StockDriftsStockDriftsTop 50 Harbor Asset Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 4.27% | 15.8K | $5.1M | +0.04%(+6) | $288.70(+26.33%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 4.18% | 170.6K | $5.0M | +4.65%(+7.58K) | $27.33(+25.57%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.09% | 24.8K | $4.9M | +4.56%(+1.08K) | $174.90(+19.14%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.82% | 6.9K | $4.5M | +0.25%(+17) | $590.01(+26.39%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 3.63% | 37.6K | $4.3M | +6.35%(+2.24K) | $102.85(+21.61%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 2.95% | 81.4K | $3.5M | -1.11%(-918) | $38.04(+19.99%) | 2026-03-31 | |
| RSPN | INVESCO EXCHANGE TRADED FD T | 2.69% | 55.5K | $3.2M | +6.32%(+3.30K) | $51.72(+16.23%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.34% | 71.5K | $2.8M | +0.92%(+655) | $33.38(+24.73%) | 2026-03-31 | |
| SMLF | ISHARES TR | 2.17% | 34.2K | $2.6M | -4.87%(-1.75K) | $65.84(+25.82%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 2.14% | 3.6K | $2.5M | +1.11%(+40) | $75.61(+50.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.68% | +28.38% |
| Top 20 Holdings Unweighted | +9.12% | +29.94% |
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