Financial Symmetry Inc

RALEIGH, NC · CIK 2004843 · 13F filing filed 2026-07-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyRaleigh, NC

$299.7m reported value +6.5% vs Q1 2026

68positions

79.9%in top 10

6 new 34 added 18 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,775,764	$78.8m26.29%	26.29%	Added +94.9k	+94,863 5.6%
2	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	1,603,245	$59.1m19.71%	19.71%	Added +58.8k	+58,795 3.8%
3	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	423,709	$17.2m5.75%	5.75%	Added +13.7k	+13,686 3.3%
4	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	459,720	$17.1m5.70%	5.70%	Added +43.6k	+43,648 10.5%
5	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	351,212	$14.8m4.95%	4.95%	Added +16.0k	+15,966 4.8%
6	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	143,387	$12.8m4.27%	4.27%	Reduced -4.5k	-4,459 -3.0%
7	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	82,343	$10.5m3.52%	3.52%	Reduced -92	-92 -0.1%
8	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	64,183	$10.1m3.36%	3.36%	Reduced -617	-617 -0.9%
9	DIMENSIONAL ETF TRUST ULTRASHORT FIXED DUSB	DUSB	193,362	$9.8m3.28%	3.28%	Added +8.9k	+8,858 4.8%
10	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	231,586	$9.3m3.10%	3.10%	Added +1.1k	+1,088 0.5%
11	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	64,367	$6.2m2.07%	2.07%	Reduced -1.1k	-1,102 -1.7%
12	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	61,014	$5.2m1.74%	1.74%	Reduced -832	-832 -1.4%
13	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		126,954	$4.9m1.64%	1.64%	Added +2.7k	+2,727 2.2%
14	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	88,094	$3.6m1.21%	1.21%	Added +683	+683 0.8%
15	APPLE INC COM AAPL	AAPL	12,525	$3.6m1.21%	1.21%	Added +510	+510 4.2%
16	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	9,751	$3.6m1.20%	1.20%	Reduced -13	-13 -0.1%
17	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	81,059	$3.3m1.09%	1.09%	Reduced -1.5k	-1,529 -1.9%
18	ISHARES TR CORE S&P500 ETF IVV	IVV	3,451	$2.6m0.86%	0.86%	Added +1	+1 0.0%
19	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,526	$1.7m0.58%	0.58%	Reduced -73	-73 -2.8%
20	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	33,065	$1.7m0.57%	0.57%	Reduced -1.5k	-1,472 -4.3%
21	NVIDIA CORPORATION COM NVDA	NVDA	7,825	$1.6m0.52%	0.52%	Added +1.8k	+1,774 29.3%
22	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		13,978	$1.1m0.38%	0.38%	Reduced -147	-147 -1.0%
23	CISCO SYS INC COM CSCO	CSCO	9,333	$1.1m0.37%	0.37%	Reduced -231	-231 -2.4%
24	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	5,496	$1.1m0.36%	0.36%	Added +26	+26 0.5%
25	AMAZON COM INC COM AMZN	AMZN	3,833	$913.6k0.30%	0.30%	Added +457	+457 13.5%
26	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	12,989	$907.4k0.30%	0.30%	Added +7	+7 0.1%
27	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	18,921	$903.5k0.30%	0.30%	Reduced -2.0k	-1,995 -9.5%
28	TEMPUS AI INC CL A TEM	TEM	14,187	$821.9k0.27%	0.27%	Added +18	+18 0.1%
29	TESLA INC COM TSLA	TSLA	1,950	$820.2k0.27%	0.27%	Added +42	+42 2.2%
30	MICROSOFT CORP COM MSFT	MSFT	2,193	$817.9k0.27%	0.27%	Added +390	+390 21.6%
