Harbor Asset Planning, Inc. Incresed Positions in Q3 2025

Harbor Asset Planning, Inc.

  • $112 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJS
Ishares S&P Smallcap 600 Value

ETFs
7
+ 0.56%
$98.99 - $112.2 $693 - $785
1.26K $139M
IVW
Ishares S&P 500 Growth ETF

ETFs
1
+ 0.07%
$108.97 - $121.65 $109 - $122
1.35K $163M
SCHV
Schwab Strategic Tr Us Large C

ETFs
41
+ 0.5%
$27.61 - $29.15 $1.13K - $1.2K
8.22K $239M
FNDB
Schwab Fundamental U S Broad M

ETFs
30
+ 0.43%
$23.83 - $25.77 $715 - $773
6.94K $179M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
9
+ 0.34%
$77.92 - $81.94 $701 - $737
2.69K $220M
XLF
Financial Sector Spdr

ETFs
25
+ 0.34%
$51.37 - $54.25 $1.28K - $1.36K
7.49K $403M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
7
+ 0.33%
$84.28 - $89.46 $590 - $626
2.12K $188M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.18%
$128.6 - $136.01 $386 - $408
1.65K $223M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
9
+ 0.35%
$39.37 - $44.24 $354 - $398
2.57K $113M
RYF
Invesco S&P 500 Equal Weight F

ETFs
20
+ 0.39%
N/A
5.2K $404M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.18%
$236.25 - $257.69 $236 - $258
558 $143M
FTCS
First Trust Capital Strength E

ETFs
1
+ 0.03%
$89.72 - $93.74 $89.7 - $93.7
3.19K $298M
PWV
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.47%
$61.22 - $65.41 $735 - $785
2.59K $169M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
6
+ 0.37%
$108.47 - $114.7 $651 - $688
1.64K $188M
LIT
Global X Fds Global X Lithium

ETFs
1
+ 0.24%
$38.41 - $56.85 $38.4 - $56.9
422 $24M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
5
+ 0.32%
$40.68 - $46.33 $203 - $232
1.59K $72.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2
+ 0.24%
$121.46 - $130.92 $243 - $262
823 $107M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4
+ 0.47%
$132.9 - $142.03 $532 - $568
863 $122M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7
+ 0.59%
$72.65 - $78.68 $509 - $551
1.19K $93.1M
JPEM
Jp Morgan Diversified Return

ETFs
14
+ 0.59%
$56.25 - $59.87 $788 - $838
2.39K $141M
DGRO
Ishares Core Dividend Growth E

ETFs
1
+ 0.06%
$64.12 - $68.08 $64.1 - $68.1
1.66K $113M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7
+ 0.31%
$59.61 - $63.09 $417 - $442
2.28K $143M
PSI
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.15%
$58.74 - $71.59 $58.7 - $71.6
648 $45.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
31
+ 0.48%
$72.01 - $74.44 $2.23K - $2.31K
6.53K $479M
SCHA
Schwab Strategic Tr Us Small C

ETFs
6
+ 0.28%
$25.29 - $28.33 $152 - $170
2.17K $60.6M
XOM
Exxon Mobil Corp

Energy
6
+ 0.57%
$105.83 - $117.22 $635 - $703
1.05K $119M
IWS
Ishares Russell Midcap Value E

ETFs
3
+ 0.44%
$132.83 - $140.61 $398 - $422
686 $95.8M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3
+ 0.27%
$54.35 - $59.32 $163 - $178
1.11K $65.9M
XLU
Utilities Sector Spdr

ETFs
5
+ 0.59%
$81.14 - $87.32 $406 - $437
846 $73.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
8
+ 0.47%
$32.78 - $35.79 $262 - $286
1.7K $60.6M
VO
Vanguard Mid Cap ETF

ETFs
1
+ 0.31%
$279.83 - $293.74 $280 - $294
327 $96.1M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
7
+ 0.73%
$51.33 - $58.15 $359 - $407
961 $54.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.3%
$62.09 - $66.51 $248 - $266
1.34K $87.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 1.03%
$567.77 - $614.76 $568 - $615
98 $60M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
13
+ 0.66%
$49.55 - $52.25 $644 - $679
1.99K $104M
J P Morgan Exchange Traded F
3
+ 0.2%
N/A
1.48K $95.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
1
+ 0.31%
$164.63 - $174.58 $165 - $175
322 $56.3M
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.26%
$91.03 - $98.69 $182 - $197
759 $72.5M
XSMO
Invesco S&P Smallcap Momentum

ETFs
1
+ 0.17%
$67.1 - $74.29 $67.1 - $74.3
591 $43.5M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.17%
$51.78 - $57.89 $51.8 - $57.9
604 $34.8M
QDF
Flexshares Quality Dividend In

ETFs
2
+ 0.4%
$73.48 - $79.4 $147 - $159
508 $40.4M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
1
+ 0.29%
$133.48 - $144.38 $133 - $144
345 $49.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3
+ 0.5%
$49.43 - $54.52 $148 - $164
608 $33M
IHE
Ishares Tr

ETFs
2
+ 0.49%
$65.74 - $72.56 $131 - $145
414 $30M
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.48%
$66.38 - $71.68 $199 - $215
629 $44.9M
HDV
Ishares Core High Dividend ETF

ETFs
4
+ 0.92%
$118.16 - $123.66 $473 - $495
439 $53.7M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3
+ 0.61%
$82.42 - $87.03 $247 - $261
498 $43.3M
VDE
Vanguard Energy ETF

ETFs
2
+ 0.61%
$118.37 - $129.65 $237 - $259
332 $41.8M
RYU
Invesco S&P 500 Equal Weight U

ETFs
3
+ 0.74%
N/A
411 $31.5M
Activity Summary
Buys All Purchases 140 New Holdings 3 Increased Positions 137 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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