ESG Planning

ESG Planning DBA Harper Investing as of Dec. 31, 2025

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 108k 186.50
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.9 $18M 247k 74.07
Ishares Tr National Mun Etf (MUB) 7.0 $16M 152k 107.11
Spdr Series Trust State Street Spd (JNK) 4.6 $11M 109k 97.21
Vanguard World Inf Tech Etf (VGT) 4.5 $10M 14k 753.80
Apple (AAPL) 4.2 $9.8M 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 29k 313.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.7 $8.7M 139k 62.47
Amazon (AMZN) 3.1 $7.2M 31k 230.82
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.0 $6.9M 94k 73.56
Vanguard World Consum Dis Etf (VCR) 3.0 $6.9M 18k 393.91
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.9 $6.8M 98k 69.67
Vanguard World Industrial Etf (VIS) 2.6 $6.0M 20k 298.38
Merck & Co (MRK) 2.2 $5.0M 48k 105.26
Vanguard World Financials Etf (VFH) 2.2 $5.0M 38k 133.49
Vanguard World Consum Stp Etf (VDC) 1.9 $4.3M 21k 211.24
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 1.8 $4.3M 36k 120.20
Select Sector Spdr Tr State Street Rea (XLRE) 1.8 $4.3M 105k 40.35
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $4.1M 12k 335.28
Vanguard World Health Car Etf (VHT) 1.7 $4.1M 14k 287.86
Spdr Gold Tr Gold Shs (GLD) 1.6 $3.8M 9.5k 396.31
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.6 $3.7M 36k 100.38
Microsoft Corporation (MSFT) 1.3 $2.9M 6.0k 483.65
Vanguard World Comm Srvc Etf (VOX) 1.2 $2.7M 14k 193.63
Select Sector Spdr Tr State Street Tec (XLK) 1.1 $2.6M 18k 143.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $2.6M 48k 53.76
Crowdstrike Hldgs Cl A (CRWD) 1.1 $2.6M 5.5k 468.76
Select Sector Spdr Tr State Street Uti (XLU) 1.0 $2.4M 56k 42.69
Visa Com Cl A (V) 1.0 $2.4M 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 59k 39.15
Mastercard Incorporated Cl A (MA) 1.0 $2.3M 3.9k 570.93
Equinix (EQIX) 0.8 $1.9M 2.5k 766.21
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.8 $1.9M 38k 49.65
Thermo Fisher Scientific (TMO) 0.6 $1.5M 2.5k 579.56
Bank Montreal Que Cal Lkd 45 (FNGU) 0.6 $1.4M 56k 25.26
Ishares Tr Expanded Tech (IGV) 0.5 $1.2M 11k 105.69
Danaher Corporation (DHR) 0.5 $1.1M 4.7k 228.90
Honeywell International (HON) 0.5 $1.0M 5.4k 195.07
Vanguard World Materials Etf (VAW) 0.4 $1.0M 4.8k 207.55
Lowe's Companies (LOW) 0.4 $996k 4.1k 241.14
Union Pacific Corporation (UNP) 0.4 $983k 4.3k 231.32
Meta Platforms Cl A (META) 0.4 $981k 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 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 1.5k 313.87
Oracle Corporation (ORCL) 0.2 $428k 2.2k 194.93
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $413k 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 1.2k 228.45
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $272k 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 194.00 1075.20