Portfolio (Quarterly) Guide ↗

Financial Symmetry Inc

· CIK 0002004843

13F Portfolio $281M AUM 63 positions Filed May 11, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 7 New 28 Added 14 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	META	Meta	Communication Services	480	$317K	0.13%	SOLD
2	BND	Vanguard Total Bond Market ETF	—	2,872	$213K	0.09%	SOLD
3	PG	Procter & Gamble Co	Consumer Defensive	1,445	$207K	0.08%	SOLD
4	ABT	Abbott Laboratories	Healthcare	1,615	$202K	0.08%	SOLD

Sector Allocation

Technology 51.5%

Healthcare 16.2%

Consumer Cyclical 13.7%

Communication Services 5.6%

Financial Services 4.9%

Utilities 2.7%

Consumer Defensive 2.3%

Industrials 1.6%

Energy 1.5%