Financial Symmetry Inc Portfolio Holdings by Sector
Financial Symmetry Inc
- $143 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFEM VT AVUS AVDE DISV AVEM DFIC 23 stocks |
$93.1 Million
89.27% of portfolio
|
  19  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.71 Million
2.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.24 Million
1.19% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.23 Million
1.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.13 Million
1.08% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$802,894
0.77% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$592,343
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$528,742
0.51% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$521,167
0.5% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$403,605
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$402,024
0.39% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VRTX PVCT 2 stocks |
$352,301
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$315,472
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$275,561
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS 1 stocks |
$237,929
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$232,086
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$208,481
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|