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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 49 $153M +$47.6M -$213K +$47.4M NVDA, MUB, BND, JNK, VGT 13F-HR 11/7/2024, 06:24 PM
Q2 2024 42 $102M +$56.5M -$40.7M +$15.7M MUB, BND, JNK, NVDA, VGT 13F-HR 7/30/2024, 05:00 PM
Q1 2024 36 $85.1M +$29.6M -$39.8M -$10.2M SGOV, BND, MUB, JNK, AAPL 13F-HR 5/1/2024, 01:53 PM
Q4 2023 18 $93.9M +$6.33M -$822K +$5.51M SGOV, AAPL, FNGU, AMZN, META 13F-HR 1/31/2024, 11:53 AM
Q3 2023 17 $87.2M +$3.33M -$2.21M +$1.12M SGOV, AAPL, FNGU, AMZN, META 13F-HR 11/1/2023, 05:10 PM
Q2 2023 15 $86.7M +$15.5M -$10.2M +$5.31M SGOV, AAPL, FNGU, MUB, EQIX 13F-HR 8/8/2023, 12:58 PM
Q1 2023 22 $80.5M +$28.8M -$31.8M -$2.97M SGOV, MUB, AAPL, BND, SQQQ 13F-HR 4/26/2023, 02:23 PM
Q4 2022 44 $81M +$38.9M -$59.7M -$20.7M SGOV, MUB, BND, VGT, AAPL 13F-HR 2/3/2023, 11:42 AM
Q3 2022 47 $97.6M +$8.16M -$1.74M +$6.42M MUB, BND, VGT, VHT, AAPL 13F-HR 11/9/2022, 02:12 PM
Q2 2022 45 $98.4M +$8.38M -$3.75M +$4.63M MUB, BND, VGT, VHT, AAPL 13F-HR 8/10/2022, 04:57 PM
Q1 2022 50 $108M $0 $0 MUB, BND, VGT, VHT, AAPL 13F-HR 5/31/2022, 03:31 PM