Harbor Asset Planning, Inc.
Q1 2026 13F Holdings
- Locationbelmont, MA
- Num holdings
420
- Value ($000)
$118,852
- Date Filed 04/22/2026
- Form type13F-HR
- CIK 0002077050
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $5.08M | 4 % | 15,830 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $4.97M | 4 % | 170,576 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $4.87M | 4 % | 24,801 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $4.54M | 4 % | 6,944 | ||
INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | $4.32M | 4 % | 37,578 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $3.51M | 3 % | 81,416 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | 46137V324 | $3.2M | 3 % | 55,542 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $2.79M | 2 % | 71,504 | ||
ISHARES TR | US SML CAP EQT | 46434V290 | $2.58M | 2 % | 34,167 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $2.54M | 2 % | 3,642 |
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