account_balance
Investment manager · 13F filer · SEC CIK 2077050
Harbor Asset Planning, Inc.
Reported value$133Mas of Sep 30, 2026
Positions416 8 new, 8 sold out
Top 10 weight33.0%SCHG alone is 5%
FiledOct 2323 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab US Large-Cap Growth ETF
4.6%
VTIVanguard Index Funds Vanguard Morningstar Total Stock Market ETF
4.4%
VTVVanguard Index Funds Vanguard Morningstar Value ETF
4.0%Trimmed −2%
RWLInvesco Exch Traded Fd Tr II S&P 500 Revenue
3.9%Added +6%
IVViShares Core S&P 500 ETF
3.8%
GSIEGoldman Sachs ETF Tr Activebeta Int
2.7%
VGTVanguard World Fd Inf Tech ETF
2.7%
RSPNInvesco Exchange Traded Fd Tr S&p500 Eql Ind
2.5%Added +3%
DFAIDimensional ETF Trust Intl Core Eqt Mk
2.3%
SCHXSchwab Strategic Tr US Large-Cap ETF
2.2%
SMLFiShares U.S. Small Cap Equity Factor ETF
2.1%
XMHQInvesco Exchange Traded Fd Tr S&P MDCP Quality
1.9%
SCHGSchwab US Large-Cap Growth ETF
4.6%
VTIVanguard Index Funds Vanguard Morningstar Total Stock Market ETF
4.4%
VTVVanguard Index Funds Vanguard Morningstar Value ETF
4.0%
RWLInvesco Exch Traded Fd Tr II S&P 500 Revenue
3.9%
IVViShares Core S&P 500 ETF
3.8%
GSIEGoldman Sachs ETF Tr Activebeta Int
2.7%
VGTVanguard World Fd Inf Tech ETF
2.7%
RSPNInvesco Exchange Traded Fd Tr S&p500 Eql Ind
2.5%
DFAIDimensional ETF Trust Intl Core Eqt Mk
2.3%
SCHX2.2%
SMLF
XMHQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab US Large-Cap Growth ETF 4.6% Held
VTI Vanguard Index Funds Vanguard Morningstar Total Stock Market ETF 4.4% Held
VTV Vanguard Index Funds Vanguard Morningstar Value ETF 4.0% Trimmed −2%
RWL Invesco Exch Traded Fd Tr II S&P 500 Revenue 3.9% Added +6%
IVV iShares Core S&P 500 ETF 3.8% Held
GSIE Goldman Sachs ETF Tr Activebeta Int 2.7% Held
VGT Vanguard World Fd Inf Tech ETF 2.7% Held
RSPN Invesco Exchange Traded Fd Tr S&p500 Eql Ind 2.5% Added +3%
DFAI Dimensional ETF Trust Intl Core Eqt Mk 2.3% Held
SCHX Schwab Strategic Tr US Large-Cap ETF 2.2% Held
SMLF iShares U.S. Small Cap Equity Factor ETF 2.1% Held
XMHQ Invesco Exchange Traded Fd Tr S&P MDCP Quality 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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