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Harbor Asset Planning

Latest statistics and disclosures from Harbor Asset Planning's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002077050

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Positions held by Harbor Asset Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Harbor Asset Planning

Harbor Asset Planning holds 409 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	4.9	$5.2M	16k	328.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	4.9	$5.2M	163k	31.92	View chart
Vanguard Index Fds Value Etf (VTV)	4.1	$4.3M	23k	186.49	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	3.4	$3.7M	33k	110.74	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	3.1	$3.3M	81k	41.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	2.6	$2.8M	50k	56.10	View chart
Vanguard World Inf Tech Etf (VGT)	2.5	$2.7M	3.6k	743.55	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	2.4	$2.6M	25k	104.97	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	2.4	$2.6M	35k	74.38	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.4	$2.6M	97k	26.34	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.3	$2.5M	69k	36.33	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	2.1	$2.3M	52k	44.59	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.1	$2.2M	22k	100.79	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	2.0	$2.2M	29k	76.27	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.8	$1.9M	6.5k	297.20	View chart
Select Sector Spdr Tr Indl (XLI)	1.7	$1.8M	12k	154.05	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.6	$1.8M	67k	26.29	View chart
Vanguard World Health Car Etf (VHT)	1.5	$1.6M	6.2k	259.09	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.4	$1.5M	5.0k	307.66	View chart
Apple (AAPL)	1.3	$1.4M	5.4k	254.66	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.3	$1.4M	50k	27.12	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.2	$1.3M	2.7k	470.30	View chart
Vanguard Index Fds Growth Etf (VUG)	1.2	$1.3M	2.6k	480.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.1	$1.2M	3.4k	362.27	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.1	$1.2M	24k	51.09	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.1	$1.2M	16k	72.51	View chart
Vanguard World Mega Cap Index (MGC)	1.1	$1.1M	4.7k	243.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.1M	4.5k	243.20	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	1.0	$1.1M	11k	99.49	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.0	$1.1M	13k	84.71	View chart
Microsoft Corporation (MSFT)	0.9	$998k	1.9k	520.11	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.9	$988k	32k	31.15	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.8	$907k	16k	57.50	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.8	$882k	9.1k	96.52	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.8	$856k	34k	25.57	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.7	$801k	22k	36.15	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.7	$767k	3.8k	204.23	View chart
Home Depot (HD)	0.7	$759k	1.9k	407.33	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$722k	13k	57.17	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.7	$712k	5.6k	125.99	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.7	$703k	16k	45.22	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.6	$685k	20k	33.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$672k	1.1k	602.87	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.6	$651k	10k	64.70	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$629k	8.5k	73.69	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.6	$596k	6.6k	89.64	View chart
Autodesk (ADSK)	0.5	$566k	1.8k	317.67	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$563k	2.1k	273.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.5	$557k	19k	29.38	View chart
J P Morgan Exchange Traded F Small &mid Cap (JMEE)	0.5	$555k	8.7k	63.44	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.5	$552k	3.9k	140.02	View chart
