Harbor Asset Planning, Inc.

CIK: 0002077050SEC EDGAR →

Portfolio Value

$117.0B

Holdings

442

As of

Q4 2025

New Positions

442

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VTI VANGUARD INDEX FDS	15,824	$5.3B	4.53%
2	SCHG SCHWAB STRATEGIC TR	162,992	$5.3B	4.52%
3	IVV ISHARES TR	6,927	$4.7B	4.05%
4	VTV VANGUARD INDEX FDS	23,720	$4.5B	3.86%
5	RWL INVESCO EXCH TRADED FD TR II	35,335	$4.0B	3.44%
6	GSIE GOLDMAN SACHS ETF TR	82,334	$3.5B	3.00%
7	RSPN INVESCO EXCHANGE TRADED FD T	52,240	$2.9B	2.50%
8	VGT VANGUARD WORLD FD	3,602	$2.7B	2.30%
9	DFAI DIMENSIONAL ETF TRUST	70,849	$2.7B	2.29%
10	SMLF ISHARES TR	35,915	$2.7B	2.28%

Quarterly Changes

Top Buys

VTINEW

$5.3B

SCHGNEW

$5.3B

IVVNEW

$4.7B

VTVNEW

$4.5B

RWLNEW

$4.0B

Top Sells

No sells this quarter

New Positions (442)

