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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002052933

Financial Harvest, LLC

WINTER PARK, FL · File #028-24711

Latest AUM
$162.0M
Positions
62
Top-10 Concentration
79.3%
Filings
5

Sector Allocation

Technology
4.9%$7.9M
Financials
1.9%$3.1M
Healthcare
0.8%$1.3M
Industrials
0.6%$972,177
Utilities
0.2%$294,562

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V609487,424$29.0M18.22%
2DIMENSIONAL ETF TRUST25434V708642,432$25.4M15.97%
3DIMENSIONAL ETF TRUST25434V781483,093$18.4M11.53%
4DIMENSIONAL ETF TRUST25434V831354,765$13.5M8.47%
5DIMENSIONAL ETF TRUST25434V799346,774$11.9M7.50%
6DIMENSIONAL ETF TRUST25434V724180,042$8.4M5.27%
7DIMENSIONAL ETF TRUST25434V732210,609$7.0M4.37%
8DIMENSIONAL ETF TRUST25434V823269,637$6.2M3.88%
9DIMENSIONAL ETF TRUST25434V55962,461$3.7M2.34%
10DIMENSIONAL ETF TRUST25434V59154,235$2.7M1.72%
11APPLE INCAAPL9,948$2.7M1.70%
12NVIDIA CORPORATIONNVDA10,873$2.4M1.53%
13DIMENSIONAL ETF TRUST25434V66663,484$2.2M1.36%
14DIMENSIONAL ETF TRUST25434V88061,998$2.0M1.27%
15ISHARES TR46428745722,487$1.9M1.17%
16COCA COLA COKO24,609$1.7M1.08%
17MICROSOFT CORPMSFT3,291$1.6M1.00%
18BERKSHIRE HATHAWAY INC DELBRK-A2,874$1.4M0.91%
19ISHARES TR46428812514,986$1.1M0.71%
20WISDOMTREE TRWT19,418$1.1M0.70%