Financial Harvest, LLC

Est. AUM

$169.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US TARGETED VLU	$31.7M	507634	18.67%	SOLE
2	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$26.5M	681131	15.59%	SOLE
3	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$19.7M	500358	11.62%	SOLE
4	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$14.2M	386120	8.36%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$12.8M	360566	7.54%	SOLE
6	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$8.5M	174932	4.99%	SOLE
7	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$7.6M	220589	4.49%	SOLE
8	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$7.0M	294265	4.10%	SOLE
9	DIMENSIONAL ETF TRUST	DIMENSIONAL US	$4.4M	74011	2.59%	SOLE
10	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$3.8M	74218	2.22%	SOLE
11	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.7M	76600	1.61%	SOLE
12	APPLE INC	COM	$2.3M	9024	1.35%	SOLE
13	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.0M	59629	1.19%	SOLE
14	ISHARES TR	1 3 YR TREAS BD	$1.9M	23088	1.12%	SOLE
15	COCA COLA CO	COM	$1.8M	24229	1.09%	SOLE
16	MICROSOFT CORP	COM	$1.8M	4964	1.08%	SOLE
17	NVIDIA CORPORATION	COM	$1.8M	10294	1.06%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.2M	2592	0.73%	SOLE
19	WISDOMTREE TR	EMG MKTS SMCAP	$1.2M	20137	0.71%	SOLE
20	LOCKHEED MARTIN CORP	COM	$1.2M	1950	0.69%	SOLE
21	ISHARES TR	3YRTB ETF	$1.1M	15340	0.67%	SOLE
22	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$992K	13993	0.58%	SOLE
23	AFLAC INC	COM	$889K	8106	0.52%	SOLE
24	MERCK & CO INC	COM	$861K	7158	0.51%	SOLE
25	AMAZON COM INC	COM	$759K	3645	0.45%	SOLE
26	ALPHABET INC	CAP STK CL A	$683K	2375	0.40%	SOLE
27	VANGUARD INDEX FDS	EXTEND MKT ETF	$635K	3086	0.37%	SOLE
28	ISHARES TR	EAFE SML CP ETF	$591K	7534	0.35%	SOLE
29	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$567K	12574	0.33%	SOLE
30	ISHARES TR	0-5 YR TIPS ETF	$484K	4684	0.29%	SOLE
31	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$466K	8831	0.27%	SOLE
32	FIRST TR EXCHANGE-TRADED FD	SHS	$460K	9063	0.27%	SOLE
33	META PLATFORMS INC	CL A	$459K	802	0.27%	SOLE
34	WALMART INC	COM	$453K	3641	0.27%	SOLE
35	TESLA INC	COM	$439K	1181	0.26%	SOLE
36	AUTOMATIC DATA PROCESSING IN	COM	$371K	1828	0.22%	SOLE
37	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$360K	10641	0.21%	SOLE
38	ISHARES TR	RUSSELL 2000 ETF	$327K	1319	0.19%	SOLE
39	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$317K	9049	0.19%	SOLE
40	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$308K	7911	0.18%	SOLE
41	ALPHABET INC	CAP STK CL C	$275K	960	0.16%	SOLE
42	DISNEY WALT CO	COM	$272K	2818	0.16%	SOLE
43	DIMENSIONAL ETF TRUST	US CORE EQUITY 1	$272K	3777	0.16%	SOLE
44	ISHARES TR	CORE S&P500 ETF	$268K	410	0.16%	SOLE
45	INTEL CORP	COM	$254K	5757	0.15%	SOLE
46	JOHNSON & JOHNSON	COM	$250K	1024	0.15%	SOLE
47	ABBVIE INC	COM	$249K	1147	0.15%	SOLE
48	MCDONALDS CORP	COM	$243K	782	0.14%	SOLE
49	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$233K	6525	0.14%	SOLE
50	INTERNATIONAL BUSINESS MACHS	COM	$230K	949	0.14%	SOLE

1–50 of 57

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.