ESG Planning
Latest statistics and disclosures from ESG Planning DBA Harper Investing's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, BND, MUB, VGT, JNK, and represent 33.52% of ESG Planning DBA Harper Investing's stock portfolio.
- Added to shares of these 10 stocks: MUB, VEA, BND, JNK, IVOG, VGT, DFAS, GOOGL, MRK, VIS.
- Started 6 new stock positions in AGG, DFAC, HD, TSLA, GOOG, AMD.
- Reduced shares in these 9 stocks: NVDA (-$9.0M), , MUNI, IVV, SGOV, BMY, XLV, META, GWRE.
- Sold out of its position in CSCO.
- ESG Planning DBA Harper Investing was a net buyer of stock by $17M.
- ESG Planning DBA Harper Investing has $210M in assets under management (AUM), dropping by 17.42%.
- Central Index Key (CIK): 0001931465
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Portfolio Holdings for ESG Planning DBA Harper Investing
ESG Planning DBA Harper Investing holds 63 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.3 | $20M | -31% | 105k | 186.58 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 8.3 | $17M | +11% | 235k | 74.37 |
|
| Ishares Tr National Mun Etf (MUB) | 6.6 | $14M | +20% | 131k | 106.49 |
|
| Vanguard World Inf Tech Etf (VGT) | 4.6 | $9.7M | +12% | 13k | 746.63 |
|
| Spdr Series Trust Bloomberg High Y (JNK) | 4.6 | $9.7M | +16% | 99k | 97.99 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 4.6 | $9.6M | -8% | 184k | 52.28 |
|
| Apple (AAPL) | 3.9 | $8.3M | +7% | 33k | 254.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $6.9M | +18% | 28k | 243.10 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.1 | $6.5M | +54% | 108k | 59.92 |
|
| Vanguard World Consum Dis Etf (VCR) | 3.0 | $6.4M | +14% | 16k | 396.15 |
|
| Amazon (AMZN) | 3.0 | $6.3M | +15% | 29k | 219.57 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.9 | $6.1M | +21% | 89k | 68.46 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.9 | $6.0M | +11% | 84k | 71.37 |
|
| Vanguard World Industrial Etf (VIS) | 2.6 | $5.4M | +19% | 18k | 296.28 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.2 | $4.6M | -3% | 46k | 100.70 |
|
| Vanguard World Financials Etf (VFH) | 2.1 | $4.4M | +19% | 33k | 131.24 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 1.9 | $3.9M | +23% | 92k | 42.13 |
|
| Vanguard World Consum Stp Etf (VDC) | 1.8 | $3.9M | +21% | 18k | 213.73 |
|
| Merck & Co (MRK) | 1.7 | $3.6M | +33% | 43k | 83.93 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $3.5M | 11k | 328.17 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $3.3M | +14% | 9.3k | 355.47 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 1.5 | $3.2M | +53% | 27k | 119.48 |
|
| Vanguard World Health Car Etf (VHT) | 1.5 | $3.2M | +31% | 12k | 259.61 |
|
| Bank Montreal Que Cal Lkd 45 (FNGU) | 1.4 | $2.9M | 98k | 29.16 |
|
|
| Microsoft Corporation (MSFT) | 1.4 | $2.8M | +17% | 5.5k | 517.96 |
|
| Applovin Corp Com Cl A (APP) | 1.2 | $2.5M | 3.5k | 718.54 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.2 | $2.4M | +16% | 5.0k | 490.38 |
|
| Vanguard World Comm Srvc Etf (VOX) | 1.1 | $2.3M | +18% | 12k | 187.73 |
|
| Select Sector Spdr Tr Technology (XLK) | 1.1 | $2.3M | +18% | 8.2k | 281.88 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 1.1 | $2.2M | +20% | 26k | 87.21 |
|
| Meta Platforms Cl A (META) | 1.0 | $2.1M | 2.9k | 734.39 |
|
