§ 13F · FUND PROFILE
ESG Planning DBA Harper Investing.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $178.8T (13F)Positions · 58Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 108K | $20.1T | 8.7% | +3% |
| 2 | BND | VANGUARD BD INDEX FDS | 247K | $18.3T | 7.9% | +5% |
| 3 | MUB | ISHARES TR | 152K | $16.3T | 7.0% | +16% |
| 4 | JNK | SPDR SERIES TRUST | 109K | $10.6T | 4.6% | +11% |
| 5 | VGT | VANGUARD WORLD FD | 14K | $10.4T | 4.5% | +6% |
| 6 | AAPL | APPLE INC | 36K | $9.8T | 4.2% | +11% |
| 7 | MUNI | PIMCO ETF TR | 183K | $9.6T | 4.1% | ±0% |
| 8 | GOOGL | ALPHABET INC | 29K | $9.1T | 3.9% | +3% |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 139K | $8.7T | 3.7% | +28% |
| 10 | AMZN | AMAZON COM INC | 31K | $7.2T | 3.1% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ESG SIGNAL
AC read
ESG Planning DBA Harper Investing is a Other fund managing $178845.0 trillion in assets. The fund runs a portfolio of 58 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed