The Analysis of Harbor Asset Planning, Inc.'s Holdings


Currently, Harbor Asset Planning, Inc. holds 409 types of securities in its portfolio with a total value $111.7M. In the most recent quarter, they have increased their positions in GSIE (+4.8K shares, valued at $198.2K), DFAI (+5.2K shares, valued at $188.9K), QGRO (+1.5K shares, valued at $176.5K); decreased their positions in FNDX (-7.7K shares, valued at $203.0K), VYMI (-1.9K shares, valued at $159.5K), DIVO (-3.2K shares, valued at $142.5K); initiated new positions in FESM (+1.7K shares, valued at $60.5K), CNF (+15 shares, valued at $63), OP (+2 shares, valued at $2).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS15.9K shares0.03%2025-09-302025-10-17history
SCHG SCHWAB STRATEGIC TR162.9K shares1.41%2025-09-302025-10-17history
IVV ISHARES TR6.9K shares-0.14%2025-09-302025-10-17history
VTV VANGUARD INDEX FDS23.3K shares-0.15%2025-09-302025-10-17history
RWL INVESCO EXCH TRADED FD TR II33.1K shares0.48%2025-09-302025-10-17history
GSIE GOLDMAN SACHS ETF TR81.0K shares6.33%2025-09-302025-10-17history
RSPN INVESCO EXCHANGE TRADED FD T49.8K shares0.83%2025-09-302025-10-17history
VGT VANGUARD WORLD FD3.6K shares0.03%2025-09-302025-10-17history
Sponsored
XMHQ INVESCO EXCHANGE TRADED FD T24.9K shares-4.18%2025-09-302025-10-17history
SMLF ISHARES TR34.6K shares3.26%2025-09-302025-10-17history
SCHX SCHWAB STRATEGIC TR96.8K shares0.25%2025-09-302025-10-17history
DFAI DIMENSIONAL ETF TRUST68.8K shares8.17%2025-09-302025-10-17history
DIVO AMPLIFY ETF TR51.5K shares-5.85%2025-09-302025-10-17history
SGOV ISHARES TR21.9K shares-4.24%2025-09-302025-10-17history
FNCL FIDELITY COVINGTON TRUST28.6K shares1.04%2025-09-302025-10-17history
VBK VANGUARD INDEX FDS6.5K shares-1.24%2025-09-302025-10-17history
Sponsored
XLI SELECT SECTOR SPDR TR11.9K shares0.40%2025-09-302025-10-17history
FNDX SCHWAB STRATEGIC TR67.2K shares-10.31%2025-09-302025-10-17history
VHT VANGUARD WORLD FD6.2K shares-5.67%2025-09-302025-10-17history
VV VANGUARD INDEX FDS5.0K shares0.24%2025-09-302025-10-17history
AAPL APPLE INC5.4K shares0.00%2025-09-302025-10-17history
SCHD SCHWAB STRATEGIC TR50.0K shares0.95%2025-09-302025-10-17history
VUG VANGUARD INDEX FDS2.6K shares4.98%2025-09-302025-10-17history
IWF ISHARES TR2.7K shares0.07%2025-09-302025-10-17history
Sponsored
IWB ISHARES TR3.4K shares0.33%2025-09-302025-10-17history
FLOT ISHARES TR23.6K shares2.55%2025-09-302025-10-17history
DFUS DIMENSIONAL ETF TRUST15.9K shares1.88%2025-09-302025-10-17history
MGC VANGUARD WORLD FD4.7K shares-1.53%2025-09-302025-10-17history
GOOGL ALPHABET INC4.5K shares0.00%2025-09-302025-10-17history
AVUV AMERICAN CENTY ETF TR10.9K shares0.33%2025-09-302025-10-17history
VYMI VANGUARD WHITEHALL FDS12.6K shares-13.00%2025-09-302025-10-17history
MSFT MICROSOFT CORP1.9K shares0.00%2025-09-302025-10-17history
Sponsored
FNDA SCHWAB STRATEGIC TR31.7K shares0.34%2025-09-302025-10-17history
COWZ PACER FDS TR15.8K shares0.31%2025-09-302025-10-17history
IWR ISHARES TR9.1K shares0.34%2025-09-302025-10-17history
FLTR VANECK ETF TRUST33.5K shares20.04%2025-09-302025-10-17history
FMDE FIDELITY COVINGTON TRUST22.2K shares15.05%2025-09-302025-10-17history
IWD ISHARES TR3.8K shares0.32%2025-09-302025-10-17history
HD HOME DEPOT INC1.9K shares0.00%2025-09-302025-10-17history
JEPI J P MORGAN EXCHANGE TRADED F12.6K shares-8.70%2025-09-302025-10-17history
Sponsored
DSI ISHARES TR5.6K shares-5.54%2025-09-302025-10-17history
PRF INVESCO EXCHANGE TRADED FD T15.6K shares0.42%2025-09-302025-10-17history