$5.3B · 16K shares

$5.3B · 163K shares

$4.7B · 7K shares

$4.5B · 24K shares

$4.0B · 35K shares

$3.5B · 82K shares

$2.9B · 52K shares

$2.7B · 4K shares

$2.7B · 71K shares

$2.7B · 36K shares

$2.6B · 96K shares

$2.5B · 25K shares

$2.2B · 29K shares

$2.2B · 22K shares

$2.1B · 49K shares

$2.1B · 7K shares

$1.9B · 12K shares

$1.8B · 68K shares

$1.8B · 6K shares

$1.8B · 6K shares

$1.5B · 5K shares

$1.4B · 5K shares

$1.3B · 23K shares

$1.3B · 3K shares

$1.3B · 3K shares

$1.3B · 3K shares

$1.2B · 34K shares

$1.2B · 5K shares

$1.2B · 16K shares

$1.2B · 46K shares

$1.1B · 13K shares

$1.1B · 23K shares

$1.1B · 11K shares

$1.0B · 32K shares

$927.0M · 16K shares

$924.0M · 2K shares

$881.0M · 9K shares

$786.0M · 4K shares

$779.0M · 14K shares

$730.0M · 16K shares

$728.0M · 6K shares

$708.0M · 21K shares

$682.0M · 1K shares

$649.0M · 10K shares

$643.0M · 7K shares

$639.0M · 9K shares

$638.0M · 2K shares

$606.0M · 9K shares

$596.0M · 19K shares

$550.0M · 4K shares

$547.0M · 2K shares

$528.0M · 4K shares

$527.0M · 2K shares

$515.0M · 20K shares

$510.0M · 3K shares

$493.0M · 13K shares

$466.0M · 7K shares

$449.0M · 6K shares

$429.0M · 2K shares

$422.0M · 19K shares

$406.0M · 8K shares

$392.0M · 2K shares

$389.0M · 2K shares

$374.0M · 3K shares

$367.0M · 737 shares

$367.0M · 5K shares

$341.0M · 13K shares

$340.0M · 1K shares

$340.0M · 3K shares

$335.0M · 2K shares

$320.0M · 7K shares

$300.0M · 2K shares

$299.0M · 1K shares

$291.0M · 3K shares

$291.0M · 1K shares

$281.0M · 2K shares

$273.0M · 404 shares

$261.0M · 2K shares

$258.0M · 1K shares

$248.0M · 4K shares

$247.0M · 3K shares

$243.0M · 2K shares

$243.0M · 2K shares

$243.0M · 8K shares

$227.0M · 2K shares

$221.0M · 2K shares

$219.0M · 2K shares

$215.0M · 200 shares

$215.0M · 2K shares

$194.0M · 2K shares

$192.0M · 4K shares

$190.0M · 928 shares

$189.0M · 2K shares

$184.0M · 7K shares

$180.0M · 4K shares

$179.0M · 4K shares

$176.0M · 772 shares

$176.0M · 8K shares

$172.0M · 3K shares

$171.0M · 631 shares

$168.0M · 3K shares

$165.0M · 1K shares

$160.0M · 4K shares

$158.0M · 460 shares

$155.0M · 5K shares

$152.0M · 1K shares

$149.0M · 1K shares

$149.0M · 3K shares

$146.0M · 750 shares

$143.0M · 2K shares

$143.0M · 2K shares

$140.0M · 559 shares

$133.0M · 1K shares

$130.0M · 697 shares

$124.0M · 1K shares

$122.0M · 2K shares

$121.0M · 856 shares

$118.0M · 1K shares

$117.0M · 138 shares

$115.0M · 2K shares

$114.0M · 3K shares

$113.0M · 1K shares

$112.0M · 1K shares

$110.0M · 1K shares

$109.0M · 825 shares

$106.0M · 2K shares

$105.0M · 349 shares

$105.0M · 726 shares

$103.0M · 385 shares

$103.0M · 2K shares

$101.0M · 770 shares

$100.0M · 4K shares

$99.0M · 320 shares

$98.0M · 2K shares

$98.0M · 737 shares

$96.0M · 276 shares

$96.0M · 628 shares

$96.0M · 689 shares

$95.0M · 491 shares

$95.0M · 1K shares

$94.0M · 3K shares

$94.0M · 330 shares

$92.0M · 2K shares

$88.0M · 1K shares

$88.0M · 1K shares

$86.0M · 2K shares

$85.0M · 506 shares

$84.0M · 4K shares

$81.0M · 574 shares

$80.0M · 2K shares

$80.0M · 1K shares

$77.0M · 1K shares

$76.0M · 762 shares

$75.0M · 749 shares

$74.0M · 1K shares

$74.0M · 1K shares

$73.0M · 2K shares

$72.0M · 2K shares

$71.0M · 2K shares

$70.0M · 2K shares

$70.0M · 313 shares

$70.0M · 116 shares

$70.0M · 369 shares

$69.0M · 364 shares

$69.0M · 194 shares

$68.0M · 533 shares

$67.0M · 296 shares

$67.0M · 1K shares

$66.0M · 2K shares

$66.0M · 187 shares

$64.0M · 632 shares

$64.0M · 2K shares

$64.0M · 938 shares

$63.0M · 2K shares

$61.0M · 1K shares

$60.0M · 98 shares

$60.0M · 294 shares

$60.0M · 782 shares

$59.0M · 441 shares

$57.0M · 753 shares

$56.0M · 398 shares

$56.0M · 402 shares

$56.0M · 325 shares

$54.0M · 965 shares

$53.0M · 443 shares

$52.0M · 778 shares

$52.0M · 468 shares

$51.0M · 187 shares

$50.0M · 353 shares

$50.0M · 401 shares

$50.0M · 88 shares

$49.0M · 85 shares

$49.0M · 603 shares

$49.0M · 146 shares

$49.0M · 2K shares

$48.0M · 393 shares

$48.0M · 882 shares

$48.0M · 967 shares

$48.0M · 321 shares

$47.0M · 800 shares

$47.0M · 640 shares

$46.0M · 442 shares

$44.0M · 352 shares

$44.0M · 501 shares

$44.0M · 417 shares

$42.0M · 592 shares

$41.0M · 450 shares

$41.0M · 511 shares

