Filling information for Harbor Group, Inc. as Treemap, investor disclosed 65 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 266467 | 1672 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 341565 | 3485 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 411699 | 3986 | |
| 032654105 | 032654105 | ANALOG DEVICES INC | COM | 962719 | 4881 | |
| 037833100 | 037833100 | APPLE INC | COM | 1887996 | 11449 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 441782 | 22950 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 868570 | 2813 | |
| 13781Y111 | 13781Y111 | CANO HEALTH INC | *W EXP 06/03/202 | 10005 | 62532 | |
| 13781Y103 | 13781Y103 | CANO HEALTH INC | COM CL A | 92786 | 101963 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 225959 | 4323 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 232161 | 467 | |
| 126408103 | 126408103 | CSX CORP | COM | 356095 | 11894 | |
| 247361702 | 247361702 | DELTA AIR LINES INC DEL | COM NEW | 222482 | 6371 | |
| 25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 322799 | 7254 | |
| 25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 2779039 | 120513 | |
| 036752103 | 036752103 | ELEVANCE HEALTH INC | COM | 391758 | 852 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 511678 | 4666 | |
| 42727J102 | 42727J102 | HERITAGE INSURANCE HLDGS INC | COM | 58267 | 18918 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 276991 | 939 | |
| 461202103 | 461202103 | INTUIT | COM | 592508 | 1329 | |
| 46137V225 | 46137V225 | INVESCO EXCHANGE TRADED FD T | S&P MDCP400 EQ | 206309 | 2372 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 487949 | 1520 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 605386 | 9056 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 30310613 | 121165 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 18626118 | 192618 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 8953681 | 21781 | |
| 46434V613 | 46434V613 | ISHARES TR | CORE TOTAL USD | 743104 | 16102 | |
| 464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 1105590 | 11802 | |
| 464288273 | 464288273 | ISHARES TR | EAFE SML CP ETF | 454359 | 7635 | |
| 464288877 | 464288877 | ISHARES TR | EAFE VALUE ETF | 476496 | 9819 | |
| 464289867 | 464289867 | ISHARES TR | GRWT ALLOCAT ETF | 663554 | 13263 | |
| 464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 377040 | 9555 | |
| 464288802 | 464288802 | ISHARES TR | MSCI USA ESG SLC | 240141 | 2736 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 751048 | 6971 | |
| 464287622 | 464287622 | ISHARES TR | RUS 1000 ETF | 486947 | 2162 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 377734 | 1546 | |
| 46641Q654 | 46641Q654 | J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 300829 | 5923 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 359296 | 2318 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 532582 | 4087 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 247738 | 682 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 548184 | 1901 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 507015 | 5177 | |
| 808524771 | 808524771 | SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 1241579 | 22607 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 16217779 | 248853 | |
| 808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 7752427 | 118213 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 5067167 | 104758 | |
| 808524508 | 808524508 | SCHWAB STRATEGIC TR | US MID-CAP ETF | 11796552 | 173862 | |
| 808524607 | 808524607 | SCHWAB STRATEGIC TR | US SML CAP ETF | 2454048 | 58527 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 330346 | 1803 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 524889 | 1282 | |
| 78464A284 | 78464A284 | SPDR SER TR | NUVEEN BLOOMBERG | 252879 | 10099 | |
| 78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 9820993 | 177402 | |
| 78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 15254866 | 374628 | |
| 85208T107 | 85208T107 | SPRINKLR INC | CL A | 140940 | 10875 | |
| 78467V103 | 78467V103 | SSGA ACTIVE ETF TR | MULT ASS RLRTN | 5673374 | 205706 | |
| 87283Q107 | 87283Q107 | T ROWE PRICE ETF INC | PRICE BLUE CHIP | 8967545 | 373959 | |
| 882508104 | 882508104 | TEXAS INSTRS INC | COM | 444006 | 2387 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 208223 | 441 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 925681 | 3711 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 274335 | 729 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 311457 | 1526 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 228956 | 5069 | |
| 92259N104 | 92259N104 | VELO3D INC | COMMON STOCK | 41523 | 18292 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 377838 | 9716 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 826536 | 3666 |