FELV FIDELITY COVINGTON TRUST20.4K shares0.43%2025-09-302025-10-17history
QQQ INVESCO QQQ TR1.1K shares0.27%2025-09-302025-10-17history
JHMM JOHN HANCOCK EXCHANGE TRADED10.1K shares0.00%2025-09-302025-10-17history
SPHQ INVESCO EXCHANGE TRADED FD T8.5K shares0.29%2025-09-302025-10-17history
IYG ISHARES TR6.6K shares3.31%2025-09-302025-10-17history
ADSK AUTODESK INC1.8K shares0.00%2025-09-302025-10-17history
Sponsored
SOXX ISHARES TR2.1K shares1.38%2025-09-302025-10-17history
RSPH INVESCO EXCHANGE TRADED FD T19.0K shares-1.50%2025-09-302025-10-17history
JMEE J P MORGAN EXCHANGE TRADED F8.7K shares0.00%2025-09-302025-10-17history
SDY SPDR SERIES TRUST3.9K shares0.61%2025-09-302025-10-17history
XLK SELECT SECTOR SPDR TR1.8K shares0.11%2025-09-302025-10-17history
SCHB SCHWAB STRATEGIC TR19.6K shares-11.18%2025-09-302025-10-17history
QUAL ISHARES TR2.6K shares0.23%2025-09-302025-10-17history
FELC FIDELITY COVINGTON TRUST12.9K shares0.21%2025-09-302025-10-17history
Sponsored
SPLV INVESCO EXCH TRADED FD TR II6.5K shares0.48%2025-09-302025-10-17history
RSPF INVESCO EXCHANGE TRADED FD T5.2K shares0.39%2025-09-302025-10-17history
XLF SELECT SECTOR SPDR TR7.5K shares0.34%2025-09-302025-10-17history
VDC VANGUARD WORLD FD1.8K shares0.50%2025-09-302025-10-17history
VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.40%2025-09-302025-10-17history
IJR ISHARES TR3.1K shares0.35%2025-09-302025-10-17history
BRK.B BERKSHIRE HATHAWAY INC DEL737 shares0.00%2025-09-302025-10-17history
VB VANGUARD INDEX FDS1.4K shares0.28%2025-09-302025-10-17history
Sponsored
VPU VANGUARD WORLD FD1.8K shares0.60%2025-09-302025-10-17history
ESGV VANGUARD WORLD FD2.8K shares0.25%2025-09-302025-10-17history
PAVE GLOBAL X FDS6.8K shares0.22%2025-09-302025-10-17history
VOX VANGUARD WORLD FD1.7K shares-9.23%2025-09-302025-10-17history
DVY ISHARES TR2.1K shares0.91%2025-09-302025-10-17history
FTCS FIRST TR EXCHANGE-TRADED FD3.2K shares0.03%2025-09-302025-10-17history
VBR VANGUARD INDEX FDS1.4K shares-7.42%2025-09-302025-10-17history
IWY ISHARES TR1.1K shares0.00%2025-09-302025-10-17history
Sponsored
XLC SELECT SECTOR SPDR TR2.4K shares0.33%2025-09-302025-10-17history
AVDE AMERICAN CENTY ETF TR3.6K shares-0.11%2025-09-302025-10-17history
ATNI ATN INTL INC18.2K shares1.59%2025-09-302025-10-17history
SPY SPDR S&P 500 ETF TR403 shares0.00%2025-09-302025-10-17history
QGRO AMERICAN CENTY ETF TR2.3K shares206.56%2025-09-302025-10-17history
AMZN AMAZON COM INC1.1K shares0.00%2025-09-302025-10-17history
PHM PULTE GROUP INC1.9K shares0.00%2025-09-302025-10-17history
PWB INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2025-09-302025-10-17history
Sponsored
SCHV SCHWAB STRATEGIC TR8.2K shares0.50%2025-09-302025-10-17history
FDVV FIDELITY COVINGTON TRUST4.2K shares0.70%2025-09-302025-10-17history
XMMO INVESCO EXCHANGE TRADED FD T1.7K shares0.18%2025-09-302025-10-17history
ED CONSOLIDATED EDISON INC2.2K shares0.00%2025-09-302025-10-17history
VFMF VANGUARD WELLINGTON FD1.5K shares0.33%2025-09-302025-10-17history
FIDU FIDELITY COVINGTON TRUST2.7K shares0.34%2025-09-302025-10-17history
VEA VANGUARD TAX-MANAGED FDS3.6K shares11.27%2025-09-302025-10-17history
ORCL ORACLE CORP750 shares0.00%2025-09-302025-10-17history
Sponsored
SUSA ISHARES TR1.6K shares-16.46%2025-09-302025-10-17history
DGRW WISDOMTREE TR2.1K shares0.33%2025-09-302025-10-17history
EQWL INVESCO EXCHANGE TRADED FD T1.6K shares0.37%2025-09-302025-10-17history
AIQ GLOBAL X FDS3.8K shares0.11%2025-09-302025-10-17history
FNDB SCHWAB STRATEGIC TR6.9K shares0.43%2025-09-302025-10-17history
