Symmetry Panoramic Tax-Managed Global Equity Fund
Open-end / ETFRegistrant
Symmetry Panoramic Trust
Class ticker
SPGTX
Net Assets
$193,826,465
Holdings
34
Latest Report
Aug 31, 2026
Net Assets Over Time
Holdings · 34
Export CSV| Holding | Symbol | Balance | Value | % of Fund | Side | Category | Open |
|---|---|---|---|---|---|---|---|
|
—
|
00203H313 | 1,164,593 | $28,893,540 | 14.91% | Long | EC | |
|
DFA Dimensional US Equity Market ETF
|
25434V401 | 318,676 | $26,650,874 | 13.75% | Long | EC | |
|
—
|
00203H289 | 1,046,144 | $20,410,270 | 10.53% | Long | EC | |
|
—
|
23320G133 | 412,431 | $12,496,647 | 6.45% | Long | EC | |
|
—
|
00191K633 | 693,995 | $11,319,062 | 5.84% | Long | EC | |
|
DFA Dimensional US Marketwide Value ETF
|
25434V724 | 171,452 | $9,789,909 | 5.05% | Long | EC | |
|
Dimensional U S Targeted Value ETF
|
25434V609 | 137,520 | $9,744,667 | 5.03% | Long | EC | |
|
—
|
233203868 | 196,661 | $7,726,817 | 3.99% | Long | EC | |
|
—
|
233203785 | 125,208 | $5,799,632 | 2.99% | Long | EC | |
|
—
|
233203736 | 149,638 | $5,406,405 | 2.79% | Long | EC | |
|
iShares MSCI Global Min Vol Factor ETF
|
464286525 | 38,468 | $4,896,976 | 2.53% | Long | EC | |
|
Dimensional U S Small Cap ETF
|
25434V500 | 56,438 | $4,607,034 | 2.38% | Long | EC | |
|
iShares MSCI USA Momentum Factor ETF
|
46432F396 | 13,274 | $3,986,979 | 2.06% | Long | EC | |
|
—
|
23320G141 | 219,241 | $3,724,910 | 1.92% | Long | EC | |
|
Avantis US Small Cap Value ETF
|
025072877 | 29,371 | $3,670,494 | 1.89% | Long | EC | |
|
Dimensional International Value ETF
|
25434V807 | 61,377 | $3,562,321 | 1.84% | Long | EC | |
|
iShares Trust - iShares MSCI USA Min Vol Factor ETF
|
46429B697 | 29,006 | $2,944,689 | 1.52% | Long | EC | |
|
—
|
233203835 | 64,865 | $2,913,730 | 1.50% | Long | EC | |
|
Vanguard US Value Factor ETF
|
921935805 | 16,908 | $2,731,656 | 1.41% | Long | EC | |
|
—
|
233203611 | 90,126 | $2,615,465 | 1.35% | Long | EC | |
|
—
|
00191K831 | 124,112 | $2,402,800 | 1.24% | Long | EC | |
|
Vanguard US Momentum Factor ETF
|
921935508 | 10,539 | $2,392,037 | 1.23% | Long | EC | |
|
Avantis Emerging Markets Equity ETF
|
025072604 | 23,828 | $2,251,508 | 1.16% | Long | EC | |
|
—
|
25160K207 | 2,225,329 | $2,225,329 | 1.15% | Long | STIV | |
|
DFA Dimensional Emerging Mkts High Proftblty ETF
|
25434V757 | 49,489 | $2,046,370 | 1.06% | Long | EC | |
|
Vanguard Morningstar Small Cap Value ETF
|
922908611 | 7,448 | $1,826,920 | 0.94% | Long | EC | |
|
Vanguard US Quality Factor ETF
|
921935706 | 9,098 | $1,607,222 | 0.83% | Long | EC | |
|
Avantis International Small Cap Value ETF
|
025072802 | 11,821 | $1,329,390 | 0.69% | Long | EC | |
|
Avantis International Equity ETF
|
025072703 | 11,797 | $1,104,553 | 0.57% | Long | EC | |
|
Schwab International Small Cap Equity ETF
|
808524888 | 15,349 | $787,711 | 0.41% | Long | EC | |
|
—
|
23320G117 | 46,922 | $707,591 | 0.37% | Long | EC | |
|
—
|
23320G257 | 30,149 | $618,358 | 0.32% | Long | EC | |
|
iShares MSCI EAFE Min Vol Factor ETF
|
46429B689 | 6,241 | $587,403 | 0.30% | Long | EC | |
|
iShares MSCI Emerging Markets Min Vol Factor ETF
|
464286533 | 2,303 | $174,314 | 0.09% | Long | EC |