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 1.0 | $2.1M | +22% | 53k | 38.85 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.0 | $2.0M | +56% | 38k | 54.18 |
|
| Visa Com Cl A (V) | 1.0 | $2.0M | +19% | 5.9k | 341.36 |
|
| Mastercard Incorporated Cl A (MA) | 0.9 | $2.0M | +18% | 3.5k | 568.85 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.9 | $1.9M | +42% | 29k | 65.00 |
|
| Equinix (EQIX) | 0.8 | $1.7M | +27% | 2.1k | 783.34 |
|
| Ishares Tr Expanded Tech (IGV) | 0.5 | $1.1M | +18% | 9.8k | 115.01 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $1.1M | +20% | 2.3k | 484.99 |
|
| Honeywell International (HON) | 0.5 | $954k | +24% | 4.5k | 210.51 |
|
| Lowe's Companies (LOW) | 0.4 | $883k | +28% | 3.5k | 251.28 |
|
| Union Pacific Corporation (UNP) | 0.4 | $847k | +35% | 3.6k | 236.34 |
|
| Vanguard World Materials Etf (VAW) | 0.4 | $837k | +29% | 4.1k | 204.88 |
|
| Danaher Corporation (DHR) | 0.4 | $818k | +40% | 4.1k | 198.24 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $772k | -3% | 5.5k | 139.18 |
|
| Bristol Myers Squibb (BMY) | 0.3 | $615k | -6% | 14k | 45.10 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $518k | NEW | 5.2k | 100.25 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $464k | +3% | 5.3k | 88.14 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.2 | $460k | 17k | 27.78 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $451k | +8% | 1.6k | 281.18 |
|
| Qualcomm (QCOM) | 0.2 | $381k | +12% | 2.3k | 166.33 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $365k | +5% | 5.7k | 64.38 |
|
| Applied Materials (AMAT) | 0.1 | $292k | 1.4k | 204.74 |
|
|
| Guidewire Software (GWRE) | 0.1 | $264k | 1.2k | 229.86 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $264k | NEW | 1.1k | 243.52 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $233k | 1.2k | 195.86 |
|
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.1 | $230k | 2.4k | 94.31 |
|
|
| International Business Machines (IBM) | 0.1 | $229k | +2% | 812.00 | 282.24 |
|
| Tesla Motors (TSLA) | 0.1 | $217k | NEW | 488.00 | 444.72 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $216k | NEW | 5.6k | 38.57 |
|
| Home Depot (HD) | 0.1 | $213k | NEW | 526.00 | 404.82 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $212k | -49% | 317.00 | 669.45 |
|
| Advanced Micro Devices (AMD) | 0.1 | $207k | NEW | 1.3k | 161.81 |
|
Past Filings by ESG Planning DBA Harper Investing
SEC 13F filings are viewable for ESG Planning DBA Harper Investing going back to 2022
- ESG Planning DBA Harper Investing 2025 Q3 filed Nov. 13, 2025
- ESG Planning DBA Harper Investing 2025 Q2 filed Aug. 13, 2025
- ESG Planning DBA Harper Investing 2025 Q1 filed May 2, 2025
- ESG Planning DBA Harper Investing 2024 Q4 filed Feb. 12, 2025
- ESG Planning DBA Harper Investing 2024 Q3 filed Nov. 8, 2024
- ESG Planning DBA Harper Investing 2024 Q2 filed July 30, 2024
- ESG Planning DBA Harper Investing 2024 Q1 filed May 1, 2024
- ESG Planning 2023 Q4 filed Jan. 31, 2024
- ESG Planning 2023 Q3 filed Nov. 1, 2023
- ESG Planning 2023 Q2 filed Aug. 8, 2023
- ESG Planning 2023 Q1 filed April 26, 2023
- ESG Planning 2022 Q4 filed Feb. 3, 2023
- ESG Planning 2022 Q3 filed Nov. 9, 2022
- ESG Planning 2022 Q2 filed Aug. 10, 2022
- ESG Planning 2022 Q1 filed May 31, 2022