The Analysis of ESG Planning DBA Harper Investing's Holdings
Currently, ESG Planning DBA Harper Investing holds 63 types of securities in its portfolio with a total value $210.0M. In the most recent quarter, they have increased their positions in MUB (+21.9K shares, valued at $2.3M), VEA (+38.2K shares, valued at $2.3M), BND (+24.1K shares, valued at $1.8M); decreased their positions in NVDA (-48.4K shares, valued at $9.0M), MUNI (-16.5K shares, valued at $864.3K), IVV (-311 shares, valued at $208.2K); initiated new positions in AGG (+5.2K shares, valued at $517.5K), GOOG (+1.1K shares, valued at $264.0K), TSLA (+488 shares, valued at $217.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION105.2K shares-31.49%2025-09-302025-11-13
BND VANGUARD BD INDEX FDS234.5K shares11.48%2025-09-302025-11-13 MUB ISHARES TR131.1K shares20.03%2025-09-302025-11-13 VGT VANGUARD WORLD FD13.0K shares13.00%2025-09-302025-11-13 JNK SPDR SERIES TRUST98.5K shares16.60%2025-09-302025-11-13 MUNI PIMCO ETF TR183.7K shares-8.26%2025-09-302025-11-13 AAPL APPLE INC32.5K shares7.93%2025-09-302025-11-13 GOOGL ALPHABET INC28.2K shares18.19%2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS108.1K shares54.72%2025-09-302025-11-13 VCR VANGUARD WORLD FD16.1K shares14.40%2025-09-302025-11-13 AMZN AMAZON COM INC28.8K shares15.83%2025-09-302025-11-13 DFAS DIMENSIONAL ETF TRUST88.8K shares21.71%2025-09-302025-11-13 VEU VANGUARD INTL EQUITY INDEX F84.4K shares11.61%2025-09-302025-11-13 VIS VANGUARD WORLD FD18.3K shares19.15%2025-09-302025-11-13 SGOV ISHARES TR46.0K shares-3.91%2025-09-302025-11-13 VFH VANGUARD WORLD FD33.4K shares19.87%2025-09-302025-11-13 XLRE SELECT SECTOR SPDR TR92.3K shares23.24%2025-09-302025-11-13 VDC VANGUARD WORLD FD18.1K shares21.68%2025-09-302025-11-13 MRK MERCK & CO INC43.2K shares33.52%2025-09-302025-11-13 VTI VANGUARD INDEX FDS10.7K shares1.33%2025-09-302025-11-13 GLD SPDR GOLD TR9.3K shares14.61%2025-09-302025-11-13 IVOG VANGUARD ADMIRAL FDS INC27.1K shares53.76%2025-09-302025-11-13 VHT VANGUARD WORLD FD12.4K shares31.84%2025-09-302025-11-13 FNGU BANK MONTREAL QUE98.1K shares0.00%2025-09-302025-11-13 MSFT MICROSOFT CORP5.5K shares17.74%2025-09-302025-11-13 APP APPLOVIN CORP3.5K shares0.14%2025-09-302025-11-13 CRWD CROWDSTRIKE HLDGS INC5.0K shares16.78%2025-09-302025-11-13 VOX VANGUARD WORLD FD12.4K shares18.93%2025-09-302025-11-13 XLK SELECT SECTOR SPDR TR8.2K shares18.76%2025-09-302025-11-13 XLU SELECT SECTOR SPDR TR25.5K shares20.21%2025-09-302025-11-13 META META PLATFORMS INC2.9K shares-1.19%2025-09-302025-11-13 EDIV SPDR INDEX SHS FDS53.4K shares22.48%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F37.8K shares56.68%2025-09-302025-11-13 V VISA INC5.9K shares19.94%2025-09-302025-11-13 MA MASTERCARD INCORPORATED3.5K shares18.97%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF29.4K shares42.58%2025-09-302025-11-13 EQIX EQUINIX INC2.1K shares27.74%2025-09-302025-11-13 IGV ISHARES TR9.8K shares18.71%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC2.3K shares20.25%2025-09-302025-11-13 HON HONEYWELL INTL INC4.5K shares24.41%2025-09-302025-11-13 LOW LOWES COS INC3.5K shares28.27%2025-09-302025-11-13 UNP UNION PAC CORP3.6K shares35.39%2025-09-302025-11-13 VAW VANGUARD WORLD FD4.1K shares29.27%2025-09-302025-11-13 DHR DANAHER CORPORATION4.1K shares40.27%2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR5.5K shares-3.85%2025-09-302025-11-13 BMY BRISTOL-MYERS SQUIBB CO13.6K shares-6.64%2025-09-302025-11-13 AGG ISHARES TR5.2K sharesnew addition2025-09-302025-11-13 AOA ISHARES TR5.3K shares3.19%2025-09-302025-11-13 FALN ISHARES TR16.5K shares0.00%2025-09-302025-11-13 ORCL ORACLE CORP1.6K shares8.31%2025-09-302025-11-13 QCOM QUALCOMM INC2.3K shares12.51%2025-09-302025-11-13 AOR ISHARES TR5.7K shares5.91%2025-09-302025-11-13 AMAT APPLIED MATLS INC1.4K shares0.00%2025-09-302025-11-13 GWRE GUIDEWIRE SOFTWARE INC1.1K shares-0.43%2025-09-302025-11-13 GOOG ALPHABET INC1.1K sharesnew addition2025-09-302025-11-13 IYW ISHARES TR1.2K shares0.00%2025-09-302025-11-13 SLYG SPDR SERIES TRUST2.4K shares0.21%2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS812 shares2.53%2025-09-302025-11-13 TSLA TESLA INC488 sharesnew addition2025-09-302025-11-13 DFAC DIMENSIONAL ETF TRUST5.6K sharesnew addition2025-09-302025-11-13 HD HOME DEPOT INC526 sharesnew addition2025-09-302025-11-13 IVV ISHARES TR317 shares-49.52%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC1.3K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available