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Portfolio (Quarterly) Guide ↗

ESG Planning DBA Harper Investing

· CIK 0001931465
13F Portfolio $210M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 63 New
Page 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GLD SPDR GOLD TR Financial Services 9,270.0 $3.3M 1.57% NEW $355.47 +16.4%
22 IVOG VANGUARD ADMIRAL FDS INC 27,062.0 $3.2M 1.54% NEW $119.48 +16.5%
23 VHT VANGUARD WORLD FD 12,421.0 $3.2M 1.53% NEW $259.61 +7.6%
24 FNGU BANK MONTREAL QUE Financial Services 98,096.0 $2.9M 1.36% NEW $29.16 -1.5%
25 MSFT MICROSOFT CORP Technology 5,482.0 $2.8M 1.35% NEW $517.96 -19.2%
26 APP APPLOVIN CORP Technology 3,469.0 $2.5M 1.19% NEW $718.54 -33.0%
27 CRWD CROWDSTRIKE HLDGS INC Technology 4,968.0 $2.4M 1.16% NEW $490.38 +35.3%
28 VOX VANGUARD WORLD FD 12,376.0 $2.3M 1.11% NEW $187.73 +4.2%
29 XLK SELECT SECTOR SPDR TR 8,174.0 $2.3M 1.10% NEW $281.88 -36.0%
30 XLU SELECT SECTOR SPDR TR 25,498.0 $2.2M 1.06% NEW $87.21 -48.0%
31 META META PLATFORMS INC Communication Services 2,908.0 $2.1M 1.02% NEW $734.39 -16.9%
32 EDIV SPDR INDEX SHS FDS 53,397.0 $2.1M 0.99% NEW $38.85 +5.8%
33 VWO VANGUARD INTL EQUITY INDEX F 37,823.0 $2.0M 0.98% NEW $54.18 +8.9%
34 V VISA INC Financial Services 5,931.0 $2.0M 0.96% NEW $341.36 -3.7%
35 MA MASTERCARD INCORPORATED Financial Services 3,500.0 $2.0M 0.95% NEW $568.85 -12.4%
36 IBIT ISHARES BITCOIN TRUST ETF Financial Services 29,425.0 $1.9M 0.91% NEW $65.00 -33.9%
37 EQIX EQUINIX INC Real Estate 2,146.0 $1.7M 0.80% NEW $783.34 +37.8%
38 IGV ISHARES TR 9,757.0 $1.1M 0.53% NEW $115.01 -18.3%
39 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,286.0 $1.1M 0.53% NEW $484.99 -7.6%
40 HON HONEYWELL INTL INC Industrials 4,531.0 $954K 0.45% NEW $210.51 +8.3%
Page 2 of 4  ·  63 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.3%
Financial Services 15.9%
Communication Services 12.2%
Consumer Cyclical 10.0%
Healthcare 8.1%
Industrials 2.4%
Real Estate 2.2%