HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IJH) |
645,781 | +520,755 | $39,225 |
| IJH | 645,781 | +520,755 | $39,225 |
| J P MORGAN EXCHANGE TRADED F (JCPB) |
776,985 | +41,469 | $36,242 |
| JCPB | 776,985 | +41,469 | $36,242 |
| FIDELITY MERRIMACK STR TR |
797,278 | +40,789 | $36,125 |
| FBND | 797,278 | +40,789 | $36,125 |
| VANECK ETF TRUST (MOAT) |
353,161 | +13,627 | $31,749 |
| MOAT | 353,161 | +13,627 | $31,749 |
| BNY MELLON ETF TRUST (BKCI) |
617,604 | +44,411 | $31,586 |
| BKCI | 617,604 | +44,411 | $31,586 |
| ISHARES TR (IJR) |
218,685 | +11,399 | $24,169 |
| IJR | 218,685 | +11,399 | $24,169 |
| SCHWAB STRATEGIC TR |
224,828 | -2,962 | $20,846 |
| SCHG | 224,828 | -2,962 | $20,846 |
| SPDR SER TR (SPYV) |
413,096 | +15,561 | $20,696 |
| SPYV | 413,096 | +15,561 | $20,696 |
| SPDR SER TR (SPYG) |
189,611 | +8,002 | $13,870 |
| SPYG | 189,611 | +8,002 | $13,870 |
| SCHWAB STRATEGIC TR |
166,767 | -686 | $13,580 |
| SCHM | 166,767 | -686 | $13,580 |
| T ROWE PRICE ETF INC (TCHP) |
375,013 | -3,786 | $13,238 |
| TCHP | 375,013 | -3,786 | $13,238 |
| ISHARES TR (IVV) |
24,631 | +901 | $12,949 |
| IVV | 24,631 | +901 | $12,949 |
| ISHARES TR (MUB) |
87,896 | -22 | $9,458 |
| MUB | 87,896 | -22 | $9,458 |
| SCHWAB STRATEGIC TR |
115,954 | -626 | $8,810 |
| SCHV | 115,954 | -626 | $8,810 |
| SSGA ACTIVE ETF TR (RLY) |
303,069 | +9,597 | $8,471 |
| RLY | 303,069 | +9,597 | $8,471 |
| SCHWAB STRATEGIC TR |
101,043 | -1,458 | $6,271 |
| SCHX | 101,043 | -1,458 | $6,271 |
| ISHARES TR (EFG) |
41,957 | -833 | $4,355 |
| EFG | 41,957 | -833 | $4,355 |
| SPDR SER TR (HYMB) |
144,499 | -3,651 | $3,712 |
| HYMB | 144,499 | -3,651 | $3,712 |
| ISHARES TR (EFV) |
58,017 | -1,876 | $3,156 |
| EFV | 58,017 | -1,876 | $3,156 |
| SCHWAB STRATEGIC TR |
62,601 | -443 | $3,082 |
| SCHA | 62,601 | -443 | $3,082 |
| DIMENSIONAL ETF TRUST (DFAX) |
117,856 | -4,064 | $2,998 |
| DFAX | 117,856 | -4,064 | $2,998 |
| VANGUARD INDEX FDS (VO) |
7,457 | +3 | $1,863 |
| VO | 7,457 | +3 | $1,863 |
| VANGUARD INDEX FDS (VB) |
7,599 | +2 | $1,737 |
| VB | 7,599 | +2 | $1,737 |
| APPLE INC |
9,592 | -356 | $1,645 |
| AAPL | 9,592 | -356 | $1,645 |
| ISHARES TR (AOR) |
27,661 | -1,313 | $1,540 |
| AOR | 27,661 | -1,313 | $1,540 |
| SCHWAB STRATEGIC TR |
22,771 | -117 | $1,535 |
| FNDX | 22,771 | -117 | $1,535 |
| VANGUARD INDEX FDS (VUG) |
3,608 | -329 | $1,242 |
| VUG | 3,608 | -329 | $1,242 |
| ISHARES TR (SCZ) |
16,611 | -850 | $1,052 |
| SCZ | 16,611 | -850 | $1,052 |
| VISA INC |
3,579 | UNCH | $999 |
| V | 3,579 | UNCH | $999 |
| ANALOG DEVICES INC |
4,894 | +13 | $968 |
| ADI | 4,894 | +13 | $968 |
| ISHARES TR (IUSB) |
20,551 | +14 | $937 |
| IUSB | 20,551 | +14 | $937 |
| INVESCO QQQ TR |
2,097 | +1 | $931 |
| QQQ | 2,097 | +1 | $931 |
 BERKSHIRE HATHAWAY INC DEL |
$902 | ||
| BRK.B | 2,146 | UNCH | $902 |
| INTUIT |
1,329 | UNCH | $864 |
| INTU | 1,329 | UNCH | $864 |
| JPMORGAN CHASE & CO |
3,988 | -10 | $799 |
| JPM | 3,988 | -10 | $799 |
| VANGUARD INDEX FDS (VTI) |
3,006 | +180 | $781 |
| VTI | 3,006 | +180 | $781 |
| MICROSOFT CORP |
1,854 | +160 | $780 |
| MSFT | 1,854 | +160 | $780 |
| ISHARES TR (IEFA) |
9,922 | -159 | $736 |
| IEFA | 9,922 | -159 | $736 |
| ISHARES TR (REET) |
29,682 | +2,019 | $703 |
| REET | 29,682 | +2,019 | $703 |
| CSX CORP |
17,956 | +6,035 | $666 |
| CSX | 17,956 | +6,035 | $666 |
| SPDR S&P 500 ETF TR (SPY) |
1,249 | +2 | $653 |
| SPY | 1,249 | +2 | $653 |
| GENERAL ELECTRIC CO |
3,567 | +1 | $626 |
| GE | 3,567 | +1 | $626 |
| ISHARES TR (IWB) |
2,093 | UNCH | $603 |
| IWB | 2,093 | UNCH | $603 |
| ADVANCED MICRO DEVICES INC |
3,109 | +75 | $561 |
| AMD | 3,109 | +75 | $561 |
| EXXON MOBIL CORP |
4,639 | +3 | $539 |
| XOM | 4,639 | +3 | $539 |
| DIMENSIONAL ETF TRUST (DFAC) |
16,854 | UNCH | $538 |
| DFAC | 16,854 | UNCH | $538 |
| VANGUARD INDEX FDS (VOO) |
1,098 | +1 | $528 |
| VOO | 1,098 | +1 | $528 |
| ISHARES TR (IWF) |
1,487 | UNCH | $501 |
| IWF | 1,487 | UNCH | $501 |
| RTX CORPORATION |
5,082 | -25 | $496 |
| RTX | 5,082 | -25 | $496 |
| ELEVANCE HEALTH INC |
820 | UNCH | $425 |
| ELV | 820 | UNCH | $425 |
See Full List: All Stocks Held By Harbor Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Harbor Group Inc.
|
Size ($ in 1000's)
At 03/31/2024: $379,237 At 12/31/2023: $348,944 Harbor Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Harbor Group Inc. 13F filings. Link to 13F filings: SEC filings |
