Financial Symmetry Inc Portfolio Holdings by Sector
Financial Symmetry Inc
- $129 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC VT DFEM AVUS AVDE DISV AVEM DFIC 21 stocks |
$84.3 Million
89.6% of portfolio
|
  15  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.48 Million
2.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.28 Million
1.36% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.15 Million
1.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$859,038
0.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$763,964
0.81% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$614,342
0.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$397,145
0.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VRTX PVCT 2 stocks |
$355,337
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO 1 stocks |
$355,232
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$319,746
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$264,014
0.28% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$262,388
0.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG 1 stocks |
$250,185
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Electronic Components | Technology
LFUS 1 stocks |
$229,264
0.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA 1 stocks |
$207,345
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|