Back to Harbor Asset Planning, Inc.

Harbor Asset Planning, Inc.

All holdings · as of Dec 31, 2025

442 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR$5.32M162,9924.5%
VANGUARD INDEX FDS$5.31M15,8244.5%
ISHARES TR$4.74M6,9274.1%
VANGUARD INDEX FDS$4.53M23,7203.9%
INVESCO EXCH TRADED FD TR II$4.05M35,3353.5%
GOLDMAN SACHS ETF TR$3.54M82,3343.0%
INVESCO EXCHANGE TRADED FD T$2.96M52,2402.5%
VANGUARD WORLD FD$2.72M3,6022.3%
DIMENSIONAL ETF TRUST$2.70M70,8492.3%
ISHARES TR$2.69M35,9152.3%
SCHWAB STRATEGIC TR$2.57M95,5492.2%
INVESCO EXCHANGE TRADED FD T$2.55M24,9262.2%
FIDELITY COVINGTON TRUST$2.25M28,9691.9%
ISHARES TR$2.19M21,7731.9%
AMPLIFY ETF TR$2.17M48,6761.9%
VANGUARD INDEX FDS$2.08M6,5941.8%
SELECT SECTOR SPDR TR$1.87M12,0541.6%
VANGUARD INDEX FDS$1.85M6,1121.6%
SCHWAB STRATEGIC TR$1.84M67,5971.6%
VANGUARD WORLD FD$1.79M6,2041.5%
Apple Inc.$1.46M5,3681.2%
Alphabet Inc.$1.41M4,5051.2%
FIDELITY COVINGTON TRUST$1.28M22,6421.1%
ISHARES TR$1.28M2,7061.1%
VANGUARD INDEX FDS$1.27M2,6101.1%
ISHARES TR$1.27M3,3961.1%
FIDELITY COVINGTON TRUST$1.24M33,9561.1%
VANGUARD WORLD FD$1.19M4,7341.0%
DIMENSIONAL ETF TRUST$1.18M15,8541.0%
VANECK ETF TRUST$1.17M45,9571.0%
VANGUARD WHITEHALL FDS$1.16M12,8951.0%
ISHARES TR$1.15M22,5421.0%
AMERICAN CENTY ETF TR$1.14M11,1851.0%
SCHWAB STRATEGIC TR$1.02M32,3080.9%
PACER FDS TR$938.5K15,5950.8%
MICROSOFT CORP$930.7K1,9250.8%
ISHARES TR$883.6K9,1790.8%
ISHARES TR$793.0K3,7690.7%
J P MORGAN EXCHANGE TRADED F$786.6K13,7410.7%
INVESCO EXCHANGE TRADED FD T$732.7K15,6180.6%
ISHARES TR$729.5K5,6630.6%
FIDELITY COVINGTON TRUST$710.5K20,5010.6%
INVESCO QQQ TR$686.2K1,1160.6%
JOHN HANCOCK EXCHANGE TRADED$656.5K10,0260.6%
ISHARES TR$649.1K7,0360.6%
ISHARES TR$648.6K2,1520.6%
INVESCO EXCHANGE TRADED FD T$641.9K8,5540.5%
J P MORGAN EXCHANGE TRADED F$609.1K9,4590.5%
INVESCO EXCHANGE TRADED FD T$604.9K18,9910.5%
SPDR SERIES TRUST$552.4K3,9700.5%
← PrevPage 1 of 9Next →