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 151–200 of 442
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RWL | INVESCO EXCH TRADED FD TR II | 306 | $15K–$50K | SH |
| ARCC | ARES CAPITAL CORP | 2K | $15K–$50K | SH |
| VB | VANGUARD INDEX FDS | 134 | $15K–$50K | SH |
| R | RYDER SYS INC | 180 | $15K–$50K | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 371 | $15K–$50K | SH |
| DIS | DISNEY WALT CO | 301 | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 200 | $15K–$50K | SH |
| PG | PROCTER AND GAMBLE CO | 239 | $15K–$50K | SH |
| VXUS | VANGUARD STAR FDS | 446 | $15K–$50K | SH |
| XITK | SPDR SERIES TRUST | 188 | $15K–$50K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 734 | $15K–$50K | SH |
| IVE | ISHARES TR | 154 | $15K–$50K | SH |
| IAK | ISHARES TR | 238 | $15K–$50K | SH |
| IYJ | ISHARES TR | 218 | $15K–$50K | SH |
| OMC | OMNICOM GROUP INC | 400 | $15K–$50K | SH |
| AVUS | AMERICAN CENTY ETF TR | 285 | $15K–$50K | SH |
| VYMI | VANGUARD WHITEHALL FDS | 353 | $15K–$50K | SH |
| XLI | SELECT SECTOR SPDR TR | 203 | $15K–$50K | SH |
| ICSH | ISHARES TR | 621 | $15K–$50K | SH |
| IYW | ISHARES TR | 156 | $15K–$50K | SH |
| MGK | VANGUARD WORLD FD | 75 | $15K–$50K | SH |
| KHYB | KRANESHARES TRUST | 1K | $15K–$50K | SH |
| NVDA | NVIDIA CORPORATION | 165 | $15K–$50K | SH |
| SCHF | SCHWAB STRATEGIC TR | 1K | $15K–$50K | SH |
| SPYX | SPDR SERIES TRUST | 534 | $15K–$50K | SH |
| XLU | SELECT SECTOR SPDR TR | 699 | $15K–$50K | SH |
| IJS | ISHARES TR | 259 | $15K–$50K | SH |
| SUN | SUNOCO LP/SUNOCO FIN CORP | 562 | $15K–$50K | SH |
| NUDM | NUSHARES ETF TR | 805 | $15K–$50K | SH |
| VHT | VANGUARD WORLD FD | 99 | $15K–$50K | SH |
| NTAP | NETAPP INC | 266 | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC | 354 | $15K–$50K | SH |
| XSD | SPDR SERIES TRUST | 87 | $15K–$50K | SH |
| RELX | RELX PLC | 676 | $15K–$50K | SH |
| MUB | ISHARES TR | 255 | $15K–$50K | SH |
| XT | ISHARES TR | 387 | $15K–$50K | SH |
| IX | ORIX CORP | 905 | $15K–$50K | SH |
| VO | VANGUARD INDEX FDS | 89 | $15K–$50K | SH |
| VFMO | VANGUARD WELLINGTON FD | 134 | $15K–$50K | SH |
| VLTO | VERALTO CORP | 257 | $15K–$50K | SH |
| VIS | VANGUARD WORLD FD | 84 | $15K–$50K | SH |
| VYM | VANGUARD WHITEHALL FDS | 172 | $15K–$50K | SH |
| SPGP | INVESCO EXCHANGE TRADED FD T | 216 | $15K–$50K | SH |
| IEMG | ISHARES INC | 358 | $15K–$50K | SH |
| IHI | ISHARES TR | 386 | $15K–$50K | SH |
| DIVO | AMPLIFY ETF TR | 535 | $15K–$50K | SH |
| PSI | INVESCO EXCHANGE TRADED FD T | 301 | $15K–$50K | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 171 | $15K–$50K | SH |
| LH | LABCORP HOLDINGS INC | 94 | $15K–$50K | SH |
| CRBN | ISHARES TR | 101 | $15K–$50K | SH |