Sym Financial Corporation

SYM FINANCIAL Corp as of March 31, 2021

Portfolio Holdings for SYM FINANCIAL Corp

SYM FINANCIAL Corp holds 79 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 21.6 $38M 389k 96.71
Dow (DOW) 19.8 $34M 539k 63.94
Dupont De Nemours (DD) 14.1 $25M 318k 77.28
Ishares Tr Core Us Aggbd Et (AGG) 14.1 $25M 216k 113.83
Vanguard Index Fds Total Stk Mkt (VTI) 13.7 $24M 115k 206.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.9 $3.3M 53k 62.71
PIMCO Corporate Opportunity Fund (PTY) 1.6 $2.8M 155k 18.27
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.6 $2.8M 29k 97.28
Blackrock Core Bd Tr Shs Ben Int (BHK) 1.4 $2.5M 156k 15.70
Ishares Tr Msci Gbl Multifc (GLOF) 0.7 $1.2M 34k 36.47
Apple (AAPL) 0.7 $1.2M 9.8k 122.11
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $1.2M 12k 95.17
Eli Lilly & Co. (LLY) 0.6 $1.1M 5.8k 186.91
Microsoft Corporation (MSFT) 0.5 $796k 3.4k 235.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $677k 1.7k 396.14
Lakeland Financial Corporation (LKFN) 0.3 $587k 8.5k 69.23
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $426k 6.2k 68.92
Tcf Financial Corp 0.2 $413k 8.9k 46.42
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $390k 2.7k 147.11
Lincoln National Corporation (LNC) 0.2 $384k 6.2k 62.24
Ishares Msci Gbl Min Vol (ACWV) 0.2 $375k 3.8k 98.53
Ishares Msci Emerg Mkt (EMGF) 0.2 $366k 7.0k 52.01
Corteva (CTVA) 0.2 $353k 7.6k 46.62
Select Sector Spdr Tr Energy (XLE) 0.2 $346k 7.1k 49.04
General Electric Company 0.2 $300k 23k 13.12
Johnson & Johnson (JNJ) 0.2 $298k 1.8k 164.19
Ishares Tr Yld Optim Bd (BYLD) 0.2 $297k 12k 24.91
Intel Corporation (INTC) 0.2 $288k 4.5k 64.01
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $267k 2.1k 129.99
Zimmer Holdings (ZBH) 0.2 $262k 1.6k 160.05
Raytheon Technologies Corp (RTX) 0.1 $260k 3.4k 77.20
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.1 $248k 5.2k 48.15
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $248k 693.00 357.86
Ishares Msci Emrg Chn (EMXC) 0.1 $239k 4.0k 59.48
JPMorgan Chase & Co. (JPM) 0.1 $237k 1.6k 152.12
Wal-Mart Stores (WMT) 0.1 $235k 1.7k 135.76
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $232k 1.4k 168.24
Automatic Data Processing (ADP) 0.1 $231k 1.2k 188.11
Ishares Tr Msci Usa Sml Cp (SMLF) 0.1 $218k 4.2k 52.37
Chevron Corporation (CVX) 0.1 $218k 2.1k 104.66
Amazon (AMZN) 0.1 $217k 70.00 3100.00
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.1 $214k 1.6k 133.00
Pepsi (PEP) 0.1 $207k 1.5k 141.10
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $202k 2.0k 101.87
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $191k 2.6k 72.90
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 0.1 $184k 3.0k 60.87
First Trust Specialty Financ Com Ben Intr (FGB) 0.1 $181k 45k 3.99
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $180k 3.2k 56.37
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $176k 4.8k 36.47
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $161k 1.4k 116.41
Vanguard World Fds Industrial Etf (VIS) 0.1 $157k 829.00 189.38
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $142k 2.2k 64.90
Ishares Tr Msci Intl Sml Cp (ISCF) 0.1 $139k 4.0k 35.09
Ishares Tr Eafe Value Etf (EFV) 0.1 $129k 2.5k 50.81
J P Morgan Exchange-traded F Div Rtn Em Eqt (JPEM) 0.1 $126k 2.2k 56.63
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 0.1 $112k 2.2k 51.24
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $68k 668.00 101.80
Select Sector Spdr Tr Communication (XLC) 0.0 $67k 908.00 73.79
Vanguard World Fds Financials Etf (VFH) 0.0 $59k 703.00 83.93
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $57k 234.00 243.59
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $50k 460.00 108.70
Ishares Tr Russell 2000 Etf (IWM) 0.0 $48k 215.00 223.26
Ishares Tr U.s. Cnsm Sv Etf (IYC) 0.0 $48k 646.00 74.30
Ishares Tr China Lg-cap Etf (FXI) 0.0 $47k 1.0k 46.44
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $47k 1.4k 33.98
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $45k 710.00 63.38
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $45k 514.00 87.55
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $44k 819.00 53.72
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $42k 138.00 304.35
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $42k 426.00 98.59
Ishares Tr Rus 1000 Etf (IWB) 0.0 $39k 173.00 225.43
Ishares Tr U.s. Energy Etf (IYE) 0.0 $30k 1.2k 26.00
Ishares Tr Nasdaq Biotech (IBB) 0.0 $19k 127.00 149.61
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $9.0k 111.00 81.08
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $2.0k 30.00 66.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $2.0k 30.00 66.67
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $2.0k 20.00 100.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $0 1.00 0.00
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.0 $0 3.00 0.00