The Analysis of ESG Planning DBA Harper Investing's Holdings
Currently, ESG Planning DBA Harper Investing holds 65 types of securities in its portfolio with a total value $232.3M. In the most recent quarter, they have increased their positions in MUB (+21.2K shares, valued at $2.3M), VEA (+30.7K shares, valued at $1.9M), XLK (+9.9K shares, valued at $1.4M); decreased their positions in FNGU (-41.8K shares, valued at $1.1M), SGOV (-9.6K shares, valued at $962.9K), META (-1.4K shares, valued at $937.9K); initiated new positions in SPY (+884 shares, valued at $602.6K), ABBV (+1.2K shares, valued at $274.6K), SMH (+755 shares, valued at $271.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION107.9K shares2.51%2025-12-312026-02-04
BND VANGUARD BD INDEX FDS247.4K shares5.49%2025-12-312026-02-04 MUB ISHARES TR152.3K shares16.16%2025-12-312026-02-04 VGT VANGUARD WORLD FD13.8K shares6.39%2025-12-312026-02-04 AAPL APPLE INC36.0K shares10.77%2025-12-312026-02-04 MUNI PIMCO ETF TR183.0K shares-0.39%2025-12-312026-02-04 ALPHABET INC ALPHABET INC29.1K shares3.03%2025-12-312026-02-04 VEA VANGUARD TAX-MANAGED FDS138.8K shares28.41%2025-12-312026-02-04 AMZN AMAZON COM INC31.1K shares8.07%2025-12-312026-02-04 VEU VANGUARD INTL EQUITY INDEX F94.3K shares11.71%2025-12-312026-02-04 VCR VANGUARD WORLD FD17.5K shares9.18%2025-12-312026-02-04 DFAS DIMENSIONAL ETF TRUST97.5K shares9.82%2025-12-312026-02-04 VIS VANGUARD WORLD FD20.1K shares9.89%2025-12-312026-02-04 VFH VANGUARD WORLD FD37.7K shares12.98%2025-12-312026-02-04 VDC VANGUARD WORLD FD20.6K shares13.86%2025-12-312026-02-04 IVOG VANGUARD ADMIRAL FDS INC35.7K shares31.81%2025-12-312026-02-04 XLRE SELECT SECTOR SPDR TR105.3K shares14.16%2025-12-312026-02-04 VTI VANGUARD INDEX FDS12.1K shares13.76%2025-12-312026-02-04 VHT VANGUARD WORLD FD14.1K shares13.65%2025-12-312026-02-04 GLD SPDR GOLD TR9.5K shares2.85%2025-12-312026-02-04 SGOV ISHARES TR36.4K shares-20.84%2025-12-312026-02-04 MSFT MICROSOFT CORP6.0K shares9.60%2025-12-312026-02-04 VOX VANGUARD WORLD FD14.1K shares13.56%2025-12-312026-02-04 XLK SELECT SECTOR SPDR TR18.0K shares120.69%2025-12-312026-02-04 VWO VANGUARD INTL EQUITY INDEX F48.2K shares27.48%2025-12-312026-02-04 CRWD CROWDSTRIKE HLDGS INC5.5K shares9.94%2025-12-312026-02-04 XLU SELECT SECTOR SPDR TR56.0K shares119.82%2025-12-312026-02-04 V VISA INC6.7K shares13.29%2025-12-312026-02-04 APP APPLOVIN CORP3.5K shares0.00%2025-12-312026-02-04 EDIV SPDR INDEX SHS FDS59.3K shares11.11%2025-12-312026-02-04 MA MASTERCARD INCORPORATED3.9K shares12.83%2025-12-312026-02-04 EQIX EQUINIX INC2.5K shares15.75%2025-12-312026-02-04 IBIT ISHARES BITCOIN TRUST ETF38.2K shares29.74%2025-12-312026-02-04 TMO THERMO FISHER SCIENTIFIC INC2.5K shares10.32%2025-12-312026-02-04 FNGU BANK MONTREAL QUE56.3K shares-42.63%2025-12-312026-02-04 IGV ISHARES TR11.1K shares13.53%2025-12-312026-02-04 DHR DANAHER CORPORATION4.7K shares14.29%2025-12-312026-02-04 HON HONEYWELL INTL INC5.4K shares18.30%2025-12-312026-02-04 VAW VANGUARD WORLD FD4.8K shares18.24%2025-12-312026-02-04 LOW LOWES COS INC4.1K shares17.60%2025-12-312026-02-04 UNP UNION PAC CORP4.3K shares18.58%2025-12-312026-02-04 META META PLATFORMS INC1.5K shares-48.87%2025-12-312026-02-04 XLV SELECT SECTOR SPDR TR5.6K shares0.58%2025-12-312026-02-04 BMY BRISTOL-MYERS SQUIBB CO13.8K shares1.32%2025-12-312026-02-04 SPY SPDR S&P 500 ETF TR884 sharesnew addition2025-12-312026-02-04 AGG ISHARES TR5.2K shares1.32%2025-12-312026-02-04 FALN ISHARES TR16.9K shares1.96%2025-12-312026-02-04 ALPHABET INC ALPHABET INC1.5K shares35.33%2025-12-312026-02-04 ORCL ORACLE CORP2.2K shares36.99%2025-12-312026-02-04 AOA ISHARES TR4.6K shares-12.40%2025-12-312026-02-04 QCOM QUALCOMM INC2.3K shares0.48%2025-12-312026-02-04 AMAT APPLIED MATLS INC1.4K shares0.14%2025-12-312026-02-04 AOR ISHARES TR5.6K shares-1.31%2025-12-312026-02-04 ABBV ABBVIE INC1.2K sharesnew addition2025-12-312026-02-04 SMH VANECK ETF TRUST755 sharesnew addition2025-12-312026-02-04 AMD ADVANCED MICRO DEVICES INC1.3K shares-1.96%2025-12-312026-02-04 IBM INTERNATIONAL BUSINESS MACHS801 shares-1.35%2025-12-312026-02-04 IYW ISHARES TR1.2K shares0.00%2025-12-312026-02-04 GWRE GUIDEWIRE SOFTWARE INC1.1K shares0.00%2025-12-312026-02-04 SLYG SPDR SERIES TRUST2.4K shares0.12%2025-12-312026-02-04 DFAC DIMENSIONAL ETF TRUST5.6K shares0.23%2025-12-312026-02-04 IVV ISHARES TR320 shares0.95%2025-12-312026-02-04 LLY ELI LILLY & CO194 sharesnew addition2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available