Financial Symmetry Inc

Business address
5438 Wade Park Blvd, Suite 310, Raleigh, NC, 27607
Top securities (13F)
DFAC, DFAX, DFEM, AVDE, DFCF, VT, DFIC, AVUS, DISV, AVEM, DUSB, DFAI, DFSV, VTI, VXUS, AAPL, DFAE, IVV, DFAU, and MSFT
State of incorporation
NC
Fiscal year end
31 December
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Financial Symmetry Inc has filed 8 SEC EDGAR filings since 31 Jan 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 17 Dec 2025 30 Sep 2025 028-23563
13F-HR Open Document Open Filing 29 Jul 2025 30 Jun 2025 028-23563
13F-HR Open Document Open Filing 30 Apr 2025 31 Mar 2025 028-23563
13F-HR Open Document Open Filing 04 Feb 2025 31 Dec 2024 028-23563
13F-HR Open Document Open Filing 21 Oct 2024 30 Sep 2024 028-23563
13F-HR Open Document Open Filing 10 Jul 2024 30 Jun 2024 028-23563
13F-HR Open Document Open Filing 30 Apr 2024 31 Mar 2024 028-23563
13F-HR Open Document Open Filing 31 Jan 2024 31 Dec 2023 028-23563