Harbor Asset Planning, Inc.: 13F holdings
CIK 20770502026Q2
| Positions | 416 |
|---|
| Reported value | $133.2m |
|---|
| Filed | 2026-07-22 |
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Change since last quarter
| Positions | 416 (-4 vs prior quarter) |
|---|
| Reported value | $133.2m (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 15,839 | $5.9m | 4.4% |
| SCHG SCHWAB STRATEGIC TR | 170,469 | $5.8m | 4.3% |
| VTV VANGUARD INDEX FDS | 24,962 | $5.4m | 4.1% |
| IVV ISHARES TR | 6,566 | $4.9m | 3.7% |
| RWL INVESCO EXCH TRADED FD TR II | 38,065 | $4.9m | 3.7% |
| EWU GOLDMAN SACHS ETF TR | 79,962 | $3.7m | 2.7% |
| RSPN INVESCO EXCHANGE TRADED FD T | 55,570 | $3.6m | 2.7% |
| VGT VANGUARD WORLD FD | 28,589 | $3.4m | 2.6% |
| SMLF ISHARES TR | 33,709 | $3.0m | 2.3% |
| DFAI DIMENSIONAL ETF TRUST | 72,498 | $3.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2077050")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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