FS
Financial Symmetry Portfolio holdings
AUM
$194M
1-Year Est. Return
14.04%
1 Year Est. Return
+14.04%
AUM
$194M
AUM Growth
+$30.8M
(+19%)
Holding
54
Top Buys
| 1 | +$6.82M | |
| 2 | +$2.5M | |
| 3 | +$1.43M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$1.39M |
| 5 |
Avantis International Equity ETF
AVDE
|
+$904K |
Top Sells
| 1 | +$302K | |
| 2 | +$268K | |
| 3 | +$256K | |
| 4 |
Broadcom
AVGO
|
+$231K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$227K |
Sector Composition
| 1 | Technology | 3.02% |
| 2 | Consumer Discretionary | 0.88% |
| 3 | Financials | 0.28% |
| 4 | Consumer Staples | 0.27% |
| 5 | Communication Services | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI EAFE ETF
IEFA
$158B
| – | – |
-3,988
|
|
||
52
Meta Platforms (Facebook)
META
$1.85T
| – | – |
-444
|
|
||
53
Vanguard Mid-Cap ETF
VO
$89.2B
| – | – |
-1,036
|
|
||
|
54
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
| – | – |
-4,569
|
|