Harbor Asset Planning »

Ishares Tr edge msci minm shares owned by Harbor Asset Planning

Quarter-by-quarter ownership of Ishares Tr edge msci minm (SMMV) shares owned by Harbor Asset Planning from 13F filings

Historical chart of Harbor Asset Planning investment in Ishares Tr edge msci minm

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr edge msci minm held by Harbor Asset Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr edge msci minm by Harbor Asset Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $39k 900 43.12

More positions owned by Harbor Asset Planning

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)
Vanguard World Inf Tech Etf (VGT)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Sml Cap Eqt (SMLF)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Harbor Asset Planning

Top funds holding Ishares Tr edge msci minm

Mercer Global Advisors
Wells Fargo & Company
Wealth Management Resources
Raymond James Financial
Commonwealth Equity Services
LPL Financial
Brickley Wealth Management
Royal Bank of Canada
Creative Planning
Sagespring Wealth Partners
Kestra Advisory Services
UBS Group
Jpmorgan Chase & Co
Rehmann Capital Advisory
Beacon Pointe Advisors

View all funds holding Ishares Tr edge msci minm