Sponsored

The Analysis of Financial Harvest, LLC's Holdings & P&L

Currently, Financial Harvest, LLC holds 57 types of securities in its portfolio with a total value $169.8M. In the most recent quarter, they have increased their positions in DFAC (+38.7K shares, valued at $1.5M), DFAT (+20.2K shares, valued at $1.3M), DUHP (+31.4K shares, valued at $1.2M); decreased their positions in DFUV (-5.1K shares, valued at $247.6K), AAPL (-924 shares, valued at $234.5K), N/A (-282 shares, valued at $135.1K); initiated new positions in CAT (+288 shares, valued at $203.7K).

1M P&L

-163.1K-0.09%

3M P&L

+11.8M+6.92%

HY P&L

+15.5M+9.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A151.9M

91.2%

2Consumer Electronics2.3M

1.4%

3Semiconductors2.3M

1.4%

Top Industries by Stock Count

1N/A31 stocks

59.6%

2Semiconductors3 stocks

5.8%

3Drug Manufacturers - General2 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAT DIMENSIONAL ETF TRUST507.6K shares4.15%2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST681.1K shares6.02%2026-03-312026-05-05

DISV DIMENSIONAL ETF TRUST500.4K shares3.57%2026-03-312026-05-05

DUHP DIMENSIONAL ETF TRUST386.1K shares8.84%2026-03-312026-05-05

DFIC DIMENSIONAL ETF TRUST360.6K shares3.98%2026-03-312026-05-05

DFUV DIMENSIONAL ETF TRUST174.9K shares-2.84%2026-03-312026-05-05

DFEM DIMENSIONAL ETF TRUST220.6K shares4.74%2026-03-312026-05-05

DFAR DIMENSIONAL ETF TRUST294.3K shares9.13%2026-03-312026-05-05

Sponsored

DXUV DIMENSIONAL ETF TRUST74.0K shares18.49%2026-03-312026-05-05

DUSB DIMENSIONAL ETF TRUST74.2K shares36.85%2026-03-312026-05-05

DFLV DIMENSIONAL ETF TRUST76.6K shares20.66%2026-03-312026-05-05

AAPL APPLE INC9.0K shares-9.29%2026-03-312026-05-05

DFAX DIMENSIONAL ETF TRUST59.6K shares-3.82%2026-03-312026-05-05

SHY ISHARES TR23.1K shares2.67%2026-03-312026-05-05

KO COCA COLA CO24.2K shares-1.54%2026-03-312026-05-05

MSFT MICROSOFT CORP5.0K shares50.84%2026-03-312026-05-05

Sponsored

NVDA NVIDIA CORPORATION10.3K shares-5.33%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares-9.81%2026-03-312026-05-05

DGS WISDOMTREE TR20.1K shares3.70%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP1.9K shares-2.99%2026-03-312026-05-05

ISHG ISHARES TR15.3K shares2.36%2026-03-312026-05-05

DFUS DIMENSIONAL ETF TRUST14.0K shares0.00%2026-03-312026-05-05

AFL AFLAC INC8.1K shares-3.57%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC7.2K shares-0.62%2026-03-312026-05-05

Sponsored

AMZN AMAZON COM INC3.6K shares-9.55%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.4K shares-3.92%2026-03-312026-05-05

VXF VANGUARD INDEX FDS3.1K shares0.00%2026-03-312026-05-05

SCZ ISHARES TR7.5K shares-2.89%2026-03-312026-05-05

DFAU DIMENSIONAL ETF TRUST12.6K shares0.01%2026-03-312026-05-05

STIP ISHARES TR4.7K shares1.01%2026-03-312026-05-05

DFIV DIMENSIONAL ETF TRUST8.8K shares0.00%2026-03-312026-05-05

FDL FIRST TR EXCHANGE-TRADED FD9.1K shares0.00%2026-03-312026-05-05

Sponsored

META META PLATFORMS INC802 shares-0.99%2026-03-312026-05-05

WMT WALMART INC3.6K shares-13.99%2026-03-312026-05-05

TSLA TESLA INC1.2K shares-3.43%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN1.8K shares-1.83%2026-03-312026-05-05

