ESG Planning

ESG Planning DBA Harper Investing as of March 31, 2024

Portfolio Holdings for ESG Planning DBA Harper Investing

ESG Planning DBA Harper Investing holds 36 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-3 Mnth Treasry (SGOV) 52.2 $44M 441k 100.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.0 $6.0M 82k 72.63
Ishares Tr National Mun Etf (MUB) 4.4 $3.7M 35k 107.60
Spdr Ser Tr Bloomberg High Y (JNK) 4.2 $3.5M 37k 95.20
Apple (AAPL) 3.3 $2.8M 17k 171.48
Vanguard World Inf Tech Etf (VGT) 2.5 $2.1M 4.0k 524.28
Amazon (AMZN) 2.2 $1.9M 11k 180.38
Vanguard World Consum Dis Etf (VCR) 1.7 $1.4M 4.5k 317.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.5 $1.2M 21k 58.65
Meta Platforms Cl A (META) 1.4 $1.2M 2.5k 485.58
Merck & Co (MRK) 1.4 $1.2M 8.9k 131.94
Alphabet Cap Stk Cl A (GOOGL) 1.4 $1.2M 7.8k 150.93
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.4 $1.2M 19k 62.34
Bank Montreal Medium Microsectors Fan (FNGU) 1.2 $1.0M 3.2k 327.00
Vanguard World Industrial Etf (VIS) 1.2 $1.0M 4.2k 244.16
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.1 $960k 10k 94.62
Vanguard World Financials Etf (VFH) 1.1 $894k 8.7k 102.39
Vanguard World Health Car Etf (VHT) 1.0 $892k 3.3k 270.56
Vanguard World Consum Stp Etf (VDC) 1.0 $823k 4.0k 204.13
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.9 $768k 19k 39.53
NVIDIA Corporation (NVDA) 0.9 $733k 811.00 903.56
Equinix (EQIX) 0.8 $657k 796.00 825.61
Spdr Gold Tr Gold Shs (GLD) 0.8 $656k 3.2k 205.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $617k 2.4k 259.91
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $416k 6.3k 65.65
Microsoft Corporation (MSFT) 0.5 $409k 973.00 420.80
Select Sector Spdr Tr Technology (XLK) 0.5 $404k 1.9k 208.32
Visa Com Cl A (V) 0.5 $391k 1.4k 279.06
Mastercard Incorporated Cl A (MA) 0.5 $385k 800.00 481.69
Spdr Index Shs Fds S&p Em Mkt Div (EDIV) 0.4 $378k 11k 33.51
Vanguard World Comm Srvc Etf (VOX) 0.4 $377k 2.9k 131.22
Crowdstrike Hldgs Cl A (CRWD) 0.4 $357k 1.1k 320.59
Netflix (NFLX) 0.4 $306k 503.00 607.33
Applied Materials (AMAT) 0.3 $288k 1.4k 206.23
Union Pacific Corporation (UNP) 0.2 $206k 837.00 245.86
Vanguard World Materials Etf (VAW) 0.2 $202k 986.00 204.49