Sym Financial Corporation

SYM FINANCIAL Corp as of Sept. 30, 2020

Portfolio Holdings for SYM FINANCIAL Corp

SYM FINANCIAL Corp holds 84 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 23.2 $31M 389k 79.64
Vanguard Index Fds Total Stk Mkt (VTI) 19.7 $26M 154k 170.31
Dow (DOW) 18.8 $25M 534k 47.05
Dupont De Nemours (DD) 18.7 $25M 449k 55.48
Corteva (CTVA) 5.6 $7.5M 260k 28.81
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.0 $2.7M 53k 52.16
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.7 $2.3M 28k 80.63
Apple (AAPL) 0.9 $1.2M 10k 115.76
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.8 $1.1M 21k 51.50
Ishares Tr Msci Acwi Etf (ACWI) 0.8 $1.0M 13k 79.95
Microsoft Corporation (MSFT) 0.7 $960k 4.6k 210.34
Ishares Tr Msci Gbl Multifc (GLOF) 0.7 $938k 32k 29.71
Eli Lilly & Co. (LLY) 0.6 $866k 5.9k 147.98
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $552k 1.6k 334.75
Amazon (AMZN) 0.3 $362k 115.00 3147.83
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $316k 2.7k 118.04
Lincoln National Corporation (LNC) 0.2 $305k 9.7k 31.32
Ishares Tr Yld Optim Bd (BYLD) 0.2 $296k 12k 25.74
Ishares Msci Gbl Min Vol (ACWV) 0.2 $273k 3.0k 91.86
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $250k 803.00 311.33
Johnson & Johnson (JNJ) 0.2 $248k 1.7k 148.77
Automatic Data Processing (ADP) 0.2 $243k 1.7k 139.25
Wal-Mart Stores (WMT) 0.2 $242k 1.7k 139.97
PIMCO Corporate Opportunity Fund (PTY) 0.2 $229k 14k 16.10
Zimmer Holdings (ZBH) 0.2 $227k 1.7k 135.85
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $224k 4.5k 49.39
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $217k 1.7k 128.71
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $212k 2.0k 103.92
JPMorgan Chase & Co. (JPM) 0.2 $211k 2.2k 96.22
Intel Corporation (INTC) 0.2 $211k 4.1k 51.66
Tcf Financial Corp 0.2 $208k 8.9k 23.38
Select Sector Spdr Tr Energy (XLE) 0.2 $205k 6.9k 29.89
Ishares Tr Msci Intl Sml Cp (ISCF) 0.1 $194k 6.4k 30.10
Ishares Tr Msci Usa Sml Cp (SMLF) 0.1 $177k 4.7k 37.27
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $169k 1.2k 146.70
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $169k 2.9k 58.78
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $166k 3.1k 54.28
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 0.1 $156k 3.0k 51.60
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $156k 675.00 231.11
General Electric Company 0.1 $138k 22k 6.21
J P Morgan Exchange-traded F Div Rtn Em Eqt (JPEM) 0.1 $133k 2.8k 46.85
Vanguard World Fds Industrial Etf (VIS) 0.1 $129k 891.00 144.78
Ishares Tr Eafe Value Etf (EFV) 0.1 $115k 2.8k 40.46
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $109k 1.0k 105.31
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 0.1 $105k 2.1k 50.17
First Trust Specialty Financ Com Ben Intr (FGB) 0.1 $104k 45k 2.29
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $81k 466.00 173.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $51k 234.00 217.95
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $43k 514.00 83.66
Ishares Tr China Lg-cap Etf (FXI) 0.0 $43k 1.0k 42.49
Ishares Tr U.s. Cnsm Sv Etf (IYC) 0.0 $40k 161.00 248.45
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $39k 478.00 81.59
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $37k 710.00 52.11
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $36k 811.00 44.39
Ishares Tr Rus 1000 Etf (IWB) 0.0 $32k 173.00 184.97
Ishares Tr Russell 2000 Etf (IWM) 0.0 $32k 215.00 148.84
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $31k 138.00 224.64
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $31k 414.00 74.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $21k 684.00 30.70
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $21k 870.00 24.14
Ishares Tr U.s. Energy Etf (IYE) 0.0 $18k 1.2k 15.60
Select Sector Spdr Tr Communication (XLC) 0.0 $15k 252.00 59.52
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $14k 326.00 42.94
Ishares Tr Mbs Etf (MBB) 0.0 $14k 125.00 112.00
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $11k 185.00 59.46
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $11k 112.00 98.21
Vanguard Index Fds Small Cp Etf (VB) 0.0 $11k 73.00 150.68
Vanguard World Fds Consum Stp Etf (VDC) 0.0 $8.0k 50.00 160.00
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $6.0k 42.00 142.86
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $5.0k 45.00 111.11
Ishares Tr Nasdaq Biotech (IBB) 0.0 $5.0k 34.00 147.06
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $5.0k 53.00 94.34
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $4.0k 53.00 75.47
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $3.0k 27.00 111.11
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $2.0k 11.00 181.82
Vanguard Index Fds Value Etf (VTV) 0.0 $2.0k 21.00 95.24
Vanguard World Fds Materials Etf (VAW) 0.0 $2.0k 14.00 142.86
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $1.0k 8.00 125.00
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $1.0k 20.00 50.00
Ishares Tr National Mun Etf (MUB) 0.0 $999.999900 9.00 111.11
Ishares Tr Jpmorgan Usd Emg (EMB) 0.0 $999.999700 7.00 142.86
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.0 $999.999000 22.00 45.45
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $999.999000 26.00 38.46
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.0 $0 1.00 0.00