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Harbor Etf Trust shares owned by SpringVest Wealth Management

Quarter-by-quarter ownership of Harbor Etf Trust (WINN) shares owned by SpringVest Wealth Management from 13F filings

Historical chart of SpringVest Wealth Management investment in Harbor Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Harbor Etf Trust held by SpringVest Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Harbor Etf Trust by SpringVest Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $203k 6.5k 31.16
2025-06-30 $437k 15k 29.13

More positions owned by SpringVest Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
American Electric Power Company (AEP)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for SpringVest Wealth Management

Top funds holding Harbor Etf Trust

LPL Financial
CI Private Wealth
Wealth Enhancement Advisory Services
Grant Street Asset Management
Raymond James Financial
Commonwealth Equity Services
Towneley Capital Management, Inc / DE
Royal Bank of Canada
Golden State Wealth Management
Leisure Capital Management
Private Advisor
SOL Capital Management
WJ Wealth Management
Synovus Financial Corp.
Wealthcare Advisory Partners

View all funds holding Harbor Etf Trust