CIK 2077050
Harbor Asset Planning, Inc.
Institutional 13F holdings & portfolio
Holdings
442
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 442
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| ADSK | AUTODESK INC | 2K | $500K+ | SH |
| FELC | FIDELITY COVINGTON TRUST | 13K | $100K–$500K | SH |
| MGC | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| ATNI | ATN INTL INC | 19K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| VTV | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 2K | $100K–$500K | SH |
| IWY | ISHARES TR | 798 | $100K–$500K | SH |
| FLOT | ISHARES TR | 4K | $100K–$500K | SH |
| LLY | ELI LILLY &CO | 200 | $100K–$500K | SH |
| EQWL | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| IWF | ISHARES TR | 386 | $100K–$500K | SH |
| VFMF | VANGUARD WELLINGTON FD | 1K | $100K–$500K | SH |
| QGRO | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 772 | $100K–$500K | SH |
| POWR | ISHARES INC | 8K | $100K–$500K | SH |
| DVY | ISHARES TR | 1K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 631 | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 350 | $100K–$500K | SH |
| GSIE | GOLDMAN SACHS ETF TR | 4K | $100K–$500K | SH |
| KKR | KKR &CO INC | 1K | $100K–$500K | SH |
| SGOV | ISHARES TR | 2K | $100K–$500K | SH |
| FBCG | FIDELITY COVINGTON TRUST | 3K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 750 | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 209 | $100K–$500K | SH |
| MTUM | ISHARES TR | 559 | $100K–$500K | SH |
| SUSA | ISHARES TR | 986 | $100K–$500K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 380 | $100K–$500K | SH |
| DSI | ISHARES TR | 998 | $100K–$500K | SH |
| NULG | NUSHARES ETF TR | 1K | $100K–$500K | SH |
| FNCL | FIDELITY COVINGTON TRUST | 2K | $100K–$500K | SH |
| QUAL | ISHARES TR | 584 | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 538 | $100K–$500K | SH |
| IXJ | ISHARES TR | 1K | $100K–$500K | SH |
| NUSC | NUSHARES ETF TR | 3K | $100K–$500K | SH |
| JQUA | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 825 | $100K–$500K | SH |
| FNDA | SCHWAB STRATEGIC TR | 3K | $100K–$500K | SH |
| DGRO | ISHARES TR | 2K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 125 | $100K–$500K | SH |
| DIVB | ISHARES TR | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 2K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 726 | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 385 | $100K–$500K | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 2K | $100K–$500K | SH |