Financial Symmetry Inc Portfolio Holdings by Sector

Financial Symmetry Inc

$194 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFEM AVDE DFCF VT DFIC AVUS DISV 24 stocks	$134 Million 91.6% of portfolio	16	6	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.67 Million 1.82% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.48 Million 1.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.4 Million 0.96% of portfolio	1	1	1	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$748,820 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$741,319 0.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$658,192 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$647,917 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$562,379 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$537,856 0.37% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$350,996 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK 1 stocks	$340,635 0.23% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX PVCT 2 stocks	$337,049 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$302,688 0.21% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$260,193 0.18% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$253,478 0.17% of portfolio	-	1	-	-	0 Calls 0 Puts

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