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GOOG has hit a 52 week high
Google annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
NOC has hit a 52 week high
Northrop Grumman annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
TSLA is down 2%
Tesla is down 2% today after the company annnouced they will be delaying the new model 3.
MSFT has hit a 52 week high
Microsoft annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.

Esg Planning Dba Harper Investing

13F Holdings
Filed: 2025-05-02
Portfolio Value
150.86M arrow_upward 11.24%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001931465
Filing Date
2025-05-02 09:19:13
Address
2005 De La Cruz Blvd #120
Santa Clara
CA
Prior Value
135.62M
Top 10 Holdings %
lock
Portfolio Value
Esg Planning Dba Harper Investing
(13F - 2025-03-31)
Ishares Tr
MUB
2025-05-02
Value
21.80M
Shares
206.73K
Portfolio %
14.45%
Nvidia Corporation
NVDA
2025-05-02
Value
16.66M
Shares
153.74K
Portfolio %
11.04%
Vanguard Bd Index Fds
BND
2025-05-02
Value
13.36M
Shares
181.92K
Portfolio %
8.86%
Spdr Ser Tr
JNK
2025-05-02
Value
9.17M
Shares
96.25K
Portfolio %
6.08%
Vanguard World Fd
VGT
2025-05-02
Value
6.59M
Shares
12.14K
Portfolio %
4.37%
Apple Inc
AAPL
2025-05-02
Value
6.52M
Shares
29.37K
Portfolio %
4.32%
Vanguard World Fd
VCR
2025-05-02
Value
5.07M
Shares
15.59K
Portfolio %
3.36%
Vanguard Intl Equity Index F
VEU
2025-05-02
Value
4.81M
Shares
79.35K
Portfolio %
3.19%
Amazon Com Inc
AMZN
2025-05-02
Value
4.74M
Shares
24.90K
Portfolio %
3.14%
Dimensional Etf Trust
DFAS
2025-05-02
Value
4.36M
Shares
72.90K
Portfolio %
2.89%
Top Increases | Esg Planning Dba Harper Investing
(2024-12-31 → 2025-03-31)
Vanguard Bd Index Fds
BND
2025-05-02
Value Change
arrow_upward 3.83M
Shares
arrow_upward 49.31K
Portfolio % Change
arrow_upward 1.83%
Portfolio %
8.86%
Vanguard Intl Equity Index F
VEU
2025-05-02
Value Change
arrow_upward 1.62M
Shares
arrow_upward 23.66K
Portfolio % Change
arrow_upward 0.83%
Portfolio %
3.19%
Vanguard World Fd
VHT
2025-05-02
Value Change
arrow_upward 993.70K
Shares
arrow_upward 3.39K
Portfolio % Change
arrow_upward 0.50%
Portfolio %
2.11%
Select Sector Spdr Tr
XLRE
2025-05-02
Value Change
arrow_upward 950.68K
Shares
arrow_upward 21.15K
Portfolio % Change
arrow_upward 0.46%
Portfolio %
2.13%
Vanguard World Fd
VDC
2025-05-02
Value Change
arrow_upward 943.54K
Shares
arrow_upward 3.94K
Portfolio % Change
arrow_upward 0.45%
Portfolio %
2.16%
Merck & Co Inc
MRK
2025-05-02
Value Change
arrow_upward 928.46K
Shares
arrow_upward 13.00K
Portfolio % Change
arrow_upward 0.43%
Portfolio %
2.23%
Vanguard World Fd
VIS
2025-05-02
Value Change
arrow_upward 881.96K
Shares
arrow_upward 3.88K
Portfolio % Change
arrow_upward 0.36%
Portfolio %
2.54%
Vanguard World Fd
VFH
2025-05-02
Value Change
arrow_upward 783.81K
Shares
arrow_upward 6.31K
Portfolio % Change
arrow_upward 0.33%
Portfolio %
2.20%
Dimensional Etf Trust
DFAS
2025-05-02
Value Change
arrow_upward 877.15K
Shares
arrow_upward 19.45K
Portfolio % Change
arrow_upward 0.32%
Portfolio %
2.89%
Spdr Gold Tr
GLD
2025-05-02
Value Change
