Filer Name: ESG PLANNING DBA HARPER INVESTING
CIK: 1931465
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 45
Portfolio Value: $0.14B

Esg Planning Dba Harper Investing Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
NVDA US NVIDIA CORP 160,756 $22M 15.92% -23.9% -
MUB US ISHARES NATIONAL MUNI BOND E 192,519 $21M 15.12% 3.2% -
BND US VANGUARD TOTAL BOND MARKET 132,610 $10M 7.03% -16.6% -
JNK US SPDR BLOOMBERG HIGH YIELD BO 83,054 $8M 5.85% -8.8% -
AAPL US APPLE INC 27,101 $7M 5.00% -8.4% -
VGT US VANGUARD INFO TECH ETF 10,012 $6M 4.59% -15.1% -
AMZN US AMAZON.COM INC 22,106 $5M 3.58% -11.5% -
VCR US VANGUARD CONSUMER DISCRE ETF 11,919 $4M 3.30% -12.2% -
DFAS US DIMENSIONAL US SMALL CAP ETF 53,453 $3M 2.57% -9.7% -
GOOGL US ALPHABET INC-CL A 18,088 $3M 2.52% -13.9% -
VEU US VANGUARD FTSE ALL-WORLD EX-U 55,682 $3M 2.36% -13.4% -
VIS US VANGUARD INDUSTRIALS ETF 11,607 $3M 2.18% -13.0% -
VFH US VANGUARD FINANCIALS ETF 21,459 $3M 1.87% -13.8% -
FNGU US MICROSECTORS FANG+ INDEX 3X 4,230 $2M 1.82% - -
MRK US MERCK & CO. INC. 24,544 $2M 1.80% -3.4% -
VDC US VANGUARD CONSUMER STAPLE ETF 10,942 $2M 1.71% -8.7% -
XLRE US REAL ESTATE SELECT SECT SPDR 55,644 $2M 1.67% -8.5% -
VHT US VANGUARD HEALTH CARE ETF 8,642 $2M 1.62% -7.4% -
SGOV US ISHARES 0-3 MONTH TREASURY B 19,323 $2M 1.43% -48.5% -
GLD US SPDR GOLD SHARES 7,604 $2M 1.36% -10.5% -
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