Harbor Asset Planning, Inc. New Holdings in Q2 2025

Harbor Asset Planning, Inc.

  • $105 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
15.9K
New
$243.75 - $303.93 $3.87M - $4.83M
15.9K $4.83B
SCHG
Schwab Strategic Tr Us Large C

ETFs
161K
New
$22.27 - $29.21 $3.58M - $4.69M
161K $4.69B
IVV
Ishares Core S&P 500 ETF

ETFs
6.91K
New
$498.8 - $620.9 $3.45M - $4.29M
6.91K $4.29B
VTV
Vanguard Value ETF

ETFs
23.3K
New
$153.67 - $176.74 $3.59M - $4.12M
23.3K $4.13B
RWL
Invesco Exchange Traded Fd Tr

ETFs
32.9K
New
$89.02 - $104.29 $2.93M - $3.44M
32.9K $3.44B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
76.2K
New
N/A
76.2K $3.02B
RGI
Invesco S&P 500 Equal Weight I

ETFs
49.3K
New
N/A
49.3K $2.64B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
26K
New
$82.17 - $99.96 $2.13M - $2.6M
26K $2.55B
VGT
Vanguard Information Technolog

ETFs
3.59K
New
$470.37 - $663.28 $1.69M - $2.38M
3.59K $2.38B
SCHX
Schwab Strategic Tr Us Large C

ETFs
96.6K
New
$19.6 - $24.44 $1.89M - $2.36M
96.6K $2.36B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
22.9K
New
$100.35 - $100.71 $2.3M - $2.3M
22.9K $2.3B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
33.5K
New
$54.28 - $67.95 $1.82M - $2.28M
33.5K $2.28B
DFAI
Dimensional ETF Tr

ETFs
63.6K
New
$28.02 - $34.71 $1.78M - $2.21M
63.6K $2.2B
FNCL
Fidelity Covington Tr Msci Fin

ETFs
28.3K
New
$61.08 - $74.04 $1.73M - $2.1M
28.3K $2.1B
FNDX
Schwab Fundamental U S Large C

ETFs
74.9K
New
$20.84 - $24.54 $1.56M - $1.84M
74.9K $1.84B
VBK
Vanguard Small Cap Growth ETF

ETFs
6.6K
New
$219.76 - $276.94 $1.45M - $1.83M
6.6K $1.83B
XLI
Industrial Sector Spdr

ETFs
11.9K
New
$116.42 - $147.52 $1.38M - $1.75M
11.9K $1.75B
VHT
Vanguard Health Care ETF

ETFs
6.56K
New
$236.71 - $261.92 $1.55M - $1.72M
6.56K $1.63B
VV
Vanguard Large Cap ETF

ETFs
4.96K
New
$228.25 - $285.3 $1.13M - $1.42M
4.96K $1.42B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
49.5K
New
$24.32 - $27.87 $1.2M - $1.38M
49.5K $1.31B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
23K
New
$50.1 - $51.02 $1.15M - $1.18M
23K $1.18B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
14.5K
New
$65.84 - $80.81 $954K - $1.17M
14.5K $1.16B
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.37K
New
$272.36 - $339.57 $919K - $1.15M
3.37K $1.15B
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.67K
New
$320.42 - $424.58 $856K - $1.13M
2.67K $1.13B
AAPL
Apple Inc.

Technology
5.37K
New
$172.42 - $223.89 $925K - $1.2M
5.37K $1.1B
VUG
Vanguard Growth ETF

ETFs
2.49K
New
$329.49 - $438.4 $820K - $1.09M
2.49K $1.09B
MGC
Vanguard Mega Cap ETF

ETFs
4.78K
New
$179.23 - $224.92 $857K - $1.08M
4.78K $1.08B
DFUS
Dimensional ETF Tr U S Equity

ETFs
15.6K
New
$53.65 - $67.02 $839K - $1.05M
15.6K $1.05B
AVUV
American Centy ETF Tr Avantis

ETFs
10.9K
New
$75.17 - $91.21 $820K - $995K
10.9K $994M
MSFT
Microsoft Corp

Technology
1.92K
New
$354.56 - $497.45 $680K - $955K
1.92K $954M
FNDA
Schwab Fundamental U S Small C

ETFs
31.6K
New
$23.85 - $28.69 $753K - $906K
31.6K $905M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15.7K
New
$47.46 - $55.3 $746K - $870K
15.7K $866M
IWR
Ishares Russell Mid Cap ETF

ETFs
9.11K
New
$74.88 - $91.97 $682K - $838K
9.11K $838M
GOOGL
Alphabet Inc.

Communication Services
4.51K
New
$144.7 - $178.6 $652K - $805K
4.51K $794M
JEPI
J P Morgan Exchange Traded Fd

ETFs
13.8K
New
$51.14 - $57.0 $708K - $789K
13.8K $787M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.74K
New
$166.82 - $194.23 $624K - $727K
3.74K $727M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
27.9K
New
$24.96 - $25.5 $696K - $711K
27.9K $711M
DSI
Ishares Msci Kld 400 Social Et

ETFs
5.98K
New
$91.62 - $116.16 $548K - $695K
5.98K $694M
HD
Home Depot, Inc.

Consumer Cyclical
1.86K
New
$335.24 - $380.78 $625K - $709K
1.86K $683M
Fidelity Covington Trust
19.3K
New
N/A
19.3K $663M
PRF
Invesco Exchange Traded Fd Tr

ETFs
15.5K
New
$35.77 - $42.27 $554K - $655K
15.5K $655M
Fidelity Covington Trust
20.3K
New
N/A
20.3K $646M
JHMM
John Hancock Multifactor Mid C

ETFs
10.1K
New
$50.32 - $61.13 $506K - $615K
10.1K $615M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.11K
New
$416.06 - $551.64 $463K - $613K
1.11K $614M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
8.52K
New
$59.24 - $71.39 $505K - $608K
8.52K $607M
RYH
Invesco S&P 500 Equal Weight H

ETFs
19.3K
New
N/A
19.3K $562M
ADSK
Autodesk, Inc.

Technology
1.78K
New
N/A
1.78K $552M
IYG
Ishares Tr

ETFs
6.43K
New
$68.9 - $85.6 $443K - $550K
6.43K $550M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.92K
New
$121.58 - $136.74 $476K - $536K
3.92K $532M
Activity Summary
Buys All Purchases 412 New Holdings 412 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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