arrow_upward 678.05K
Shares
arrow_upward 1.14K
Portfolio % Change
arrow_upward 0.31%
Portfolio %
1.67%
Top Decreases | Esg Planning Dba Harper Investing
(2024-12-31 → 2025-03-31)
Qualcomm Inc
QCOM
2025-05-02
Value Change
arrow_downward -21.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.02%
Portfolio %
0.21%
Microsoft Corp
MSFT
2025-05-02
Value Change
arrow_downward 43.70K
Shares
arrow_downward 601.00
Portfolio % Change
arrow_downward 0.09%
Portfolio %
1.13%
Alphabet Inc
GOOG
2025-05-02
Value Change
arrow_downward 189.07K
Shares
arrow_downward 5.28K
Portfolio % Change
arrow_downward 0.13%
Portfolio %
2.40%
Meta Platforms Inc
META
2025-05-02
Value Change
arrow_downward -24082.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.13%
Portfolio %
1.01%
Ishares Tr
SGOV
2025-05-02
Value Change
arrow_downward -46041.00
Shares
arrow_downward -524.00
Portfolio % Change
arrow_downward 0.17%
Portfolio %
1.25%
Cisco Sys Inc
CSCO
2025-05-02
Value Change
arrow_downward -221635.00
Shares
arrow_downward -4098.00
Portfolio % Change
arrow_downward 0.20%
Portfolio %
0.34%
Applied Matls Inc
AMAT
2025-05-02
Value Change
arrow_downward -267559.00
Shares
arrow_downward -1495.00
Portfolio % Change
arrow_downward 0.21%
Portfolio %
0.13%
Vanguard World Fd
VGT
2025-05-02
Value Change
arrow_downward 359.83K
Shares
arrow_downward 2.13K
Portfolio % Change
arrow_downward 0.23%
Portfolio %
4.37%
Amazon Com Inc
AMZN
2025-05-02
Value Change
arrow_downward -112742.00
Shares
arrow_downward 2.79K
Portfolio % Change
arrow_downward 0.44%
Portfolio %
3.14%
Ishares Tr
MUB
2025-05-02
Value Change
arrow_downward 1.28M
Shares
arrow_downward 14.21K
Portfolio % Change
arrow_downward 0.68%
Portfolio %
14.45%
Esg Planning Dba Harper Investing (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Esg Planning Dba Harper Investing
(2024-12-31 → 2025-03-31)
Applovin Corp
APP
2025-05-02
Value
add_circle 964.76K
Shares
3.64K
Portfolio %
0.64%
% Change
0.64%
Ishares Bitcoin Trust Etf
IBIT
2025-05-02
Value
add_circle 923.47K
Shares
19.73K
Portfolio %
0.61%
% Change
0.61%
Vanguard Index Fds
VOO
2025-05-02
Value
add_circle 457.38K
Shares
890.00
Portfolio %
0.30%
% Change
0.30%
Vanguard Tax-Managed Fds
VEA
2025-05-02
Value
add_circle 385.05K
Shares
7.58K
Portfolio %
0.26%
% Change
0.26%
Spdr S&p 500 Etf Tr
SPY
2025-05-02
Value
add_circle 272.25K
Shares
487.00
Portfolio %
0.18%
% Change
0.18%
Ishares Tr
AOA
2025-05-02
Value
add_circle 260.94K
Shares
3.41K
Portfolio %
0.17%
% Change
0.17%
Ishares Tr
AOR
2025-05-02
Value
add_circle 234.94K
Shares
4.08K
Portfolio %
0.16%
% Change
0.16%
Guidewire Software Inc
GWRE
2025-05-02
Value
add_circle 215.46K
Shares
1.15K
Portfolio %
0.14%
% Change
0.14%
Closed Positions | Esg Planning Dba Harper Investing
(2024-12-31 → 2025-03-31)
Oracle Corp
-
2025-02-12
Value
remove_circle 331.15K
Shares
1.99K
Previous %
15.12%
% Change
-15.12%
Plexus Corp
-
2025-02-12
Value
remove_circle 387.91K
Shares
2.48K
Previous %
15.12%
% Change
-15.12%
Western Digital Corp
-
2025-02-12
Value
remove_circle 615.08K
Shares
10.31K
Previous %
15.12%
% Change
-15.12%