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  Name: Financial Symmetry Inc
  City: RALEIGH
  State: NC
  Zip: 27607
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $114,256,000
  Total Value Change : $12,652,000
  Securities Held Change : 4
   
All Securities Held : 36
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 16
  Unchanged Positions : 6
  Decreased Positions : 9

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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 20 - $532.13 $591,000 1,125 0.52% 54,000 0 0    Closed - End Fund - E...
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 25 - $177.81 $353,000 2,007 0.31% -146,000 0 0    Auto Manufacturers
   (DFIV)1 Year Chart         DFIV Dimensional International V... 27 - $38.00 $320,000 8,701 0.28% 21,000 0 0.001    N/A
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 28 - $445.21 $316,000 755 0.28% 9,000 0 0    Drug Manufacturers - ...
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 31 - $93.45 $271,000 2,890 0.24% 12,000 0 0.003    N/A
   (PVCT)1 Year Chart         PVCT Provectus Biopharmaceutical... 36 - $0.00 $2,000 10,191 0% 1,000 0 0.003    Drug Manufacturers - ...

      6 Records Found
  1    
Page 1 of 1
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