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Financial Harvest, LLC Top Holdings and 13F Report (2025)

About Financial Harvest, LLC

Investment Activity

  • Financial Harvest, LLC has $118.49 million in total holdings as of December 31, 2024.
  • Financial Harvest, LLC owns shares of 53 different stocks, but just 12 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofFinancial Harvest, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
DFAT
Dimensional U.S. Targeted Value ETF
$22,205,733398,95318.7%ETF
DFAC
Dimensional U.S. Core Equity 2 ETF
$18,273,042528,27515.4%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$10,947,306412,0189.2%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$8,437,483249,7047.1%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$8,055,626196,8636.8%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$7,603,308294,1896.4%ETF
DIMENSIONAL ETF TRUST
$4,786,87694,6214.0%ULTRASHORT FIXED
DFAR
Dimensional US Real Estate ETF
$4,532,135194,7633.8%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$4,501,857171,8923.8%ETF
Apple Inc. stock logo
AAPL
Apple
$2,541,97210,1512.1%Computer and Technology
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$2,113,53211,1251.8%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,912,50611,0381.6%Computer and Technology
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,648,46766,3101.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$1,318,9833,1291.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,281,8762,8281.1%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,258,40215,3501.1%Manufacturing
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,164,3122,3961.0%Aerospace
The Coca-Cola Company stock logo
KO
Coca-Cola
$962,34715,4570.8%Consumer Staples
Aflac Incorporated stock logo
AFL
Aflac
$954,4419,2270.8%Finance
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$891,28913,9810.8%ETF
ISHG
iShares 1-3 Year International Treasury Bond ETF
$873,51912,9660.7%ETF
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$727,79914,8770.6%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$662,1116,6560.6%Medical
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$661,13510,8830.6%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$658,9503,3250.6%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$597,1692,0400.5%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$564,7102,5740.5%Retail/Wholesale
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$545,64715,3790.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$497,5311,2320.4%Auto/Tires/Trucks
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$483,9984,8110.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$422,5512,2140.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$416,2987110.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$412,4852,1790.3%Computer and Technology
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$371,01114,6240.3%ETF
First Trust Morningstar Dividend Leaders Index stock logo
FDL
First Trust Morningstar Dividend Leaders Index
$364,8769,0630.3%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$355,2273,1900.3%Consumer Discretionary
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$336,0585710.3%ETF
DFAI
Dimensional International Core Equity Market ETF
$328,26611,2420.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$316,7401,3180.3%ETF
Visa Inc. stock logo
V
Visa
$301,8189550.3%Business Services
DIMENSIONAL ETF TRUST
$296,7005,6140.3%DIMENSIONAL US
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$281,8022,7280.2%ETF
The Southern Company stock logo
SO
Southern
$275,3603,3450.2%Utilities
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$262,7698,5370.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$262,2582,7060.2%Finance
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$254,3734,0410.2%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$246,0951,4680.2%Consumer Staples
DIMENSIONAL ETF TRUST
$242,3323,7770.2%US CORE EQUITY 1
The Home Depot, Inc. stock logo
HD
Home Depot
$225,9705810.2%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$217,3584,9460.2%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$213,6944180.2%Finance
Walmart Inc. stock logo
WMT
Walmart
$213,2302,3600.2%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$212,0167310.2%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data