Holdings (Monthly)
Guide ↗
Symmetry Panoramic Municipal Fixed Income Fund
· Symmetry Panoramic Trust| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | DFA Dimensional National Municipal Bond ETF | 25434V849 | Feb 2026 | 164,219 | $8.0M | 20.18% | EC |
| 2 | Vanguard Tax-Exempt Bond Index Fund | 922907746 | Feb 2026 | 129,967 | $6.6M | 16.74% | EC |
| 3 | iShares Short-Term National Muni Bond ETF | 464288158 | Feb 2026 | 59,331 | $6.4M | 16.05% | EC |
| 4 | iShares National Muni Bond ETF | 464288414 | Feb 2026 | 58,414 | $6.4M | 16.02% | EC |
| 5 | Vanguard Intermediate-Term Tax-Exempt Bond ETF | 922907738 | Feb 2026 | 38,389 | $3.9M | 9.91% | EC |
| 6 | State Street SPDR Nuveen ICE HY Muni Bd ETF | 78464A284 | Feb 2026 | 126,902 | $3.2M | 8.13% | EC |
| 7 | Schwab Municipal Bond ETF | 808524649 | Feb 2026 | 69,217 | $1.8M | 4.56% | EC |
| 8 | Vanguard Short-Term Tax-Exempt Bond ETF | 921935870 | Feb 2026 | 17,588 | $1.8M | 4.55% | EC |
| 9 | iShares High Yield Muni Active ETF | N/A | Feb 2026 | 32,590 | $1.6M | 4.06% | EC |
| 10 | N/A | 25160K207 | Feb 2026 | 47,473 | $47K | 0.12% | STIV |