ESG Planning

ESG Planning DBA Harper Investing as of March 31, 2025

Portfolio Holdings for ESG Planning DBA Harper Investing

ESG Planning DBA Harper Investing holds 50 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr National Mun Etf (MUB) 14.4 $22M 207k 105.44
NVIDIA Corporation (NVDA) 11.0 $17M 154k 108.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.9 $13M 182k 73.45
Spdr Ser Tr Bloomberg High Y (JNK) 6.1 $9.2M 96k 95.30
Vanguard World Inf Tech Etf (VGT) 4.4 $6.6M 12k 542.37
Apple (AAPL) 4.3 $6.5M 29k 222.13
Vanguard World Consum Dis Etf (VCR) 3.4 $5.1M 16k 325.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.2 $4.8M 79k 60.66
Amazon (AMZN) 3.1 $4.7M 25k 190.26
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.9 $4.4M 73k 59.75
Vanguard World Industrial Etf (VIS) 2.5 $3.8M 16k 247.56
Alphabet Cap Stk Cl A (GOOGL) 2.4 $3.6M 23k 154.64
Merck & Co (MRK) 2.2 $3.4M 38k 89.76
Vanguard World Financials Etf (VFH) 2.2 $3.3M 28k 119.47
Vanguard World Consum Stp Etf (VDC) 2.2 $3.3M 15k 218.82
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 2.1 $3.2M 77k 41.85
Vanguard World Health Car Etf (VHT) 2.1 $3.2M 12k 264.73
Spdr Gold Tr Gold Shs (GLD) 1.7 $2.5M 8.7k 288.14
Vanguard Index Fds Total Stk Mkt (VTI) 1.6 $2.4M 8.9k 274.85
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.3 $1.9M 19k 100.67
Visa Com Cl A (V) 1.2 $1.8M 5.1k 350.49
Microsoft Corporation (MSFT) 1.1 $1.7M 4.5k 375.37
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.1 $1.7M 21k 78.85
Mastercard Incorporated Cl A (MA) 1.1 $1.6M 3.0k 548.09
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 1.0 $1.6M 44k 35.70
Crowdstrike Hldgs Cl A (CRWD) 1.0 $1.6M 4.4k 352.58
Bank Montreal Que Microsectors Fan 1.0 $1.5M 4.2k 360.00
Vanguard World Comm Srvc Etf (VOX) 1.0 $1.5M 10k 148.40
Meta Platforms Cl A (META) 1.0 $1.5M 2.6k 576.36
Select Sector Spdr Tr Technology (XLK) 0.9 $1.4M 6.8k 206.47
Equinix (EQIX) 0.9 $1.3M 1.6k 815.26
Applovin Corp Com Cl A (APP) 0.6 $965k 3.6k 264.97
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $924k 20k 46.81
Union Pacific Corporation (UNP) 0.5 $748k 3.2k 236.25
Honeywell International (HON) 0.5 $742k 3.5k 211.76
Vanguard World Materials Etf (VAW) 0.5 $731k 3.9k 188.81
Ishares Tr Expanded Tech (IGV) 0.5 $729k 8.2k 88.99
Lowe's Companies (LOW) 0.5 $693k 3.0k 233.19
Danaher Corporation (DHR) 0.4 $640k 3.1k 204.97
Thermo Fisher Scientific (TMO) 0.4 $607k 1.2k 497.73
Cisco Systems (CSCO) 0.3 $516k 8.4k 61.71
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $457k 890.00 513.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $385k 7.6k 50.83
Qualcomm (QCOM) 0.2 $311k 2.0k 153.61
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $296k 3.3k 91.03
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $272k 487.00 559.04
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $261k 3.4k 76.50
Ishares Tr Core 60/40 Balan (AOR) 0.2 $235k 4.1k 57.57
Guidewire Software (GWRE) 0.1 $216k 1.2k 187.36
Applied Materials (AMAT) 0.1 $202k 1.4k 145.12