ESG Planning DBA Harper Investing

Q2 2025 13F Holdings

Location
Santa Clara, CA
Holdings as of
6/30/2025
Value ($000)
$178,845
Num holdings
58
Date filed
8/13/2025
Form type
13F-HR
Prev filing
5/2/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type