Current Market Value 395,746,104
Current Holdings 592
Most Recent File Date 2025-07-28
Total Filings on Record 21
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by SPUSX - Symmetry Panoramic US Equity Fund Class I Shares . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-28 2025-05-31 NPORT-P 592 395,746
2025-04-28 2025-02-28 NPORT-P 666 372,432
2025-01-28 2024-11-30 NPORT-P 623 369,563
2024-10-30 2024-08-31 NPORT-P 684 434,391
2024-07-29 2024-05-31 NPORT-P 671 355,463
2024-04-29 2024-02-29 NPORT-P 727 431,624
2024-01-29 2023-11-30 NPORT-P 715 414,710
2023-10-27 2023-08-31 NPORT-P 853 531,548
2023-07-28 2023-05-31 NPORT-P 814 449,509
2023-05-01 2023-02-28 NPORT-P 769 451,168
2023-01-30 2022-11-30 NPORT-P 861 535,468
2022-10-31 2022-08-31 NPORT-P 854 525,359
2022-07-29 2022-05-31 NPORT-P 925 552,305
2022-04-29 2022-02-28 NPORT-P 932 587,794
2022-01-27 2021-11-30 NPORT-P 917 623,032
2021-10-29 2021-08-31 NPORT-P 960 638,011
2021-07-28 2021-05-31 NPORT-P 967 610,675
2021-04-27 2021-02-28 NPORT-P 999 575,558
2021-01-28 2020-11-30 NPORT-P 982 562,723
2020-10-23 2020-08-31 NPORT-P 389 553,678
2020-07-27 2020-05-31 NPORT-P 447 521,534