Select Sector Spdr Tr Technology (XLK)	0.5	$520k	1.8k	281.55	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.5	$505k	20k	25.71	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$501k	2.6k	194.61	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.4	$480k	13k	37.27	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$479k	6.5k	73.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)	0.4	$405k	5.2k	77.85	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$403k	7.5k	53.88	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$389k	1.8k	214.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$381k	1.8k	214.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$373k	3.1k	118.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$371k	737.00	502.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$359k	1.4k	250.96	View chart
Vanguard World Utilities Etf (VPU)	0.3	$348k	1.8k	190.16	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.3	$332k	2.8k	118.08	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$325k	6.8k	47.63	View chart
Vanguard World Comm Srvc Etf (VOX)	0.3	$318k	1.7k	186.58	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$300k	3.2k	94.08	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$300k	2.1k	142.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$294k	1.4k	208.63	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$288k	2.4k	118.41	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$288k	1.1k	273.14	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$281k	3.6k	79.08	View chart
Atn Intl (ATNI)	0.3	$273k	18k	14.97	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$271k	403.00	672.23	View chart
American Centy Etf Tr Us Quality Grow (QGRO)	0.2	$262k	2.3k	114.37	View chart
Amazon (AMZN)	0.2	$249k	1.1k	219.57	View chart
Pulte (PHM)	0.2	$249k	1.9k	132.13	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.2	$241k	1.9k	125.51	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$239k	8.2k	29.12	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$233k	4.2k	55.70	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.2	$223k	1.7k	135.07	View chart
Consolidated Edison (ED)	0.2	$222k	2.2k	100.52	View chart
Vanguard Wellington Us Multifactor (VFMF)	0.2	$222k	1.5k	144.33	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.2	$220k	2.7k	81.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$217k	3.6k	59.94	View chart
Oracle Corporation (ORCL)	0.2	$211k	750.00	281.24	View chart
Ishares Tr Esg Optimized (SUSA)	0.2	$211k	1.6k	135.69	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$188k	2.1k	88.97	View chart
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)	0.2	$188k	1.6k	114.71	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$187k	3.8k	49.41	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.2	$179k	6.9k	25.74	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$176k	4.0k	44.10	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.2	$174k	4.0k	42.96	View chart
Johnson & Johnson (JNJ)	0.2	$172k	928.00	185.62	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.2	$169k	2.6k	65.33	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$167k	3.3k	50.70	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$163k	1.3k	120.72	View chart
Ishares Glb Enr Prod Etf (FILL)	0.2	$162k	6.5k	25.09	View chart
Kkr & Co (KKR)	0.1	$156k	1.2k	129.99	View chart
Analog Devices (ADI)	0.1	$155k	631.00	245.70	View chart
Tidal Trust I Sonicshares Gbl (BOAT)	0.1	$153k	4.9k	31.06	View chart
Danaher Corporation (DHR)	0.1	$153k	772.00	198.26	View chart
Eli Lilly & Co. (LLY)	0.1	$153k	200.00	764.23	View chart
Broadcom (AVGO)	0.1	$152k	460.00	329.91	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.1	$146k	2.7k	53.66	View chart
Intel Corporation (INTC)	0.1	$144k	4.3k	33.55	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$143k	558.00	256.39	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$143k	2.3k	62.88	View chart
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM)	0.1	$141k	2.4k	59.16	View chart
