Esg Planning
ESG Planning, also known as Harper Investing, is a registered investment adviser based in Santa Clara, California. Founded in the early 2020s, the firm focuses on providing investment management services primarily to individual investors, including both high net worth and retail clients. ESG Planning manages approximately $169 million in assets and operates with a small team of 4 employees, all of whom are investment professionals. The firm is known for integrating ESG (Environmental, Social, Governance) criteria in its investment process and serves individual and high net worth investors in the United States.
Investment Strategy
ESG Planning employs an investment strategy centered on incorporating ESG factors into its portfolio construction and investment management process. The firm invests primarily in public equities across sectors, with significant holdings in technology, healthcare, and consumer discretionary companies. ESG Planning's philosophy emphasizes the selection of companies with strong sustainability profiles and responsible governance, aiming to generate superior risk-adjusted returns while aligning investments with clients' values. The portfolio includes market-leading firms such as Nvidia, Apple, Amazon, Alphabet, and Microsoft, indicating a focus on growth, innovation, and long-term value creation.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 13.57% | $24.3M | 153,600 | $120.84 | $157.99 | +$7.6M |
B BND | VANGUARD BD INDEX FDS | 8.66% | $15.5M | 210,395 | $73.07 | $73.63 | +$2.1M |
M MUB | ISHARES TR | 6.38% | $11.4M | 109,240 | $106.69 | $104.48 | -$10.4M |
M MUNI | PIMCO ETF TR | 5.75% | $10.3M | 200,221 | $51.36 | $51.36 | +$10.3M |
J JNK | SPDR SERIES TRUST | 4.60% | $8.2M | 84,490 | $94.67 | $97.27 | -$954.4K |