NUSC NUSHARES ETF TR4.0K shares-39.44%2025-09-302025-10-17history
FNDF SCHWAB STRATEGIC TR4.0K shares0.00%2025-09-302025-10-17history
JNJ JOHNSON &JOHNSON928 shares0.00%2025-09-302025-10-17history
Sponsored
PWV INVESCO EXCHANGE TRADED FD T2.6K shares0.47%2025-09-302025-10-17history
JPST J P MORGAN EXCHANGE TRADED F3.3K shares1.13%2025-09-302025-10-17history
IVW ISHARES TR1.3K shares0.07%2025-09-302025-10-17history
POWR ISHARES INC6.5K shares0.00%2025-09-302025-10-17history
KKR KKR &CO INC1.2K shares0.00%2025-09-302025-10-17history
ADI ANALOG DEVICES INC631 shares0.00%2025-09-302025-10-17history
BOAT TIDAL TRUST I4.9K shares-18.37%2025-09-302025-10-17history
DHR DANAHER CORPORATION772 shares0.00%2025-09-302025-10-17history
Sponsored
LLY ELI LILLY &CO200 shares0.00%2025-09-302025-10-17history
AVGO BROADCOM INC460 shares0.00%2025-09-302025-10-17history
FBCG FIDELITY COVINGTON TRUST2.7K shares0.00%2025-09-302025-10-17history
INTC INTEL CORP4.3K shares0.00%2025-09-302025-10-17history
JQUA J P MORGAN EXCHANGE TRADED F2.3K shares0.31%2025-09-302025-10-17history
MTUM ISHARES TR558 shares0.18%2025-09-302025-10-17history
JPEM J P MORGAN EXCHANGE TRADED F2.4K shares0.59%2025-09-302025-10-17history
NSP INSPERITY INC2.9K shares0.00%2025-09-302025-10-17history
Sponsored
IJS ISHARES TR1.3K shares0.56%2025-09-302025-10-17history
VFMO VANGUARD WELLINGTON FD717 shares17.73%2025-09-302025-10-17history
PG PROCTER AND GAMBLE CO854 shares0.23%2025-09-302025-10-17history
IHI ISHARES TR2.2K shares0.18%2025-09-302025-10-17history
IIIV I3 VERTICALS INC4.0K shares0.00%2025-09-302025-10-17history
COST COSTCO WHSL CORP NEW138 shares0.00%2025-09-302025-10-17history
IGV ISHARES TR1.1K shares0.00%2025-09-302025-10-17history
VYM VANGUARD WHITEHALL FDS863 shares0.47%2025-09-302025-10-17history
Sponsored
NULG NUSHARES ETF TR1.2K shares0.00%2025-09-302025-10-17history
XOM EXXON MOBIL CORP1.1K shares0.57%2025-09-302025-10-17history
AMSF AMERISAFE INC2.6K shares0.00%2025-09-302025-10-17history
ACN ACCENTURE PLC IRELAND460 shares0.00%2025-09-302025-10-17history
DGRO ISHARES TR1.7K shares0.06%2025-09-302025-10-17history
RSPT INVESCO EXCHANGE TRADED FD T2.5K shares0.08%2025-09-302025-10-17history
CALF PACER FDS TR2.6K shares0.35%2025-09-302025-10-17history
IEFA ISHARES TR1.3K shares0.00%2025-09-302025-10-17history
Sponsored
BX BLACKSTONE INC628 shares0.00%2025-09-302025-10-17history
GSLC GOLDMAN SACHS ETF TR823 shares0.24%2025-09-302025-10-17history
DIVB ISHARES TR2.0K shares0.66%2025-09-302025-10-17history
HON HONEYWELL INTL INC491 shares0.00%2025-09-302025-10-17history
IXJ ISHARES TR1.2K shares-9.35%2025-09-302025-10-17history
CMCSA COMCAST CORP NEW3.2K shares0.00%2025-09-302025-10-17history
VFH VANGUARD WORLD FD767 shares21.94%2025-09-302025-10-17history
NUMG NUSHARES ETF TR2.1K shares0.00%2025-09-302025-10-17history
Sponsored
IAK ISHARES TR734 shares0.41%2025-09-302025-10-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD349 shares0.00%2025-09-302025-10-17history
APO APOLLO GLOBAL MGMT INC726 shares0.00%2025-09-302025-10-17history
VO VANGUARD INDEX FDS327 shares0.31%2025-09-302025-10-17history
HELO J P MORGAN EXCHANGE TRADED F1.5K shares0.20%2025-09-302025-10-17history
IWS ISHARES TR686 shares0.44%2025-09-302025-10-17history
SPDW SPDR INDEX SHS FDS2.2K shares0.00%2025-09-302025-10-17history
VZ VERIZON COMMUNICATIONS INC2.1K shares0.00%2025-09-302025-10-17history
Sponsored
SPYM SPDR SERIES TRUST1.2K shares0.59%2025-09-302025-10-17history
VCSH VANGUARD SCOTTSDALE FDS1.1K shares-9.97%2025-09-302025-10-17history
