Financial Symmetry Inc Portfolio Holdings by Sector

Financial Symmetry Inc

$223 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFEM AVDE DFCF DFIC VT AVUS DISV 27 stocks	$152 Million 90.8% of portfolio	19	7	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.35 Million 1.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.2 Million 1.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.6 Million 0.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.54 Million 0.91% of portfolio	2	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$908,118 0.54% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$758,164 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$750,710 0.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$530,545 0.32% of portfolio	-	-	-	-	0 Calls 0 Puts

Internet Content & Information \| Communication Services GOOG 1 stocks	$489,343 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$488,770 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities DUK 1 stocks	$363,698 0.22% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$346,365 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$317,869 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX PVCT 2 stocks	$296,729 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$274,677 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$244,457 0.15% of portfolio	-	-	-	-	0 Calls 0 Puts

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