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Harbor Advisory Corp /Ma/

Portfolio Manager
Harbor Advisory Corp /Ma/
Performance
-2.47% (2026 Q1)
AUM (13F)
$332.77M
# of Holdings
79
Performance Rank
Allocation (Top 20)
67.15%

Harbor Advisory Corp /Ma/ Holdings Map

Top 50 Harbor Advisory Corp /Ma/ Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
5.83%32.5K$19.4M
-5.79%(-1.99K)
2025-Q1: 35.1K shares2025-Q2: 34.8K shares2025-Q3: 34.7K shares2025-Q4: 34.5K shares2026-Q1: 32.5K shares
$305.75(+123.99%)
2026-03-31
GOOGL
ALPHABET INC
4.52%52.3K$15.0M
-17.18%(-10.85K)
2025-Q1: 69.4K shares2025-Q2: 70.1K shares2025-Q3: 68.7K shares2025-Q4: 63.1K shares2026-Q1: 52.3K shares
$66.96(+437.50%)
2026-03-31
FTSL
FIRST TR EXCHANGE-TRADED FD
4.34%322.0K$14.4M
-1.29%(-4.21K)
2025-Q1: 128.1K shares2025-Q2: 300.2K shares2025-Q3: 309.0K shares2025-Q4: 326.2K shares2026-Q1: 322.0K shares
$45.89(-2.32%)
2026-03-31
VGK
VANGUARD INTL EQUITY INDEX F
4.26%172.2K$14.2M
+0.81%(+1.38K)
2025-Q1: 172.3K shares2025-Q2: 172.8K shares2025-Q3: 174.0K shares2025-Q4: 170.8K shares2026-Q1: 172.2K shares
$55.27(+61.66%)
2026-03-31
IJH
ISHARES TR
4.14%203.9K$13.8M
+42.55%(+60.85K)
2025-Q1: 153.9K shares2025-Q2: 158.1K shares2025-Q3: 167.1K shares2025-Q4: 143.0K shares2026-Q1: 203.9K shares
$56.40(+34.92%)
2026-03-31
VWO
VANGUARD INTL EQUITY INDEX F
3.89%239.5K$12.9M
+2.46%(+5.75K)
2025-Q1: 235.9K shares2025-Q2: 235.9K shares2025-Q3: 241.5K shares2025-Q4: 233.8K shares2026-Q1: 239.5K shares
$46.59(+26.73%)
2026-03-31
AMZN
AMAZON COM INC
3.87%61.9K$12.9M
-3.34%(-2.14K)
2025-Q1: 68.3K shares2025-Q2: 67.3K shares2025-Q3: 67.0K shares2025-Q4: 64.0K shares2026-Q1: 61.9K shares
$169.95(+42.79%)
2026-03-31
IJR
ISHARES TR
3.68%98.5K$12.2M
+25.14%(+19.79K)
2025-Q1: 75.7K shares2025-Q2: 78.5K shares2025-Q3: 83.6K shares2025-Q4: 78.7K shares2026-Q1: 98.5K shares
$107.66(+36.06%)
2026-03-31
JPIE
J P MORGAN EXCHANGE TRADED F
3.64%262.6K$12.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 262.6K shares
$46.18(-0.63%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
3.18%22.1K$10.6M
-7.07%(-1.68K)
2025-Q1: 25.4K shares2025-Q2: 25.2K shares2025-Q3: 24.9K shares2025-Q4: 23.8K shares2026-Q1: 22.1K shares
$200.30(+153.51%)
2026-03-31

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