Harbor Asset Planning, Inc. Portfolio Holdings
Q3 2025•409 long positions•$111.7M portfolio value
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Holding413 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $5.2M 4.67% | +$1.3K Bought | — 15.9K shares | 15.9K → 15.9K +$1.3K | +0.03% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.2M 4.65% | +$72.5K Bought | — 162.9K shares | 160.6K → 162.9K +$72.5K | +1.41% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.6M 4.13% | -$6.7K Sold | — 6.9K shares | 6.9K → 6.9K −$6.7K | -0.14% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $4.3M 3.89% | -$6.7K Sold | — 23.3K shares | 23.3K → 23.3K −$6.7K | -0.15% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.7M 3.28% | +$17.5K Bought | — 33.1K shares | 32.9K → 33.1K +$17.5K | +0.48% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.3M 2.98% | +$198.2K Bought | — 81.0K shares | 76.2K → 81.0K +$198.2K | +6.33% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.8M 2.5% | +$23.1K Bought | — 49.8K shares | 49.3K → 49.8K +$23.1K | +0.83% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.7M 2.41% | +$747.6 Bought | — 3.6K shares | 3.6K → 3.6K +$747.6 | +0.03% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.6M 2.34% | -$113.9K Sold | — 24.9K shares | 26.0K → 24.9K −$113.9K | -4.18% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.6M 2.3% | +$81.1K Bought | — 34.6K shares | 33.5K → 34.6K +$81.1K | +3.26% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.5M 2.28% | +$6.4K Bought | — 96.8K shares | 96.6K → 96.8K +$6.4K | +0.25% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.5M 2.24% | +$188.9K Bought | — 68.8K shares | 63.6K → 68.8K +$188.9K | +8.17% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.3M 2.05% | -$142.5K Sold | — 51.5K shares | 54.7K → 51.5K −$142.5K | -5.85% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.2M 1.97% | -$97.7K Sold | — 21.9K shares | 22.9K → 21.9K −$97.7K | -4.24% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.2M 1.96% | +$22.4K Bought | — 28.6K shares | 28.3K → 28.6K +$22.4K | +1.04% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.9M 1.74% | -$24.4K Sold | — 6.5K shares | 6.6K → 6.5K −$24.4K | -1.24% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 1.65% | +$7.4K Bought | — 11.9K shares | 11.9K → 11.9K +$7.4K | +0.4% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.8M 1.58% | -$203.0K Sold | — 67.2K shares | 74.9K → 67.2K −$203.0K | -10.31% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.6M 1.44% | -$96.6K Sold | — 6.2K shares | 6.6K → 6.2K −$96.6K | -5.67% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 1.37% | +$3.7K Bought | — 5.0K shares | 5.0K → 5.0K +$3.7K | +0.24% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $1.4M 1.22% | — | 0.0% 5.4K shares | — | — | $3.78T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.4M 1.22% | +$12.9K Bought | — 50.0K shares | 49.5K → 50.0K +$12.9K | +0.95% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 1.12% | +$59.5K Bought | — 2.6K shares | 2.5K → 2.6K +$59.5K | +4.98% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.3M 1.12% | +$937.1 Bought | — 2.7K shares | 2.7K → 2.7K +$937.1 | +0.07% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 1.11% | +$4.0K Bought | — 3.4K shares | 3.4K → 3.4K +$4.0K | +0.33% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 1.08% | +$30.0K Bought | — 23.6K shares | 23.0K → 23.6K +$30.0K | +2.55% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 1.03% | +$21.3K Bought | — 15.9K shares | 15.6K → 15.9K +$21.3K | +1.88% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 1.03% | -$17.8K Sold | — 4.7K shares | 4.8K → 4.7K −$17.8K | -1.53% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $1.1M 0.98% | — | 0.0% 4.5K shares | — | — | $2.95T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.975% | +$3.6K Bought | — 10.9K shares | 10.9K → 10.9K +$3.6K | +0.33% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.1M 0.956% | -$159.5K Sold | — 12.6K shares | 14.5K → 12.6K −$159.5K | -13.0% | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $993.6K 0.889% | — | 0.0% 1.9K shares | — | — | $3.85T Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $987.7K 0.884% | +$3.4K Bought | — 31.7K shares | 31.6K → 31.7K +$3.4K | +0.34% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $906.6K 0.811% | +$2.8K Bought | — 15.8K shares | 15.7K → 15.8K +$2.8K | +0.31% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $882.6K 0.79% | +$3.0K Bought | — 9.1K shares | 9.1K → 9.1K +$3.0K | +0.34% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $855.6K 0.766% | +$142.9K Bought | — 33.5K shares | 27.9K → 33.5K +$142.9K | +20.04% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $801.3K 0.717% | +$104.8K Bought | — 22.2K shares | 19.3K → 22.2K +$104.8K | +15.05% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $764.4K 0.684% | +$2.4K Bought | — 3.8K shares | 3.7K → 3.8K +$2.4K | +0.32% | — — | Q2 2025 Held for 5 months | |
Home Improvement Consumer Cyclical | $754.9K 0.676% | — | 0.0% 1.9K shares | — | — | $403.32B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $721.6K 0.646% | -$68.8K Sold | — 12.6K shares | 13.8K → 12.6K −$68.8K | -8.7% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $711.4K 0.637% | -$41.7K Sold | — 5.6K shares | 6.0K → 5.6K −$41.7K | -5.54% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $703.2K 0.629% | +$2.9K Bought | — 15.6K shares | 15.5K → 15.6K +$2.9K | +0.42% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $684.6K 0.613% | +$3.0K Bought | — 20.4K shares | 20.3K → 20.4K +$3.0K | +0.43% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $669.0K 0.599% | +$1.8K Bought | — 1.1K shares | 1.1K → 1.1K +$1.8K | +0.27% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $651.0K 0.583% | — | — 10.1K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $626.1K 0.56% | +$1.8K Bought | — 8.5K shares | 8.5K → 8.5K +$1.8K | +0.29% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $595.5K 0.533% | +$19.1K Bought | — 6.6K shares | 6.4K → 6.6K +$19.1K | +3.31% | — — | Q2 2025 Held for 5 months | |
Software - Application Technology | $566.1K 0.507% | — | 0.001% 1.8K shares | — | — | $67.7B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $559.6K 0.501% | +$7.6K Bought | — 2.1K shares | 2.0K → 2.1K +$7.6K | +1.38% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $557.3K 0.499% | -$8.5K Sold | — 19.0K shares | 19.3K → 19.0K −$8.5K | -1.5% | — — | Q2 2025 Held for 5 months |