ELV ELEVANCE HEALTH INC FORMERLY276 shares0.00%2025-09-302025-10-17history
XEL XCEL ENERGY INC1.1K shares0.00%2025-09-302025-10-17history
IJH ISHARES TR1.3K shares0.30%2025-09-302025-10-17history
FXL FIRST TR EXCHANGE TRADED FD506 shares0.00%2025-09-302025-10-17history
PEP PEPSICO INC574 shares0.00%2025-09-302025-10-17history
GOOG ALPHABET INC320 shares0.00%2025-09-302025-10-17history
Sponsored
UL UNILEVER PLC1.3K shares0.00%2025-09-302025-10-17history
SCHF SCHWAB STRATEGIC TR3.3K shares0.00%2025-09-302025-10-17history
XLU SELECT SECTOR SPDR TR846 shares0.59%2025-09-302025-10-17history
PSX PHILLIPS 66533 shares0.00%2025-09-302025-10-17history
SCHW SCHWAB CHARLES CORP759 shares0.26%2025-09-302025-10-17history
ABBV ABBVIE INC313 shares0.00%2025-09-302025-10-17history
PRFZ INVESCO EXCHANGE TRADED FD T1.6K shares0.32%2025-09-302025-10-17history
CSCO CISCO SYS INC1.0K shares0.00%2025-09-302025-10-17history
Sponsored
PXF INVESCO EXCH TRADED FD TR II1.1K shares0.00%2025-09-302025-10-17history
R RYDER SYS INC369 shares0.00%2025-09-302025-10-17history
MDY SPDR S&P MIDCAP 400 ETF TR116 shares0.00%2025-09-302025-10-17history
DYNF BLACKROCK ETF TRUST1.1K shares0.27%2025-09-302025-10-17history
TEL TE CONNECTIVITY PLC296 shares0.00%2025-09-302025-10-17history
QQQE DIREXION SHS ETF TR631 shares0.32%2025-09-302025-10-17history
SMH VANECK ETF TRUST194 shares0.00%2025-09-302025-10-17history
FLRN SPDR SERIES TRUST2.0K shares1.24%2025-09-302025-10-17history
Sponsored
LPLA LPL FINL HLDGS INC187 shares0.00%2025-09-302025-10-17history
KO COCA COLA CO930 shares0.54%2025-09-302025-10-17history
SCHA SCHWAB STRATEGIC TR2.2K shares0.28%2025-09-302025-10-17history
DISV DIMENSIONAL ETF TRUST1.7K shares0.47%2025-09-302025-10-17history
FESM FIDELITY COVINGTON TRUST1.7K sharesnew addition2025-09-302025-10-17history
VOO VANGUARD INDEX FDS98 shares1.03%2025-09-302025-10-17history
DELL DELL TECHNOLOGIES INC401 shares0.00%2025-09-302025-10-17history
SCZ ISHARES TR738 shares0.00%2025-09-302025-10-17history
Sponsored
NVS NOVARTIS AG441 shares0.00%2025-09-302025-10-17history
VOE VANGUARD INDEX FDS322 shares0.31%2025-09-302025-10-17history
XSVM INVESCO EXCHANGE TRADED FD T961 shares0.73%2025-09-302025-10-17history
KARS KRANESHARES TRUST1.8K shares0.00%2025-09-302025-10-17history
HDV ISHARES TR439 shares0.92%2025-09-302025-10-17history
EUSA ISHARES INC507 shares0.00%2025-09-302025-10-17history
IBIT ISHARES BITCOIN TRUST ETF788 shares0.00%2025-09-302025-10-17history
IEMG ISHARES INC771 shares0.00%2025-09-302025-10-17history
Sponsored
SNA SNAP ON INC146 shares0.00%2025-09-302025-10-17history
VSS VANGUARD INTL EQUITY INDEX F345 shares0.29%2025-09-302025-10-17history
MEAR ISHARES U S ETF TR958 shares0.74%2025-09-302025-10-17history
WMT WALMART INC468 shares0.00%2025-09-302025-10-17history
TRP TC ENERGY CORP882 shares0.00%2025-09-302025-10-17history
IDEV ISHARES TR592 shares0.00%2025-09-302025-10-17history
CAH CARDINAL HEALTH INC294 shares0.00%2025-09-302025-10-17history
BMO BANK MONTREAL QUE352 shares0.00%2025-09-302025-10-17history
Sponsored
PSI INVESCO EXCHANGE TRADED FD T648 shares0.15%2025-09-302025-10-17history
IXN ISHARES TR438 shares0.00%2025-09-302025-10-17history
VEU VANGUARD INTL EQUITY INDEX F629 shares0.48%2025-09-302025-10-17history
STX SEAGATE TECHNOLOGY HLDNGS PL187 shares0.00%2025-09-302025-10-17history
MUB ISHARES TR413 shares0.98%2025-09-302025-10-17history
XSMO INVESCO EXCHANGE TRADED FD T591 shares0.17%2025-09-302025-10-17history
DLN WISDOMTREE TR498 shares0.61%2025-09-302025-10-17history
