0001840486-22-000001.txt : 20220125 0001840486-22-000001.hdr.sgml : 20220125 20220124174803 ACCESSION NUMBER: 0001840486-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220125 DATE AS OF CHANGE: 20220124 EFFECTIVENESS DATE: 20220125 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: 22550545 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 12-31-2021 12-31-2021 Harbor Group, Inc.

331 SOUTH RIVER ROAD BEDFORD NH 03110

13F HOLDINGS REPORT 028-20446 N Timothy Riley 603-668-0634 Timothy Riley Bedford NH 01-24-2022 0 55 167873 false INFORMATION TABLE 2 HarborGroup_13f4q21.xml ANALOG DEVICES INC COM 032654105 911 5181 SH SOLE 0 0 0 5181 ANTHEM INC COM 036752103 404 872 SH SOLE 0 0 0 872 APPLE INC COM 037833100 1603 9025 SH SOLE 0 0 0 9025 APRIA INC COM 03836A101 406 12450 SH SOLE 0 0 0 12450 AT&T INC COM 00206R102 604 24556 SH SOLE 0 0 0 24556 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 623 2082 SH SOLE 0 0 0 2082 CANO HEALTH INC *W EXP 06/03/202 13781Y111 149 62532 SH SOLE 0 0 0 62532 CANO HEALTH INC COM CL A 13781Y103 908 101963 SH SOLE 0 0 0 101963 CISCO SYS INC COM 17275R102 241 3799 SH SOLE 0 0 0 3799 COSTCO WHSL CORP NEW COM 22160K105 224 395 SH SOLE 0 0 0 395 CSX CORP COM 126408103 205 5449 SH SOLE 0 0 0 5449 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 3305 126578 SH SOLE 0 0 0 126578 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 427 8978 SH SOLE 0 0 0 8978 ECOLAB INC COM 278865100 260 1109 SH SOLE 0 0 0 1109 ENTERPRISE BANCORP INC MASS COM 293668109 231 5136 SH SOLE 0 0 0 5136 EXXON MOBIL CORP COM 30231G102 305 4982 SH SOLE 0 0 0 4982 HERITAGE INSURANCE HLDGS INC COM 42727J102 111 18918 SH SOLE 0 0 0 18918 HOME DEPOT INC COM 437076102 256 616 SH SOLE 0 0 0 616 INTUIT COM 461202103 855 1329 SH SOLE 0 0 0 1329 INVESCO EXCHANGE TRADED FD T S&P MDCP400 EQ 46137V225 223 2328 SH SOLE 0 0 0 2328 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 233 1432 SH SOLE 0 0 0 1432 INVESCO QQQ TR UNIT SER 1 46090E103 602 1513 SH SOLE 0 0 0 1513 ISHARES TR RUS 1000 ETF 464287622 268 1012 SH SOLE 0 0 0 1012 ISHARES TR MSCI USA ESG SLC 464288802 287 2700 SH SOLE 0 0 0 2700 ISHARES TR S&P 500 GRWT ETF 464287309 274 3272 SH SOLE 0 0 0 3272 ISHARES TR CORE S&P SCP ETF 464287804 19160 167324 SH SOLE 0 0 0 167324 ISHARES TR CORE S&P500 ETF 464287200 8347 17499 SH SOLE 0 0 0 17499 ISHARES TR RUS 1000 GRW ETF 464287614 538 1759 SH SOLE 0 0 0 1759 ISHARES TR CORE S&P MCP ETF 464287507 31346 110734 SH SOLE 0 0 0 110734 J P MORGAN EXCHANGE-TRADED F ULTRA SHT MUNCPL 46641Q654 302 5923 SH SOLE 0 0 0 5923 JOHNSON & JOHNSON COM 478160104 274 1602 SH SOLE 0 0 0 1602 JPMORGAN CHASE & CO COM 46625H100 588 3714 SH SOLE 0 0 0 3714 MASTERCARD INCORPORATED CL A 57636Q104 257 716 SH SOLE 0 0 0 716 MICROSOFT CORP COM 594918104 298 886 SH SOLE 0 0 0 886 PAYPAL HLDGS INC COM 70450Y103 607 3218 SH SOLE 0 0 0 3218 PUBLIC STORAGE COM 74460D109 207 553 SH SOLE 0 0 0 553 RAYTHEON TECHNOLOGIES CORP COM 75513E101 552 6409 SH SOLE 0 0 0 6409 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 20847 127307 SH SOLE 0 0 0 127307 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 7102 62397 SH SOLE 0 0 0 62397 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 376 6765 SH SOLE 0 0 0 6765 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 1682 28705 SH SOLE 0 0 0 28705 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 14782 183783 SH SOLE 0 0 0 183783 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 9355 127769 SH SOLE 0 0 0 127769 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 2953 28833 SH SOLE 0 0 0 28833 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 375 9637 SH SOLE 0 0 0 9637 SPDR S&P 500 ETF TR TR UNIT 78462F103 641 1350 SH SOLE 0 0 0 1350 SPDR SER TR PRTFLO S&P500 GW 78464A409 7024 96927 SH SOLE 0 0 0 96927 SPDR SER TR PRTFLO S&P500 VL 78464A508 14287 340171 SH SOLE 0 0 0 340171 SSGA ACTIVE ETF TR MULT ASS RLRTN 78467V103 3762 139336 SH SOLE 0 0 0 139336 T ROWE PRICE ETF INC PRICE BLUE CHIP 87283Q107 5000 150802 SH SOLE 0 0 0 150802 VANGUARD INDEX FDS GROWTH ETF 922908736 1328 4139 SH SOLE 0 0 0 4139 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 375 7346 SH SOLE 0 0 0 7346 VERIZON COMMUNICATIONS INC COM 92343V104 427 8224 SH SOLE 0 0 0 8224 VISA INC COM CL A 92826C839 781 3602 SH SOLE 0 0 0 3602 XILINX INC COM 983919101 385 1817 SH SOLE 0 0 0 1817