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Harbor Asset Planning, Inc.

All holdings · as of Dec 31, 2025

442 positions

CompanyClassValueShares% of portfolio
JOHNSON & JOHNSON$192.1K9280.2%
INVESCO EXCHANGE TRADED FD T$194.1K1,6430.2%
Global X Artificial Intelligence & Technology ETF$196.9K3,8710.2%
ELI LILLY & Co$215.3K2000.2%
ISHARES TR$217.0K1,5580.2%
Consolidated Edison Inc$219.6K2,2110.2%
PULTEGROUP INC/MI$221.2K1,8860.2%
INVESCO EXCHANGE TRADED FD T$229.1K1,6550.2%
INVESCO EXCHANGE TRADED FD T$243.8K1,9180.2%
VANGUARD WELLINGTON FD$243.9K1,6180.2%
SCHWAB STRATEGIC TR$244.6K8,2630.2%
FIDELITY COVINGTON TRUST$249.6K3,0260.2%
VANGUARD TAX-MANAGED FDS$250.1K4,0030.2%
Amazon.com Inc$262.2K1,1360.2%
AMERICAN CENTY ETF TR$262.4K2,2910.2%
SPDR S&P 500 ETF TR$275.6K4040.2%
SELECT SECTOR SPDR TR$287.3K2,4410.2%
ISHARES TR$292.0K1,0540.2%
FIRST TR EXCHANGE-TRADED FD$294.7K3,1850.3%
ISHARES TR$300.7K2,1300.3%
VANGUARD INDEX FDS$301.5K1,4240.3%
GLOBAL X FDS$326.6K6,8320.3%
VANGUARD WORLD FD$340.8K1,7600.3%
VANGUARD WORLD FD$341.0K2,8190.3%
SCHWAB STRATEGIC TR$344.5K12,5580.3%
VANGUARD INDEX FDS$345.2K1,3370.3%
Warren E. Buffett$370.5K7370.3%
INVESCO EXCHANGE TRADED FD T$371.6K4,7330.3%
ISHARES TR$378.9K3,1520.3%
VANGUARD SPECIALIZED FUNDS$392.9K1,7880.3%
VANGUARD WORLD FD$394.9K1,8690.3%
SELECT SECTOR SPDR TR$411.5K7,5120.4%
ATN International, Inc.ATNICommon Stock$422.7K18,5380.4%
VANGUARD WORLD FD$439.3K2,3710.4%
AMERICAN CENTY ETF TR$455.4K5,5320.4%
INVESCO EXCH TRADED FD TR II$468.4K6,5590.4%
FIDELITY COVINGTON TRUST$493.1K12,9190.4%
iShares MSCI UAE ETF$513.2K2,5840.4%
SCHWAB STRATEGIC TR$517.0K19,7110.4%
Autodesk, Inc.$527.5K1,7820.5%
SELECT SECTOR SPDR TR$532.6K3,6980.5%
HOME DEPOT, INC.$549.2K1,5960.5%
SPDR SERIES TRUST$552.4K3,9700.5%
INVESCO EXCHANGE TRADED FD T$604.9K18,9910.5%
J P MORGAN EXCHANGE TRADED F$609.1K9,4590.5%
INVESCO EXCHANGE TRADED FD T$641.9K8,5540.5%
ISHARES TR$648.6K2,1520.6%
ISHARES TR$649.1K7,0360.6%
JOHN HANCOCK EXCHANGE TRADED$656.5K10,0260.6%
INVESCO QQQ TR$686.2K1,1160.6%
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