DFAE DIMENSIONAL ETF TRUST10.6K shares-0.82%2026-03-312026-05-05

IWM ISHARES TR1.3K shares0.00%2026-03-312026-05-05

DFSV DIMENSIONAL ETF TRUST9.0K shares0.00%2026-03-312026-05-05

DFAI DIMENSIONAL ETF TRUST7.9K shares0.03%2026-03-312026-05-05

Sponsored

ALPHABET INC ALPHABET INC960 shares-1.44%2026-03-312026-05-05

DCOR DIMENSIONAL ETF TRUST3.8K shares0.00%2026-03-312026-05-05

DIS DISNEY WALT CO2.8K shares-8.65%2026-03-312026-05-05

IVV ISHARES TR410 shares4.86%2026-03-312026-05-05

INTC INTEL CORP5.8K shares-3.50%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON1.0K shares-12.03%2026-03-312026-05-05

ABBV ABBVIE INC1.1K shares-0.61%2026-03-312026-05-05

MCD MCDONALDS CORP782 shares0.00%2026-03-312026-05-05

Sponsored

DFEV DIMENSIONAL ETF TRUST6.5K shares8.79%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS949 shares-9.88%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO775 shares-17.55%2026-03-312026-05-05

DLS WISDOMTREE TR2.7K shares0.00%2026-03-312026-05-05

PG PROCTER & GAMBLE CO1.5K shares1.61%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC1.1K shares1.61%2026-03-312026-05-05

VT VANGUARD INTL EQUITY INDEX F1.5K shares0.00%2026-03-312026-05-05

BROADCOM INC BROADCOM INC671 shares-2.33%2026-03-312026-05-05

Sponsored

CAT CATERPILLAR INC288 sharesnew addition2026-03-312026-05-05

DFAT

DIMENSIONAL ETF TRUST

4.15%

Shares507.6K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

6.02%

Shares681.1K

Event2026-03-31

Filed2026-05-05

DISV

DIMENSIONAL ETF TRUST

3.57%

Shares500.4K

Event2026-03-31

Filed2026-05-05

DUHP

DIMENSIONAL ETF TRUST

8.84%

Shares386.1K

Event2026-03-31

Filed2026-05-05

DFIC

DIMENSIONAL ETF TRUST

3.98%

Shares360.6K

Event2026-03-31

Filed2026-05-05

DFUV

DIMENSIONAL ETF TRUST

-2.84%

Shares174.9K

Event2026-03-31

Filed2026-05-05

DFEM

DIMENSIONAL ETF TRUST

4.74%

Shares220.6K

Event2026-03-31

Filed2026-05-05

DFAR

DIMENSIONAL ETF TRUST

9.13%

Shares294.3K

Event2026-03-31

Filed2026-05-05

DXUV

DIMENSIONAL ETF TRUST

18.49%

Shares74.0K

Event2026-03-31

Filed2026-05-05

DUSB

DIMENSIONAL ETF TRUST

36.85%

Shares74.2K

Event2026-03-31

Filed2026-05-05

DFLV

DIMENSIONAL ETF TRUST

20.66%

Shares76.6K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-9.29%

Shares9.0K

Event2026-03-31

Filed2026-05-05

DFAX

DIMENSIONAL ETF TRUST

-3.82%

Shares59.6K

Event2026-03-31

Filed2026-05-05

SHY

ISHARES TR

2.67%

Shares23.1K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

-1.54%

Shares24.2K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

50.84%

Shares5.0K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-5.33%

Shares10.3K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-9.81%

Shares2.6K

Event2026-03-31

Filed2026-05-05

DGS

WISDOMTREE TR

3.70%

Shares20.1K

Event2026-03-31

Filed2026-05-05

LMT

LOCKHEED MARTIN CORP

-2.99%

Shares1.9K

Event2026-03-31

Filed2026-05-05

ISHG

ISHARES TR

2.36%

Shares15.3K

Event2026-03-31

Filed2026-05-05

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-05

AFL

AFLAC INC

-3.57%

Shares8.1K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

-0.62%

Shares7.2K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-9.55%

Shares3.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-3.92%

Shares2.4K

Event2026-03-31

Filed2026-05-05

VXF

VANGUARD INDEX FDS

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-05

SCZ

ISHARES TR

-2.89%

Shares7.5K

Event2026-03-31

Filed2026-05-05

DFAU

DIMENSIONAL ETF TRUST

0.01%

Shares12.6K

Event2026-03-31

Filed2026-05-05

STIP

ISHARES TR

1.01%

Shares4.7K

Event2026-03-31

Filed2026-05-05

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-05

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-05