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ESG Planning DBA Harper Investing

13F
ESG Planning DBA Harper Investing
Last update 2025-05-02 50 Stocks (8 new)
Value $151.00 Mil Turnover 18 %
Countries:
ESG Planning DBA Harper Invest... Top Holdings of 2025-03-31 View Full List
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
+1.34%
-1.29%
38,403.5
 
NVDA
NVIDIA Corp
153,742
16,662.6
-4.36%
11.040
-0.69%
0.000
+77.58%
+28.16%
4,196,552.3
Semiconductors
BND
Vanguard Total Bond Market ETF
181,919
13,361.9
+37.18%
8.860
+2.40%
0.010
+2.15%
+3.61%
127,916.1
 
JNK
SPDR Bloomberg High Yield Bond ETF
96,252
9,172.8
+15.89%
6.080
+0.83%
0.130
+5.78%
+4.94%
8,030.1
 
VGT
Vanguard Information Technology ETF
12,142
6,585.4
+21.27%
4.370
+0.77%
0.010
+39.92%
+10.80%
87,743.4
 
AAPL
Apple Inc
29,370
6,524.0
+8.37%
4.320
+0.33%
0.000
+10.19%
-14.91%
3,174,908.5
Hardware
VCR
Vanguard Consumer Discretionary ETF
15,585
5,073.2
+30.76%
3.360
+0.79%
0.090
+25.28%
-0.41%
5,865.1
 
VEU
Vanguard FTSE All-World ex-US ETF
79,346
4,813.1
+42.50%
3.190
+0.95%
0.010
+14.26%
+18.96%
44,491.7
 
AMZN
Amazon.com Inc
24,898
4,737.1
+12.63%
3.140
+0.35%
0.000
+36.97%
+4.46%
2,433,055.6
Retail - Cyclical
DFAS
Dimensional U.S. Small Cap ETF
72,902
4,355.9
+36.39%
2.890
+0.77%
0.050
+19.65%
+0.39%
10,493.9
 

ESG Planning DBA Harper Investing's Historical Top Holdings Breakdowns

ESG Planning DBA Harper Investing's Top Stock Picks View Full List
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
$73.09
0.72%
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
-2.64%
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
$67.60
12.20%
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
$96.89
0.73%
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
$372.26
2.77%
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
$65.02
1.10%
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
$86.14
-3.23%
Reduce -78.69%
3,254
-12,018
MRK
Merck & Co Inc
2025-03-31
Add
Add
+0.77%
83.01 ($93.37) 101.02
$79.30
-15.07%
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
$687.44
14.06%
Add 21.27%
12,142
2,130
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.69%
106.98 ($126.74) 149.43
$172.00
35.71%
Reduce -4.36%
153,742
-7,014

ESG Planning DBA Harper Investing Total Holding History ($B)

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ESG Planning DBA Harper Investing's Asset Allocation

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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

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Year Portfolio % % Excess Gain %

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