Fund Holdings

HARBOUR INVESTMENTS, INC.

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
VANGUARD INDEX FDS0433,406+433,4060265,409,0526.02%+265,409,052
INVESCO QQQ TR0269,758+269,7580161,954,4653.67%+161,954,465
FIRST TR EXCHANGE-TRADED FD02,920,669+2,920,6690111,042,3742.52%+111,042,374
FIRST TR EXCHNG TRADED FD VI02,547,704+2,547,704085,144,2681.93%+85,144,268
ISHARES TR01,267,480+1,267,480082,715,7511.88%+82,715,751
FIRST TR EXCHNG TRADED FD VI02,923,450+2,923,450073,637,3121.67%+73,637,312
APPLE INC(AAPL)0276,864+276,864070,497,9521.60%+70,497,952
ISHARES TR086,100+86,100057,626,4471.31%+57,626,447
FIRST TR EXCHANGE-TRADED FD0592,960+592,960055,524,7961.26%+55,524,796
SCHWAB STRATEGIC TR02,099,179+2,099,179055,292,3871.25%+55,292,387
SPDR S&P 500 ETF TR(SPY)080,893+80,893053,889,1871.22%+53,889,187
SPDR SERIES TRUST0672,771+672,771052,704,9061.20%+52,704,906
SCHWAB STRATEGIC TR01,916,926+1,916,926052,332,0761.19%+52,332,076
NVIDIA CORPORATION(NVDA)0257,752+257,752048,091,3241.09%+48,091,324
CAPITAL GRP FIXED INCM ETF T02,107,760+2,107,760047,888,3151.09%+47,888,315
VANGUARD WORLD FD063,557+63,557047,453,2701.08%+47,453,270
AMERICAN CENTY ETF TR0611,025+611,025045,894,1151.04%+45,894,115
FIRST TR EXCHANGE TRADED FD0666,609+666,609044,836,1041.02%+44,836,104
PROCTER AND GAMBLE CO(PG)0247,207+247,207037,983,3340.86%+37,983,334
VANGUARD BD INDEX FDS0474,439+474,439035,284,0080.80%+35,284,008
MICROSOFT CORP(MSFT)067,897+67,897035,167,4830.80%+35,167,483
VANGUARD INDEX FDS0105,372+105,372034,579,9720.78%+34,579,972
VANGUARD INDEX FDS071,161+71,161034,129,3380.77%+34,129,338
VANGUARD TAX-MANAGED FDS0537,915+537,915032,231,8690.73%+32,231,869
FIRST TR EXCHANGE-TRADED FD0652,783+652,783030,184,6700.68%+30,184,670
PACER FDS TR0470,654+470,654027,048,4930.61%+27,048,493
AMAZON COM INC(AMZN)0122,868+122,868026,978,2330.61%+26,978,233
CAPITAL GROUP DIVIDEND VALUE0637,302+637,302026,785,8090.61%+26,785,809
SCHWAB STRATEGIC TR0999,471+999,471025,696,3930.58%+25,696,393
CAPITAL GROUP GROWTH ETF0565,952+565,952024,856,6030.56%+24,856,603
FIRST TR EXCHANGE-TRADED FD0483,600+483,600024,078,4410.55%+24,078,441
VANGUARD WORLD FD0318,184+318,184021,779,6880.49%+21,779,688
SPDR GOLD TR(GLD)060,451+60,451021,488,5600.49%+21,488,560
VANECK ETF TRUST065,480+65,480021,369,9390.48%+21,369,939
VANGUARD INDEX FDS0101,692+101,692021,288,2110.48%+21,288,211
VANGUARD WORLD FD0146,187+146,187020,135,8370.46%+20,135,837
FIRST TR EXCHANGE TRADED FD0207,352+207,352020,046,7800.45%+20,046,780
J P MORGAN EXCHANGE TRADED F0384,931+384,931019,527,5640.44%+19,527,564
PIMCO ETF TR0191,015+191,015019,233,2680.44%+19,233,268
FIRST TR EXCHANGE-TRADED FD0902,145+902,145019,224,7020.44%+19,224,702
FIDELITY MERRIMACK STR TR0408,570+408,570018,892,2910.43%+18,892,291
VANGUARD STAR FDS0246,883+246,883018,136,0580.41%+18,136,058
CAPITAL GROUP CORE EQUITY ET0458,327+458,327018,122,2690.41%+18,122,269
FIRST TR EXCHANGE-TRADED FD0288,245+288,245017,268,7600.39%+17,268,760
INNOVATOR ETFS TRUST0514,280+514,280016,878,6700.38%+16,878,670
FIRST TR EXCHNG TRADED FD VI0604,741+604,741016,715,0410.38%+16,715,041
SCHWAB STRATEGIC TR0518,053+518,053016,531,0720.37%+16,531,072
VANECK ETF TRUST0212,887+212,887016,264,5310.37%+16,264,531
VANGUARD INDEX FDS084,149+84,149015,692,9260.36%+15,692,926
