ESG Planning

ESG Planning DBA Harper Investing as of June 30, 2024

Portfolio Holdings for ESG Planning DBA Harper Investing

ESG Planning DBA Harper Investing holds 42 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr National Mun Etf (MUB) 16.2 $16M 154k 106.55
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.1 $9.2M 128k 72.05
Spdr Ser Tr Bloomberg High Y (JNK) 7.0 $7.2M 76k 94.27
NVIDIA Corporation (NVDA) 6.3 $6.4M 52k 123.54
Vanguard World Inf Tech Etf (VGT) 5.3 $5.4M 9.4k 576.60
Apple (AAPL) 3.8 $3.9M 18k 210.62
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.6 $3.7M 36k 100.71
Amazon (AMZN) 3.6 $3.6M 19k 193.25
Vanguard World Consum Dis Etf (VCR) 3.4 $3.5M 11k 312.33
Alphabet Cap Stk Cl A (GOOGL) 3.0 $3.0M 17k 182.15
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.9 $2.9M 49k 60.08
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.9 $2.9M 50k 58.64
Merck & Co (MRK) 2.4 $2.5M 20k 123.80
Vanguard World Industrial Etf (VIS) 2.4 $2.4M 10k 235.21
Vanguard World Health Car Etf (VHT) 2.0 $2.0M 7.5k 265.99
Vanguard World Financials Etf (VFH) 2.0 $2.0M 20k 99.88
Vanguard World Consum Stp Etf (VDC) 2.0 $2.0M 9.8k 203.03
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.9 $2.0M 51k 38.41
Bank Montreal Medium Microsectors Fan (FNGU) 1.8 $1.8M 4.1k 445.11
Vanguard Index Fds Total Stk Mkt (VTI) 1.5 $1.5M 5.8k 267.50
Spdr Gold Tr Gold Shs (GLD) 1.5 $1.5M 6.9k 215.01
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.4 $1.4M 15k 91.78
Meta Platforms Cl A (META) 1.2 $1.2M 2.5k 504.22
Crowdstrike Hldgs Cl A (CRWD) 1.1 $1.1M 3.0k 383.19
Equinix (EQIX) 1.1 $1.1M 1.5k 756.74
Select Sector Spdr Tr Technology (XLK) 1.0 $1.1M 4.7k 226.25
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $1.0M 15k 68.14
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 1.0 $1.0M 29k 35.30
Vanguard World Comm Srvc Etf (VOX) 1.0 $1.0M 7.3k 138.20
Microsoft Corporation (MSFT) 1.0 $1.0M 2.2k 447.02
Visa Com Cl A (V) 0.9 $895k 3.4k 262.47
Mastercard Incorporated Cl A (MA) 0.8 $861k 2.0k 441.22
Honeywell International (HON) 0.5 $494k 2.3k 213.57
Ishares Tr Expanded Tech (IGV) 0.5 $493k 5.7k 86.90
Danaher Corporation (DHR) 0.5 $459k 1.8k 249.81
Vanguard World Materials Etf (VAW) 0.4 $449k 2.3k 192.65
Union Pacific Corporation (UNP) 0.4 $439k 1.9k 226.28
Lowe's Companies (LOW) 0.4 $415k 1.9k 220.46
Thermo Fisher Scientific (TMO) 0.4 $395k 714.00 553.13
Netflix (NFLX) 0.3 $337k 500.00 674.88
Applied Materials (AMAT) 0.3 $329k 1.4k 235.99
Ishares Tr Core S&p500 Etf (IVV) 0.2 $213k 389.00 547.23