0001085146-22-002403.txt : 20220715 0001085146-22-002403.hdr.sgml : 20220715 20220715095353 ACCESSION NUMBER: 0001085146-22-002403 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220715 DATE AS OF CHANGE: 20220715 EFFECTIVENESS DATE: 20220715 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Harbor Group, Inc. CENTRAL INDEX KEY: 0001840486 IRS NUMBER: 020374790 STATE OF INCORPORATION: NH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20446 FILM NUMBER: 221084536 BUSINESS ADDRESS: STREET 1: 331 SOUTH RIVER ROAD CITY: BEDFORD STATE: NH ZIP: 03110 BUSINESS PHONE: 603-668-0634 MAIL ADDRESS: STREET 1: 331 SOUTH RIVER ROAD CITY: BEDFORD STATE: NH ZIP: 03110 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001840486 XXXXXXXX 06-30-2022 06-30-2022 false Harbor Group, Inc.

331 SOUTH RIVER ROAD BEDFORD NH 03110

13F HOLDINGS REPORT 028-20446 N Timothy Riley 603-668-0634 /s/Timothy Riley Bedford NH 07-15-2022 0 51 136114 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 253 3305 SH SOLE 0 0 3305 ANALOG DEVICES INC COM 032654105 713 4881 SH SOLE 0 0 4881 APPLE INC COM 037833100 1450 10603 SH SOLE 0 0 10603 AT&T INC COM 00206R102 503 23994 SH SOLE 0 0 23994 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 568 2082 SH SOLE 0 0 2082 CANO HEALTH INC *W EXP 06/03/202 13781Y111 43 62532 SH SOLE 0 0 62532 CANO HEALTH INC COM CL A 13781Y103 447 101963 SH SOLE 0 0 101963 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 304 13043 SH SOLE 0 0 13043 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 438 10896 SH SOLE 0 0 10896 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2753 128406 SH SOLE 0 0 128406 ELEVANCE HEALTH INC COM 036752103 421 872 SH SOLE 0 0 872 EXXON MOBIL CORP COM 30231G102 402 4690 SH SOLE 0 0 4690 HERITAGE INSURANCE HLDGS INC COM 42727J102 50 18918 SH SOLE 0 0 18918 INTUIT COM 461202103 512 1329 SH SOLE 0 0 1329 INVESCO QQQ TR UNIT SER 1 46090E103 425 1516 SH SOLE 0 0 1516 ISHARES TR CORE S&P MCP ETF 464287507 25555 112961 SH SOLE 0 0 112961 ISHARES TR CORE S&P SCP ETF 464287804 15745 170382 SH SOLE 0 0 170382 ISHARES TR CORE S&P500 ETF 464287200 6865 18106 SH SOLE 0 0 18106 ISHARES TR CORE TOTAL USD 46434V613 577 12324 SH SOLE 0 0 12324 ISHARES TR EAFE GRWTH ETF 464288885 1596 19825 SH SOLE 0 0 19825 ISHARES TR EAFE VALUE ETF 464288877 241 5553 SH SOLE 0 0 5553 ISHARES TR GRWT ALLOCAT ETF 464289867 371 7729 SH SOLE 0 0 7729 ISHARES TR MSCI EMG MKT ETF 464287234 326 8131 SH SOLE 0 0 8131 ISHARES TR MSCI USA ESG SLC 464288802 229 2834 SH SOLE 0 0 2834 ISHARES TR RUS 1000 ETF 464287622 210 1012 SH SOLE 0 0 1012 ISHARES TR RUS 1000 GRW ETF 464287614 373 1704 SH SOLE 0 0 1704 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 300 5923 SH SOLE 0 0 5923 JOHNSON & JOHNSON COM 478160104 295 1662 SH SOLE 0 0 1662 JPMORGAN CHASE & CO COM 46625H100 414 3680 SH SOLE 0 0 3680 MASTERCARD INCORPORATED CL A 57636Q104 222 703 SH SOLE 0 0 703 MICROSOFT CORP COM 594918104 391 1521 SH SOLE 0 0 1521 RAYTHEON TECHNOLOGIES CORP COM 75513E101 623 6483 SH SOLE 0 0 6483 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 1339 26301 SH SOLE 0 0 26301 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 14472 249557 SH SOLE 0 0 249557 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 7471 119695 SH SOLE 0 0 119695 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4819 107899 SH SOLE 0 0 107899 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11064 176375 SH SOLE 0 0 176375 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2130 54636 SH SOLE 0 0 54636 SPDR S&P 500 ETF TR TR UNIT 78462F103 494 1309 SH SOLE 0 0 1309 SPDR SER TR NUVEEN BLMBRG MU 78468R721 725 15800 SH SOLE 0 0 15800 SPDR SER TR NUVEEN BLOOMBERG 78464A284 917 17838 SH SOLE 0 0 17838 SPDR SER TR PRTFLO S&P500 GW 78464A409 5840 111704 SH SOLE 0 0 111704 SPDR SER TR PRTFLO S&P500 VL 78464A508 12863 349360 SH SOLE 0 0 349360 SPRINKLR INC CL A 85208T107 110 10875 SH SOLE 0 0 10875 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 4034 144209 SH SOLE 0 0 144209 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 3962 180354 SH SOLE 0 0 180354 VANGUARD INDEX FDS GROWTH ETF 922908736 846 3794 SH SOLE 0 0 3794 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 268 6574 SH SOLE 0 0 6574 VELO3D INC COMMON STOCK 92259N104 25 18292 SH SOLE 0 0 18292 VERIZON COMMUNICATIONS INC COM 92343V104 398 7844 SH SOLE 0 0 7844 VISA INC COM CL A 92826C839 722 3666 SH SOLE 0 0 3666