Harbor Asset Planning, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q3 2025
  • Location
    belmont, MA
  • CIK
    0002077050
  • All SEC filings
Q3 2025
Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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
Harbor Asset Planning, Inc. 13F Filings