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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
JNK +37,223+$3,544
VEU +21,163+$1,241
DFAS +18,706+$1,166
TLT +10,141+$960
VDC +4,032+$823
XLRE +19,433+$768
NVDA +811+$733
XLU +6,329+$416
MSFT +973+$409
XLK +1,938+$404
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
NFLX -500-$243
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
BND +73,419+$5,325
MUB +29,939+$3,218
VFH +6,059+$648
GOOGL +5,581+$867
MRK +5,217+$774
AMZN +4,009+$910
VCR +3,382+$1,089
VIS +3,274+$821
VGT +2,673+$1,454
AAPL +2,522+$136
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SGOV -390,505-$38,962
FNGU -1,344-$14
META -15+$320
NFLX +3+$62
EQIX +393+$332
VTI +1,002+$291
VHT +1,592+$464
GLD +1,925+$415
ESG Planning DBA Harper Investing Info
Size ($ in 1000's)
At 03/31/2024: $85,056
At 12/31/2023: $93,860

ESG Planning DBA Harper Investing holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from ESG Planning DBA Harper Investing 13F filings. Link to 13F filings: SEC filings

All Stocks Held By ESG Planning DBA Harper Investing
As of  03/31/2024, we find all stocks held by ESG Planning DBA Harper Investing to be as follows, presented in the table below with each row detailing each ESG Planning DBA Harper Investing position, ordered by largest to smallest position size. The all-stocks-held-by-ESG Planning DBA Harper Investing table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by ESG Planning DBA Harper Investing as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (SGOV) 440,930 -390,505 $44,406
     SGOV440,930-390,505$44,406
VANGUARD BD INDEX FDS (BND) 82,040 +73,419 $5,959
     BND82,040+73,419$5,959
ISHARES TR (MUB) 34,693 +29,939 $3,733
     MUB34,693+29,939$3,733
SPDR SER TR (JNK) 37,223 +37,223 $3,544
     JNK37,223+37,223$3,544
APPLE INC 16,590 +2,522 $2,845
     AAPL16,590+2,522$2,845
VANGUARD WORLD FD (VGT) 3,979 +2,673 $2,086
     VGT3,979+2,673$2,086
AMAZON COM INC 10,584 +4,009 $1,909
     AMZN10,584+4,009$1,909
VANGUARD WORLD FD (VCR) 4,511 +3,382 $1,433
     VCR4,511+3,382$1,433
VANGUARD INTL EQUITY INDEX F (VEU) 21,163 +21,163 $1,241
     VEU21,163+21,163$1,241
META PLATFORMS INC 2,472 -15 $1,200
     META2,472-15$1,200
MERCK & CO INC 8,932 +5,217 $1,179
     MRK8,932+5,217$1,179
ALPHABET INC 7,779 +5,581 $1,174
     GOOGL7,779+5,581$1,174
DIMENSIONAL ETF TRUST (DFAS) 18,706 +18,706 $1,166
     DFAS18,706+18,706$1,166
BANK MONTREAL MEDIUM 3,173 -1,344 $1,038
     FNGU3,173-1,344$1,038
VANGUARD WORLD FD (VIS) 4,207 +3,274 $1,027
     VIS4,207+3,274$1,027
ISHARES TR (TLT) 10,141 +10,141 $960
     TLT10,141+10,141$960
VANGUARD WORLD FD (VFH) 8,728 +6,059 $894
     VFH8,728+6,059$894
VANGUARD WORLD FD (VHT) 3,298 +1,592 $892
     VHT3,298+1,592$892
VANGUARD WORLD FD (VDC) 4,032 +4,032 $823
     VDC4,032+4,032$823
SELECT SECTOR SPDR TR (XLRE) 19,433 +19,433 $768
     XLRE19,433+19,433$768
NVIDIA CORPORATION 811 +811 $733
     NVDA811+811$733
EQUINIX INC 796 +393 $657
     EQIX796+393$657
SPDR GOLD TR (GLD) 3,187 +1,925 $656
     GLD3,187+1,925$656
VANGUARD INDEX FDS (VTI) 2,375 +1,002 $617
     VTI2,375+1,002$617
SELECT SECTOR SPDR TR (XLU) 6,329 +6,329 $416
     XLU6,329+6,329$416
MICROSOFT CORP 973 +973 $409
     MSFT973+973$409
SELECT SECTOR SPDR TR (XLK) 1,938 +1,938 $404
     XLK1,938+1,938$404
VISA INC 1,402 +1,402 $391
     V1,402+1,402$391
MASTERCARD INCORPORATED 800 +800 $385
     MA800+800$385
SPDR INDEX SHS FDS (EDIV) 11,266 +11,266 $378
     EDIV11,266+11,266$378
VANGUARD WORLD FD (VOX) 2,869 +2,869 $376
     VOX2,869+2,869$376
CROWDSTRIKE HLDGS INC 1,112 +1,112 $356
     CRWD1,112+1,112$356
NETFLIX INC 503 +3 $305
     NFLX503+3$305
APPLIED MATLS INC 1,395 +1,395 $288
     AMAT1,395+1,395$288
UNION PAC CORP 837 +837 $206
     UNP837+837$206
VANGUARD WORLD FD (VAW) 986 +986 $202
     VAW986+986$202

See Summary: ESG Planning DBA Harper Investing Top Holdings
See Details: Top 10 Stocks Held By ESG Planning DBA Harper Investing

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