Financial Harvest, LLC - Portfolio overview

Financial Harvest, LLC has 63 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAT - DIMENSIONAL ETF TRUST, 18.50%
2. DFAC - DIMENSIONAL ETF TRUST, 15.45%
3. DISV - DIMENSIONAL ETF TRUST, 11.52%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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