ESG Planning DBA Harper Investing

13F Filings History

Latest 13F report
Q3 2024 - Nov 8, 2024
Value $
$153M
Signature - Title
James Rukstalis - CCO
Location
Santa Clara, CA
Summary
This page shows a list of all the recent 13F filings made by ESG Planning DBA Harper Investing. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ESG Planning DBA Harper Investing reported 49 stock holdings with total value $153M as of Q3 2024. Top holdings included NVDA, MUB, BND, JNK, and VGT.
Holdings Value