Top 50 Harbor Advisory Corp /Ma/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 5.83% | 32.5K | $19.4M | -5.79%(-1.99K) | $305.75(+123.99%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.52% | 52.3K | $15.0M | -17.18%(-10.85K) | $66.96(+437.50%) | 2026-03-31 | |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 4.34% | 322.0K | $14.4M | -1.29%(-4.21K) | $45.89(-2.32%) | 2026-03-31 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 4.26% | 172.2K | $14.2M | +0.81%(+1.38K) | $55.27(+61.66%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.14% | 203.9K | $13.8M | +42.55%(+60.85K) | $56.40(+34.92%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.89% | 239.5K | $12.9M | +2.46%(+5.75K) | $46.59(+26.73%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.87% | 61.9K | $12.9M | -3.34%(-2.14K) | $169.95(+42.79%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.68% | 98.5K | $12.2M | +25.14%(+19.79K) | $107.66(+36.06%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 3.64% | 262.6K | $12.1M | new | $46.18(-0.63%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.18% | 22.1K | $10.6M | -7.07%(-1.68K) | $200.30(+153.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.77% | +47.27% |
| Top 20 Holdings Unweighted | +13.81% | +47.42% |
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