31	VANGUARD INDEX FDS MID CAP ETF VO	VO	9,721	$783.2k0.26%	0.26%	Reduced -31.3k	-31,331 -76.3%
32	DIMENSIONAL ETF TRUST DIMENSIONAL US DIMENSIONAL US		11,609	$772.0k0.26%	0.26%	Unchanged
33	ALPHABET INC CAP STK CL C GOOG	GOOG	2,075	$733.2k0.24%	0.24%	Added +34	+34 1.7%
34	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	7,319	$602.7k0.20%	0.20%	Added +10	+10 0.1%
35	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,105	$592.0k0.20%	0.20%	Reduced -51	-51 -2.4%
36	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	4,696	$585.9k0.20%	0.20%	Reduced -426	-426 -8.3%
37	ABBVIE INC COM ABBV	ABBV	2,239	$563.4k0.19%	0.19%	Added +1.2k	+1,239 123.9%
38	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	9,752	$526.2k0.18%	0.18%	Added +11	+11 0.1%
39	JOHNSON & JOHNSON COM JNJ	JNJ	1,972	$500.8k0.17%	0.17%	Added +140	+140 7.6%
40	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,666	$437.9k0.15%	0.15%	Unchanged
41	BROADCOM INC COM AVGO	AVGO	1,091	$412.1k0.14%	0.14%	Added +203	+203 22.9%
42	ELI LILLY & CO COM LLY	LLY	342	$410.2k0.14%	0.14%	Added +50	+50 17.1%
43	DIMENSIONAL ETF TRUST EMERGING MRKTETS DEXC	DEXC	4,711	$389.2k0.13%	0.13%	Added +22	+22 0.5%
44	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	760	$377.7k0.13%	0.13%	Unchanged
45	DUKE ENERGY CORP NEW COM NEW DUK	DUK	2,940	$372.1k0.12%	0.12%	Added +1	+1 0.0%
46	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	3,512	$361.9k0.12%	0.12%	Reduced -43	-43 -1.2%
47	SPDR SER TR S&P REGL BKG KRE	KRE	4,356	$326.0k0.11%	0.11%	Added +25	+25 0.6%
48	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	3,510	$302.4k0.10%	0.10%	Reduced -17.6k	-17,550 -83.3%
49	WALMART INC COM WMT	WMT	2,639	$298.9k0.10%	0.10%	Added +171	+171 6.9%
50	VISA INC COM CL A V	V	851	$292.0k0.10%	0.10%	Added +100	+100 13.3%
51	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,468	$279.7k0.09%	0.09%	Unchanged
52	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,597	$277.4k0.09%	0.09%	Added +3	+3 0.1%
53	BIOGEN INC COM BIIB	BIIB	1,248	$269.5k0.09%	0.09%	Unchanged
54	ABBOTT LABS COM ABT	ABT	2,969	$269.4k0.09%	0.09%	New
55	MCDONALDS CORP COM MCD	MCD	966	$261.0k0.09%	0.09%	Unchanged
56	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	498	$249.6k0.08%	0.08%	New
57	MASTERCARD INCORPORATED CL A MA	MA	470	$241.4k0.08%	0.08%	Unchanged
58	CATERPILLAR INC COM CAT	CAT	223	$237.5k0.08%	0.08%	New
59	CSX CORP COM CSX	CSX	4,895	$232.7k0.08%	0.08%	Unchanged
60	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	8,288	$229.6k0.08%	0.08%	Added +34	+34 0.4%
61	BANK AMERICA CORP COM BAC	BAC	4,011	$228.5k0.08%	0.08%	New
62	ORACLE CORP COM ORCL	ORCL	1,462	$214.3k0.07%	0.07%	Added +126	+126 9.4%
63	MARVELL TECHNOLOGY INC COM MRVL	MRVL	700	$208.5k0.07%	0.07%	New
64	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	278	$207.6k0.07%	0.07%	Reduced -5	-5 -1.8%
65	EXXON MOBIL CORP COM XOM	XOM	1,508	$206.2k0.07%	0.07%	Added +188	+188 14.2%
66	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	208	$200.7k0.07%	0.07%	New
67	TXO PARTNERS LP COM UNIT TXO	TXO	12,568	$157.1k0.05%	0.05%	Unchanged
68	PROVECTUS BIOPHARMACEUTICALS COM PVCT	PVCT	10,191	$7070.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DIMENSIONAL ETF TRUST DXIV	DXIV	3,257	$231.8k3.3k shares