SYM Financial portfolio

What changed this quarter

465 positions with a change (73 new, 221 added to, 100 trimmed, 71 sold). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• Dimensional ETF Trust+22%more sharesIncreased
  12.6% → 14.8%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Dimensional ETF TrustDFAI21.4%
• Dimensional ETF TrustDFAU14.8%
• WisdomTree International EFF ETFNTSI8.8%
• Vanguard Index FundsVOE8.5%
• Vanguard Index FundsVTI7.7%
• iShares US Treasury Bond ETFGOVT6.7%
• Schwab US Broad Market ETFSCHB2.7%
• AppleAAPL1.3%
• DowDOW1.2%
• NVIDIANVDA1.0%
• Vanguard Admiral FundsVIOV0.9%
• Vanguard Total International Stock ETFVXUS0.9%
• MicrosoftMSFT0.8%
• iShares Core Msci Eafe ETFIEFA0.8%
• Vanguard International Equity Index FVT0.8%
• Eli LillyLLY0.7%
• AlphabetGOOGL · GOOG0.6%
• Amazon.comAMZN0.5%
• STE Str SPDR PT DW EU ETFSPDW0.5%
• IsharesACWV0.5%
• BroadcomAVGO0.3%
• Micron TechnologyMU0.3%
• Schwab Intermediate-term US ETFSCHR0.3%
• JPMorgan ChaseJPM0.3%
• Invesco S&P 500 Momentum ETFSPMO0.3%
• Meta PlatformsMETA0.3%
• State Street SPDR Msci World ETFQWLD0.3%
• iShares Core U.s. Aggregate ETFAGG0.2%
• State Str Spdr S&P 500 ETF TSPY0.2%
• WalmartWMT0.2%
• iShares ESG Aware Msci USA ETFESGU0.2%
• Johnson & JohnsonJNJ0.2%
• J P Morgan Exchange Traded FundJPIB0.2%
• Berkshire HathawayBRK/B0.2%
• GE AerospaceGE0.2%
• Exxon MobilXOM0.2%
• Cisco SystemsCSCO0.2%
• Pimco Enhanced Short Maturit ETFMINT0.2%
• TeslaTSLA0.2%
• Spdr Index SHS FundsSPEM0.1%
• iShares Msci Acwi ETFACWI0.1%
• GE VernovaGEV0.1%
• VisaV0.1%
• Applied MaterialsAMAT0.1%
• Vanguard Info Tech ETFVGT0.1%
• Targa ResourcesTRGP0.1%
• OracleORCL0.1%
• IntelINTC0.1%
• Lam ResearchLRCX0.1%
• Stoke TherapeuticsSTOK0.1%
• T Rowe Price Exchange-tradedTURF0.1%
• MastercardMA0.1%
• AmphenolAPH0.1%
• Advanced Micro DevicesAMD0.1%
• Norfolk SouthernNSC0.1%
• KLAKLAC0.1%
• Lakeland FinancialLKFN0.1%
• Schwab US DVD Equity ETFSCHD0.1%
• MerckMRK0.1%
• JabilJBL0.1%
• SPDR Gold Shares ETFGLD0.1%
• Comfort Systems USAFIX0.1%
• ChubbCB0.1%
• ChevronCVX0.1%
• AbbVieABBV0.1%
• CaterpillarCAT0.1%
• Procter & GamblePG0.1%
• Valero EnergyVLO0.1%
• ASML HoldingASML0.1%
• Capital One FinancialCOF0.1%
• Abbott LaboratoriesABT0.1%
• Vanguard Ftse Developed ETFVEA0.1%
• Vanguard S&P 500 ETFVOO0.1%
• MPLXMPLX0.1%
• CitigroupC0.1%
• CumminsCMI0.1%
• CenteneCNC0.1%
• Home DepotHD0.1%
• Costco WholesaleCOST0.1%
• General MotorsGM0.1%
• IlluminaILMN0.1%
• Palantir TechnologiesPLTR0.1%
• AirbnbABNB0.1%
• Walt DisneyDIS0.1%
• RTXRTX0.1%
• Bristol-myers SquibbBMY0.1%
• FortinetFTNT0.1%
• Arista NetworksANET0.1%
• Coca-ColaKO0.1%
• Wells FargoWFC0.1%
• BlackRockBLK0.1%
• AmetekAME0.1%
• PNC Financial Services GroupPNC0.1%
• J.b. Hunt Transport ServicesJBHT0.1%
• AtlassianTEAM0.1%
• International Business MachinesIBM0.1%
• Western DigitalWDC0.1%
• Freeport-McMoRanFCX0.1%
• Schwab US Large-cap Growth ETFSCHG0.1%