Insperity (NSP)	0.1	$141k	2.9k	49.20	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$139k	1.3k	110.47	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$138k	717.00	191.87	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$132k	2.2k	60.34	View chart
Procter & Gamble Company (PG)	0.1	$131k	854.00	153.35	View chart
I3 Verticals Com Cl A (IIIV)	0.1	$130k	4.0k	32.46	View chart
Costco Wholesale Corporation (COST)	0.1	$128k	138.00	925.57	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$124k	1.1k	115.02	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$122k	863.00	140.90	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$120k	1.2k	99.44	View chart
Exxon Mobil Corporation (XOM)	0.1	$119k	1.1k	112.80	View chart
Amerisafe (AMSF)	0.1	$114k	2.6k	43.84	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$113k	460.00	246.60	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$113k	1.7k	68.23	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$113k	2.6k	43.90	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$113k	2.5k	44.59	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$109k	1.3k	87.32	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$107k	628.00	170.90	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$107k	823.00	130.33	View chart
Ishares Tr Core Divid Etf (DIVB)	0.1	$104k	2.0k	52.24	View chart
Honeywell International (HON)	0.1	$103k	491.00	210.50	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$103k	1.2k	88.65	View chart
Comcast Corp Cl A (CMCSA)	0.1	$101k	3.2k	31.46	View chart
Vanguard World Financials Etf (VFH)	0.1	$101k	767.00	131.03	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.1	$100k	2.1k	48.68	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.1	$98k	734.00	133.60	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$98k	349.00	279.29	View chart
Apollo Global Mgmt (APO)	0.1	$97k	726.00	133.25	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$96k	327.00	294.02	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$96k	1.5k	65.00	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$96k	686.00	139.30	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$95k	2.2k	42.79	View chart
Verizon Communications (VZ)	0.1	$94k	2.1k	44.04	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$93k	1.2k	78.34	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$90k	1.1k	80.03	View chart
Anthem (ELV)	0.1	$89k	276.00	323.12	View chart
Xcel Energy (XEL)	0.1	$88k	1.1k	80.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$87k	1.3k	65.22	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.1	$85k	506.00	168.04	View chart
Pepsi (PEP)	0.1	$81k	574.00	140.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$78k	320.00	243.55	View chart
Unilever Spon Adr New (UL)	0.1	$77k	1.3k	59.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$77k	3.3k	23.29	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$74k	846.00	87.24	View chart
Phillips 66 (PSX)	0.1	$73k	533.00	137.18	View chart
Charles Schwab Corporation (SCHW)	0.1	$73k	759.00	95.51	View chart
Abbvie (ABBV)	0.1	$73k	313.00	231.54	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$72k	1.6k	45.41	View chart
Cisco Systems (CSCO)	0.1	$71k	1.0k	68.41	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.1	$70k	1.1k	61.17	View chart
Ryder System (R)	0.1	$70k	369.00	188.64	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$69k	116.00	596.27	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$66k	1.1k	59.18	View chart
Te Connectivity Ord Shs (TEL)	0.1	$65k	296.00	219.53	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.1	$64k	631.00	101.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$64k	194.00	327.75	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	0.1	$63k	2.0k	30.85	View chart
Lpl Financial Holdings (LPLA)	0.1	$62k	187.00	332.99	View chart
