§ 13F · FUND PROFILE
Harbor Asset Planning, Inc..
AUM · $133M (13F)Positions · 2028Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$363K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 13K | $5M | 3.6% | ±0% |
| 2 | IVV | ISHARES TR | 2K | $2M | 1.2% | −5% |
| 3 | SGOV | ISHARES TR | 13K | $1M | 1.0% | +7% |
| 4 | GOOGL | ALPHABET INC | 3K | $1M | 0.9% | ±0% |
| 5 | IVV | ISHARES TR | 2K | $1M | 0.9% | — |
| 6 | VHT | VANGUARD WORLD FD | 3K | $891K | 0.7% | ±0% |
| 7 | IWR | ISHARES TR | 7K | $821K | 0.6% | ±0% |
| 8 | IVV | ISHARES TR | 899 | $673K | 0.5% | — |
| 9 | FNDX | SCHWAB STRATEGIC TR | 20K | $631K | 0.5% | −4% |
| 10 | VTI | VANGUARD INDEX FDS | 2K | $578K | 0.4% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE HARBOR SIGNAL
AC read
Harbor Asset Planning, Inc. is a Other fund managing $133 million in assets. The fund runs a massive portfolio of 2,028 positions.
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