EP

ESG Planning DBA Harper Investing

13F
ESG Planning DBA Harper Investing
Last update 2024-11-08 49 Stocks (8 new)
Value $153.00 Mil Turnover 31 %
Countries:
Top Holdings: NVDA(16.82%)MUB(13.29%)BND(7.83%)JNK(5.84%)VGT(4.53%)
Portfolio Report
Summary Stock Picks Current Portfolio
ESG Planning DBA Harper Invest... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
NVDA 		NVIDIA Corp
211,303
25660.640
+305.19%
16.820
+12.67%
0.000
+0.82%
+1.21%
3328435.900
Semiconductors
MUB 		iShares National Muni Bond ETF
186,567
20266.710
+21.10%
13.290
+2.32%
0.050
-1.51%
-0.84%
40103.892
 
BND 		Vanguard Total Bond Market ETF
159,000
11942.510
+24.17%
7.830
+1.52%
0.010
-2.87%
-0.93%
116973.570
 
JNK 		SPDR Bloomberg High Yield Bond ETF
91,109
8909.540
+19.95%
5.840
+0.97%
0.110
-0.18%
-0.14%
7615.203
 
VGT 		Vanguard Information Technology ETF
11,788
6913.690
+25.52%
4.530
+0.92%
0.010
+2.60%
-1.34%
74760.144
 
AAPL 		Apple Inc
29,600
6896.770
+60.97%
4.520
+1.71%
0.000
+3.52%
-5.42%
3580182.678
Hardware
AMZN 		Amazon.com Inc
24,972
4653.030
+33.70%
3.050
+0.77%
0.000
+17.30%
-0.21%
2302156.510
Retail - Cyclical
VCR 		Vanguard Consumer Discretionary ETF
13,577
4622.800
+21.66%
3.030
+0.54%
0.080
+11.12%
-1.18%
5630.653
 
VEU 		Vanguard FTSE All-World ex-US ETF
64,333
4052.930
+29.59%
2.660
+0.61%
0.010
-7.26%
-1.25%
38987.476
 
DFAS 		Dimensional U.S. Small Cap ETF
59,175
3838.090
+20.96%
2.520
+0.44%
0.040
+0.65%
-1.48%
9304.166
 

ESG Planning DBA Harper Investing's Historical Top Holdings Breakdowns

ESG Planning DBA Harper Investing's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-06-30Reduce
-47.91%
●
100.29 ($100.52) 100.75
$100.45
-0.07%
Reduce -91.76%
36,336
-404,594
SGOV 		iShares 0-3 Month Treasury Bond ETF2024-03-31Reduce
-41.72%
●
100.29 ($100.51) 100.71
$100.45
-0.06%
Reduce -46.97%
440,930
-390,505
SGOV 		iShares 0-3 Month Treasury Bond ETF2023-03-31Add
+33.80%
●
99.12 ($99.66) 100.22
$100.45
0.79%
Add 71.62%
648,271
270,529
SGOV 		iShares 0-3 Month Treasury Bond ETF2023-06-30Add
+16.07%
●
98.55 ($99.14) 99.77
$100.45
1.32%
Add 21.35%
786,652
138,381
NVDA 		NVIDIA Corp2024-09-30Add
+12.67%
●
98.91 ($118.12) 134.91
$135.91
15.06%
Add 305.19%
211,303
159,154
MUB 		iShares National Muni Bond ETF2024-06-30Add
+12.51%
●
105.37 ($106.5) 107.16
$105.65
-0.80%
Add 344.05%
154,055
119,362
BND 		Vanguard Total Bond Market ETF2024-03-31Add
+6.27%
●
71.76 ($72.57) 73.66
$71.24
-1.83%
Add 851.63%
82,040
73,419
SGOV 		iShares 0-3 Month Treasury Bond ETF2023-12-31Add
+6.13%
●
100.05 ($100.42) 100.73
$100.45
0.03%
Add 7.41%
831,435
57,365
MUB 		iShares National Muni Bond ETF2023-03-31Reduce
-6.11%
●
104.74 ($106.4) 108.01
$105.65
-0.70%
Reduce -65.39%
24,808
-46,870
NVDA 		NVIDIA Corp2024-06-30Add
+5.35%
●
76.2 ($101.1) 135.58
$135.91
34.43%
Add 543.02%
52,149
44,039

ESG Planning DBA Harper Investing Total Holding History ($B)

To

ESG Planning DBA Harper Investing's Asset Allocation

To

ESG Planning DBA Harper Investing Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

ESG Planning DBA Harper Investing's Hypothetical Growth since 2024-09-30

ESG Planning DBA Harper Investing's Yearly Returns

Year Portfolio % % Excess Gain %

ESG Planning DBA Harper Investing's Holdings Heat Map

Size field:

ESG Planning DBA Harper Investing's Holdings Bubble Chart

ESG Planning DBA Harper Investing News

  • 1

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