ESG Planning DBA Harper Investing
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Merck & Co., Inc. | $5.05M | 2.2% |
| VANGUARD WORLD FD | $6.01M | 2.6% |
| DIMENSIONAL ETF TRUST | $6.79M | 2.9% |
| VANGUARD WORLD FD | $6.91M | 3.0% |
| VANGUARD INTL EQUITY INDEX F | $6.94M | 3.0% |
| Amazon.com Inc | $7.19M | 3.1% |
| VANGUARD TAX-MANAGED FDS | $8.67M | 3.7% |
| Alphabet Inc. | $9.10M | 3.9% |
| PIMCO ETF TR | $9.59M | 4.1% |
| Apple Inc. | $9.78M | 4.2% |
| VANGUARD WORLD FD | $10.43M | 4.5% |
| SPDR SERIES TRUST | $10.61M | 4.6% |
| ISHARES TR | $16.31M | 7.0% |
| VANGUARD BD INDEX FDS | $18.33M | 7.9% |
| NVIDIA Corp | $20.12M | 8.7% |