Coca-Cola Company (KO)	0.1	$62k	930.00	66.28	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$61k	2.2k	27.91	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$61k	1.7k	35.69	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$61k	1.7k	36.57	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$60k	98.00	610.01	View chart
Dell Technologies CL C (DELL)	0.1	$57k	401.00	141.77	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$57k	738.00	76.72	View chart
Novartis Sponsored Adr (NVS)	0.1	$57k	441.00	128.24	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$57k	322.00	175.59	View chart
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)	0.1	$54k	961.00	56.44	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$54k	439.00	122.67	View chart
Kraneshares Trust Elec Veh Futur (KARS)	0.1	$54k	1.8k	30.38	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$52k	507.00	102.53	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$51k	788.00	65.00	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$51k	771.00	65.89	View chart
Snap-on Incorporated (SNA)	0.0	$51k	146.00	346.53	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$49k	345.00	142.45	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.0	$48k	958.00	50.49	View chart
Wal-Mart Stores (WMT)	0.0	$48k	468.00	103.06	View chart
Tc Energy Corp (TRP)	0.0	$48k	882.00	54.41	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$48k	592.00	80.16	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$46k	352.00	131.53	View chart
Cardinal Health (CAH)	0.0	$46k	294.00	156.96	View chart
Invesco Exchange Traded Fd T Semiconductors (PSI)	0.0	$46k	648.00	70.24	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$45k	438.00	103.29	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$45k	629.00	71.35	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$44k	187.00	236.06	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$44k	413.00	106.19	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.0	$44k	591.00	73.61	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$43k	498.00	87.01	View chart
Vanguard World Energy Etf (VDE)	0.0	$43k	332.00	130.00	View chart
Kilroy Realty Corporation (KRC)	0.0	$42k	1.0k	42.25	View chart
Caterpillar (CAT)	0.0	$42k	88.00	475.38	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$41k	487.00	85.09	View chart
Thermo Fisher Scientific (TMO)	0.0	$41k	85.00	485.02	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$41k	969.00	42.13	View chart
General Dynamics Corporation (GD)	0.0	$40k	119.00	339.74	View chart
Flexshares Tr Qualt Divd Idx (QDF)	0.0	$40k	508.00	79.44	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$40k	625.00	63.81	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$39k	286.00	137.73	View chart
Ishares Tr Msci Usa Smcp Mn (SMMV)	0.0	$39k	900.00	43.12	View chart
L3harris Technologies (LHX)	0.0	$38k	126.00	304.46	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$38k	762.00	50.01	View chart
Take-Two Interactive Software (TTWO)	0.0	$38k	147.00	258.36	View chart
Travelers Companies (TRV)	0.0	$36k	130.00	279.22	View chart
Ishares Tr Esg Select Scre (XJH)	0.0	$36k	825.00	43.85	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$36k	113.00	319.55	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$36k	316.00	113.99	View chart
Flexshares Tr Stoxx Globr Inf (NFRA)	0.0	$36k	570.00	62.87	View chart
Spdr Series Trust Factst Inv Etf (XITK)	0.0	$36k	188.00	190.42	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$36k	247.00	144.65	View chart
Ares Capital Corporation (ARCC)	0.0	$35k	1.7k	20.41	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.0	$35k	695.00	50.56	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.0	$35k	523.00	66.88	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.0	$35k	757.00	46.07	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$35k	604.00	57.55	View chart
Walt Disney Company (DIS)	0.0	$35k	301.00	114.64	View chart
CVS Caremark Corporation (CVS)	0.0	$33k	438.00	76.30	View chart
Qualcomm (QCOM)	0.0	$33k	200.00	166.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$33k	608.00	54.24	View chart
NVIDIA Corporation (NVDA)	0.0	$33k	175.00	186.60	View chart
