ESG Planning DBA Harper Investing

Est. AUM

$229.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$19.7M	113154	8.61%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$18.8M	255450	8.21%	SOLE
3	ISHARES TR	NATIONAL MUN ETF	$16.6M	156224	7.24%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$10.7M	111333	4.65%	SOLE
5	APPLE INC	COM	$10.2M	40031	4.43%	SOLE
6	VANGUARD WORLD FD	INF TECH ETF	$9.7M	13906	4.23%	SOLE
7	PIMCO ETF TR	INTER MUN BD ACT	$9.0M	172955	3.94%	SOLE
8	ALPHABET INC	CAP STK CL A	$7.1M	24860	3.12%	SOLE
9	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$7.1M	94267	3.09%	SOLE
10	AMAZON COM INC	COM	$6.6M	31852	2.90%	SOLE
11	VANGUARD WORLD FD	CONSUM DIS ETF	$6.4M	17854	2.80%	SOLE
12	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.3M	98485	2.75%	SOLE
13	VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$5.0M	39618	2.16%	SOLE
14	VANGUARD WORLD FD	FINANCIALS ETF	$4.8M	39708	2.09%	SOLE
15	VANGUARD WORLD FD	INDUSTRIAL ETF	$4.8M	15312	2.09%	SOLE
16	VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	12305	1.72%	SOLE
17	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$3.9M	54768	1.70%	SOLE
18	SPDR GOLD TR	GOLD SHS	$3.8M	8830	1.66%	SOLE
19	VANGUARD WORLD FD	CONSUM STP ETF	$3.6M	15938	1.56%	SOLE
20	VANECK ETF TRUST	SEMICONDUCTR ETF	$3.5M	9015	1.51%	SOLE
21	VANGUARD WORLD FD	COMM SRVC ETF	$3.3M	18129	1.42%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET REA	$3.2M	79533	1.42%	SOLE
23	VANGUARD WORLD FD	HEALTH CAR ETF	$2.8M	10273	1.22%	SOLE
24	VANGUARD INDEX FDS	SML CP GRW ETF	$2.6M	8710	1.15%	SOLE
25	MERCK & CO INC	COM	$2.6M	21785	1.14%	SOLE
26	MICROSOFT CORP	COM	$2.5M	6751	1.09%	SOLE
27	META PLATFORMS INC	CL A	$2.5M	4333	1.08%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.4M	18203	1.06%	SOLE
29	ISHARES TR	EAFE GRWTH ETF	$2.4M	21545	1.05%	SOLE
30	ISHARES TR	0-3 MNTH TREASRY	$2.4M	23447	1.03%	SOLE
31	CROWDSTRIKE HLDGS INC	CL A	$2.3M	5956	1.01%	SOLE
32	VISA INC	COM CL A	$2.3M	7568	1.00%	SOLE
33	MASTERCARD INCORPORATED	CL A	$2.2M	4437	0.97%	SOLE
34	ORACLE CORP	COM	$2.1M	14444	0.93%	SOLE
35	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.8M	47394	0.79%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.6M	35832	0.72%	SOLE
37	ABBVIE INC	COM	$1.5M	6919	0.66%	SOLE
38	JOHNSON & JOHNSON	COM	$1.5M	6150	0.66%	SOLE
39	UNITEDHEALTH GROUP INC	COM	$1.4M	5322	0.63%	SOLE
40	HONEYWELL INTL INC	COM	$1.4M	6242	0.62%	SOLE
41	APPLOVIN CORP	COM CL A	$1.4M	3469	0.60%	SOLE
42	SPDR INDEX SHS FDS	STATE STREET SPD	$1.4M	34635	0.60%	SOLE
43	THERMO FISHER SCIENTIFIC INC	COM	$1.3M	2717	0.58%	SOLE
44	EQUINIX INC	COM	$1.3M	1352	0.58%	SOLE
45	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.2M	23059	0.54%	SOLE
46	UNION PAC CORP	COM	$1.2M	5119	0.54%	SOLE
47	VANGUARD WORLD FD	MATERIALS ETF	$1.2M	5446	0.54%	SOLE
48	ISHARES TR	EXPANDED TECH	$1.1M	13816	0.48%	SOLE
49	LOWES COS INC	COM	$1.1M	4640	0.48%	SOLE
50	COSTCO WHOLESALE CORPORATION	COM	$849K	852	0.37%	SOLE

1–50 of 75

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.