ESG Planning

ESG Planning DBA Harper Investing as of June 30, 2025

Portfolio Holdings for ESG Planning DBA Harper Investing

ESG Planning DBA Harper Investing holds 58 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 13.6 $24M 154k 157.99
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.7 $16M 210k 73.63
Ishares Tr National Mun Etf (MUB) 6.4 $11M 109k 104.48
Pimco Etf Tr Inter Mun Bd Act (MUNI) 5.7 $10M 200k 51.36
Spdr Series Trust Bloomberg High Y (JNK) 4.6 $8.2M 85k 97.27
Vanguard World Inf Tech Etf (VGT) 4.3 $7.6M 12k 663.28
Apple (AAPL) 3.5 $6.2M 30k 205.17
Amazon (AMZN) 3.1 $5.5M 25k 219.39
Vanguard World Consum Dis Etf (VCR) 2.8 $5.1M 14k 362.31
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.8 $5.1M 76k 67.22
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.7 $4.8M 48k 100.69
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.6 $4.6M 73k 63.71
Vanguard World Industrial Etf (VIS) 2.4 $4.3M 15k 280.07
Alphabet Cap Stk Cl A (GOOGL) 2.4 $4.2M 24k 176.23
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.2 $4.0M 70k 57.01
Vanguard World Financials Etf (VFH) 2.0 $3.5M 28k 127.30
Vanguard World Consum Stp Etf (VDC) 1.8 $3.3M 15k 219.00
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $3.2M 11k 303.92
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.7 $3.1M 75k 41.42
Merck & Co (MRK) 1.4 $2.6M 32k 79.16
Spdr Gold Tr Gold Shs (GLD) 1.4 $2.5M 8.1k 304.83
Bank Montreal Que Cal Lkd 45 (FNGU) 1.4 $2.4M 98k 24.89
Vanguard World Health Car Etf (VHT) 1.3 $2.3M 9.4k 248.35
Microsoft Corporation (MSFT) 1.3 $2.3M 4.7k 497.39
Meta Platforms Cl A (META) 1.2 $2.2M 2.9k 738.09
Crowdstrike Hldgs Cl A (CRWD) 1.2 $2.2M 4.3k 509.31
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 1.1 $2.0M 18k 113.03
Vanguard World Comm Srvc Etf (VOX) 1.0 $1.8M 10k 171.02
Visa Com Cl A (V) 1.0 $1.8M 4.9k 355.04
Select Sector Spdr Tr Technology (XLK) 1.0 $1.7M 6.9k 253.23
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.0 $1.7M 21k 81.66
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.9 $1.7M 44k 38.12
Mastercard Incorporated Cl A (MA) 0.9 $1.7M 2.9k 561.86
Equinix (EQIX) 0.7 $1.3M 1.7k 795.70
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.7 $1.3M 21k 61.21
Applovin Corp Com Cl A (APP) 0.7 $1.2M 3.5k 350.08
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $1.2M 24k 49.46
Cisco Systems (CSCO) 0.6 $1.1M 15k 69.38
Ishares Tr Expanded Tech (IGV) 0.5 $900k 8.2k 109.50
Honeywell International (HON) 0.5 $848k 3.6k 232.87
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $778k 5.8k 134.79
Thermo Fisher Scientific (TMO) 0.4 $771k 1.9k 405.37
Bristol Myers Squibb (BMY) 0.4 $676k 15k 46.29
Vanguard World Materials Etf (VAW) 0.3 $616k 3.2k 194.85
Union Pacific Corporation (UNP) 0.3 $609k 2.6k 230.09
Lowe's Companies (LOW) 0.3 $607k 2.7k 221.85
Danaher Corporation (DHR) 0.3 $581k 2.9k 197.51
Ishares Tr Faln Angls Usd (FALN) 0.3 $449k 17k 27.14
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $426k 5.1k 83.41
Ishares Tr Core S&p500 Etf (IVV) 0.2 $390k 628.00 620.62
Ishares Tr Core 60/40 Balan (AOR) 0.2 $329k 5.3k 61.57
Qualcomm (QCOM) 0.2 $325k 2.0k 159.26
Oracle Corporation (ORCL) 0.2 $324k 1.5k 218.67
Guidewire Software (GWRE) 0.2 $272k 1.2k 235.45
Applied Materials (AMAT) 0.1 $261k 1.4k 183.07
International Business Machines (IBM) 0.1 $234k 792.00 294.92
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.1 $216k 2.4k 88.75
Ishares Tr U.s. Tech Etf (IYW) 0.1 $206k 1.2k 173.27