Omni (OMC)	0.0	$33k	400.00	81.53	View chart
Relx Sponsored Adr (RELX)	0.0	$32k	676.00	47.76	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$32k	438.00	73.43	View chart
Ishares Tr Us Industrials (IYJ)	0.0	$32k	218.00	145.93	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$32k	154.00	206.16	View chart
Invesco Exchange Traded Fd T Ai And Next Gen (IGPT)	0.0	$32k	586.00	54.06	View chart
Invesco Exchange Traded Fd T S&p500 Eql Utl (RSPU)	0.0	$32k	411.00	76.74	View chart
NetApp (NTAP)	0.0	$32k	266.00	118.46	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$31k	612.00	50.75	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$31k	284.00	108.68	View chart
Kraneshares Trust Asia Pacific Etf (KHYB)	0.0	$31k	1.3k	24.48	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$31k	156.00	196.21	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$30k	75.00	403.84	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.0	$30k	414.00	72.56	View chart
Pfizer (PFE)	0.0	$30k	1.2k	25.41	View chart
Spdr Series Trust Spdr S&p 500 Etf (SPYX)	0.0	$29k	532.00	54.90	View chart
JPMorgan Chase & Co. (JPM)	0.0	$29k	91.00	316.88	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.0	$28k	749.00	37.62	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$28k	415.00	67.34	View chart
Spdr Series Trust S&p Semicndctr (XSD)	0.0	$28k	87.00	320.03	View chart
Visa Com Cl A (V)	0.0	$28k	81.00	341.38	View chart
Gilead Sciences (GILD)	0.0	$27k	247.00	111.00	View chart
Veralto Corp Com Shs (VLTO)	0.0	$27k	257.00	106.61	View chart
Labcorp Holdings Com Shs (LH)	0.0	$27k	94.00	287.06	View chart
Nextera Energy (NEE)	0.0	$27k	354.00	75.59	View chart
Kenon Hldgs SHS (KEN)	0.0	$26k	584.00	45.17	View chart
Raytheon Technologies Corp (RTX)	0.0	$26k	156.00	168.20	View chart
Ishares Tr Future Exponenti (XT)	0.0	$26k	360.00	71.86	View chart
Boeing Company (BA)	0.0	$25k	117.00	215.80	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$25k	475.00	52.83	View chart
Vanguard World Industrial Etf (VIS)	0.0	$25k	84.00	296.25	View chart
Public Storage (PSA)	0.0	$25k	86.00	288.85	View chart
Automatic Data Processing (ADP)	0.0	$25k	84.00	293.50	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.0	$25k	216.00	113.51	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$24k	422.00	56.75	View chart
Merck & Co (MRK)	0.0	$24k	285.00	83.93	View chart
Chevron Corporation (CVX)	0.0	$24k	154.00	155.29	View chart
Main Street Capital Corporation (MAIN)	0.0	$24k	372.00	63.59	View chart
Orix Corp Sponsored Adr (IX)	0.0	$24k	905.00	26.12	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$24k	651.00	36.19	View chart
ResMed (RMD)	0.0	$23k	86.00	272.36	View chart
Ishares Tr Us Hlthcr Pr Etf (IHF)	0.0	$23k	473.00	49.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$23k	78.00	295.34	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.0	$23k	100.00	226.07	View chart
Evercore Class A (EVR)	0.0	$23k	67.00	337.31	View chart
Archer Daniels Midland Company (ADM)	0.0	$22k	375.00	59.74	View chart
Zimmer Holdings (ZBH)	0.0	$22k	226.00	98.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$22k	155.00	141.99	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$22k	163.00	134.42	View chart
Golub Capital BDC (GBDC)	0.0	$22k	1.6k	13.69	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$22k	234.00	93.11	View chart
News Corp Cl A (NWSA)	0.0	$21k	691.00	30.71	View chart
Texas Instruments Incorporated (TXN)	0.0	$21k	113.00	183.25	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.0	$20k	214.00	93.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$20k	289.00	67.85	View chart
Enbridge (ENB)	0.0	$20k	388.00	50.46	View chart
H&R Block (HRB)	0.0	$19k	379.00	50.57	View chart
Fortive (FTV)	0.0	$19k	386.00	48.99	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.0	$19k	548.00	33.68	View chart
International Business Machines (IBM)	0.0	$18k	63.00	286.06	View chart
Lockheed Martin Corporation (LMT)	0.0	$18k	36.00	499.00	View chart
