§ 13F · FUND PROFILE
ESG Planning DBA Harper Investing.
AUM · $210M (13F)Positions · 63Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 111K | $22M | 7.5% | −2% |
| 2 | BND | VANGUARD BD INDEX FDS | 299K | $22M | 7.4% | +17% |
| 3 | MUB | ISHARES TR | 175K | $19M | 6.3% | +12% |
| 4 | VGT | VANGUARD WORLD FD | 113K | $13M | 4.6% | +712% |
| 5 | JNK | SPDR SERIES TRUST | 125K | $12M | 4.1% | +13% |
| 6 | AAPL | APPLE INC | 41K | $12M | 4.0% | +2% |
| 7 | NFLX | NETFLIX INC. | 162K | $12M | 3.9% | NEW |
| 8 | GOOGL | ALPHABET INC | 24K | $9M | 2.9% | −2% |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 101K | $8M | 2.9% | +7% |
| 10 | MUNI | PIMCO ETF TR | 156K | $8M | 2.8% | −10% |
§ 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 $210 million in assets. The fund runs a portfolio of 63 positions.
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