Harbor Group, Inc.

Q4 2024 13F Holdings

  • Location
    bedford, NH
  • Num holdings

    93

  • Value ($000)

    $445,491

  • Date Filed
    01/14/2025
  • Form type
    13F-HR
  • CIK
    0001840486
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
JCPB
JCPB

J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF
$41.23M
9 %

894,973

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$41.19M
9 %

918,090

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
$35.41M
8 %

381,873

BKCI
BKCI

BNY MELLON ETF TRUST

CONCENTRATED INT
$32.78M
7 %

689,384

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$29.96M
7 %

480,745

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$23.95M
5 %

207,833

SPYV
SPYV

SPDR SER TR

PRTFLO S&P500 VL
$22.70M
5 %

443,828

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$22.46M
5 %

805,950

KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
$16.85M
4 %

191,719

TCHP
TCHP

T ROWE PRICE ETF INC

PRICE BLUE CHIP
$15.83M
4 %

376,022

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 93