The Analysis of Financial Harvest, LLC's Holdings
Currently, Financial Harvest, LLC holds 58 types of securities in its portfolio with a total value $148.4M. In the most recent quarter, they have increased their positions in DUHP (+29.5K shares, valued at $1.1M), DFAC (+20.0K shares, valued at $771.6K), DXUV (+12.0K shares, valued at $702.5K); decreased their positions in VXF (-1.2K shares, valued at $255.6K), DFUV (-4.7K shares, valued at $207.8K), DFIV (-2.8K shares, valued at $127.4K); initiated new positions in AVGO (+693 shares, valued at $228.7K), JPM (+715 shares, valued at $225.4K), VUG (+469 shares, valued at $224.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAT DIMENSIONAL ETF TRUST462.8K shares1.97%2025-09-302025-10-14
DFAC DIMENSIONAL ETF TRUST612.9K shares3.37%2025-09-302025-10-14 DISV DIMENSIONAL ETF TRUST460.6K shares2.80%2025-09-302025-10-14 DUHP DIMENSIONAL ETF TRUST327.0K shares9.92%2025-09-302025-10-14 DFIC DIMENSIONAL ETF TRUST334.4K shares2.31%2025-09-302025-10-14 DFUV DIMENSIONAL ETF TRUST181.0K shares-2.51%2025-09-302025-10-14 DFEM DIMENSIONAL ETF TRUST198.9K shares3.75%2025-09-302025-10-14 DFAR DIMENSIONAL ETF TRUST240.6K shares7.63%2025-09-302025-10-14 DUSB DIMENSIONAL ETF TRUST59.6K shares16.27%2025-09-302025-10-14 DXUV DIMENSIONAL ETF TRUST51.3K shares30.64%2025-09-302025-10-14 AAPL APPLE INC9.7K shares-0.57%2025-09-302025-10-14 NVDA NVIDIA CORPORATION10.9K shares3.94%2025-09-302025-10-14 DFAX DIMENSIONAL ETF TRUST62.3K shares-2.95%2025-09-302025-10-14 DFLV DIMENSIONAL ETF TRUST53.0K shares45.20%2025-09-302025-10-14 MSFT MICROSOFT CORP3.1K shares4.32%2025-09-302025-10-14 SHY ISHARES TR19.1K shares5.78%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL2.8K shares-1.64%2025-09-302025-10-14 LMT LOCKHEED MARTIN CORP2.2K shares4.93%2025-09-302025-10-14 AFL AFLAC INC9.2K shares-0.04%2025-09-302025-10-14 DGS WISDOMTREE TR17.7K shares5.84%2025-09-302025-10-14 DFUS DIMENSIONAL ETF TRUST14.0K shares0.03%2025-09-302025-10-14 ISHG ISHARES TR13.1K shares4.50%2025-09-302025-10-14 KO COCA COLA CO14.9K shares-3.48%2025-09-302025-10-14 VXF VANGUARD INDEX FDS3.1K shares-28.35%2025-09-302025-10-14 AMZN AMAZON COM INC2.8K shares5.84%2025-09-302025-10-14 SCZ ISHARES TR7.8K shares-12.31%2025-09-302025-10-14 META META PLATFORMS INC784 shares6.38%2025-09-302025-10-14 DFAU DIMENSIONAL ETF TRUST12.6K shares0.00%2025-09-302025-10-14 GOOGL ALPHABET INC2.3K shares4.10%2025-09-302025-10-14 ADP AUTOMATIC DATA PROCESSING IN1.9K shares-6.31%2025-09-302025-10-14 MRK MERCK & CO INC6.5K shares0.20%2025-09-302025-10-14 TSLA TESLA INC1.2K shares2.44%2025-09-302025-10-14 STIP ISHARES TR4.6K shares0.22%2025-09-302025-10-14 DFIV DIMENSIONAL ETF TRUST8.8K shares-23.83%2025-09-302025-10-14 FDL FIRST TR EXCHANGE-TRADED FD9.1K shares0.00%2025-09-302025-10-14 DIS DISNEY WALT CO3.1K shares2.28%2025-09-302025-10-14 DFSV DIMENSIONAL ETF TRUST10.8K shares26.87%2025-09-302025-10-14 DFAE DIMENSIONAL ETF TRUST10.8K shares-1.39%2025-09-302025-10-14 SO SOUTHERN CO3.4K shares0.54%2025-09-302025-10-14 IWM ISHARES TR1.3K shares37.68%2025-09-302025-10-14 DFAI DIMENSIONAL ETF TRUST8.0K shares-4.61%2025-09-302025-10-14 V VISA INC812 shares0.37%2025-09-302025-10-14 IVV ISHARES TR413 shares-19.34%2025-09-302025-10-14 ABBV ABBVIE INC1.2K shares2.51%2025-09-302025-10-14 DCOR DIMENSIONAL ETF TRUST3.8K shares0.00%2025-09-302025-10-14 WMT WALMART INC2.6K shares5.13%2025-09-302025-10-14 BAC BANK AMERICA CORP5.0K shares2.11%2025-09-302025-10-14 IBM INTERNATIONAL BUSINESS MACHS873 shares0.81%2025-09-302025-10-14 HD HOME DEPOT INC584 shares3.00%2025-09-302025-10-14 AVGO BROADCOM INC693 sharesnew addition2025-09-302025-10-14 JPM JPMORGAN CHASE & CO.715 sharesnew addition2025-09-302025-10-14 VUG VANGUARD INDEX FDS469 sharesnew addition2025-09-302025-10-14 GOOG ALPHABET INC921 sharesnew addition2025-09-302025-10-14 MCD MCDONALDS CORP735 shares-0.54%2025-09-302025-10-14 PG PROCTER AND GAMBLE CO1.4K shares2.28%2025-09-302025-10-14 DLS WISDOMTREE TR2.7K shares-0.97%2025-09-302025-10-14 QQQ INVESCO QQQ TR358 shares-12.90%2025-09-302025-10-14 VT VANGUARD INTL EQUITY INDEX F1.5K sharesnew addition2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available