Financial Harvest

Latest statistics and disclosures from Financial Harvest's latest quarterly 13F-HR filing:

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Positions held by Financial Harvest consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Financial Harvest

Financial Harvest holds 53 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Targeted Vlu (DFAT) 18.7 $22M 399k 55.66
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 15.4 $18M 528k 34.59
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Dimensional Etf Trust Intl Small Cap V (DISV) 9.2 $11M 412k 26.57
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Dimensional Etf Trust Us High Profitab (DUHP) 7.1 $8.4M 250k 33.79
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Dimensional Etf Trust Us Mktwide Value (DFUV) 6.8 $8.1M 197k 40.92
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Dimensional Etf Trust Intl Core Equity (DFIC) 6.4 $7.6M 294k 25.84
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Dimensional Etf Trust Ultrashort Fixed (DUSB) 4.0 $4.8M 95k 50.59
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Dimensional Etf Trust Us Real Estate E (DFAR) 3.8 $4.5M 195k 23.27
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.8 $4.5M 172k 26.19
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Apple (AAPL) 2.1 $2.5M 10k 250.42
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Vanguard Index Fds Extend Mkt Etf (VXF) 1.8 $2.1M 11k 189.98
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NVIDIA Corporation (NVDA) 1.6 $1.9M 11k 173.27
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.4 $1.6M 66k 24.86
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Microsoft Corporation (MSFT) 1.1 $1.3M 3.1k 421.54
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $1.3M 2.8k 453.28
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Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $1.3M 15k 81.98
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Lockheed Martin Corporation (LMT) 1.0 $1.2M 2.4k 485.94
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Coca-Cola Company (KO) 0.8 $962k 16k 62.26
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AFLAC Incorporated (AFL) 0.8 $954k 9.2k 103.44
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Dimensional Etf Trust Us Equity Market (DFUS) 0.8 $891k 14k 63.75
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Ishares Tr 3yrtb Etf (ISHG) 0.7 $874k 13k 67.37
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Wisdomtree Tr Emg Mkts Smcap (DGS) 0.6 $728k 15k 48.92
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Merck & Co (MRK) 0.6 $662k 6.7k 99.48
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $661k 11k 60.75
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $659k 3.3k 198.18
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Automatic Data Processing (ADP) 0.5 $597k 2.0k 292.73
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Amazon (AMZN) 0.5 $565k 2.6k 219.39
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Dimensional Etf Trust Internatnal Val (DFIV) 0.5 $546k 15k 35.48
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Tesla Motors (TSLA) 0.4 $498k 1.2k 403.84
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $484k 4.8k 100.60
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Ishares Tr S&p 500 Val Etf (IVE) 0.4 $423k 2.2k 190.85
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Meta Platforms Cl A (META) 0.4 $416k 711.00 585.51
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Alphabet Cap Stk Cl A (GOOGL) 0.3 $413k 2.2k 189.30
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.3 $371k 15k 25.37
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First Tr Morningstar Divid L SHS (FDL) 0.3 $365k 9.1k 40.26
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Walt Disney Company (DIS) 0.3 $355k 3.2k 111.36
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $336k 571.00 588.54
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $328k 11k 29.20
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Vanguard Index Fds Small Cp Etf (VB) 0.3 $317k 1.3k 240.32
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Visa Com Cl A (V) 0.3 $302k 955.00 316.04
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Dimensional Etf Trust Dimensional Us (DXUV) 0.3 $297k 5.6k 52.85
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $282k 2.7k 103.30
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Southern Company (SO) 0.2 $275k 3.3k 82.32
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Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $263k 8.5k 30.78
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $262k 2.7k 96.92
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Wisdomtree Tr Intl Smcap Div (DLS) 0.2 $254k 4.0k 62.95
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Procter & Gamble Company (PG) 0.2 $246k 1.5k 167.64
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Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $242k 3.8k 64.16
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Home Depot (HD) 0.2 $226k 581.00 388.93
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Bank of America Corporation (BAC) 0.2 $217k 4.9k 43.95
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $214k 418.00 511.23
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Wal-Mart Stores (WMT) 0.2 $213k 2.4k 90.35
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McDonald's Corporation (MCD) 0.2 $212k 731.00 290.04
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Past Filings by Financial Harvest

SEC 13F filings are viewable for Financial Harvest going back to 2024