KRC KILROY RLTY CORP1.0K shares0.00%2025-09-302025-10-17history
Sponsored
CAT CATERPILLAR INC88 shares0.00%2025-09-302025-10-17history
VDE VANGUARD WORLD FD332 shares0.61%2025-09-302025-10-17history
EFAV ISHARES TR487 shares0.00%2025-09-302025-10-17history
TMO THERMO FISHER SCIENTIFIC INC85 shares0.00%2025-09-302025-10-17history
XLRE SELECT SECTOR SPDR TR969 shares0.62%2025-09-302025-10-17history
GD GENERAL DYNAMICS CORP119 shares0.00%2025-09-302025-10-17history
QDF FLEXSHARES TR508 shares0.40%2025-09-302025-10-17history
EEMV ISHARES INC625 shares0.00%2025-09-302025-10-17history
Sponsored
MGV VANGUARD WORLD FD286 shares0.35%2025-09-302025-10-17history
SMMV ISHARES TR900 shares0.56%2025-09-302025-10-17history
LHX L3HARRIS TECHNOLOGIES INC126 shares0.00%2025-09-302025-10-17history
SUN SUNOCO LP/SUNOCO FIN CORP762 shares0.00%2025-09-302025-10-17history
TTWO TAKE-TWO INTERACTIVE SOFTWAR147 shares0.00%2025-09-302025-10-17history
TRV TRAVELERS COMPANIES INC130 shares0.00%2025-09-302025-10-17history
XJH ISHARES TR825 shares0.24%2025-09-302025-10-17history
IWO ISHARES TR113 shares0.00%2025-09-302025-10-17history
Sponsored
EFG ISHARES TR316 shares0.00%2025-09-302025-10-17history
NFRA FLEXSHARES TR570 shares0.53%2025-09-302025-10-17history
XITK SPDR SERIES TRUST188 shares0.00%2025-09-302025-10-17history
IBB ISHARES TR247 shares0.00%2025-09-302025-10-17history
ARCC ARES CAPITAL CORP1.7K shares0.00%2025-09-302025-10-17history
SMMU PIMCO ETF TR695 shares0.72%2025-09-302025-10-17history
FHLC FIDELITY COVINGTON TRUST523 shares0.00%2025-09-302025-10-17history
DBEU DBX ETF TR757 shares0.00%2025-09-302025-10-17history
Sponsored
XLG INVESCO EXCHANGE TRADED FD T604 shares0.17%2025-09-302025-10-17history
DIS DISNEY WALT CO301 shares0.00%2025-09-302025-10-17history
QCOM QUALCOMM INC200 shares0.00%2025-09-302025-10-17history
CVS CVS HEALTH CORP438 shares0.00%2025-09-302025-10-17history
VWO VANGUARD INTL EQUITY INDEX F608 shares0.50%2025-09-302025-10-17history
NVDA NVIDIA CORPORATION175 shares0.00%2025-09-302025-10-17history
OMC OMNICOM GROUP INC400 shares0.00%2025-09-302025-10-17history
RELX RELX PLC676 shares0.00%2025-09-302025-10-17history
Sponsored
VXUS VANGUARD STAR FDS438 shares0.46%2025-09-302025-10-17history
IYJ ISHARES TR218 shares0.46%2025-09-302025-10-17history
IVE ISHARES TR154 shares0.65%2025-09-302025-10-17history
IGPT INVESCO EXCHANGE TRADED FD T586 shares0.00%2025-09-302025-10-17history
NTAP NETAPP INC266 shares0.00%2025-09-302025-10-17history
RSPU INVESCO EXCHANGE TRADED FD T411 shares0.74%2025-09-302025-10-17history
ICSH ISHARES TR612 shares-24.72%2025-09-302025-10-17history
AVUS AMERICAN CENTY ETF TR284 shares0.35%2025-09-302025-10-17history
Sponsored
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IYW ISHARES TR156 shares0.00%2025-09-302025-10-17history
MGK VANGUARD WORLD FD75 shares0.00%2025-09-302025-10-17history
IHE ISHARES TR414 shares0.49%2025-09-302025-10-17history
PFE PFIZER INC1.2K shares0.00%2025-09-302025-10-17history
SPYX SPDR SERIES TRUST532 shares0.19%2025-09-302025-10-17history
JPM JPMORGAN CHASE &CO.91 shares0.00%2025-09-302025-10-17history
NUDM NUSHARES ETF TR749 shares-52.86%2025-09-302025-10-17history
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EMXC ISHARES INC415 shares0.00%2025-09-302025-10-17history
XSD SPDR SERIES TRUST87 shares0.00%2025-09-302025-10-17history
V VISA INC81 shares0.00%2025-09-302025-10-17history
GILD GILEAD SCIENCES INC247 shares0.00%2025-09-302025-10-17history
VLTO VERALTO CORP257 shares0.00%2025-09-302025-10-17history
