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Home > Institutional Investor > Harbor Asset Planning, Inc. > Profile

Instuitional Investor - Harbor Asset Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Harbor Asset Planning, Inc.
Portfolio Value $104,721,805
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 15,890 $4,829,472 4.61%
2.
Schwab Strategic Trust
 FNDF 160,643 $4,692,466 4.48%
3.
Ishares Trust
 IEF 6,913 $4,293,024 4.1%
4.
Vanguard Index Fds - VALUE ETF
 23,339 $4,125,210 3.94%
5.
Invesco Exch Traded Fd Tr Ii - S&P 500 REVENUE
 32,947 $3,435,795 3.28%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)