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Name: |
Financial Symmetry Inc |
City: |
RALEIGH |
State: |
NC |
Zip: |
27607 |
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data |
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Holdings
Found :
9 |
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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 |
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 |
Avantis Us Equity Etf |
5 |
- |
$0.00 |
$5,709,000 |
63,790 |
5% |
482,000 |
-35 |
0.071 |
N/A |
|
AVDE |
Avantis International Equit... |
6 |
- |
$65.20 |
$5,360,000 |
84,090 |
4.69% |
390,000 |
-340 |
0.093 |
N/A |
|
VXUS |
Vanguard Total Internationa... |
14 |
- |
$62.21 |
$1,244,000 |
20,622 |
1.09% |
6,000 |
-732 |
0.004 |
Closed - End Fund - E... |
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NFLX |
Netflix Inc |
18 |
- |
$621.10 |
$691,000 |
1,137 |
0.6% |
134,000 |
-8 |
0 |
Music & Video Stores |
|
CSCO |
Cisco Systems Inc |
24 |
- |
$48.17 |
$373,000 |
7,483 |
0.33% |
-30,000 |
-494 |
0 |
Networking & Communic... |
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IBM |
International Business Mach... |
26 |
- |
$169.03 |
$344,000 |
1,804 |
0.3% |
46,000 |
-18 |
0 |
Diversified Computer ... |
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MCD |
McDonalds Corp |
32 |
- |
$272.38 |
$231,000 |
820 |
0.2% |
-33,000 |
-70 |
0 |
Restaurants |
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MA |
MasterCard Inc A |
34 |
- |
$460.27 |
$226,000 |
470 |
0.2% |
23,000 |
-6 |
0 |
Business Services |
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