LH LABCORP HOLDINGS INC94 shares0.00%2025-09-302025-10-17history
NEE NEXTERA ENERGY INC354 shares0.00%2025-09-302025-10-17history
KEN KENON HLDGS LTD584 shares0.00%2025-09-302025-10-17history
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XT ISHARES TR360 shares0.00%2025-09-302025-10-17history
BA BOEING CO117 shares0.00%2025-09-302025-10-17history
IFRA ISHARES TR475 shares0.64%2025-09-302025-10-17history
VIS VANGUARD WORLD FD84 shares0.00%2025-09-302025-10-17history
PSA PUBLIC STORAGE OPER CO86 shares0.00%2025-09-302025-10-17history
ADP AUTOMATIC DATA PROCESSING IN84 shares0.00%2025-09-302025-10-17history
SPGP INVESCO EXCHANGE TRADED FD T216 shares0.47%2025-09-302025-10-17history
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CVX CHEVRON CORP NEW154 shares0.00%2025-09-302025-10-17history
MRK MERCK &CO INC285 shares0.00%2025-09-302025-10-17history
MAIN MAIN STR CAP CORP372 shares0.00%2025-09-302025-10-17history
IX ORIX CORP905 shares0.00%2025-09-302025-10-17history
FNDE SCHWAB STRATEGIC TR651 shares0.00%2025-09-302025-10-17history
RMD RESMED INC86 shares0.00%2025-09-302025-10-17history
IHF ISHARES TR473 shares-12.89%2025-09-302025-10-17history
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CRBN ISHARES TR100 shares0.00%2025-09-302025-10-17history
EVR EVERCORE INC67 shares0.00%2025-09-302025-10-17history
ADM ARCHER DANIELS MIDLAND CO375 shares0.00%2025-09-302025-10-17history
ZBH ZIMMER BIOMET HOLDINGS INC226 shares0.00%2025-09-302025-10-17history
IWP ISHARES TR155 shares0.65%2025-09-302025-10-17history
SKYY FIRST TR EXCHANGE TRADED FD163 shares0.00%2025-09-302025-10-17history
GBDC GOLUB CAP BDC INC1.6K shares0.00%2025-09-302025-10-17history
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NWSA NEWS CORP NEW691 shares0.00%2025-09-302025-10-17history
TXN TEXAS INSTRS INC113 shares0.00%2025-09-302025-10-17history
CSD INVESCO EXCHANGE TRADED FD T214 shares0.00%2025-09-302025-10-17history
EFV ISHARES TR289 shares0.00%2025-09-302025-10-17history
ENB ENBRIDGE INC388 shares0.00%2025-09-302025-10-17history
HRB BLOCK H &R INC379 shares0.00%2025-09-302025-10-17history
FTV FORTIVE CORP386 shares0.00%2025-09-302025-10-17history
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LMT LOCKHEED MARTIN CORP36 shares0.00%2025-09-302025-10-17history
EPD ENTERPRISE PRODS PARTNERS L568 shares0.00%2025-09-302025-10-17history
IBM INTERNATIONAL BUSINESS MACHS63 shares0.00%2025-09-302025-10-17history
ITA ISHARES TR84 shares1.20%2025-09-302025-10-17history
CIG CIA ENERGETICA DE MINAS GERA8.0K shares0.00%2025-09-302025-10-17history
FXH FIRST TR EXCHANGE TRADED FD154 shares0.65%2025-09-302025-10-17history
MDT MEDTRONIC PLC175 shares0.00%2025-09-302025-10-17history
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IQDF FLEXSHARES TR569 shares0.89%2025-09-302025-10-17history
BATT AMPLIFY ETF TR1.2K shares0.00%2025-09-302025-10-17history
PSCI INVESCO EXCH TRADED FD TR II107 shares0.00%2025-09-302025-10-17history
VNQ VANGUARD INDEX FDS159 shares0.63%2025-09-302025-10-17history
FINX GLOBAL X FDS433 shares0.00%2025-09-302025-10-17history
BLK BLACKROCK INC12 shares0.00%2025-09-302025-10-17history
FBT FIRST TR EXCHANGE-TRADED FD77 shares0.00%2025-09-302025-10-17history
LYG LLOYDS BANKING GROUP PLC2.9K shares0.00%2025-09-302025-10-17history
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GEM GOLDMAN SACHS ETF TR327 shares0.00%2025-09-302025-10-17history
BLOK AMPLIFY ETF TR192 shares0.00%2025-09-302025-10-17history
F FORD MTR CO1.0K shares0.00%2025-09-302025-10-17history
