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Harbor Asset Planning, Inc.

All holdings · as of Dec 31, 2025

442 positions

CompanyClassValueShares% of portfolio
INVESCO EXCHANGE TRADED FD T$50.4K3210.0%
Dell Technologies Inc.$50.5K4010.0%
VANGUARD INTL EQUITY INDEX F$50.6K3530.0%
KRANESHARES TRUST$51.2K1,6770.0%
Seagate Technology Holdings PLC$51.5K1870.0%
Walmart Inc.$52.1K4680.0%
ISHARES INC$52.3K7780.0%
ISHARES TR$53.9K4430.0%
INVESCO EXCHANGE TRADED FD T$55.1K9650.0%
VANGUARD WORLD FD$56.7K4020.0%
VANGUARD WHITEHALL FDS$57.1K3980.0%
VANGUARD INDEX FDS$57.8K3250.0%
ISHARES TR$58.4K7530.0%
CARDINAL HEALTH INC$60.4K2940.1%
NOVARTIS AG$60.8K4410.1%
INVESCO EXCHANGE TRADED FD T$61.6K7820.1%
VANGUARD INDEX FDS$61.8K980.1%
ISHARES TR$61.9K1,4970.1%
State Street SPDR S&P Oil & Gas Exploration & Production ETF$63.7K2,0740.1%
DIREXION SHS ETF TR$64.7K6320.1%
DIMENSIONAL ETF TRUST$64.9K1,7090.1%
COCA COLA CO$65.6K9380.1%
SCHWAB STRATEGIC TR$66.3K2,3290.1%
LPL Financial Holdings Inc.$66.9K1870.1%
TE Connectivity PLC$67.3K2960.1%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$67.8K1,1150.1%
Phillips 66$68.8K5330.1%
INVESCO EXCHANGE TRADED FD T$69.7K3640.1%
VANECK ETF TRUST$70.0K1940.1%
SPDR S&P MIDCAP 400 ETF TR$70.2K1160.1%
ISHARES INC$70.6K2,0300.1%
RYDER SYSTEM INC$70.6K3690.1%
AbbVie Inc.$71.5K3130.1%
SELECT SECTOR SPDR TR$72.8K1,7050.1%
INVESCO EXCHANGE TRADED FD T$73.2K1,5950.1%
FIDELITY COVINGTON TRUST$73.8K1,9540.1%
Invesco Bloomberg Enhanced Fallen Angels ETF$74.6K1,1380.1%
UNILEVER PLC$75.5K1,1550.1%
SCHWAB CHARLES CORP$76.1K7620.1%
ISHARES INC$77.4K7490.1%
CISCO SYSTEMS, INC.$79.9K1,0360.1%
AMERISAFE Inc$80.2K2,0890.1%
XCEL ENERGY INC$80.7K1,0920.1%
PEPSICO INC$82.4K5740.1%
SCHWAB STRATEGIC TR$84.8K3,5270.1%
FIRST TR EXCHANGE TRADED FD$85.2K5060.1%
VERIZON COMMUNICATIONS INC$87.0K2,1360.1%
ISHARES TR$88.5K1,3420.1%
VANGUARD SCOTTSDALE FDS$90.7K1,1380.1%
SPDR INDEX SHS FDS$93.8K2,1110.1%
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