Harbor Asset Planning, Inc. Purchases in Q3 2025

Harbor Asset Planning, Inc.

  • $112 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.27K
+ 1.41%
$28.92 - $32.19 $65.7K - $73.1K
163K $5.2B
VTI
Vanguard Total Stock Market Et

ETFs
4
+ 0.03%
$303.93 - $329.86 $1.22K - $1.32K
15.9K $5.22B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
4.82K
+ 6.33%
N/A
81K $3.33B
VGT
Vanguard Information Technolog

ETFs
1
+ 0.03%
$656.44 - $753.15 $656 - $753
3.6K $2.69B
DFAI
Dimensional ETF Tr

ETFs
5.2K
+ 8.17%
$34.05 - $36.55 $177K - $190K
68.8K $2.5B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.09K
+ 3.26%
$68.27 - $75.58 $74.5K - $82.5K
34.6K $2.57B
RWL
Invesco Exchange Traded Fd Tr

ETFs
158
+ 0.48%
$102.17 - $110.66 $16.1K - $17.5K
33.1K $3.66B
SCHX
Schwab Strategic Tr Us Large C

ETFs
242
+ 0.25%
$24.46 - $26.5 $5.92K - $6.41K
96.8K $2.55B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.54K
+ 206.56%
$107.5 - $115.86 $166K - $179K
2.29K $262M
VUG
Vanguard Growth ETF

ETFs
124
+ 4.98%
$433.97 - $484.08 $53.8K - $60K
2.61K $1.25B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
5.59K
+ 20.04%
$25.39 - $25.57 $142K - $143K
33.5K $856M
Fidelity Covington Trust
2.9K
+ 15.05%
N/A
22.2K $801M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.07%
$420.11 - $472.68 $840 - $945
2.67K $1.25B
VV
Vanguard Large Cap ETF

ETFs
12
+ 0.24%
$285.05 - $309.14 $3.42K - $3.71K
4.97K $1.53B
DFUS
Dimensional ETF Tr U S Equity

ETFs
294
+ 1.88%
$67.01 - $72.84 $19.7K - $21.4K
15.9K $1.15B
AVUV
American Centy ETF Tr Avantis

ETFs
36
+ 0.33%
$90.37 - $102.12 $3.25K - $3.68K
10.9K $1.09B
IWB
Ishares Tr Russell 1000 ETF

ETFs
11
+ 0.33%
$339.37 - $366.46 $3.73K - $4.03K
3.39K $1.24B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
294
+ 1.04%
$72.91 - $77.23 $21.4K - $22.7K
28.6K $2.19B
XLI
Industrial Sector Spdr

ETFs
48
+ 0.4%
$147.94 - $154.99 $7.1K - $7.44K
11.9K $1.84B
FNDA
Schwab Fundamental U S Small C

ETFs
108
+ 0.34%
$28.75 - $31.93 $3.11K - $3.45K
31.7K $988M
SOXX
Ishares Semiconductor ETF

ETFs
28
+ 1.38%
$236.93 - $271.12 $6.63K - $7.59K
2.06K $560M
Fidelity Covington Trust
1.66K
New
N/A
1.66K $60.5M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.27%
$546.99 - $602.2 $1.64K - $1.81K
1.12K $669M
XLK
Technology Sector Spdr

ETFs
2
+ 0.11%
$250.97 - $282.66 $502 - $565
1.85K $521M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
471
+ 0.95%
$26.38 - $27.95 $12.4K - $13.2K
50K $1.36B
PRF
Invesco Exchange Traded Fd Tr

ETFs
65
+ 0.42%
$42.04 - $45.23 $2.73K - $2.94K
15.6K $703M
IYG
Ishares Tr

ETFs
213
+ 3.31%
$85.16 - $90.57 $18.1K - $19.3K
6.64K $595M
IWR
Ishares Russell Mid Cap ETF

ETFs
31
+ 0.34%
$92.26 - $97.51 $2.86K - $3.02K
9.14K $883M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
48
+ 0.31%
$55.15 - $58.11 $2.65K - $2.79K
15.8K $907M
Fidelity Covington Trust
88
+ 0.43%
N/A
20.4K $685M
IWD
Ishares Russell 1000 Val ETF

ETFs
12
+ 0.32%
$192.76 - $203.86 $2.31K - $2.45K
3.75K $764M
Fidelity Covington Trust
27
+ 0.21%
N/A
12.9K $480M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
108
+ 17.73%
$170.68 - $192.95 $18.4K - $20.8K
717 $137M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
588
+ 2.55%
$50.82 - $51.09 $29.9K - $30K
23.6K $1.21B
VEA
Vanguard Ftse Developed Market

ETFs
366
+ 11.27%
$56.02 - $60.3 $20.5K - $22.1K
3.62K $217M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6
+ 0.23%
$182.33 - $194.5 $1.09K - $1.17K
2.58K $501M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11
+ 0.35%
$108.46 - $120.63 $1.19K - $1.33K
3.14K $373M
PAVE
Global X Fds Us Infrastructure

ETFs
15
+ 0.22%
$44.02 - $47.63 $660 - $714
6.83K $325M
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.28%
$237.58 - $259.17 $950 - $1.04K
1.43K $364M
VPU
Vanguard Utilities ETF

ETFs
11
+ 0.6%
$175.25 - $189.41 $1.93K - $2.08K
1.83K $347M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
7
+ 0.25%
$109.47 - $119.06 $766 - $833
2.81K $333M
XLC
Select Sector Spdr Tr Communic

ETFs
8
+ 0.33%
$105.99 - $119.41 $848 - $955
2.43K $288M
DVY
Ishares Tr

ETFs
19
+ 0.91%
$133.88 - $142.57 $2.54K - $2.71K
2.11K $299M
AIQ
Global X Funds Global X Artifi

ETFs
4
+ 0.11%
$43.2 - $49.66 $173 - $199
3.79K $187M
VIG
Vanguard Dividend Appreciation

ETFs
7
+ 0.4%
N/A
1.78K $383M
VFH
Vanguard Financial ETF

ETFs
138
+ 21.94%
$125.23 - $132.78 $17.3K - $18.3K
767 $101M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
24
+ 0.61%
$136.48 - $142.97 $3.28K - $3.43K
3.94K $552M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
25
+ 0.29%
$70.77 - $73.59 $1.77K - $1.84K
8.54K $626M
FDVV
Fidelity High Dividend ETF

ETFs
29
+ 0.7%
$52.42 - $55.71 $1.52K - $1.62K
4.18K $233M
Activity Summary
Buys All Purchases 140 New Holdings 3 Increased Positions 137 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Harbor Asset Planning, Inc. Portfolio

Follow Harbor Asset Planning, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Harbor Asset Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Harbor Asset Planning, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email