Your funds, side by side
The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.
- Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust · 511 lines · as of Feb 28, 2026 · 100.0 %
Add a second fund to see what the two hold in common.
The companies you hold through them
A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.
| Holding | Symmetry Panoramic US Equity Fund |
|---|---|
| iShares MSCI USA Min Vol Factor ETF | 7.90 % |
| US2332035953 | 4.10 % |
| DFA Real Estate Securities Portfolio | 3.87 % |
| Dimensional U S Targeted Value ETF | 3.62 % |
| Alphabet Inc | 3.50 % |
| Microsoft Corp | 2.88 % |
| Apple Inc | 2.83 % |
| Vanguard US Value Factor ETF | 2.82 % |
| American Century ETF Trust | 2.66 % |
| Dimensional U S Small Cap ETF | 2.60 % |
| NVIDIA Corp | 2.49 % |
| DFA US Small Cap Portfolio | 1.88 % |
| JPMorgan Chase & Co | 1.84 % |
| Walmart Inc | 1.67 % |
| Meta Platforms Inc | 1.60 % |
| Vanguard Index Funds | 1.41 % |
| Vanguard US Quality Factor ETF | 1.31 % |
| Vanguard US Momentum Factor ETF | 1.27 % |
| Amazon.com Inc | 1.25 % |
| Eli Lilly & Co | 1.15 % |
| Broadcom Inc | 0.97 % |
| KLA Corp | 0.89 % |
| Lam Research Corp | 0.85 % |
| Quanta Services Inc | 0.84 % |
| Johnson & Johnson | 0.77 % |
| Exxon Mobil Corp | 0.75 % |
| United Rentals Inc | 0.68 % |
| Trane Technologies PLC | 0.61 % |
| Netflix Inc | 0.56 % |
| HCA Healthcare Inc | 0.55 % |
1 funds, 511 lines read.