$80.5 Million is the total value of ESG Planning DBA Harper Investing's 22 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SGOV | Buy | ISHARES TR0-3 mnth treasry | $65,203,103 | +72.4% | 648,271 | +71.6% | 81.00% | +73.5% |
| New | PROSHARES TRultrapro sht qqq | $1,381,314 | – | 47,047 | +100.0% | 1.72% | – | |
| EQIX | Buy | EQUINIX INC | $629,653 | +10.6% | 873 | +0.5% | 0.78% | +11.4% |
| ORCL | New | ORACLE CORP | $222,916 | – | 2,399 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 7 | Q3 2023 | 18.9% |
| VANGUARD BD INDEX FDS | 7 | Q3 2023 | 13.2% |
| VANGUARD WORLD FDS | 7 | Q3 2023 | 6.9% |
| APPLE INC | 7 | Q3 2023 | 4.8% |
| VANGUARD WORLD FDS | 7 | Q3 2023 | 5.3% |
| MERCK & CO INC | 7 | Q3 2023 | 4.2% |
| VANGUARD WORLD FDS | 7 | Q3 2023 | 3.9% |
| AMAZON COM INC | 7 | Q3 2023 | 2.8% |
| VANGUARD INDEX FDS | 7 | Q3 2023 | 2.9% |
| EQUINIX INC | 7 | Q3 2023 | 0.8% |
View ESG Planning DBA Harper Investing's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-03 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-31 |
View ESG Planning DBA Harper Investing's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.