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Harbor Asset Planning, Inc.

All holdings · as of Dec 31, 2025

442 positions

CompanyClassValueShares% of portfolio
SPDR SERIES TRUST$33.5K1880.0%
VANGUARD STAR FDS$33.6K4460.0%
QUALCOMM INC/DE$34.2K2000.0%
Walt Disney Co$34.3K3010.0%
J P MORGAN EXCHANGE TRADED F$34.4K3710.0%
CVS HEALTH Corp$34.8K4380.0%
INVESCO EXCHANGE TRADED FD T$34.9K5860.0%
ARES CAPITAL CORPARCCCommon Stock$34.9K1,7250.0%
ISHARES INC$35.2K4850.0%
PIMCO ETF TR$35.3K7000.0%
ISHARES TR$35.3K4160.0%
INVESCO EXCHANGE TRADED FD T$35.9K6050.0%
FLEXSHARES TR$36.0K5940.0%
ISHARES TR$36.5K1130.0%
ISHARES TR$36.6K3210.0%
DBX ETF TR$36.7K7640.0%
L3HARRIS TECHNOLOGIES, INC. /DE$36.9K1260.0%
ISHARES TR$37.0K8290.0%
KILROY REALTY CORP$37.4K1,0000.0%
TAKE TWO INTERACTIVE SOFTWARE INC$37.6K1470.0%
TRAVELERS COMPANIES, INC.$37.7K1300.0%
Kenon Holdings Ltd.$38.7K5840.0%
VANGUARD ADMIRAL FDS INC$38.8K870.0%
FIDELITY COVINGTON TRUST$38.9K5230.0%
ISHARES BITCOIN TRUST ETF$39.1K7880.0%
FIDELITY COVINGTON TRUST$39.1K5420.0%
ISHARES TR$39.1K9040.0%
PACER FDS TR$39.4K8880.0%
SELECT SECTOR SPDR TR$39.6K9810.0%
GENERAL DYNAMICS CORP$39.9K1190.0%
Sunoco LP$39.9K7620.0%
ISHARES INC$40.6K6340.0%
FLEXSHARES TR$41.3K5110.0%
ISHARES TR$41.8K2480.0%
ISHARES U S ETF TR$42.0K4500.0%
ISHARES TR$42.6K4940.0%
INVESCO EXCHANGE TRADED FD T$42.6K5920.0%
WisdomTree Trust$44.1K5010.0%
ISHARES TR$44.7K4170.0%
BANK MONTREAL QUE$45.8K3520.0%
ISHARES TR$46.4K4420.0%
VANGUARD INTL EQUITY INDEX F$47.1K6400.0%
VANGUARD SCOTTSDALE FDS$47.9K8000.0%
TC ENERGY CORP$48.5K8820.0%
ISHARES U S ETF TR$48.7K9670.0%
J P MORGAN EXCHANGE TRADED F$48.7K3930.0%
THERMO FISHER SCIENTIFIC INC.$49.3K850.0%
iShares MSCI UAE ETF$49.7K6030.0%
CATERPILLAR INC$50.2K880.0%
Snap-on Inc$50.3K1460.0%
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