$167 Million is the total value of S.E.E.D. Planning Group LLC's 69 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| USB | New | US BANCORP DEL | $4,026,000 | – | 86,424 | +100.0% | 2.42% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $725,000 | – | 10,374 | +100.0% | 0.44% | – |
| TGT | New | TARGET CORP | $359,000 | – | 2,033 | +100.0% | 0.22% | – |
| KO | New | COCA COLA CO | $315,000 | – | 5,746 | +100.0% | 0.19% | – |
| JPM | New | JPMORGAN CHASE & CO | $255,000 | – | 2,004 | +100.0% | 0.15% | – |
| PG | New | PROCTER AND GAMBLE CO | $251,000 | – | 1,807 | +100.0% | 0.15% | – |
| ABBV | New | ABBVIE INC | $239,000 | – | 2,230 | +100.0% | 0.14% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $226,000 | – | 1,600 | +100.0% | 0.14% | – |
| MCD | New | MCDONALDS CORP | $226,000 | – | 1,052 | +100.0% | 0.14% | – |
| ACN | New | ACCENTURE PLC IRELAND | $212,000 | – | 813 | +100.0% | 0.13% | – |
| WMT | New | WALMART INC | $186,000 | – | 1,287 | +100.0% | 0.11% | – |
| F | New | FORD MTR CO DEL | $162,000 | – | 18,470 | +100.0% | 0.10% | – |
| WMT | New | WALMART INCcall | $29,000 | – | 1,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 7.2% |
| INVESCO EXCH TRD SLF IDX FD | 16 | Q3 2023 | 6.0% |
| MICROSOFT CORP | 16 | Q3 2023 | 4.2% |
| AMAZON COM INC | 16 | Q3 2023 | 4.5% |
| ALPHABET INC | 16 | Q3 2023 | 3.7% |
| META PLATFORMS INC | 16 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 13.4% |
| NEXTERA ENERGY INC | 16 | Q3 2023 | 3.2% |
| VALERO ENERGY CORP NEW | 16 | Q3 2023 | 2.7% |
| ENBRIDGE INC | 16 | Q3 2023 | 2.7% |
View S.E.E.D. Planning Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-04-26 |
| 13F-HR | 2022-01-24 |
View S.E.E.D. Planning Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.