Enterprise Products Partners (EPD)	0.0	$18k	568.00	31.29	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$18k	84.00	208.70	View chart
Cia Energetica De Minas Gera Sp Adr N-v Pfd (CIG)	0.0	$17k	8.0k	2.11	View chart
First Tr Exchange Traded Hlth Care Alph (FXH)	0.0	$17k	154.00	109.78	View chart
Medtronic SHS (MDT)	0.0	$17k	175.00	95.24	View chart
Flexshares Tr Intl Qltdv Idx (IQDF)	0.0	$16k	569.00	28.56	View chart
Amplify Etf Tr Amplify Lithium (BATT)	0.0	$16k	1.2k	12.99	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)	0.0	$16k	107.00	148.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$15k	159.00	91.49	View chart
Global X Fds Fintech Etf (FINX)	0.0	$15k	433.00	33.49	View chart
Blackrock (BLK)	0.0	$14k	12.00	1184.33	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$14k	77.00	178.22	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$13k	2.9k	4.54	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$13k	327.00	40.63	View chart
Amplify Etf Tr Blockchain Ldr (BLOK)	0.0	$13k	192.00	67.28	View chart
Ford Motor Company (F)	0.0	$13k	1.0k	11.96	View chart
Nushares Etf Tr Nuveen Esg Midvl (NUMV)	0.0	$12k	318.00	38.65	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.0	$12k	43.00	279.84	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$12k	149.00	78.93	View chart
Kraneshares Trust Bosera Msci Chin (KBA)	0.0	$12k	386.00	30.09	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$11k	224.00	50.87	View chart
Bank of America Corporation (BAC)	0.0	$11k	218.00	51.59	View chart
Goldman Sachs (GS)	0.0	$11k	14.00	796.36	View chart
Independent Bank (INDB)	0.0	$11k	161.00	69.17	View chart
Target Corporation (TGT)	0.0	$11k	124.00	89.71	View chart
At&t (T)	0.0	$11k	388.00	28.57	View chart
Prudential Financial (PRU)	0.0	$11k	105.00	103.74	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$11k	264.00	39.60	View chart
Tower Semiconductor Shs New (TSEM)	0.0	$10k	141.00	72.30	View chart
3M Company (MMM)	0.0	$10k	65.00	156.00	View chart
Lumen Technologies (LUMN)	0.0	$10k	1.6k	6.12	View chart
ConocoPhillips (COP)	0.0	$10k	106.00	94.33	View chart
Manulife Finl Corp (MFC)	0.0	$9.2k	295.00	31.13	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$8.9k	89.00	99.61	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.0	$8.9k	622.00	14.25	View chart
First American Financial (FAF)	0.0	$8.8k	137.00	64.24	View chart
Barings Bdc (BBDC)	0.0	$8.8k	1.0k	8.76	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.0	$8.6k	78.00	110.38	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.0	$8.6k	91.00	94.36	View chart
Old Republic International Corporation (ORI)	0.0	$8.5k	200.00	42.47	View chart
Gladstone Capital Corp Com New (GLAD)	0.0	$8.4k	386.00	21.87	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$8.4k	21.00	399.19	View chart
Infosys Sponsored Adr (INFY)	0.0	$8.3k	511.00	16.26	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$8.1k	152.00	53.18	View chart
Spdr Index Shs Fds Msci Acwi Clmte (NZAC)	0.0	$8.0k	190.00	42.35	View chart
First Tr Exch Trd Alphdx Em Sml Cp Alph (FEMS)	0.0	$7.7k	174.00	44.09	View chart
Fs Kkr Capital Corp (FSK)	0.0	$7.5k	500.00	14.93	View chart
American Express Company (AXP)	0.0	$7.3k	22.00	332.18	View chart
Chunghwa Telecom Spon Adr New11 (CHT)	0.0	$7.3k	167.00	43.62	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$7.1k	163.00	43.47	View chart
Amgen (AMGN)	0.0	$7.1k	25.00	282.20	View chart
Boston Beer Cl A (SAM)	0.0	$7.0k	33.00	211.42	View chart
Ofs Credit Company (OCCI)	0.0	$6.7k	1.2k	5.41	View chart
Vontier Corporation (VNT)	0.0	$6.5k	154.00	41.97	View chart
Saratoga Invt Corp Com New (SAR)	0.0	$6.4k	261.00	24.39	View chart
Everus Constr Group (ECG)	0.0	$6.3k	74.00	85.76	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$6.1k	32.00	191.50	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$6.0k	520.00	11.60	View chart
Nortonlifelock (GEN)	0.0	$5.9k	208.00	28.35	View chart
McGrath Rent (MGRC)	0.0	$5.9k	50.00	117.30	View chart
Amplify Etf Tr Amplify Bluestar (ITEQ)	0.0	$5.9k	100.00	58.65	View chart
