0001765515-23-000001.txt : 20230119 0001765515-23-000001.hdr.sgml : 20230119 20230119150056 ACCESSION NUMBER: 0001765515-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230119 DATE AS OF CHANGE: 20230119 EFFECTIVENESS DATE: 20230119 FILER: COMPANY DATA: COMPANY CONFORMED NAME: S.E.E.D. Planning Group LLC CENTRAL INDEX KEY: 0001765515 IRS NUMBER: 463176421 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19672 FILM NUMBER: 23537160 BUSINESS ADDRESS: STREET 1: 31 LEWIS ST STREET 2: SUITE 401 CITY: BINGHAMTON STATE: NY ZIP: 13901 BUSINESS PHONE: 6072175091 MAIL ADDRESS: STREET 1: 31 LEWIS ST STREET 2: SUITE 401 CITY: BINGHAMTON STATE: NY ZIP: 13901 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001765515 XXXXXXXX 12-31-2022 12-31-2022 S.E.E.D. Planning Group LLC

31 LEWIS ST SUITE 401 BINGHAMTON NY 13901

13F HOLDINGS REPORT 028-19672 000188521 N Travis Maus 6072175091 Travis Maus Knoxville TN 01-19-2023 0 85 230736720 false INFORMATION TABLE 2 SEEDPlanningGroup_13f.xml SEEDPG13F 3M CO COM 88579Y101 416122 3470 SH SOLE 0 0 0 3470 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 419739 1573 SH SOLE 0 0 0 1573 AGILENT TECHNOLOGIES INC COM 00846U101 3307265 22100 SH SOLE 0 0 0 22100 AIR PRODS & CHEMS INC COM 009158106 611280 1983 SH SOLE 0 0 0 1983 ALPHABET INC CAP STK CL A 02079K305 6583546 74618 SH SOLE 0 0 0 74618 AMAZON COM INC COM 023135106 6592696 78484 SH SOLE 0 0 0 78484 AMERICAN WTR WKS CO INC NEW COM 030420103 322521 2116 SH SOLE 0 0 0 2116 APPLE INC COM 037833100 12197699 93879 SH SOLE 0 0 0 93879 APPLIED MATLS INC COM 038222105 317654 3262 SH SOLE 0 0 0 3262 AUTOMATIC DATA PROCESSING IN COM 053015103 564904 2365 SH SOLE 0 0 0 2365 BARCLAYS PLC ADR 06738E204 234000 30000 SH SOLE 0 0 0 30000 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 264110 855 SH SOLE 0 0 0 855 BRISTOL-MYERS SQUIBB CO COM 110122108 259020 3600 SH SOLE 0 0 0 3600 CADENCE DESIGN SYSTEM INC COM 127387108 320156 1993 SH SOLE 0 0 0 1993 CBRE GROUP INC CL A 12504L109 7251787 94228 SH SOLE 0 0 0 94228 CISCO SYS INC COM 17275R102 473283 9935 SH SOLE 0 0 0 9935 CLEVELAND-CLIFFS INC NEW COM 185899101 161100 10000 SH SOLE 0 0 0 10000 COLGATE PALMOLIVE CO COM 194162103 328869 4174 SH SOLE 0 0 0 4174 CORTEVA INC COM 22052L104 391534 6661 SH SOLE 0 0 0 6661 COSTAR GROUP INC COM 22160N109 4667171 60393 SH SOLE 0 0 0 60393 COSTCO WHSL CORP NEW COM 22160K105 5858265 12833 SH SOLE 0 0 0 12833 CRESCENT PT ENERGY CORP COM 22576C101 200200 28000 SH SOLE 0 0 0 28000 D R HORTON INC COM 23331A109 213936 2400 SH SOLE 0 0 0 2400 DISNEY WALT CO COM 254687106 544998 6273 SH SOLE 0 0 0 6273 DOMINION ENERGY INC COM 25746U109 5825768 95006 SH SOLE 0 0 0 95006 ECOLAB INC COM 278865100 6927783 47594 SH SOLE 0 0 0 47594 EMERSON ELEC CO COM 291011104 369255 3844 SH SOLE 0 0 0 3844 ENBRIDGE INC COM 29250N105 5139969 131457 SH SOLE 0 0 0 131457 EQUINIX INC COM 29444U700 2081030 3177 SH SOLE 0 0 0 3177 EQUINOR ASA SPONSORED ADR 29446M102 214860 6000 SH SOLE 0 0 0 6000 EXXON MOBIL CORP COM 30231G102 247954 2248 SH SOLE 0 0 0 2248 FORD MTR CO DEL COM 345370860 151190 13000 SH SOLE 0 0 0 13000 GENERAL DYNAMICS CORP COM 369550108 1072580 4323 SH SOLE 0 0 0 4323 GOLDEN OCEAN GROUP LTD SHS NEW G39637205 191180 22000 SH SOLE 0 0 0 22000 HOME DEPOT INC COM 437076102 6667295 21108 SH SOLE 0 0 0 21108 HONEYWELL INTL INC COM 438516106 6827384 31859 SH SOLE 0 0 0 31859 INTEL CORP COM 458140100 1072811 40591 SH SOLE 0 0 0 40591 INTERNATIONAL BUSINESS MACHS COM 