ESG Planning DBA Harper Investing Portfolio Holdings - 13F Filings | 13F Fund Database
ESG Planning DBA Harper Investing 13F Holdings
CIK 0001931465 · SANTA CLARA, CA
As of Sep 30, 2025, ESG Planning DBA Harper Investing reported
63 positions worth $210.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| NVIDIA CORP | NVDA | Technology | 105,225 |
|
9.6M9.35% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 234,539 |
7.4M | 8.31% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 131,117 |
4.0M | 6.65% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 13,007 | $9.7M | 4.62% |
| STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF | JNK | — | 98,516 | $9.7M | 4.60% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 183,689 | $9.6M | 4.57% |
| APPLE INC | AAPL | Technology | 32,475 | $8.3M | 3.94% |
| ALPHABET INC | GOOGL | Equity | 28,224 | $6.9M | 3.27% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 108,090 | $6.5M | 3.08% |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND | VCR | — | 16,073 | $6.4M | 3.03% |
| AMAZON.COM INC | AMZN | Equity | 28,820 | $6.3M | 3.01% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 88,777 | $6.1M | 2.89% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 84,395 | $6.0M | 2.87% |
| VANGUARD INDUSTRIALS INDEX FUND | VIS | — | 18,330 | $5.4M | 2.59% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 46,034 | $4.6M | 2.21% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 33,368 | $4.4M | 2.09% |
| THE REAL ESTATE SELECT SECTOR SPDR FUND | XLRE | — | 92,275 | $3.9M | 1.85% |
| VANGUARD CONSUMER STAPLES INDEX FUND | VDC | — | 18,070 | $3.9M | 1.84% |
| MERCK & CO INC | MRK | Healthcare | 43,186 | $3.6M | 1.73% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 10,672 | $3.5M | 1.67% |
| SPDR GOLD TRUST | GQ9 | — | 9,270 | $3.3M | 1.57% |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND | IVOG | — | 27,062 | $3.2M | 1.54% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 12,421 | $3.2M | 1.54% |
| MICROSECTORS FANG 3 LEVERAGED ETNS | FNGU | — | 98,096 | $2.9M | 1.36% |
| MICROSOFT CORP | MSFT | Technology | 5,482 | $2.8M | 1.35% |