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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  New 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
   (DFCF)1 Year Chart         DFCF Dfa Dimensional Core Fixed ... 19 New $0.00 $647,000 15,427 0.57% 647,000 15,427 0.017    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 23 New $943.59 $422,000 467 0.37% 422,000 467 0    Semiconductor - Speci...
   (DFSD)1 Year Chart         DFSD Dfa Dimensional Short-durat... 30 New $0.00 $302,000 6,423 0.26% 302,000 6,423 0.007    N/A
   (TXO)1 Year Chart         TXO Morningstar Partners, L.p. 33 New $22.84 $226,000 12,568 0.2% 226,000 12,568 0.041    N/A
   (V)1 Year Chart         V Visa Inc 35 New $279.84 $203,000 727 0.18% 203,000 727 0    Business Services

      5 Records Found
  1    
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