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 201–250 of 442
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IGV | ISHARES TR | 216 | $15K–$50K | SH |
| EVR | EVERCORE INC | 67 | $15K–$50K | SH |
| ESGD | ISHARES TR | 239 | $15K–$50K | SH |
| MAIN | MAIN STR CAP CORP | 372 | $15K–$50K | SH |
| CSCO | CISCO SYS INC | 290 | $15K–$50K | SH |
| PSA | PUBLIC STORAGE OPER CO | 86 | $15K–$50K | SH |
| VOX | VANGUARD WORLD FD | 115 | $15K–$50K | SH |
| AVUV | AMERICAN CENTY ETF TR | 218 | $15K–$50K | SH |
| VOE | VANGUARD INDEX FDS | 122 | $15K–$50K | SH |
| GBDC | GOLUB CAP BDC INC | 2K | $15K–$50K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 84 | $15K–$50K | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 375 | $15K–$50K | SH |
| CSD | INVESCO EXCHANGE TRADED FD T | 215 | $15K–$50K | SH |
| FTV | FORTIVE CORP | 386 | $15K–$50K | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 163 | $15K–$50K | SH |
| IWP | ISHARES TR | 155 | $15K–$50K | SH |
| V | VISA INC | 60 | $15K–$50K | SH |
| EFV | ISHARES TR | 296 | $15K–$50K | SH |
| JPM | JPMORGAN CHASE &CO. | 65 | $15K–$50K | SH |
| RMD | RESMED INC | 86 | $15K–$50K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 226 | $15K–$50K | SH |
| VFH | VANGUARD WORLD FD | 149 | $15K–$50K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 103 | $15K–$50K | SH |
| SPLV | INVESCO EXCH TRADED FD TR II | 274 | $15K–$50K | SH |
| TXN | TEXAS INSTRS INC | 113 | $15K–$50K | SH |
| IHE | ISHARES TR | 230 | $15K–$50K | SH |
| PWB | INVESCO EXCHANGE TRADED FD T | 153 | $15K–$50K | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 214 | $15K–$50K | SH |
| CVX | CHEVRON CORP NEW | 126 | $15K–$50K | SH |
| IVLU | ISHARES TR | 503 | $15K–$50K | SH |
| FNDF | SCHWAB STRATEGIC TR | 423 | $15K–$50K | SH |
| XLRE | SELECT SECTOR SPDR TR | 463 | $15K–$50K | SH |
| RSPH | INVESCO EXCHANGE TRADED FD T | 585 | $15K–$50K | SH |
| ENB | ENBRIDGE INC | 388 | $15K–$50K | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 287 | $15K–$50K | SH |
| DES | WISDOMTREE TR | 548 | $15K–$50K | SH |
| VBK | VANGUARD INDEX FDS | 60 | $15K–$50K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 568 | $15K–$50K | SH |
| SPDW | SPDR INDEX SHS FDS | 410 | $15K–$50K | SH |
| NWSA | NEWS CORP NEW | 691 | $15K–$50K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 275 | $15K–$50K | SH |
| ITA | ISHARES TR | 84 | $15K–$50K | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 379 | $15K–$50K | SH |
| CVS | CVS HEALTH CORP | 224 | $15K–$50K | SH |
| FXH | FIRST TR EXCHANGE TRADED FD | 154 | $15K–$50K | SH |
| KO | COCA COLA CO | 250 | $15K–$50K | SH |
| GILD | GILEAD SCIENCES INC | 142 | $15K–$50K | SH |
| IQDF | FLEXSHARES TR | 573 | $15K–$50K | SH |
| BMO | BANK MONTREAL QUE | 130 | $15K–$50K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 33 | $15K–$50K | SH |