Harbor Asset Planning, Inc.
Q2 2026 13F Holdings
- Locationbelmont, MA
- Num holdings
416
- Value ($000)
$133,152
- Date Filed 07/22/2026
- 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 Q2 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $5.86M | 4 % | 15,839 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $5.77M | 4 % | 170,469 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.44M | 4 % | 24,962 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | $4.92M | 4 % | 6,566 | ||
INVESCO EXCH TRADED FD TR II | S&P 500 REVENUE | 46138G698 | $4.86M | 4 % | 38,065 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 381430107 | $3.65M | 3 % | 79,962 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL IND | 46137V324 | $3.56M | 3 % | 55,570 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | $3.42M | 3 % | 28,589 | ||
ISHARES TR | US SML CAP EQT | 46434V290 | $3.01M | 2 % | 33,709 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $2.99M | 2 % | 72,498 |
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