Institutions / ESG Planning DBA Harper Investing
ESG Planning DBA Harper Investing
CIK 1931465 · Institution · as of Dec 31, 2025
Portfolio value
$232.31M
Positions
65
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 65 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $20.12M | 8.7% |
| Vanguard Bd Index Fds | $18.33M | 7.9% |
| iShares Tr | $16.31M | 7.0% |
| SPDR Series Trust | $10.61M | 4.6% |
| Vanguard World Fd | $10.43M | 4.5% |
| Apple Inc. | $9.78M | 4.2% |
| PIMCO ETF Tr | $9.59M | 4.1% |
| Alphabet Inc. | $9.10M | 3.9% |
| Vanguard Tax-Managed Fds | $8.67M | 3.7% |
| Amazon.com Inc | $7.19M | 3.1% |
| Vanguard Intl Equity Index F | $6.94M | 3.0% |
| Vanguard World Fd | $6.91M | 3.0% |
| Dimensional ETF Trust | $6.79M | 2.9% |
| Vanguard World Fd | $6.01M | 2.6% |
| Merck & Co., Inc. | $5.05M | 2.2% |
| Vanguard World Fd | $5.03M | 2.2% |
| Vanguard World Fd | $4.35M | 1.9% |
| Vanguard Admiral Fds Inc | $4.29M | 1.8% |
| Select Sector SPDR Tr | $4.25M | 1.8% |
| Vanguard Index Fds | $4.07M | 1.8% |
| Vanguard World Fd | $4.06M | 1.7% |
| SPDR Gold Tr | $3.78M | 1.6% |
| iShares Tr | $3.66M | 1.6% |
| Microsoft Corp | $2.91M | 1.3% |
| Vanguard World Fd | $2.72M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.