0001941040-24-000486.txt : 20241108 0001941040-24-000486.hdr.sgml : 20241108 20241107182445 ACCESSION NUMBER: 0001941040-24-000486 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241108 DATE AS OF CHANGE: 20241107 EFFECTIVENESS DATE: 20241108 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ESG Planning DBA Harper Investing CENTRAL INDEX KEY: 0001931465 ORGANIZATION NAME: IRS NUMBER: 850970330 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22553 FILM NUMBER: 241437483 BUSINESS ADDRESS: STREET 1: 2005 DE LA CRUZ BLVD #120 CITY: SANTA CLARA STATE: CA ZIP: 95050 BUSINESS PHONE: 4086421322 MAIL ADDRESS: STREET 1: 2005 DE LA CRUZ BLVD #120 CITY: SANTA CLARA STATE: CA ZIP: 95050 FORMER COMPANY: FORMER CONFORMED NAME: ESG Planning DATE OF NAME CHANGE: 20220527 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001931465 XXXXXXXX 09-30-2024 09-30-2024 false ESG Planning DBA Harper Investing

2005 De La Cruz Blvd #120 Santa Clara CA 95050

13F HOLDINGS REPORT 028-22553 000309501 801-122486 N James Rukstalis 408-642-1322 James Rukstalis Santa Clara CA 11-07-2024 0 49 152537410 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 3482755 20999 SH SOLE 0 0 20999 AMAZON COM INC COM 023135106 4653033 24972 SH SOLE 0 0 24972 APPLE INC COM 037833100 6896766 29600 SH SOLE 0 0 29600 APPLIED MATLS INC COM 038222105 583925 2890 SH SOLE 0 0 2890 BANK MONTREAL MEDIUM MICROSECTORS FAN 063679534 1732523 4230 SH SOLE 0 0 4230 CENTURY CMNTYS INC COM 156504300 205960 2000 SH SOLE 0 0 2000 CISCO SYS INC COM 17275R102 576373 10830 SH SOLE 0 0 10830 CROWDSTRIKE HLDGS INC CL A 22788C105 1065786 3800 SH SOLE 0 0 3800 DANAHER CORPORATION COM 235851102 651775 2345 SH SOLE 0 0 2345 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3838090 59175 SH SOLE 0 0 59175 EQUINIX INC COM 29444U700 1567796 1766 SH SOLE 0 0 1766 GUIDEWIRE SOFTWARE INC COM 40171V100 210381 1150 SH SOLE 0 0 1150 HONEYWELL INTL INC COM 438516106 613510 2969 SH SOLE 0 0 2969 ISHARES TR 0-3 MNTH TREASRY 46436E718 3779439 37524 SH SOLE 0 0 37524 ISHARES TR EXPANDED TECH 464287515 648558 7257 SH SOLE 0 0 7257 ISHARES TR NATIONAL MUN ETF 464288414 20266709 186567 SH SOLE 0 0 186567 ISHARES TR 20 YR TR BD ETF 464287432 1784831 18194 SH SOLE 0 0 18194 LOWES COS INC COM 548661107 678074 2503 SH SOLE 0 0 2503 MASTERCARD INCORPORATED CL A 57636Q104 1285608 2603 SH SOLE 0 0 2603 MERCK & CO INC COM 58933Y105 2884214 25397 SH SOLE 0 0 25397 META PLATFORMS INC CL A 30303M102 1503800 2627 SH SOLE 0 0 2627 MICROSOFT CORP COM 594918104 1804291 4193 SH SOLE 0 0 4193 NETFLIX INC COM 64110L106 354635 500 SH SOLE 0 0 500 NOVO-NORDISK A S ADR 670100205 255167 2143 SH SOLE 0 0 2143 NVIDIA CORPORATION COM 67066G104 25660637 211303 SH SOLE 0 0 211303 ORACLE CORP COM 68389X105 338550 1987 SH SOLE 0 0 1987 PLEXUS CORP COM 729132100 338904 2479 SH SOLE 0 0 2479 QUALCOMM INC COM 747525103 343841 2022 SH SOLE 0 0 2022 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 1484409 18375 SH SOLE 0 0 18375 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1323948 5865 SH SOLE 0 0 5865 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 2717455 60834 SH SOLE 0 0 60834 SPDR GOLD TR GOLD SHS 78463V107 2065280 8497 SH SOLE 0 0 8497 SPDR INDEX SHS FDS S&P EM MKT DIV 78463X533 1297204 34436 SH SOLE 0 0 34436 SPDR SER TR BLOOMBERG HIGH Y 78468R622 8909541 91109 SH SOLE 0 0 91109 THERMO FISHER SCIENTIFIC INC COM 883556102 576690 932 SH SOLE 0 0 932 UNION PAC CORP COM 907818108 622761 2526 SH SOLE 0 0 2526 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 11942514 159000 SH SOLE 0 0 159000 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2534554 8951 SH SOLE 0 0 8951 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 4052932 64333 SH SOLE 0 0 64333 VANGUARD WORLD FD MATERIALS ETF 92204A801 635999 3008 SH SOLE 0 0 3008 VANGUARD WORLD FD FINANCIALS ETF 92204A405 2737528 24907 SH SOLE 0 0 24907 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 4622801 13577 SH SOLE 0 0 13577 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 3471510 13349 SH SOLE 0 0 13349 VANGUARD WORLD FD CONSUM STP ETF 92204A207 2618317 11984 SH SOLE 0 0 11984 VANGUARD WORLD FD INF TECH ETF 92204A702 6913691 11788 SH SOLE 0 0 11788 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 2633709 9333 SH SOLE 0 0 9333 VANGUARD WORLD FD COMM SRVC ETF 92204A884 1277105 8784 SH SOLE 0 0 8784 VISA INC COM CL A 92826C839 1389120 5052 SH SOLE 0 0 5052 WESTERN DIGITAL CORP. COM 958102105 704411 10315 SH SOLE 0 0 10315