13F Filings History of ESG Planning DBA Harper Investing

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$232,313,182
Signature - Title
James Rukstalis - President, CEO, 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 65 stock holdings with total value $232,313,182 as of Q4 2025. Top holdings included NVDA, BND, MUB, JNK, and VGT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 65 $232,313,182 +$23,970,803 -$3,496,690 +$20,474,113 NVDA, BND, MUB, JNK, VGT 13F-HR 04 Feb 2026, 12:46
Q3 2025 63 $210,005,058 +$27,997,858 -$11,451,163 +$16,546,695 NVDA, BND, MUB, VGT, JNK 13F-HR 13 Nov 2025, 12:39
Q2 2025 58 $178,845,033 +$29,975,879 -$17,093,844 +$12,882,035 NVDA, BND, MUB, MUNI, JNK 13F-HR 13 Aug 2025, 16:27
Q1 2025 50 $150,864,232 +$27,800,546 -$3,710,914 +$24,089,632 MUB, NVDA, BND, JNK, VGT 13F-HR 02 May 2025, 09:19
Q4 2024 45 $135,622,374 +$733,075 -$21,575,509 -$20,842,434 NVDA, MUB, BND, JNK, AAPL 13F-HR 12 Feb 2025, 10:54
Q3 2024 49 $152,537,410 +$47,599,332 -$212,872 +$47,386,460 NVDA, MUB, BND, JNK, VGT 13F-HR 07 Nov 2024, 18:24
Q2 2024 42 $101,610,897 +$56,496,609 -$40,748,970 +$15,747,639 MUB, BND, JNK, NVDA, VGT 13F-HR 30 Jul 2024, 17:00
Q1 2024 36 $85,055,746 +$29,594,841 -$39,774,499 -$10,179,658 SGOV, BND, MUB, JNK, AAPL 13F-HR 01 May 2024, 13:53
Q4 2023 18 $93,860,452 +$6,330,094 -$822,455 +$5,507,639 SGOV, AAPL, FNGU, AMZN, META 13F-HR 31 Jan 2024, 11:53
Q3 2023 17 $87,210,871 +$3,330,755 -$2,209,285 +$1,121,470 SGOV, AAPL, FNGU, AMZN, META 13F-HR 01 Nov 2023, 17:10
Q2 2023 15 $86,660,731 +$15,463,323 -$10,151,253 +$5,312,070 SGOV, AAPL, FNGU, MUB, EQIX 13F-HR 08 Aug 2023, 12:58
Q1 2023 22 $80,498,399 +$28,816,924 -$31,785,817 -$2,968,893 SGOV, MUB, AAPL, BND, SQQQ 13F-HR 26 Apr 2023, 14:23
Q4 2022 44 $81,021,413 +$38,949,038 -$59,670,850 -$20,721,812 SGOV, MUB, BND, VGT, AAPL 13F-HR 03 Feb 2023, 11:42
Q3 2022 47 $97,587,000 +$8,164,925 -$1,743,754 +$6,421,171 MUB, BND, VGT, VHT, AAPL 13F-HR 09 Nov 2022, 14:12
Q2 2022 45 $98,409,000 +$8,377,394 -$3,751,420 +$4,625,974 MUB, BND, VGT, VHT, AAPL 13F-HR 10 Aug 2022, 16:57
Q1 2022 50 $107,826,000 $0 $0 $0 MUB, BND, VGT, VHT, AAPL 13F-HR 31 May 2022, 15:31