Harbor Asset Planning, Inc.
Q4 2025 13F Holdings
- Locationbelmont, MA
- Num holdings
442
- Value ($000)
$116,995
- Date Filed01/26/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $5.32M | 5 % | 162,992 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $5.31M | 5 % | 15,824 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $4.74M | 4 % | 6,927 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $4.53M | 4 % | 23,720 | ||
INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | $4.05M | 4 % | 35,335 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $3.54M | 3 % | 82,334 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | 46137V324 | $2.96M | 3 % | 52,240 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $2.72M | 2 % | 3,602 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $2.7M | 2 % | 70,849 | ||
ISHARES TR | US SML CAP EQT | 46434V290 | $2.69M | 2 % | 35,915 |
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