ESG Planning

ESG Planning DBA Harper Investing as of Sept. 30, 2025

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 105k 186.58
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.3 $17M 235k 74.37
Ishares Tr National Mun Etf (MUB) 6.6 $14M 131k 106.49
Vanguard World Inf Tech Etf (VGT) 4.6 $9.7M 13k 746.63
Spdr Series Trust Bloomberg High Y (JNK) 4.6 $9.7M 99k 97.99
Pimco Etf Tr Inter Mun Bd Act (MUNI) 4.6 $9.6M 184k 52.28
Apple (AAPL) 3.9 $8.3M 33k 254.63
Alphabet Cap Stk Cl A (GOOGL) 3.3 $6.9M 28k 243.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.1 $6.5M 108k 59.92
Vanguard World Consum Dis Etf (VCR) 3.0 $6.4M 16k 396.15
Amazon (AMZN) 3.0 $6.3M 29k 219.57
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.9 $6.1M 89k 68.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.9 $6.0M 84k 71.37
Vanguard World Industrial Etf (VIS) 2.6 $5.4M 18k 296.28
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.2 $4.6M 46k 100.70
Vanguard World Financials Etf (VFH) 2.1 $4.4M 33k 131.24
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 1.9 $3.9M 92k 42.13
Vanguard World Consum Stp Etf (VDC) 1.8 $3.9M 18k 213.73
Merck & Co (MRK) 1.7 $3.6M 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 9.3k 355.47
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 1.5 $3.2M 27k 119.48
Vanguard World Health Car Etf (VHT) 1.5 $3.2M 12k 259.61
Bank Montreal Que Cal Lkd 45 (FNGU) 1.4 $2.9M 98k 29.16
Microsoft Corporation (MSFT) 1.4 $2.8M 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 5.0k 490.38
Vanguard World Comm Srvc Etf (VOX) 1.1 $2.3M 12k 187.73
Select Sector Spdr Tr Technology (XLK) 1.1 $2.3M 8.2k 281.88
Select Sector Spdr Tr Sbi Int-utils (XLU) 1.1 $2.2M 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 53k 38.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $2.0M 38k 54.18
Visa Com Cl A (V) 1.0 $2.0M 5.9k 341.36
Mastercard Incorporated Cl A (MA) 0.9 $2.0M 3.5k 568.85
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.9 $1.9M 29k 65.00
Equinix (EQIX) 0.8 $1.7M 2.1k 783.34
Ishares Tr Expanded Tech (IGV) 0.5 $1.1M 9.8k 115.01
Thermo Fisher Scientific (TMO) 0.5 $1.1M 2.3k 484.99
Honeywell International (HON) 0.5 $954k 4.5k 210.51
Lowe's Companies (LOW) 0.4 $883k 3.5k 251.28
Union Pacific Corporation (UNP) 0.4 $847k 3.6k 236.34
Vanguard World Materials Etf (VAW) 0.4 $837k 4.1k 204.88
Danaher Corporation (DHR) 0.4 $818k 4.1k 198.24
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $772k 5.5k 139.18
Bristol Myers Squibb (BMY) 0.3 $615k 14k 45.10
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $518k 5.2k 100.25
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $464k 5.3k 88.14
Ishares Tr Faln Angls Usd (FALN) 0.2 $460k 17k 27.78
Oracle Corporation (ORCL) 0.2 $451k 1.6k 281.18
Qualcomm (QCOM) 0.2 $381k 2.3k 166.33
Ishares Tr Core 60/40 Balan (AOR) 0.2 $365k 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 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 812.00 282.24
Tesla Motors (TSLA) 0.1 $217k 488.00 444.72
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $216k 5.6k 38.57
Home Depot (HD) 0.1 $213k 526.00 404.82
Ishares Tr Core S&p500 Etf (IVV) 0.1 $212k 317.00 669.45
Advanced Micro Devices (AMD) 0.1 $207k 1.3k 161.81