Instuitional Investor - Esg Planning

Fund Profile
Filing Period:
Fund Name: Esg Planning
Portfolio Value $93,860,452
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
831,435 $83,367,973 88.82%
2. AAPL 14,068 $2,708,514 2.88%
3.
Bank Montreal Medium
4,517 $1,051,964 1.12%
4. AMZN 6,575 $999,006 1.06%
5. META 2,487 $880,299 0.93%