ESG Planning DBA Harper Investing
All holdings · as of Dec 31, 2025
| 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% |
| SELECT SECTOR SPDR TR | $2.60M | 1.1% |
| VANGUARD INTL EQUITY INDEX F | $2.59M | 1.1% |
| CrowdStrike Holdings, Inc. | $2.56M | 1.1% |
| SELECT SECTOR SPDR TR | $2.39M | 1.0% |
| Visa Inc | $2.36M | 1.0% |
| AppLovin Corp | $2.34M | 1.0% |
| SPDR INDEX SHS FDS | $2.32M | 1.0% |
| Mastercard Inc | $2.25M | 1.0% |
| Equinix Inc | $1.90M | 0.8% |
| ISHARES BITCOIN TRUST ETF | $1.90M | 0.8% |
| THERMO FISHER SCIENTIFIC INC. | $1.46M | 0.6% |
| BANK MONTREAL QUE | $1.42M | 0.6% |
| ISHARES TR | $1.17M | 0.5% |
| DANAHER CORP /DE | $1.08M | 0.5% |
| HONEYWELL INTERNATIONAL INC | $1.05M | 0.5% |
| VANGUARD WORLD FD | $1.00M | 0.4% |
| LOWES COMPANIES INC | $995.9K | 0.4% |
| Union Pacific Corp | $983.3K | 0.4% |
| Meta Platforms Inc | $981.4K | 0.4% |
| SELECT SECTOR SPDR TR | $863.8K | 0.4% |
| BRISTOL MYERS SQUIBB CO | $745.0K | 0.3% |
| SPDR S&P 500 ETF TR | $602.6K | 0.3% |
| ISHARES TR | $522.4K | 0.2% |
| ISHARES TR | $460.6K | 0.2% |
| Alphabet Inc. | $460.4K | 0.2% |