$41.0M · 248 shares

$41.0M · 494 shares

$40.0M · 634 shares

$39.0M · 762 shares

$39.0M · 119 shares

$39.0M · 788 shares

$39.0M · 542 shares

$39.0M · 904 shares

$38.0M · 87 shares

$38.0M · 584 shares

$38.0M · 888 shares

$38.0M · 523 shares

$37.0M · 130 shares

$37.0M · 829 shares

$37.0M · 1K shares

$37.0M · 981 shares

$37.0M · 147 shares

$36.0M · 321 shares

$36.0M · 113 shares

$36.0M · 126 shares

$36.0M · 764 shares

$35.0M · 485 shares

$35.0M · 605 shares

$35.0M · 700 shares

$35.0M · 594 shares

$34.0M · 2K shares

$34.0M · 200 shares

$34.0M · 371 shares

$34.0M · 301 shares

$34.0M · 416 shares

$33.0M · 438 shares

$33.0M · 586 shares

$33.0M · 446 shares

$33.0M · 188 shares

$32.0M · 154 shares

$32.0M · 400 shares

$32.0M · 218 shares

$31.0M · 156 shares

$31.0M · 285 shares

$31.0M · 175 shares

$31.0M · 621 shares

$31.0M · 75 shares

$30.0M · 414 shares

$30.0M · 1K shares

$29.0M · 583 shares

$29.0M · 534 shares

$29.0M · 247 shares

$29.0M · 805 shares

$28.0M · 81 shares

$28.0M · 87 shares

$28.0M · 266 shares

$28.0M · 285 shares

$28.0M · 571 shares

$28.0M · 354 shares

$28.0M · 91 shares

$27.0M · 387 shares

RTX

$27.0M · 156 shares

RELX

$27.0M · 676 shares

$26.0M · 905 shares

PFE

$26.0M · 1K shares

LIT

$26.0M · 422 shares

$25.0M · 117 shares

$25.0M · 257 shares

$25.0M · 84 shares

$24.0M · 216 shares

$23.0M · 101 shares

$23.0M · 675 shares

$23.0M · 154 shares

$23.0M · 94 shares

$22.0M · 67 shares

$22.0M · 475 shares

$22.0M · 239 shares

$22.0M · 86 shares

$22.0M · 372 shares

$21.0M · 155 shares

$21.0M · 386 shares

$21.0M · 78 shares

$21.0M · 296 shares

$21.0M · 375 shares

$21.0M · 84 shares

$21.0M · 163 shares

$21.0M · 2K shares

$21.0M · 215 shares

$20.0M · 86 shares

$20.0M · 226 shares

$19.0M · 214 shares

$19.0M · 113 shares

$19.0M · 503 shares

$18.0M · 548 shares

$18.0M · 388 shares

$18.0M · 691 shares

$18.0M · 275 shares

$18.0M · 568 shares

$17.0M · 84 shares

$17.0M · 573 shares

$17.0M · 154 shares

$16.0M · 175 shares

$16.0M · 8K shares

$16.0M · 1K shares

$16.0M · 36 shares

$16.0M · 108 shares

$16.0M · 379 shares

$16.0M · 141 shares

$16.0M · 63 shares

$15.0M · 550 shares

$15.0M · 77 shares

$15.0M · 3K shares

$15.0M · 580 shares

$15.0M · 225 shares

$14.0M · 360 shares

$14.0M · 161 shares

$13.0M · 12 shares

$13.0M · 335 shares

$13.0M · 1K shares

JAVA

$13.0M · 187 shares

$12.0M · 14 shares

$12.0M · 392 shares

$12.0M · 323 shares

$11.0M · 43 shares

$11.0M · 124 shares

$11.0M · 218 shares

$11.0M · 227 shares

$11.0M · 151 shares

$11.0M · 161 shares

$11.0M · 105 shares

$10.0M · 65 shares

$10.0M · 295 shares

$10.0M · 192 shares

$9.0M · 1K shares

$9.0M · 106 shares

$9.0M · 511 shares

$9.0M · 89 shares

$9.0M · 44 shares

$9.0M · 200 shares

$8.0M · 137 shares

$8.0M · 25 shares

$8.0M · 97 shares

$8.0M · 22 shares

$8.0M · 388 shares

$8.0M · 21 shares

$8.0M · 91 shares

$8.0M · 78 shares

$8.0M · 155 shares

$8.0M · 622 shares

$8.0M · 193 shares

$7.0M · 500 shares

$7.0M · 176 shares

$7.0M · 386 shares

$7.0M · 166 shares

$6.0M · 100 shares

$6.0M · 133 shares

$6.0M · 33 shares

$6.0M · 31 shares

$6.0M · 128 shares

$6.0M · 520 shares

$6.0M · 74 shares

$6.0M · 261 shares

$6.0M · 24 shares

$6.0M · 167 shares

$5.0M · 1K shares

$5.0M · 100 shares

$5.0M · 61 shares

$5.0M · 122 shares

$5.0M · 76 shares

$5.0M · 296 shares

$5.0M · 208 shares

$5.0M · 32 shares

$5.0M · 50 shares

$5.0M · 74 shares

$5.0M · 154 shares

$5.0M · 88 shares

$5.0M · 132 shares

$4.0M · 90 shares

$4.0M · 194 shares

$4.0M · 176 shares

$4.0M · 151 shares

$4.0M · 72 shares

$4.0M · 526 shares

$4.0M · 554 shares

$4.0M · 86 shares

$4.0M · 50 shares

$4.0M · 89 shares

$3.0M · 40 shares

$3.0M · 142 shares

$3.0M · 259 shares

$3.0M · 51 shares

$3.0M · 687 shares

$3.0M · 235 shares

$3.0M · 300 shares

$3.0M · 100 shares

$3.0M · 136 shares

$3.0M · 3 shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	285	$102.8B	88.6%
Technology	31	$4.3B	3.7%
Unknown	18	$2.8B	2.4%
Communication Services	16	$2.2B	1.9%
Consumer Cyclical	8	$1.1B	0.9%
Healthcare	24	$1.1B	0.9%
Consumer Defensive	9	$539.0M	0.5%
Industrials	22	$495.0M	0.4%
Utilities	7	$392.0M	0.3%
Energy	11	$355.0M	0.3%
Real Estate	5	$60.0M	0.1%
Basic Materials	6	$11.0M	0.0%