Symmetry Panoramic US Equity Fund Class I Shares (SPUSX) - Large Blend fund with $407.74 Million in assets. The fund allocates 29.25% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is ISHARES MSCI USA MIN VOL FAC MUTUAL FUND at 4.17% of total assets. This is followed by DFA US TARGETED VALUE MUTUAL FUND (3.76%) and DFA RL EST SECS MUTUAL FUND (3.19%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| ISHARES MSCI USA MIN VOL FAC MUTUAL FUND | 4.17% | - | - |
| DFA US TARGETED VALUE MUTUAL FUND | 3.76% | - | - |
| DFA RL EST SECS MUTUAL FUND | 3.19% | - | - |
| ISHARES MSCI USA MOMENTUM FA MUTUAL FUND | 2.77% | - | - |
| DIMENSIONAL US TARGET VALUE MUTUAL FUND | 2.67% | - | - |
| AVANTIS US SMALL CAP VALUE MUTUAL FUND | 2.42% | - | - |
| AQR LARGE CAP DEF STYLE-R6 MUTUAL FUND | 2.26% | - | - |
| APPLE INC COMMON STOCK | 2.67% | - | - |
| VANGUARD U.S. VALUE FACTOR MUTUAL FUND | 2.65% | - | - |
| NVIDIA CORP COMMON STOCK | 2.69% | - | - |
| DIMENSIONAL US SMALL CAP ETF MUTUAL FUND | 2.59% | - | - |
| MICROSOFT CORP COMMON STOCK | 2.39% | - | - |