Managed by Financial Symmetry Inc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $78.8M | 1.78M | 0.00% | — |
| 2 | ? N/A — | $71.3M | 1.68M | 0.00% | — |
| 3 | ? N/A — | $62.6M | 1.58M | 0.00% | — |
| 4 | ? N/A — | $59.1M | 1.60M | 0.00% | — |
| 5 | ? N/A — | $58.7M | 1.52M | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 |
? N/A — |
| $56.6M |
| 1.54M |
| 0.00% |
| — |
| 7 | X XOM — | $51M | 1.56M | 0.00% | — |
| 8 | ? N/A — | $50.9M | 1.42M | 0.00% | — |
| 9 | X XOM — | $47.8M | 1.52M | 0.00% | — |
| 10 | X XOM — | $42.3M | 1.44M | 0.00% | — |
| 11 | ? N/A — | $40.6M | 1.23M | 0.00% | — |
| 12 | ? N/A — | $38.4M | 1.11M | 0.00% | — |
| 13 | X XOM — | $38M | 1.41M | 0.00% | — |
| 14 | X XOM — | $36.4M | 1.39M | 0.00% | — |
| 15 | ? N/A — | $35.8M | 1.05M | 0.00% | — |
| 16 | X XOM — | $33.9M | 1.33M | 0.00% | — |
| 17 | ? N/A — | $33M | 1.02M | 0.00% | — |
| 18 | X XOM — | $32.5M | 1.31M | 0.00% | — |
| 19 | ? N/A — | $30.5M | 953.1K | 0.00% | — |
| 20 | X XOM — | $29.9M | 1.17M | 0.00% | — |