Holdings (Monthly)
Guide ↗
Symmetry Panoramic Municipal Fixed Income Fund
· Symmetry Panoramic Trust| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFA Dimensional National Municipal Bond ETF | 25434V849 | Feb 2026 | 162,841 | -1,378 | $7.9M | -2.0% | 19.87% | EC |
| 2 | Vanguard Tax-Exempt Bond Index Fund | 922907746 | Feb 2026 | 129,532 | -435 | $6.5M | -1.9% | 16.51% | EC |
| 3 | iShares National Muni Bond ETF | 464288414 | Feb 2026 | 58,246 | -168 | $6.2M | -1.9% | 15.80% | EC |
| 4 | iShares Short-Term National Muni Bond ETF | 464288158 | Feb 2026 | 58,607 | -724 | $6.2M | -2.1% | 15.79% | EC |
| 5 | Vanguard Intermediate-Term Tax-Exempt Bond ETF | 922907738 | Feb 2026 | 38,363 | -26 | $3.9M | -1.8% | 9.78% | EC |
| 6 | State Street SPDR Nuveen ICE HY Muni Bd ETF | 78464A284 | Feb 2026 | 125,973 | -929 | $3.2M | -1.6% | 8.04% | EC |
| 7 | Schwab Municipal Bond ETF | 808524649 | Feb 2026 | 69,189 | -28 | $1.8M | -2.0% | 4.50% | EC |
| 8 | Vanguard Short-Term Tax-Exempt Bond ETF | 921935870 | Feb 2026 | 17,473 | -115 | $1.8M | -2.0% | 4.48% | EC |
| 9 | iShares High Yield Muni Active ETF | N/A | Feb 2026 | 32,407 | -183 | $1.6M | -1.6% | 4.01% | EC |