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, JNK, VGT, and represent 32.63% of ESG Planning DBA Harper Investing's stock portfolio.
- Added to shares of these 10 stocks: MUB, VEA, XLK, XLU, IVOG, JNK, BND, AAPL, VEU, VGT.
- Started 4 new stock positions in LLY, SPY, ABBV, SMH.
- Reduced shares in these 10 stocks: FNGU, SGOV, META, , HD, AOA, MUNI, AMD, AOR, IBM.
- Sold out of its positions in HD, TSLA.
- ESG Planning DBA Harper Investing was a net buyer of stock by $21M.
- ESG Planning DBA Harper Investing has $232M in assets under management (AUM), dropping by 10.62%.
- Central Index Key (CIK): 0001931465
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Portfolio Holdings for ESG Planning DBA Harper Investing
ESG Planning DBA Harper Investing holds 65 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.7 | $20M | +2% | 108k | 186.50 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.9 | $18M | +5% | 247k | 74.07 |
|
| Ishares Tr National Mun Etf (MUB) | 7.0 | $16M | +16% | 152k | 107.11 |
|
| Spdr Series Trust State Street Spd (JNK) | 4.6 | $11M | +10% | 109k | 97.21 |
|
| Vanguard World Inf Tech Etf (VGT) | 4.5 | $10M | +6% | 14k | 753.80 |
|
| Apple (AAPL) | 4.2 | $9.8M | +10% | 36k | 271.86 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 4.1 | $9.6M | 183k | 52.41 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.9 | $9.1M | +3% | 29k | 313.00 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.7 | $8.7M | +28% | 139k | 62.47 |
|
| Amazon (AMZN) | 3.1 | $7.2M | +8% | 31k | 230.82 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.0 | $6.9M | +11% | 94k | 73.56 |
|
| Vanguard World Consum Dis Etf (VCR) | 3.0 | $6.9M | +9% | 18k | 393.91 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.9 | $6.8M | +9% | 98k | 69.67 |
|
| Vanguard World Industrial Etf (VIS) | 2.6 | $6.0M | +9% | 20k | 298.38 |
|
| Merck & Co (MRK) | 2.2 | $5.0M | +11% | 48k | 105.26 |
|
| Vanguard World Financials Etf (VFH) | 2.2 | $5.0M | +12% | 38k | 133.49 |
|
| Vanguard World Consum Stp Etf (VDC) | 1.9 | $4.3M | +13% | 21k | 211.24 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 1.8 | $4.3M | +31% | 36k | 120.20 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 1.8 | $4.3M | +14% | 105k | 40.35 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $4.1M | +13% | 12k | 335.28 |
|
| Vanguard World Health Car Etf (VHT) | 1.7 | $4.1M | +13% | 14k | 287.86 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $3.8M | +2% | 9.5k | 396.31 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.6 | $3.7M | -20% | 36k | 100.38 |
|
| Microsoft Corporation (MSFT) | 1.3 | $2.9M | +9% | 6.0k | 483.65 |
|
| Vanguard World Comm Srvc Etf (VOX) | 1.2 | $2.7M | +13% | 14k | 193.63 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.1 | $2.6M | +120% | 18k | 143.97 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.1 | $2.6M | +27% | 48k | 53.76 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.1 | $2.6M | +9% | 5.5k | 468.76 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 1.0 | $2.4M | +119% | 56k | 42.69 |
|
| Visa Com Cl A (V) | 1.0 | $2.4M | +13% | 6.7k | 350.70 |
|
| Applovin Corp Com Cl A (APP) | 1.0 | $2.3M | 3.5k | 673.82 |
|
|
| Spdr Index Shs Fds S&p Em Mkt Div (EDIV) | 1.0 | $2.3M | +11% | 59k | 39.15 |
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $2.3M | +12% | 3.9k | 570.93 |
|
| Equinix (EQIX) | 0.8 | $1.9M | +15% | 2.5k | 766.21 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.8 | $1.9M | +29% | 38k | 49.65 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $1.5M | +10% | 2.5k | 579.56 |
|
| Bank Montreal Que Cal Lkd 45 (FNGU) | 0.6 | $1.4M | -42% | 56k | 25.26 |
|
| Ishares Tr Expanded Tech (IGV) | 0.5 | $1.2M | +13% | 11k | 105.69 |
|
| Danaher Corporation (DHR) | 0.5 | $1.1M | +14% | 4.7k | 228.90 |
|
| Honeywell International (HON) | 0.5 | $1.0M | +18% | 5.4k | 195.07 |
|
| Vanguard World Materials Etf (VAW) | 0.4 | $1.0M | +18% | 4.8k | 207.55 |
|
| Lowe's Companies (LOW) | 0.4 | $996k | +17% | 4.1k | 241.14 |
|
| Union Pacific Corporation (UNP) | 0.4 | $983k | +18% | 4.3k | 231.32 |
|
| Meta Platforms Cl A (META) | 0.4 | $981k | -48% | 1.5k | 660.00 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.4 | $864k | 5.6k | 154.81 |
|
|
| Bristol Myers Squibb (BMY) | 0.3 | $745k | 14k | 53.94 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $603k | NEW | 884.00 | 681.63 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $522k | 5.2k | 99.88 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.2 | $461k | 17k | 27.30 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $460k | +35% | 1.5k | 313.87 |
|
| Oracle Corporation (ORCL) | 0.2 | $428k | +36% | 2.2k | 194.93 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $413k | -12% | 4.6k | 89.57 |
|
| Qualcomm (QCOM) | 0.2 | $394k | 2.3k | 171.02 |
|
|
| Applied Materials (AMAT) | 0.2 | $367k | 1.4k | 257.08 |
|
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $364k | 5.6k | 65.01 |
|
|
| Abbvie (ABBV) | 0.1 | $275k | NEW | 1.2k | 228.45 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $272k | NEW | 755.00 | 359.92 |
|
| Advanced Micro Devices (AMD) | 0.1 | $268k | 1.3k | 214.18 |
|
|
| International Business Machines (IBM) | 0.1 | $237k | 801.00 | 296.32 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $237k | 1.2k | 199.74 |
|
|
| Guidewire Software (GWRE) | 0.1 | $231k | 1.2k | 201.01 |
|
|
| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $230k | 2.4k | 94.18 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $222k | 5.6k | 39.59 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $219k | 320.00 | 685.35 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $209k | NEW | 194.00 | 1075.20 |
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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 Q4 filed Feb. 4, 2026
- 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