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Ellen Ginsberg

Harbor Asset Planning, Inc.

Assets Managed
$133.152M
Holdings
416
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
12.04%(2Q avg: 6.81%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Harbor Asset Planning, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 416 positions.

Assets under management

The assets under management (AUM) of Harbor Asset Planning, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 133.152M in assets, with a quarterly growth rate of 12.04% and a 2-quarter average growth rate of 6.81%. The portfolio is managed by Ellen Ginsberg, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.06%
4.41%
$5.861M
15,839 shares@ $370.04 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -0.06%
4.34%
$5.769M
170,469 shares@ $33.85 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 0.65%
4.09%
$5.44M
24,962 shares@ $217.92 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -5.44%
3.7%
$4.917M
6,566 shares@ $748.84 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Increased 1.3%
3.66%
$4.864M
38,065 shares@ $127.78 avg price
GSIE
Goldman Sachs Activebeta Int
Recent Activity
Decreased -1.78%
2.75%
$3.654M
79,962 shares@ $45.7 avg price
RSPN
Invesco S&p 500 Equal Weight
Recent Activity
Increased 0.06%
2.68%
$3.556M
55,570 shares@ $64.0 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 684.99%
2.57%
$3.417M
28,589 shares@ $119.54 avg price
SMLF
Ishares Us Smallcap Equity F
Recent Activity
Decreased -1.34%
2.26%
$3.005M
33,709 shares@ $89.15 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 1.4%
2.25%
$2.991M
72,498 shares@ $41.26 avg price

1-10 of 416