HARBOR FINANCIAL SERVICES, LLC

Q1 2021 13F Holdings

  • Location
    mobile, AL
  • Num holdings

    284

  • Value ($000)

    $215,795

  • Date Filed
    05/10/2021
  • Form type
    13F-HR
  • CIK
    0000857602
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2021 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$9.23M
4 %

75,540

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$5.66M
3 %

77,680

JOE
JOE

ST JOE CO

COM
790148100
$5.08M
2 %

118,393

BLOK
BLOK

AMPLIFY ETF TR

BLOCKCHAIN LDR
032108607
$4.97M
2 %

88,948

CFA
CFA

VICTORY PORTFOLIOS II

VCSHS US 500 VOL
92647N766
$4.57M
2 %

68,118

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.27M
2 %

18,099

AMZN
AMZN

AMAZON COM INC

COM
023135106
$3.85M
2 %

1,244

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$3.66M
2 %

44,482

ISTB
ISTB

ISHARES TR

CORE 1 5 YR USD
46432F859
$3.43M
2 %

66,894

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$3.37M
2 %

16,318

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