Top 50 Harbor Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.29% | 1.07M | $50.4M | +5.45%(+55.34K) | $46.24(+1.18%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.2% | 1.09M | $49.8M | +5.88%(+60.62K) | $45.08(+1.04%) | 2026-03-31 | |
| FLQM | FRANKLIN TEMPLETON ETF TR | 7.16% | 901.4K | $49.5M | +9.04%(+74.75K) | $54.34(+3.89%) | 2026-03-31 | |
| BKCI | BNY MELLON ETF TRUST | 6.99% | 977.2K | $48.3M | +3.49%(+32.96K) | $47.68(+9.00%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 6.77% | 484.6K | $46.9M | +2.70%(+12.74K) | $84.36(+18.45%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 5.77% | 860.8K | $39.9M | +1.47%(+12.51K) | $37.93(+30.31%) | 2026-03-31 | |
| IQLT | ISHARES TR | 5.61% | 839.8K | $38.8M | +0.28%(+2.37K) | $38.90(+25.26%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.97% | 485.3K | $27.5M | -1.11%(-5.46K) | $37.49(+59.97%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.58% | 223.9K | $24.7M | -1.94%(-4.44K) | $93.13(+29.02%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.36% | 344.3K | $23.2M | -1.41%(-4.93K) | $43.26(+69.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.39% | +34.51% |
| Top 20 Holdings Unweighted | +11.46% | +38.47% |
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