Harbor Asset Planning, Inc.
13F Portfolio Filings
Most recent 13F Q1 2026Location belmont, MACIK 0002077050All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
420 | $118.85M | VTI, SCHG, VTV, IVV | 13F-HR | Apr 22, 2026 | 000139834426006816 | ||
442 | $117M | SCHG, VTI, IVV, VTV | 13F-HR | Jan 26, 2026 | 000139834426001149 | ||
409 | $111.75M | VTI, SCHG, IVV, VTV | 13F-HR | Oct 17, 2025 | 000139834425019249 | ||
412 | $104.72M | VTI, SCHG, IVV, VTV | 13F-HR | Jul 29, 2025 | 000139834425013949 |