Harbor Asset Planning, Inc.
Q3 2025 13F Holdings
- Locationbelmont, MA
- Num holdings
409
- Value ($000)
$111,747
- Date Filed10/17/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $5.22 M | 5 % | 15,894 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $5.20 M | 5 % | 162,915 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $4.62 M | 4 % | 6,903 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $4.35 M | 4 % | 23,303 | ||
RWL INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | $3.66 M | 3 % | 33,105 | ||
GSIE GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $3.33 M | 3 % | 80,978 | ||
RSPN INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | 46137V324 | $2.79 M | 3 % | 49,758 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $2.69 M | 2 % | 3,595 | ||
XMHQ INVESCO EXCHANGE TRADED FD T | S&P MDCP QUALITY | 46137V472 | $2.61 M | 2 % | 24,878 | ||
SMLF ISHARES TR | US SML CAP EQT | 46434V290 | $2.57 M | 2 % | 34,575 |
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