Portfolio (Quarterly) Guide ↗

Financial Symmetry Inc

· CIK 0002004843

13F Portfolio $300M AUM 68 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 6 New 23 Added 15 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DXIV	DFA International Vector Equity ETF	—	3,257	$232K	0.08%	SOLD

Sector Allocation

Technology 52.9%

Healthcare 21.0%

Consumer Cyclical 12.1%

Financial Services 5.9%

Industrials 2.8%

Utilities 2.3%

Consumer Defensive 1.8%

Energy 1.2%