| ETFs VTI 1 stocks	$617 0.73% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$305 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT 1 stocks	$287 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$205 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts

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