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Harbor Asset Planning, Inc. 13F holdings

Filed 2026-07-22 · Harbor Asset Planning, Inc. · 2,028 positions · $133.2M

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Ticker	Company	Shares	Value	% of portfolio
VTI	VANGUARD INDEX FDS	12.9K	$4.8M	3.6%
IVV	ISHARES TR	2.1K	$1.6M	1.2%
SGOV	ISHARES TR	13.2K	$1.3M	1.0%
GOOGL	ALPHABET INC	3.3K	$1.2M	0.9%
IVV	ISHARES TR	1.5K	$1.1M	0.9%
VHT	VANGUARD WORLD FD	3.0K	$891,061	0.7%
IWR	ISHARES TR	7.4K	$820,935	0.6%
IVV	ISHARES TR	899	$673,472	0.5%
FNDX	SCHWAB STRATEGIC TR	20.3K	$630,993	0.5%
VTI	VANGUARD INDEX FDS	1.6K	$578,002	0.4%
SCHX	SCHWAB STRATEGIC TR	19.4K	$570,526	0.4%
FELV	FIDELITY COVINGTON TRUST	13.6K	$545,657	0.4%
HD	HOME DEPOT INC	1.5K	$540,658	0.4%
FELC	FIDELITY COVINGTON TRUST	12.7K	$534,073	0.4%
MGC	VANGUARD WORLD FD	1.9K	$514,522	0.4%
SCHX	SCHWAB STRATEGIC TR	17.4K	$510,619	0.4%
ATNI	ATN INTL INC	19.0K	$502,387	0.4%
IWB	ISHARES TR	1.2K	$476,761	0.4%
VUG	VANGUARD INDEX FDS	5.4K	$461,985	0.3%
SCHX	SCHWAB STRATEGIC TR	15.1K	$443,472	0.3%
SPHQ	INVESCO EXCHANGE TRADED FD T	4.9K	$443,281	0.3%
VGT	VANGUARD WORLD FD	3.6K	$433,735	0.3%
INTC	INTEL CORP	3.0K	$418,890	0.3%
IVV	ISHARES TR	557	$417,107	0.3%
IWB	ISHARES TR	1.0K	$411,692	0.3%
AAPL	APPLE INC	1.4K	$411,059	0.3%
QQQ	INVESCO QQQ TR	546	$402,060	0.3%
DSI	ISHARES TR	2.8K	$394,270	0.3%
RSPN	INVESCO EXCHANGE TRADED FD T	6.0K	$385,815	0.3%
VV	VANGUARD INDEX FDS	1.1K	$370,767	0.3%
IVV	ISHARES TR	492	$368,539	0.3%
VTV	VANGUARD INDEX FDS	1.7K	$368,425	0.3%
VYMI	VANGUARD WHITEHALL FDS	3.6K	$351,459	0.3%
RWL	INVESCO EXCH TRADED FD TR II	2.7K	$350,735	0.3%
ADSK	AUTODESK INC	1.8K	$346,456	0.3%
DFAI	DIMENSIONAL ETF TRUST	8.3K	$343,025	0.3%
SPLV	INVESCO EXCH TRADED FD TR II	4.6K	$341,693	0.3%
VTV	VANGUARD INDEX FDS	1.6K	$341,268	0.3%
ESGV	VANGUARD WORLD FD	2.5K	$336,180	0.3%
SCHX	SCHWAB STRATEGIC TR	11.4K	$335,646	0.3%
VIG	VANGUARD SPECIALIZED FUNDS	1.4K	$334,416	0.3%
GOOGL	ALPHABET INC	920	$328,780	0.2%
VGT	VANGUARD WORLD FD	2.7K	$325,784	0.2%
VTV	VANGUARD INDEX FDS	1.5K	$321,354	0.2%
FNDX	SCHWAB STRATEGIC TR	10.1K	$314,051	0.2%
VTV	VANGUARD INDEX FDS	1.4K	$312,373	0.2%
SCHG	SCHWAB STRATEGIC TR	9.0K	$304,289	0.2%
SCHX	SCHWAB STRATEGIC TR	10.2K	$301,190	0.2%
SCHX	SCHWAB STRATEGIC TR	10.2K	$300,569	0.2%
SDY	SPDR SERIES TRUST	2.0K	$298,712	0.2%
GSIE	GOLDMAN SACHS ETF TR	6.5K	$296,932	0.2%
AAPL	APPLE INC	1.0K	$293,158	0.2%
VTV	VANGUARD INDEX FDS	1.3K	$292,160	0.2%
VTV	VANGUARD INDEX FDS	1.3K	$289,444	0.2%
VTV	VANGUARD INDEX FDS	1.3K	$288,217	0.2%
VTV	VANGUARD INDEX FDS	1.3K	$286,715	0.2%
GSIE	GOLDMAN SACHS ETF TR	6.1K	$280,687	0.2%
FLTR	VANECK ETF TRUST	10.8K	$277,485	0.2%
SCHG	SCHWAB STRATEGIC TR	8.1K	$274,367	0.2%
SCHG	SCHWAB STRATEGIC TR	7.7K	$260,357	0.2%

Top Fund Holdings

13F

Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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