Financial Harvest, LLC
Q4 2024 13F Holdings
- Locationwinter park, FL
- Num holdings
53
- Value ($000)
$118,493
- Date Filed02/03/2025
- Form type13F-HR
- CIK0002052933
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $22.21M | 19 % | 398,953 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $18.27M | 15 % | 528,275 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $10.95M | 9 % | 412,018 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.44M | 7 % | 249,704 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $8.06M | 7 % | 196,863 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $7.60M | 6 % | 294,189 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $4.79M | 4 % | 94,621 | ||
DFAR DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | $4.53M | 4 % | 194,763 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $4.50M | 4 % | 171,892 | ||
AAPL APPLE INC | COM | 037833100 | $2.54M | 2 % | 10,151 |
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