NUMV NUSHARES ETF TR318 shares0.00%2025-09-302025-10-17history
FDN FIRST TR EXCHANGE-TRADED FD43 shares0.00%2025-09-302025-10-17history
BSV VANGUARD BD INDEX FDS149 shares0.68%2025-09-302025-10-17history
KBA KRANESHARES TRUST386 shares0.00%2025-09-302025-10-17history
SLQD ISHARES TR224 shares0.90%2025-09-302025-10-17history
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GS GOLDMAN SACHS GROUP INC14 shares0.00%2025-09-302025-10-17history
TGT TARGET CORP124 shares0.00%2025-09-302025-10-17history
INDB INDEPENDENT BK CORP MASS161 shares0.00%2025-09-302025-10-17history
T AT&T INC388 shares0.00%2025-09-302025-10-17history
PRU PRUDENTIAL FINL INC105 shares0.00%2025-09-302025-10-17history
HEFA ISHARES TR264 shares1.93%2025-09-302025-10-17history
TSEM TOWER SEMICONDUCTOR LTD141 shares0.00%2025-09-302025-10-17history
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MMM 3M CO65 shares0.00%2025-09-302025-10-17history
LUMN LUMEN TECHNOLOGIES INC1.6K shares0.00%2025-09-302025-10-17history
COP CONOCOPHILLIPS106 shares0.00%2025-09-302025-10-17history
MFC MANULIFE FINL CORP295 shares0.00%2025-09-302025-10-17history
IUSV ISHARES TR89 shares1.14%2025-09-302025-10-17history
BCSF BAIN CAP SPECIALTY FIN INC622 shares0.00%2025-09-302025-10-17history
FAF FIRST AMERN FINL CORP137 shares0.00%2025-09-302025-10-17history
BBDC BARINGS BDC INC1.0K shares0.00%2025-09-302025-10-17history
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IVOO VANGUARD ADMIRAL FDS INC78 shares0.00%2025-09-302025-10-17history
SLYG SPDR SERIES TRUST91 shares0.00%2025-09-302025-10-17history
ORI OLD REP INTL CORP200 shares0.00%2025-09-302025-10-17history
GLAD GLADSTONE CAPITAL CORP386 shares0.00%2025-09-302025-10-17history
VCR VANGUARD WORLD FD21 shares0.00%2025-09-302025-10-17history
INFY INFOSYS LTD511 shares1.19%2025-09-302025-10-17history
IGSB ISHARES TR152 shares0.66%2025-09-302025-10-17history
NZAC SPDR INDEX SHS FDS190 shares0.00%2025-09-302025-10-17history
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FEMS FIRST TR EXCH TRD ALPHDX FD174 shares1.16%2025-09-302025-10-17history
FSK FS KKR CAP CORP500 shares0.00%2025-09-302025-10-17history
AXP AMERICAN EXPRESS CO22 shares0.00%2025-09-302025-10-17history
CHT CHUNGHWA TELECOM CO LTD167 shares0.00%2025-09-302025-10-17history
ESGE ISHARES INC163 shares0.00%2025-09-302025-10-17history
AMGN AMGEN INC25 shares0.00%2025-09-302025-10-17history
SAM BOSTON BEER INC33 shares0.00%2025-09-302025-10-17history
OCCI OFS CREDIT COMPANY INC1.2K shares0.00%2025-09-302025-10-17history
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VNT VONTIER CORPORATION154 shares0.00%2025-09-302025-10-17history
SAR SARATOGA INVT CORP261 shares0.00%2025-09-302025-10-17history
ECG EVERUS CONSTR GROUP74 shares0.00%2025-09-302025-10-17history
DGX QUEST DIAGNOSTICS INC32 shares0.00%2025-09-302025-10-17history
VOD VODAFONE GROUP PLC NEW520 shares0.00%2025-09-302025-10-17history
GEN GEN DIGITAL INC208 shares0.00%2025-09-302025-10-17history
MGRC MCGRATH RENTCORP50 shares0.00%2025-09-302025-10-17history
ITEQ AMPLIFY ETF TR100 shares0.00%2025-09-302025-10-17history
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KNF KNIFE RIVER CORP74 shares0.00%2025-09-302025-10-17history
AIA ISHARES TR60 shares0.00%2025-09-302025-10-17history
RWAY RUNWAY GROWTH FINANCE CORP554 shares0.00%2025-09-302025-10-17history
RAL RALLIANT CORP128 shares0.00%2025-09-302025-10-17history
EIX EDISON INTL100 shares0.00%2025-09-302025-10-17history
NGG NATIONAL GRID PLC76 shares0.00%2025-09-302025-10-17history
