0001085146-22-003332.txt : 20221012 0001085146-22-003332.hdr.sgml : 20221012 20221011195602 ACCESSION NUMBER: 0001085146-22-003332 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221012 DATE AS OF CHANGE: 20221011 EFFECTIVENESS DATE: 20221012 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: 221305203 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 09-30-2022 09-30-2022 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 10-11-2022 0 50 137603 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ANALOG DEVICES INC COM 032654105 680 4881 SH SOLE 0 0 4881 APPLE INC COM 037833100 1453 10515 SH SOLE 0 0 10515 AT&T INC COM 00206R102 365 23782 SH SOLE 0 0 23782 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 605 2266 SH SOLE 0 0 2266 CANO HEALTH INC *W EXP 06/03/202 13781Y111 165 62532 SH SOLE 0 0 62532 CANO HEALTH INC COM CL A 13781Y103 884 101963 SH SOLE 0 0 101963 CSX CORP COM 126408103 316 11875 SH SOLE 0 0 11875 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 288 7383 SH SOLE 0 0 7383 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 2377 125840 SH SOLE 0 0 125840 ELEVANCE HEALTH INC COM 036752103 396 872 SH SOLE 0 0 872 EXXON MOBIL CORP COM 30231G102 407 4661 SH SOLE 0 0 4661 HERITAGE INSURANCE HLDGS INC COM 42727J102 43 18918 SH SOLE 0 0 18918 INTUIT COM 461202103 515 1329 SH SOLE 0 0 1329 INVESCO QQQ TR UNIT SER 1 46090E103 405 1517 SH SOLE 0 0 1517 ISHARES INC CORE MSCI EMKT 46434G103 893 20785 SH SOLE 0 0 20785 ISHARES TR CORE MSCI EAFE 46432F842 382 7248 SH SOLE 0 0 7248 ISHARES TR CORE S&P MCP ETF 464287507 25662 117037 SH SOLE 0 0 117037 ISHARES TR CORE S&P SCP ETF 464287804 15820 181448 SH SOLE 0 0 181448 ISHARES TR CORE S&P500 ETF 464287200 7188 20041 SH SOLE 0 0 20041 ISHARES TR CORE TOTAL USD 46434V613 1306 29339 SH SOLE 0 0 29339 ISHARES TR EAFE GRWTH ETF 464288885 1556 21441 SH SOLE 0 0 21441 ISHARES TR EAFE SML CP ETF 464288273 303 6219 SH SOLE 0 0 6219 ISHARES TR EAFE VALUE ETF 464288877 371 9628 SH SOLE 0 0 9628 ISHARES TR GRWT ALLOCAT ETF 464289867 1148 25635 SH SOLE 0 0 25635 ISHARES TR MSCI EMG MKT ETF 464287234 488 13986 SH SOLE 0 0 13986 ISHARES TR MSCI USA ESG SLC 464288802 206 2716 SH SOLE 0 0 2716 ISHARES TR RUS 1000 GRW ETF 464287614 344 1634 SH SOLE 0 0 1634 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 298 5923 SH SOLE 0 0 5923 JOHNSON & JOHNSON COM 478160104 272 1664 SH SOLE 0 0 1664 JPMORGAN CHASE & CO COM 46625H100 385 3681 SH SOLE 0 0 3681 MICROSOFT CORP COM 594918104 353 1516 SH SOLE 0 0 1516 RAYTHEON TECHNOLOGIES CORP COM 75513E101 421 5142 SH SOLE 0 0 5142 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 1225 25659 SH SOLE 0 0 25659 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 14065 252009 SH SOLE 0 0 252009 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 6998 119603 SH SOLE 0 0 119603 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 4564 107776 SH SOLE 0 0 107776 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 10747 177552 SH SOLE 0 0 177552 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2125 56226 SH SOLE 0 0 56226 SPDR S&P 500 ETF TR TR UNIT 78462F103 469 1312 SH SOLE 0 0 1312 SPDR SER TR NUVEEN BLOOMBERG 78464A284 1491 31118 SH SOLE 0 0 31118 SPDR SER TR PRTFLO S&P500 GW 78464A409 6740 134530 SH SOLE 0 0 134530 SPDR SER TR PRTFLO S&P500 VL 78464A508 12436 360573 SH SOLE 0 0 360573 SPRINKLR INC CL A 85208T107 100 10875 SH SOLE 0 0 10875 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 4022 155105 SH SOLE 0 0 155105 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 4226 201233 SH SOLE 0 0 201233 VANGUARD INDEX FDS GROWTH ETF 922908736 811 3789 SH SOLE 0 0 3789 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 239 6578 SH SOLE 0 0 6578 VELO3D INC COMMON STOCK 92259N104 72 18292 SH SOLE 0 0 18292 VERIZON COMMUNICATIONS INC COM 92343V104 327 8600 SH SOLE 0 0 8600 VISA INC COM CL A 92826C839 651 3666 SH SOLE 0 0 3666