Institutions / Harbor Asset Planning, Inc.

Harbor Asset Planning, Inc.

CIK 2077050 · Institution · as of Dec 31, 2025

Portfolio value

$117.00M

Positions

442

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 442 →

Company	Class	Value	Shares	% of portfolio
Schwab Strategic Tr	—	$5.32M	162,992	4.5%
Vanguard Index Fds	—	$5.31M	15,824	4.5%
iShares Tr	—	$4.74M	6,927	4.1%
Vanguard Index Fds	—	$4.53M	23,720	3.9%
Invesco Exch Traded Fd Tr II	—	$4.05M	35,335	3.5%
Goldman Sachs ETF Tr	—	$3.54M	82,334	3.0%
Invesco Exchange Traded Fd T	—	$2.96M	52,240	2.5%
Vanguard World Fd	—	$2.72M	3,602	2.3%
Dimensional ETF Trust	—	$2.70M	70,849	2.3%
iShares Tr	—	$2.69M	35,915	2.3%
Schwab Strategic Tr	—	$2.57M	95,549	2.2%
Invesco Exchange Traded Fd T	—	$2.55M	24,926	2.2%
Fidelity Covington Trust	—	$2.25M	28,969	1.9%
iShares Tr	—	$2.19M	21,773	1.9%
Amplify ETF Tr	—	$2.17M	48,676	1.9%
Vanguard Index Fds	—	$2.08M	6,594	1.8%
Select Sector SPDR Tr	—	$1.87M	12,054	1.6%
Vanguard Index Fds	—	$1.85M	6,112	1.6%
Schwab Strategic Tr	—	$1.84M	67,597	1.6%
Vanguard World Fd	—	$1.79M	6,204	1.5%
Apple Inc.	—	$1.46M	5,368	1.2%
Alphabet Inc.	—	$1.41M	4,505	1.2%
Fidelity Covington Trust	—	$1.28M	22,642	1.1%
iShares Tr	—	$1.28M	2,706	1.1%
Vanguard Index Fds	—	$1.27M	2,610	1.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.