ESG Planning DBA Harper Investing

Q1 2025 13F Holdings

Location
Santa Clara, CA
Holdings as of
3/31/2025
Value ($000)
$150,864
Num holdings
50
Date filed
5/2/2025
Form type
13F-HR
Prev filing
2/12/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type