Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ESG Planning DBA Harper Investing (CIK 1931465) reported $229.1M across 75 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($19.7M, 8.61%), BND ($18.8M, 8.21%), MUB ($16.6M, 7.24%), JNK ($10.7M, 4.65%), AAPL ($10.2M, 4.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $19.7M | 8.61% | 113,154 | Added |
| 2 | BND | VANGUARD BD INDEX FDS | $18.8M | 8.21% | 255,450 | Added |
| 3 | MUB | ISHARES TR | $16.6M | 7.24% | 156,224 | Added |
| 4 | JNK | SPDR SERIES TRUST | $10.7M | 4.65% | 111,333 | Added |
| 5 | AAPL | APPLE INC | $10.2M | 4.43% | 40,031 | Added |
| 6 | VGT | VANGUARD WORLD FD | $9.7M | 4.23% | 13,906 | Added |
| 7 | MUNI | PIMCO ETF TR | $9.0M | 3.94% | 172,955 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $7.1M | 3.12% | 24,860 | Trimmed |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | $7.1M | 3.09% | 94,267 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $6.6M | 2.90% | 31,852 | Added |
| 11 | VCR | VANGUARD WORLD FD | $6.4M | 2.80% | 17,854 | Added |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $6.3M | 2.75% | 98,485 | Trimmed |
| 13 | IVOG | VANGUARD ADMIRAL FDS INC | $5.0M | 2.16% | 39,618 | Added |
| 14 | VIS | VANGUARD WORLD FD | $4.8M | 2.09% | 15,312 | Trimmed |
| 15 | VFH | VANGUARD WORLD FD | $4.8M | 2.09% | 39,708 | Added |
| 16 | VTI | VANGUARD INDEX FDS | $3.9M | 1.72% | 12,305 | Added |
| 17 | DFAS | DIMENSIONAL ETF TRUST | $3.9M | 1.70% | 54,768 | Trimmed |
| 18 | GLD | SPDR GOLD TR | $3.8M | 1.66% | 8,830 | Trimmed |
| 19 | VDC | VANGUARD WORLD FD | $3.6M | 1.56% | 15,938 | Trimmed |
| 20 | SMH | VANECK ETF TRUST | $3.5M | 1.51% | 9,015 | Added |
| 21 | VOX | VANGUARD WORLD FD | $3.3M | 1.42% | 18,129 | Added |
| 22 | XLRE | SELECT SECTOR SPDR TR | $3.2M | 1.42% | 79,533 | Trimmed |
| 23 | VHT | VANGUARD WORLD FD | $2.8M | 1.22% | 10,273 | Trimmed |
| 24 | VBK | VANGUARD INDEX FDS | $2.6M | 1.15% | 8,710 | New |
| 25 | MRK | MERCK & CO INC | $2.6M | 1.14% | 21,785 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31