Harbor Asset Planning, Inc.
Q2 2025 13F Holdings
- Locationbelmont, MA
- Num holdings
412
- Value ($000)
$104,722
- Date Filed07/29/2025
- Form type13F-HR
- CIK0002077050
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.83 M | 5 % | 15,890 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $4.69 M | 5 % | 160,643 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.29 M | 4 % | 6,913 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $4.13 M | 4 % | 23,339 | ||
RWL INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | $3.44 M | 3 % | 32,947 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $3.02 M | 3 % | 76,156 | ||
RSPN INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | 46137V324 | $2.64 M | 3 % | 49,346 | ||
XMHQ INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $2.55 M | 2 % | 25,963 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $2.38 M | 2 % | 3,594 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $2.36 M | 2 % | 96,563 |
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