INVESCO EXCHANGE TRADED FD T082,678+82,678015,684,0130.36%+15,684,013
FIRST TR EXCHANGE-TRADED FD0356,897+356,897015,492,8880.35%+15,492,888
CAPITAL GROUP CORE BALANCED0443,573+443,573015,400,8570.35%+15,400,857
FIRST TR EXCHANGE-TRADED FD0591,991+591,991015,302,9710.35%+15,302,971
VANGUARD INTL EQUITY INDEX F0282,391+282,391015,299,9300.35%+15,299,930
ISHARES TR0147,568+147,568014,793,6890.34%+14,793,689
INVESCO EXCH TRADED FD TR II0117,913+117,913014,274,5970.32%+14,274,597
ALPHABET INC(GOOG)058,360+58,360014,187,2490.32%+14,187,249
ELI LILLY & CO(LLY)018,527+18,527014,136,4100.32%+14,136,410
VANGUARD SCOTTSDALE FDS0231,263+231,263013,609,8170.31%+13,609,817
J P MORGAN EXCHANGE TRADED F0235,745+235,745013,461,0490.31%+13,461,049
FIRST TR EXCHNG TRADED FD VI0377,589+377,589013,155,2010.30%+13,155,201
INVESCO EXCH TRADED FD TR II0117,634+117,634013,017,3850.30%+13,017,385
PACER FDS TR0356,002+356,002012,922,8600.29%+12,922,860
ISHARES TR088,734+88,734012,919,6250.29%+12,919,625
VANGUARD SPECIALIZED FUNDS057,262+57,262012,356,5650.28%+12,356,565
JPMORGAN CHASE & CO.(JPM)038,527+38,527012,152,4730.28%+12,152,473
PALANTIR TECHNOLOGIES INC(PLTR)065,504+65,504011,949,2400.27%+11,949,240
VANGUARD INDEX FDS040,341+40,341011,849,8260.27%+11,849,826
ISHARES TR044,225+44,225011,341,4920.26%+11,341,492
ISHARES TR095,220+95,220011,315,0240.26%+11,315,024
JANUS DETROIT STR TR0212,306+212,306011,097,2350.25%+11,097,235
SSGA ACTIVE TR0184,030+184,030010,970,0080.25%+10,970,008
ISHARES TR090,733+90,733010,953,2970.25%+10,953,297
TESLA INC(TSLA)024,598+24,598010,939,2230.25%+10,939,223
ALPHABET INC(GOOG)044,123+44,123010,746,1460.24%+10,746,146
META PLATFORMS INC(META)014,621+14,621010,737,2140.24%+10,737,214
SPDR SERIES TRUST0102,157+102,157010,676,4420.24%+10,676,442
VANGUARD SCOTTSDALE FDS0187,688+187,688010,671,9160.24%+10,671,916
VANGUARD CHARLOTTE FDS0214,388+214,388010,603,6400.24%+10,603,640
VANGUARD INTL EQUITY INDEX F0130,964+130,964010,450,9220.24%+10,450,922
BERKSHIRE HATHAWAY INC DEL020,692+20,692010,402,7970.24%+10,402,797
JANUS DETROIT STR TR0199,227+199,227010,116,7680.23%+10,116,768
GLOBAL X FDS099,931+99,931010,035,0490.23%+10,035,049
SPDR INDEX SHS FDS0226,902+226,90209,709,1420.22%+9,709,142
COSTCO WHSL CORP NEW(COST)010,457+10,45709,679,5740.22%+9,679,574
PIMCO ETF TR0102,149+102,14909,535,7540.22%+9,535,754
BROADCOM INC(AVGO)028,376+28,37609,361,6660.21%+9,361,666
VANGUARD WHITEHALL FDS062,848+62,84808,858,3620.20%+8,858,362
BLACKROCK ETF TRUST0149,454+149,45408,847,6800.20%+8,847,680
SPDR INDEX SHS FDS0187,912+187,91208,796,1450.20%+8,796,145
FIRST TR EXCHANGE-TRADED FD037,469+37,46908,603,2510.20%+8,603,251
GLOBAL X FDS0504,505+504,50508,581,6230.19%+8,581,623
ORACLE CORP(ORCL)030,411+30,41108,552,6690.19%+8,552,669
INVESCO EXCHANGE TRADED FD T0114,741+114,74108,409,3530.19%+8,409,353
ISHARES TR039,383+39,38308,132,9560.18%+8,132,956
PGIM ETF TR0161,337+161,33708,039,4230.18%+8,039,423
CAPITAL GROUP DIVIDEND GROWE0231,636+231,63608,026,1790.18%+8,026,179
FIRST TR EXCHANGE TRADED FD0131,624+131,62407,817,1620.18%+7,817,162
SELECT SECTOR SPDR TR0144,995+144,99507,810,8690.18%+7,810,869
FIRST TR EXCHANGE-TRADED FD0158,179+158,17907,799,8050.18%+7,799,805
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