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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 : 9     View All Holdings Currently Viewing:  Decreased 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
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 3 - $112.48 $7,968,000 72,108 6.97% 301,000 -2,416 0.04    Closed - End Fund - E...
   (AVUS)1 Year Chart         AVUS Avantis Us Equity Etf 5 - $0.00 $5,709,000 63,790 5% 482,000 -35 0.071    N/A
   (AVDE)1 Year Chart         AVDE Avantis International Equit... 6 - $65.20 $5,360,000 84,090 4.69% 390,000 -340 0.093    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 14 - $62.21 $1,244,000 20,622 1.09% 6,000 -732 0.004    Closed - End Fund - E...
   (NFLX)1 Year Chart         NFLX Netflix Inc 18 - $621.10 $691,000 1,137 0.6% 134,000 -8 0    Music & Video Stores
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 24 - $48.17 $373,000 7,483 0.33% -30,000 -494 0    Networking & Communic...
   (IBM)1 Year Chart         IBM International Business Mach... 26 - $169.03 $344,000 1,804 0.3% 46,000 -18 0    Diversified Computer ...
   (MCD)1 Year Chart         MCD McDonalds Corp 32 - $272.38 $231,000 820 0.2% -33,000 -70 0    Restaurants
   (MA)1 Year Chart         MA MasterCard Inc A 34 - $460.27 $226,000 470 0.2% 23,000 -6 0    Business Services

      9 Records Found
  1    
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