| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DFA ETF Tr US Core Equity 2 ETF | 3 | Q2 2024 | 26.7% |
| DFA World Ex U S Core Equity 2 Etf | 3 | Q2 2024 | 26.4% |
| Vanguard Total World Stock ETF | 3 | Q2 2024 | 7.5% |
| DFA Emerging Markets Core 2 ETF | 3 | Q2 2024 | 6.2% |
| Avantis US Equity ETF | 3 | Q2 2024 | 5.1% |
| Avantis International Equity ETF | 3 | Q2 2024 | 4.9% |
| DFA International Small Cap Value ETF | 3 | Q2 2024 | 3.4% |
| Avantis Emerging Markets Equity ETF | 3 | Q2 2024 | 3.0% |
| DFA International Core Equity 2 ETF | 3 | Q2 2024 | 2.3% |
| Apple Computer Inc | 3 | Q2 2024 | 2.2% |
View Financial Symmetry Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-10 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-31 |
View Financial Symmetry Inc's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.