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 301–350 of 442
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | 116 | $1K–$15K | SH |
| EFAV | ISHARES TR | 110 | $1K–$15K | SH |
| COP | CONOCOPHILLIPS | 101 | $1K–$15K | SH |
| BBDC | BARINGS BDC INC | 1K | $1K–$15K | SH |
| IUSV | ISHARES TR | 89 | $1K–$15K | SH |
| ORI | OLD REP INTL CORP | 200 | $1K–$15K | SH |
| INFY | INFOSYS LTD | 511 | $1K–$15K | SH |
| VPU | VANGUARD WORLD FD | 49 | $1K–$15K | SH |
| MRK | MERCK &CO INC | 85 | $1K–$15K | SH |
| RSPU | INVESCO EXCHANGE TRADED FD T | 119 | $1K–$15K | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 78 | $1K–$15K | SH |
| BCSF | BAIN CAP SPECIALTY FIN INC | 622 | $1K–$15K | SH |
| SLYG | SPDR SERIES TRUST | 91 | $1K–$15K | SH |
| FAF | FIRST AMERN FINL CORP | 137 | $1K–$15K | SH |
| VCR | VANGUARD WORLD FD | 21 | $1K–$15K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 203 | $1K–$15K | SH |
| NZAC | SPDR INDEX SHS FDS | 193 | $1K–$15K | SH |
| AMGN | AMGEN INC | 25 | $1K–$15K | SH |
| IGSB | ISHARES TR | 155 | $1K–$15K | SH |
| AXP | AMERICAN EXPRESS CO | 22 | $1K–$15K | SH |
| SHY | ISHARES TR | 97 | $1K–$15K | SH |
| MMM | 3M CO | 50 | $1K–$15K | SH |
| DFUS | DIMENSIONAL ETF TRUST | 108 | $1K–$15K | SH |
| GLAD | GLADSTONE CAPITAL CORP | 386 | $1K–$15K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 27 | $1K–$15K | SH |
| TGT | TARGET CORP | 79 | $1K–$15K | SH |
| GEM | GOLDMAN SACHS ETF TR | 185 | $1K–$15K | SH |
| ED | CONSOLIDATED EDISON INC | 76 | $1K–$15K | SH |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | 176 | $1K–$15K | SH |
| FSK | FS KKR CAP CORP | 500 | $1K–$15K | SH |
| ESGE | ISHARES INC | 166 | $1K–$15K | SH |
| MDT | MEDTRONIC PLC | 75 | $1K–$15K | SH |
| SCHB | SCHWAB STRATEGIC TR | 268 | $1K–$15K | SH |
| SMMV | ISHARES TR | 162 | $1K–$15K | SH |
| CHT | CHUNGHWA TELECOM CO LTD | 167 | $1K–$15K | SH |
| VOD | VODAFONE GROUP PLC NEW | 520 | $1K–$15K | SH |
| MU | MICRON TECHNOLOGY INC | 24 | $1K–$15K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 31 | $1K–$15K | SH |
| RAL | RALLIANT CORP | 128 | $1K–$15K | SH |
| CALF | PACER FDS TR | 147 | $1K–$15K | SH |
| SAM | BOSTON BEER INC | 33 | $1K–$15K | SH |
| BLOK | AMPLIFY ETF TR | 112 | $1K–$15K | SH |
| VOO | VANGUARD INDEX FDS | 10 | $1K–$15K | SH |
| ECG | EVERUS CONSTR GROUP | 74 | $1K–$15K | SH |
| GOOG | ALPHABET INC | 20 | $1K–$15K | SH |
| UBS | UBS GROUP AG | 133 | $1K–$15K | SH |
| RSPN | INVESCO EXCHANGE TRADED FD T | 108 | $1K–$15K | SH |
| SAR | SARATOGA INVT CORP | 261 | $1K–$15K | SH |
| EIX | EDISON INTL | 100 | $1K–$15K | SH |
| OCCI | OFS CREDIT COMPANY INC | 1K | $1K–$15K | SH |