SNN SMITH &NEPHEW PLC151 shares0.00%2025-09-302025-10-17history
UBS UBS GROUP AG133 shares0.00%2025-09-302025-10-17history
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OFS OFS CAP CORP687 shares0.00%2025-09-302025-10-17history
MDU MDU RES GROUP INC296 shares0.00%2025-09-302025-10-17history
SOBO SOUTH BOW CORP176 shares0.00%2025-09-302025-10-17history
NFLX NETFLIX INC4 shares0.00%2025-09-302025-10-17history
PFLT PENNANTPARK FLOATING RATE CA526 shares0.00%2025-09-302025-10-17history
MSM MSC INDL DIRECT INC50 shares0.00%2025-09-302025-10-17history
TTE TOTALENERGIES SE72 shares0.00%2025-09-302025-10-17history
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FVD FIRST TR EXCHANGE-TRADED FD88 shares0.00%2025-09-302025-10-17history
GSBD GOLDMAN SACHS BDC INC400 shares0.00%2025-09-302025-10-17history
SNY SANOFI SA86 shares0.00%2025-09-302025-10-17history
SCM STELLUS CAP INVT CORP300 shares0.00%2025-09-302025-10-17history
IEP ICAHN ENTERPRISES LP458 shares0.00%2025-09-302025-10-17history
PSEC PROSPECT CAP CORP1.3K shares0.00%2025-09-302025-10-17history
TAK TAKEDA PHARMACEUTICAL CO LTD235 shares0.00%2025-09-302025-10-17history
ALC ALCON AG45 shares0.00%2025-09-302025-10-17history
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VALQ AMERICAN CENTY ETF TR51 shares0.00%2025-09-302025-10-17history
DD DUPONT DE NEMOURS INC42 shares0.00%2025-09-302025-10-17history
OTIS OTIS WORLDWIDE CORP32 shares0.00%2025-09-302025-10-17history
ADTN ADTRAN HOLDINGS INC290 shares0.00%2025-09-302025-10-17history
TSLA TESLA INC6 shares0.00%2025-09-302025-10-17history
AMCR AMCOR PLC252 shares0.00%2025-09-302025-10-17history
BABA ALIBABA GROUP HLDG LTD11 shares0.00%2025-09-302025-10-17history
HLN HALEON PLC200 shares0.00%2025-09-302025-10-17history
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VONG VANGUARD SCOTTSDALE FDS14 shares0.00%2025-09-302025-10-17history
TMUS T-MOBILE US INC6 shares0.00%2025-09-302025-10-17history
MJ AMPLIFY ETF TR35 shares0.00%2025-09-302025-10-17history
WY WEYERHAEUSER CO MTN BE43 shares0.00%2025-09-302025-10-17history
WAB WABTEC5 shares0.00%2025-09-302025-10-17history
UDR UDR INC24 shares0.00%2025-09-302025-10-17history
SOLV SOLVENTUM CORP12 shares0.00%2025-09-302025-10-17history
DOW DOW INC37 shares0.00%2025-09-302025-10-17history
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EMN EASTMAN CHEM CO10 shares0.00%2025-09-302025-10-17history
VTEB VANGUARD MUN BD FDS12 shares0.00%2025-09-302025-10-17history
PSIL ADVISORSHARES TR30 shares0.00%2025-09-302025-10-17history
XOP SPDR SERIES TRUST4 shares0.00%2025-09-302025-10-17history
WBD WARNER BROS DISCOVERY INC25 shares0.00%2025-09-302025-10-17history
HRTS TEMA ETF TRUST15 shares0.00%2025-09-302025-10-17history
VTRS VIATRIS INC47 shares0.00%2025-09-302025-10-17history
ASIX ADVANSIX INC19 shares0.00%2025-09-302025-10-17history
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BP BP PLC9 shares0.00%2025-09-302025-10-17history
AGNC AGNC INVT CORP28 shares0.00%2025-09-302025-10-17history
KD KYNDRYL HLDGS INC8 shares0.00%2025-09-302025-10-17history
NATL NCR ATLEOS CORPORATION6 shares0.00%2025-09-302025-10-17history
PEJ INVESCO EXCHANGE TRADED FD T3 shares0.00%2025-09-302025-10-17history
CNF CNFINANCE HLDGS LTD15 sharesnew addition2025-09-302025-10-17history
DSX.WS DIANA SHIPPING INC434 shares0.00%2025-09-302025-10-17history
GSK GSK PLC1 shares0.00%2025-09-302025-10-17history
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OP OCEANPAL INC2 sharesnew addition2025-09-302025-10-17history

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