Harbor Asset Planning, Inc. - Portfolio overview

Harbor Asset Planning, Inc. has 446 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SGOV - ISHARES TR, 6.73%
2. ATNI - ATN INTL INC, 2.61%
3. HD - HOME DEPOT INC, 2.58%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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