Harbor Asset Planning
HRTS icon

Harbor Asset Planning’s Tema ETF Trust Tema Heart & Health ETF HRTS Stock Holding History

Harbor Asset Planning’s Portfolio HRTS Stock Details HRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$545 Hold
15
– – ﹤0.01% 409
2026
Q2 		$544 Hold
15
– – ﹤0.01% 407
2026
Q1 		$505 Hold
15
– – ﹤0.01% 412
2025
Q4 		$529 Hold
15
– – ﹤0.01% 428
2025
Q3 		$464 Hold
15
– – ﹤0.01% 398
2025
Q2 		$429 Buy
+15
New +$419 ﹤0.01% 397

Other funds holding HRTS

Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Asset Planning's HRTS Position: Q3 2026 in Review

Harbor Asset Planning held its Tema ETF Trust Tema Heart & Health ETF (HRTS) position steady in Q3 2026 at 15 shares worth $545. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Harbor Asset Planning first reported a position in HRTS in Q2 2025 and has held it in 6 quarters since. 2 funds tracked by Wall St. Rank hold HRTS as of Q3 2026.

  • Harbor Asset Planning held 15 shares of Tema ETF Trust Tema Heart & Health ETF worth $545 as of Q3 2026.
  • Harbor Asset Planning left its Tema ETF Trust Tema Heart & Health ETF share count unchanged in Q3 2026.
  • Tema ETF Trust Tema Heart & Health ETF made up ﹤0.01% of Harbor Asset Planning's portfolio in Q3 2026, its #409 holding.
  • Harbor Asset Planning first reported a position in Tema ETF Trust Tema Heart & Health ETF in Q2 2025 and has held it in 6 quarters since.
  • 2 funds tracked by Wall St. Rank held Tema ETF Trust Tema Heart & Health ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.