Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBOR GROUP INC | 01-10-2024 | 12-31-2023 | 80 | 348,948,706 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 1 | $34,828,761 | 756,489 | 0.01 | 756,489 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P MCP ETF | 2 | $34,651,000 | 125,026 | 0.01 | 0.02 | -144 | -0.12 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 3 | $34,631,775 | 735,516 | 0.01 | 735,516 | +Inf | 12-31-2023 | |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 4 | $28,816,238 | 339,534 | 0.01 | 339,534 | +Inf | 12-31-2023 |
