Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Harbor Asset Planning, Inc. (CIK 2077050) reported $118.9M across 416 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($5.1M, 4.27%), SCHG ($5.0M, 4.18%), VTV ($4.9M, 4.09%), IVV ($4.5M, 3.82%), RWL ($4.3M, 3.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $5.1M | 4.27% | 15,830 | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $5.0M | 4.18% | 170,576 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $4.9M | 4.09% | 24,801 | Added |
| 4 | IVV | ISHARES TR | $4.5M | 3.82% | 6,944 | Added |
| 5 | RWL | INVESCO EXCH TRADED FD TR II | $4.3M | 3.63% | 37,578 | Added |
| 6 | GSIE | GOLDMAN SACHS ETF TR | $3.5M | 2.95% | 81,416 | Trimmed |
| 7 | RSPN | INVESCO EXCHANGE TRADED FD T | $3.2M | 2.69% | 55,542 | Added |
| 8 | DFAI | DIMENSIONAL ETF TRUST | $2.8M | 2.34% | 71,504 | Added |
| 9 | SMLF | ISHARES TR | $2.6M | 2.17% | 34,167 | Trimmed |
| 10 | VGT | VANGUARD WORLD FD | $2.5M | 2.14% | 3,642 | Added |
| 11 | XMHQ | INVESCO EXCHANGE TRADED FD T | $2.5M | 2.11% | 24,212 | Trimmed |
| 12 | SCHX | SCHWAB STRATEGIC TR | $2.4M | 2.06% | 95,539 | Trimmed |
| 13 | DIVO | AMPLIFY ETF TR | $2.2M | 1.89% | 50,071 | Added |
| 14 | SGOV | ISHARES TR | $2.2M | 1.85% | 21,843 | Added |
| 15 | FNCL | FIDELITY COVINGTON TRUST | $2.1M | 1.79% | 30,253 | Added |
| 16 | XLI | SELECT SECTOR SPDR TR | $2.0M | 1.67% | 12,304 | Added |
| 17 | FNDX | SCHWAB STRATEGIC TR | $1.9M | 1.59% | 67,871 | Added |
| 18 | VBK | VANGUARD INDEX FDS | $1.9M | 1.56% | 6,119 | Added |
| 19 | FLTR | VANECK ETF TRUST | $1.8M | 1.50% | 69,864 | Added |
| 20 | VV | VANGUARD INDEX FDS | $1.8M | 1.48% | 5,895 | Trimmed |
| 21 | VHT | VANGUARD WORLD FD | $1.7M | 1.42% | 6,213 | Added |
| 22 | AAPL | APPLE INC | $1.4M | 1.15% | 5,368 | Hold |
| 23 | FMDE | FIDELITY COVINGTON TRUST | $1.3M | 1.13% | 37,407 | Added |
| 24 | GOOGL | ALPHABET INC | $1.3M | 1.09% | 4,505 | Hold |
| 25 | AVUV | AMERICAN CENTY ETF TR | $1.3M | 1.08% | 11,662 | Added |
Source: SEC Form 13F filings · as of 2026-03-31