Financial Harvest, LLC
57 holdingsFiling period: 2026-03-31Current AUM: $189.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 507.6K | $31.7M | $35.9M | 18.95% | +20.2K | 2026-03-31 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 681.1K | $26.5M | $30.3M | 15.99% | +38.7K | 2026-03-31 |
| 3 | DISV | DIMENSIONAL ETF TRUST | 500.4K | $19.7M | $21.2M | 11.18% | +17.3K | 2026-03-31 |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 386.1K | $14.2M | $15.9M | 8.39% | +31.4K | 2026-03-31 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 360.6K | $12.8M | $13.7M | 7.25% | +13.8K | 2026-03-31 |
| 6 | DFUV | DIMENSIONAL ETF TRUST | 174.9K | $8.5M | $9.7M | 5.13% | -5,110 | 2026-03-31 |
| 7 | DFEM | DIMENSIONAL ETF TRUST | 220.6K | $7.6M | $8.3M | 4.39% | +10.0K | 2026-03-31 |
| 8 | DFAR | DIMENSIONAL ETF TRUST | 294.3K | $7.0M | $7.9M | 4.16% | +24.6K | 2026-03-31 |
| 9 | DXUV | DIMENSIONAL ETF TRUST | 74.0K | $4.4M | $5.0M | 2.66% | +11.6K | 2026-03-31 |
| 10 | DUSB | DIMENSIONAL ETF TRUST | 74.2K | $3.8M | $3.8M | 1.99% | +20.0K | 2026-03-31 |
| 11 | DFLV | DIMENSIONAL ETF TRUST | 76.6K | $2.7M | $3.1M | 1.64% | +13.1K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 9.0K | $2.3M | $2.8M | 1.47% | -924 | 2026-03-31 |
| 13 | DFAX | DIMENSIONAL ETF TRUST | 59.6K | $2.0M | $2.2M | 1.15% | -2,369 | 2026-03-31 |
| 14 | SHY | ISHARES TR | 23.1K | $1.9M | $1.9M | 1.00% | +601 | 2026-03-31 |
| 15 | KO | COCA COLA CO | 24.2K | $1.8M | $2.1M | 1.12% | -380 | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 5.0K | $1.8M | $2.3M | 1.22% | +1.7K | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 10.3K | $1.8M | $2.1M | 1.09% | -579 | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.6K | $1.2M | $1.2M | 0.66% | -282 | 2026-03-31 |
| 19 | DGS | WISDOMTREE TR | 20.1K | $1.2M | $1.2M | 0.65% | +719 | 2026-03-31 |
| 20 | LMT | LOCKHEED MARTIN CORP | 1.9K | $1.2M | $1.1M | 0.60% | -60 | 2026-03-31 |
| 21 | ISHG | ISHARES TR | 15.3K | $1.1M | $1.2M | 0.61% | +354 | 2026-03-31 |
| 22 | DFUS | DIMENSIONAL ETF TRUST | 14.0K | $992K | $1.1M | 0.60% | -- | 2026-03-31 |
| 23 | AFL | AFLAC INC | 8.1K | $889K | $1.0M | 0.55% | -300 | 2026-03-31 |
| 24 | MRK | MERCK & CO INC | 7.2K | $861K | $932K | 0.49% | -45 | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 3.6K | $759K | $990K | 0.52% | -385 | 2026-03-31 |
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