Harbor Asset Planning, Inc. Purchases in Q4 2025

Harbor Asset Planning, Inc.

  • $117 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
18.5K
+ 441.16%
$54.66 - $56.68 $1.01M - $1.05M
22.6K $1.28B
VV
Vanguard Large Cap ETF

ETFs
1.62K
+ 32.57%
$301.9 - $317.98 $489K - $515K
6.59K $2.08B
Fidelity Covington Trust
11.8K
+ 53.18%
N/A
34K $1.24B
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.23K
+ 6.74%
$108.48 - $113.54 $242K - $253K
35.3K $4.05B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
12.5K
+ 37.34%
$25.44 - $25.56 $318K - $319K
46K $1.17B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
1.36K
+ 1.67%
N/A
82.3K $3.54B
DFAI
Dimensional ETF Tr

ETFs
2.07K
+ 3.01%
$35.82 - $37.52 $74.2K - $77.7K
70.8K $2.7B
VTV
Vanguard Value ETF

ETFs
417
+ 1.79%
$182.87 - $189.72 $76.3K - $79.1K
23.7K $4.53B
VHT
Vanguard Health Care ETF

ETFs
19
+ 0.31%
$264.7 - $283.93 $5.03K - $5.39K
6.2K $1.79B
AVDE
American Centy ETF Tr Avantis

ETFs
1.98K
+ 55.61%
$77.65 - $81.2 $154K - $161K
5.53K $455M
ATNI
Atn International, Inc.

Communication Services
334
+ 1.83%
$14.1 - $19.85 $4.71K - $6.63K
18.5K $423M
IVV
Ishares Core S&P 500 ETF

ETFs
24
+ 0.35%
$656.2 - $690.71 $15.7K - $16.6K
6.93K $4.74B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.34K
+ 3.88%
$71.9 - $75.9 $96.3K - $102K
35.9K $2.69B
SCHG
Schwab Strategic Tr Us Large C

ETFs
77
+ 0.05%
$31.41 - $33.69 $2.42K - $2.59K
163K $5.32B
VDE
Vanguard Energy ETF

ETFs
874
+ 263.25%
$120.37 - $129.34 $105K - $113K
1.21K $152M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
283
+ 2.24%
$82.92 - $88.2 $23.5K - $25K
12.9K $1.16B
AAPL
Apple Inc.

Technology
1
+ 0.02%
$245.27 - $275.25 $245 - $275
5.37K $1.46B
VPU
Vanguard Utilities ETF

ETFs
539
+ 29.42%
$190.8 - $202.04 $103K - $109K
2.37K $439M
SOXX
Ishares Semiconductor ETF

ETFs
89
+ 4.31%
$271.99 - $309.6 $24.2K - $27.6K
2.15K $649M
Unilever PLC
1.16K
New
N/A
1.16K $75.5M
FNDX
Schwab Fundamental U S Large C

ETFs
423
+ 0.63%
$25.68 - $26.95 $10.9K - $11.4K
67.6K $1.84B
HEEM
Ishares Currency Hedged Msci E

ETFs
2.03K
New
$32.98 - $35.36 $66.9K - $71.8K
2.03K $70.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
364
New
$185.12 - $192.11 $67.4K - $69.9K
364 $69.7M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
327
+ 1.14%
$73.1 - $76.24 $23.9K - $24.9K
29K $2.25B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.11K
+ 8.75%
$56.0 - $57.6 $61.9K - $63.7K
13.7K $787M
JMEE
J P Morgan Exchange Traded Fd

ETFs
713
+ 8.15%
$61.3 - $64.67 $43.7K - $46.1K
9.46K $609M
IYG
Ishares Tr

ETFs
392
+ 5.9%
$86.19 - $90.17 $33.8K - $35.3K
7.04K $649M
HEFA
Ishares Currency Hedged Msci E

ETFs
1.23K
+ 467.05%
$39.63 - $41.86 $48.9K - $51.6K
1.5K $61.9M
AVUV
American Centy ETF Tr Avantis

ETFs
238
+ 2.17%
$95.19 - $100.66 $22.7K - $24K
11.2K $1.14B
PPA
Invesco Exchange Traded Fd Tr

ETFs
321
New
$150.5 - $159.55 $48.3K - $51.2K
321 $50.4M
JPUS
Jpmorgan Diversified Return Us

ETFs
393
New
$120.69 - $124.37 $47.4K - $48.9K
393 $48.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
800
New
$59.84 - $60.54 $47.9K - $48.4K
800 $47.9M
RYH
Invesco S&P 500 Equal Weight H

ETFs
28
+ 0.15%
N/A
19K $605M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
450
New
$92.73 - $93.89 $41.7K - $42.3K
450 $42M
FVAL
Fidelity Covington Tr Value Fa

ETFs
542
New
$67.41 - $71.36 $36.5K - $38.7K
542 $39.1M
MGC
Vanguard Mega Cap ETF

ETFs
24
+ 0.51%
$239.57 - $253.74 $5.75K - $6.09K
4.73K $1.19B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
87
New
$426.99 - $455.46 $37.1K - $39.6K
87 $38.8M
JGRO
J P Morgan Exchange Traded Fd
371
New
N/A
371 $34.4M
VEA
Vanguard Ftse Developed Market

ETFs
388
+ 10.73%
$59.18 - $62.09 $23K - $24.1K
4K $250M
IWB
Ishares Tr Russell 1000 ETF

ETFs
11
+ 0.32%
$358.39 - $376.54 $3.94K - $4.14K
3.4K $1.27B
FNDA
Schwab Fundamental U S Small C

ETFs
608
+ 1.92%
$29.85 - $31.55 $18.1K - $19.2K
32.3K $1.02B
XLI
Industrial Sector Spdr

ETFs
120
+ 1.01%
$149.9 - $155.79 $18K - $18.7K
12.1K $1.87B
PRF
Invesco Exchange Traded Fd Tr

ETFs
64
+ 0.41%
$44.13 - $46.37 $2.82K - $2.97K
15.6K $733M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
339
+ 12.62%
$80.0 - $83.46 $27.1K - $28.3K
3.03K $250M
IWF
Ishares Russell 1000 Gr ETF

ETFs
33
+ 1.23%
$459.47 - $491.71 $15.2K - $16.2K
2.71K $1.28B
IWD
Ishares Russell 1000 Val ETF

ETFs
15
+ 0.4%
$199.44 - $208.01 $2.99K - $3.12K
3.77K $793M
VGT
Vanguard Information Technolog

ETFs
7
+ 0.19%
$736.33 - $801.52 $5.15K - $5.61K
3.6K $2.72B
Fidelity Covington Trust
85
+ 0.42%
N/A
20.5K $711M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
242
+ 47.73%
$100.57 - $104.36 $24.3K - $25.3K
749 $77.4M
Activity Summary
Buys All Purchases 210 New Holdings 39 Increased Positions 171 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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