Donna I. Crocker
Good Harbor Advisors, Inc.
Assets Managed
$102.229M
Holdings
87
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
11.62%(2Q avg: 9.11%)
Sustained Growth
2 quarters
Portfolio positions
This chart displays the top 10 holdings in Good Harbor Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 87 positions.
Assets under management
The assets under management (AUM) of Good Harbor Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 102.229M in assets, with a quarterly growth rate of 11.62% and a 2-quarter average growth rate of 9.11%. The portfolio is managed by Donna I. Crocker, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VTIP Vanguard Short-term Tips
| 7.63% | $7.79M 155,086 shares@ $50.24 avg price | Increased 5.95% |
IVLU Ishares Msci International V
| 6.68% | $6.826M 163,229 shares@ $41.83 avg price | Increased 0.08% |
SCHD Schwab Us Dvd Equity Etf
| 5.13% | $5.244M 165,374 shares@ $31.72 avg price | Increased 4.08% |
DISV Dimensional International Sm
| 4.55% | $4.646M 115,777 shares@ $40.14 avg price | Decreased -1% |
VRP Invesco Variable Rate Prefer
| 4.43% | $4.522M 185,996 shares@ $24.32 avg price | Increased 3.8% |
BSV Vanguard Short-term Bond Etf
| 3.9% | $3.983M 51,117 shares@ $77.92 avg price | Increased 6.79% |
VXUS Vanguard Total Intl Stock
| 3.69% | $3.766M 44,057 shares@ $85.5 avg price | Decreased -0.75% |
VIG Vanguard Dividend Apprec Etf
| 3.67% | $3.745M 15,828 shares@ $236.63 avg price | Decreased -0.58% |
DEM Wisdomtree Emerging Markets
| 3.54% | $3.616M 67,232 shares@ $53.8 avg price | Increased 10.61% |
IGRO Ishares Intl Div Growth Etf
| 3.39% | $3.459M 39,342 shares@ $87.93 avg price | Increased 3.41% |
1-10 of 87