459200101 755846 5365 SH SOLE 0 0 0 5365 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 484675 4623 SH SOLE 0 0 0 4623 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 8689907 431475 SH SOLE 0 0 0 431475 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 339774 15091 SH SOLE 0 0 0 15091 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 8674789 413479 SH SOLE 0 0 0 413479 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 8651186 422316 SH SOLE 0 0 0 422316 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 HY 46138J817 4856528 219653 SH SOLE 0 0 0 219653 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 4974960 213426 SH SOLE 0 0 0 213426 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 HY 46138J833 4890820 221104 SH SOLE 0 0 0 221104 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 547273 28918 SH SOLE 0 0 0 28918 ISHARES TR CORE S&P SCP ETF 464287804 802045 8475 SH SOLE 0 0 0 8475 ISHARES TR CORE S&P MCP ETF 464287507 1019934 4217 SH SOLE 0 0 0 4217 ISHARES TR RUS 1000 GRW ETF 464287614 463615 2164 SH SOLE 0 0 0 2164 ISHARES TR RUS 1000 VAL ETF 464287598 250071 1649 SH SOLE 0 0 0 1649 JOHNSON & JOHNSON COM 478160104 3459875 19586 SH SOLE 0 0 0 19586 JONES LANG LASALLE INC COM 48020Q107 557954 3501 SH SOLE 0 0 0 3501 JPMORGAN CHASE & CO COM 46625H100 2208761 16471 SH SOLE 0 0 0 16471 LAUDER ESTEE COS INC CL A 518439104 7282029 29350 SH SOLE 0 0 0 29350 LINDE PLC SHS G5494J103 7443101 22819 SH SOLE 0 0 0 22819 LOCKHEED MARTIN CORP COM 539830109 4940318 10155 SH SOLE 0 0 0 10155 LOWES COS INC COM 548661107 764683 3838 SH SOLE 0 0 0 3838 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 216316 4308 SH SOLE 0 0 0 4308 MASTERCARD INCORPORATED CL A 57636Q104 3828855 11011 SH SOLE 0 0 0 11011 MCDONALDS CORP COM 580135101 203709 773 SH SOLE 0 0 0 773 MEDTRONIC PLC SHS G5960L103 545439 7018 SH SOLE 0 0 0 7018 META PLATFORMS INC CL A 30303M102 5530104 45954 SH SOLE 0 0 0 45954 MICROSOFT CORP COM 594918104 7724883 32211 SH SOLE 0 0 0 32211 NEXTERA ENERGY INC COM 65339F101 7405539 88583 SH SOLE 0 0 0 88583 PARKER-HANNIFIN CORP COM 701094104 1553649 5339 SH SOLE 0 0 0 5339 PROCTER AND GAMBLE CO COM 742718109 211123 1393 SH SOLE 0 0 0 1393 RAYTHEON TECHNOLOGIES CORP COM 75513E101 683329 6771 SH SOLE 0 0 0 6771 REGIONS FINANCIAL CORP NEW COM 7591EP100 237160 11000 SH SOLE 0 0 0 11000 ROCKWELL AUTOMATION INC COM 773903109 266327 1034 SH SOLE 0 0 0 1034 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1865351 41628 SH SOLE 0 0 0 41628 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3134674 69428 SH SOLE 0 0 0 69428 SOUTHERN CO COM 842587107 279778 3918 SH SOLE 0 0 0 3918 SPDR SER TR S&P DIVID ETF 78464A763 336171 2687 SH SOLE 0 0 0 2687 STARBUCKS CORP COM 855244109 1255971 12661 SH SOLE 0 0 0 12661 THERMO FISHER SCIENTIFIC INC COM 883556102 4377435 7949 SH SOLE 0 0 0 7949 UNITEDHEALTH GROUP INC COM 91324P102 3318397 6259 SH SOLE 0 0 0 6259 US BANCORP DEL COM NEW 902973304 5333852 122308 SH SOLE 0 0 0 122308 VALERO ENERGY CORP COM 91913Y100 6225274 49072 SH SOLE 0 0 0 49072 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 8076037 124419 SH SOLE 0 0 0 124419 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 349255 2300 SH SOLE 0 0 0 2300 VISA INC COM CL A 92826C839 3956997 19046 SH SOLE 0 0 0 19046 WALMART INC COM 931142103 786793 5549 SH SOLE 0 0 0 5549 WASTE MGMT INC DEL COM 94106L109 308426 1966 SH SOLE 0 0 0 1966 XYLEM INC COM 98419M100 1376818 12452 SH SOLE 0 0 0 12452