Knife River Corp Common Stock (KNF)	0.0	$5.7k	74.00	76.86	View chart
Ishares Tr Asia 50 Etf (AIA)	0.0	$5.7k	60.00	94.45	View chart
Runway Growth Finance Corp (RWAY)	0.0	$5.6k	554.00	10.16	View chart
Ralliant Corp (RAL)	0.0	$5.6k	128.00	43.73	View chart
Edison International (EIX)	0.0	$5.5k	100.00	55.28	View chart
National Grid Sponsored Adr Ne (NGG)	0.0	$5.5k	76.00	72.67	View chart
Smith &nephew Spdn Adr New (SNN)	0.0	$5.5k	151.00	36.36	View chart
Ubs Group SHS (UBS)	0.0	$5.5k	133.00	41.00	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.0	$5.4k	129.00	41.53	View chart
Ofs Capital (OFS)	0.0	$5.3k	687.00	7.69	View chart
MDU Resources (MDU)	0.0	$5.3k	296.00	17.81	View chart
South Bow Corp (SOBO)	0.0	$5.0k	176.00	28.29	View chart
Netflix (NFLX)	0.0	$4.8k	4.00	1199.00	View chart
Pennantpark Floating Rate Capi (PFLT)	0.0	$4.7k	526.00	8.89	View chart
Msc Indl Direct Cl A (MSM)	0.0	$4.6k	50.00	92.14	View chart
Totalenergies Se Sponsored Ads (TTE)	0.0	$4.3k	72.00	59.69	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$4.1k	88.00	46.26	View chart
Goldman Sachs Bdc SHS (GSBD)	0.0	$4.1k	400.00	10.17	View chart
Sanofi Sa Sponsored Adr (SNY)	0.0	$4.1k	86.00	47.20	View chart
Stellus Capital Investment (SCM)	0.0	$3.9k	300.00	13.06	View chart
Icahn Enterprises Depositary Unit (IEP)	0.0	$3.9k	458.00	8.42	View chart
Prospect Capital Corporation (PSEC)	0.0	$3.5k	1.3k	2.75	View chart
Takeda Pharmaceutical Sponsored Ads (TAK)	0.0	$3.4k	235.00	14.64	View chart
Alcon Ord Shs (ALC)	0.0	$3.4k	45.00	74.51	View chart
American Centy Etf Tr Us Quality Val (VALQ)	0.0	$3.3k	51.00	64.65	View chart
Dupont De Nemours (DD)	0.0	$3.3k	42.00	77.90	View chart
Otis Worldwide Corp (OTIS)	0.0	$2.9k	32.00	91.78	View chart
Adtran Holdings (ADTN)	0.0	$2.7k	290.00	9.38	View chart
Tesla Motors (TSLA)	0.0	$2.7k	6.00	444.67	View chart
Amcor Ord (AMCR)	0.0	$2.1k	252.00	8.18	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$2.0k	11.00	182.00	View chart
Haleon Spon Ads (HLN)	0.0	$1.8k	200.00	8.97	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$1.7k	14.00	121.14	View chart
Metropcs Communications (TMUS)	0.0	$1.4k	6.00	239.40	View chart
Amplify Etf Tr Altrntv Harv Etf (MJ)	0.0	$1.3k	35.00	37.37	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$1.1k	43.00	24.95	View chart
Udr (UDR)	0.0	$894.000000	24.00	37.25	View chart
Solventum Corp Com Shs (SOLV)	0.0	$876.000000	12.00	73.00	View chart
Dow (DOW)	0.0	$847.999300	37.00	22.92	View chart
Eastman Chemical Company (EMN)	0.0	$636.000000	10.00	63.60	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$618.999600	12.00	51.58	View chart
Advisorshares Tr Psychedelics Etf (PSIL)	0.0	$569.001000	30.00	18.97	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	0.0	$542.000000	4.00	135.50	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$488.000000	25.00	19.52	View chart
Tema Etf Trust Heart &health E (HRTS)	0.0	$463.999500	15.00	30.93	View chart
Viatris (VTRS)	0.0	$458.654200	47.00	9.76	View chart
Advansix (ASIX)	0.0	$367.999600	19.00	19.37	View chart
BP Sponsored Adr (BP)	0.0	$315.000000	9.00	35.00	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$271.000800	28.00	9.68	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$240.000000	8.00	30.00	View chart
Ncr Atleos Corporation Com Shs (NATL)	0.0	$235.999800	6.00	39.33	View chart
Invesco Exchange Traded Fd T Leisure And Ente (PEJ)	0.0	$182.000100	3.00	60.67	View chart
Cnfinance Hldgs Sponsored Ads	0.0	$63.000000	15.00	4.20	View chart
Diana Shipping *w Exp 12/14/202 (DSX.WS)	0.0	$42.011200	434.00	0.10	View chart
GSK Sponsored Adr (GSK)	0.0	$39.000000	1.00	39.00	View chart
Oceanpal Com New	0.0	$2.000000	2.00	1.00	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$0	6.9k	0.00	View chart
Wabtec Corporation (WAB)	0.0	$0	5.00	0.00	View chart

Past Filings by Harbor Asset Planning

SEC 13F filings are viewable for Harbor Asset Planning going back to 2025

Harbor Asset Planning 2025 Q3 filed Oct. 17, 2025

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