EP
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ESG Planning DBA Harper Investing13F | |
| ESG Planning DBA Harper Investing | |
| Last update 2025-05-02 | 50 Stocks (8 new) |
| Value $151.00 Mil | Turnover 18 % |
ESG Planning DBA Harper Invest... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MUB | iShares National Muni Bond ETF | 206,731 | 21,797.7 | +7.38% | 14.450 | +0.99% | 0.060 | +0.56% | -2.82% | 37,847.2 | ||
NVDA | NVIDIA Corp | 153,742 | 16,662.6 | -4.36% | 11.040 | -0.69% | 0.000 | +76.86% | +27.64% | 4,179,539.5 | Semiconductors | |
BND | Vanguard Total Bond Market ETF | 181,919 | 13,361.9 | +37.18% | 8.860 | +2.40% | 0.010 | +2.11% | +3.57% | 127,810.9 | ||
JNK | SPDR Bloomberg High Yield Bond ETF | 96,252 | 9,172.8 | +15.89% | 6.080 | +0.83% | 0.130 | +3.95% | +1.42% | 8,024.7 | ||
VGT | Vanguard Information Technology ETF | 12,142 | 6,585.4 | +21.27% | 4.370 | +0.77% | 0.010 | +39.60% | +10.40% | 85,681.8 | ||
AAPL | Apple Inc | 29,370 | 6,524.0 | +8.37% | 4.320 | +0.33% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
VCR | Vanguard Consumer Discretionary ETF | 15,585 | 5,073.2 | +30.76% | 3.360 | +0.79% | 0.090 | +24.87% | -0.96% | 5,837.6 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 79,346 | 4,813.1 | +42.50% | 3.190 | +0.95% | 0.010 | +13.39% | +17.70% | 44,411.9 | ||
AMZN | Amazon.com Inc | 24,898 | 4,737.1 | +12.63% | 3.140 | +0.35% | 0.000 | +37.04% | +4.52% | 2,434,329.6 | Retail - Cyclical | |
DFAS | Dimensional U.S. Small Cap ETF | 72,902 | 4,355.9 | +36.39% | 2.890 | +0.77% | 0.050 | +19.54% | +0.30% | 10,519.3 |
ESG Planning DBA Harper Investing's Historical Top Holdings Breakdowns
ESG Planning DBA Harper Investing's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +2.40% | 71.17 ($72.57) 73.66 | $73.06 | 0.68% | Add 37.18% | 181,919 | 49,309 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Add Add | +0.99% | 104.71 ($106.35) 107.68 | $103.55 | -2.63% | Add 7.38% | 206,731 | 14,212 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Add Add | +0.95% | 56.51 ($60.25) 62.98 | $67.57 | 12.15% | Add 42.5% | 79,346 | 23,664 | |
JNK | SPDR Bloomberg High Yield Bond ETF | 2025-03-31 | Add Add | +0.83% | 94.86 ($96.18) 97.12 | $96.83 | 0.68% | Add 15.89% | 96,252 | 13,198 | |
VCR | Vanguard Consumer Discretionary ETF | 2025-03-31 | Add Add | +0.79% | 318.51 ($362.23) 391.75 | $371.79 | 2.64% | Add 30.76% | 15,585 | 3,666 | |
DFAS | Dimensional U.S. Small Cap ETF | 2025-03-31 | Add Add | +0.77% | 58.81 ($64.31) 68.2 | $64.96 | 1.01% | Add 36.39% | 72,902 | 19,449 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.77% | 85.29 ($89.02) 92.57 | $86.00 | -3.39% | Reduce -78.69% | 3,254 | -12,018 | |
MRK | Merck & Co Inc | 2025-03-31 | Add Add | +0.77% | 83.01 ($93.37) 101.02 | $79.31 | -15.06% | Add 52.97% | 37,546 | 13,002 | |
VGT | Vanguard Information Technology ETF | 2025-03-31 | Add Add | +0.77% | 542.38 ($602.71) 646.34 | $686.49 | 13.90% | Add 21.27% | 12,142 | 2,130 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.69% | 106.98 ($126.74) 149.43 | $171.38 | 35.22% | Reduce -4.36% | 153,742 | -7,014 |
ESG Planning DBA Harper Investing Total Holding History ($B)
ESG Planning DBA Harper Investing's Asset Allocation
ESG Planning DBA Harper Investing Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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ESG Planning DBA Harper Investing's Hypothetical Growth since 2025-03-31
ESG Planning DBA Harper Investing's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ESG Planning DBA Harper Investing's Holdings Heat Map
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ESG Planning DBA Harper Investing's Holdings Bubble Chart
ESG Planning DBA Harper Investing News
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