ESG Planning DBA Harper Investing
CIK: 0001931465SEC EDGAR →
Portfolio Value
$232.3B
Holdings
65
As of
Q4 2025
New Positions
63
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 107,865 | $20.1B | 8.66% |
| 2 | VANGUARD BD INDEX FDS | 247,424 | $18.3B | 7.89% |
| 3 | ISHARES TR | 152,311 | $16.3B | 7.02% |
| 4 | SPDR SERIES TRUST | 109,096 | $10.6B | 4.56% |
| 5 | VANGUARD WORLD FD | 13,838 | $10.4B | 4.49% |
| 6 | APPLE INC | 35,972 | $9.8B | 4.21% |
| 7 | PIMCO ETF TR | 182,969 | $9.6B | 4.13% |
| 8 | ALPHABET INC | 29,079 | $9.1B | 3.92% |
| 9 | VANGUARD TAX-MANAGED FDS | 138,793 | $8.7B | 3.73% |
| 10 | AMAZON COM INC | 31,145 | $7.2B | 3.09% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $156.0B | 67.2% |
| Technology | 12 | $41.0B | 17.7% |
| Communication Services | 3 | $10.5B | 4.5% |
| Healthcare | 6 | $8.8B | 3.8% |
| Consumer Cyclical | 2 | $8.2B | 3.5% |
| Unknown | 1 | $3.8B | 1.6% |
| Industrials | 2 | $2.0B | 0.9% |
| Real Estate | 1 | $1.9B | 0.8% |