Sym Financial Corporation

SYM FINANCIAL Corp as of March 31, 2020

Portfolio Holdings for SYM FINANCIAL Corp

SYM FINANCIAL Corp holds 69 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab U S Broad Market ETF (SCHB) 24.4 $24M 401k 60.43
Vanguard Total Stock Market ETF (VTI) 17.0 $17M 131k 128.91
Dow (DOW) 15.7 $16M 534k 29.24
Dupont De Nemours (DD) 15.4 $15M 449k 34.10
Corteva (CTVA) 6.1 $6.1M 260k 23.50
Vanguard Total World Stock Idx (VT) 4.8 $4.8M 76k 62.79
Wisdomtree Tr intk mltifactr (DWMF) 2.0 $1.9M 93k 20.96
Ishares Tr msci usavalfct (VLUE) 1.6 $1.6M 25k 62.99
Vanguard Wellington Fd us multifactor (VFMF) 1.2 $1.2M 21k 56.49
Schwab Strategic Tr sht tm us tres (SCHO) 1.1 $1.1M 21k 51.73
iShares MSCI ACWI Index Fund (ACWI) 0.9 $886k 14k 62.54
Microsoft Corporation (MSFT) 0.8 $832k 5.3k 157.70
Eli Lilly & Co. (LLY) 0.8 $829k 6.0k 138.77
Apple (AAPL) 0.7 $679k 2.7k 254.31
Spdr S&p 500 Etf (SPY) 0.4 $433k 1.7k 257.58
Ishares Tr msci int smlcp (ISCF) 0.4 $385k 17k 22.85
Coca-Cola Company (KO) 0.4 $362k 8.2k 44.28
J P Morgan Exchange Traded F div rtn eu etf 0.3 $334k 7.4k 45.22
Ishares Tr yld optim bd (BYLD) 0.3 $295k 12k 24.69
PIMCO Corporate Opportunity Fund (PTY) 0.3 $266k 21k 12.92
Lincoln National Corporation (LNC) 0.3 $256k 9.7k 26.29
JPMorgan Chase & Co. (JPM) 0.2 $245k 2.7k 89.88
Global X Fds nasdaq 100 cover (QYLD) 0.2 $245k 13k 19.31
Johnson & Johnson (JNJ) 0.2 $242k 1.8k 130.88
Automatic Data Processing (ADP) 0.2 $239k 1.7k 136.96
Vanguard Star Fd Intl Stk Idxf (VXUS) 0.2 $228k 5.4k 41.95
Doubleline Total Etf etf (TOTL) 0.2 $227k 4.7k 47.98
Ishares Tr fctsl msci int (INTF) 0.2 $224k 11k 20.30
Intel Corporation (INTC) 0.2 $221k 4.1k 54.11
Amazon (AMZN) 0.2 $216k 111.00 1945.95
iShares Lehman Aggregate Bond (AGG) 0.2 $214k 1.9k 115.18
Amplify High Income Etf etf (YYY) 0.2 $211k 17k 12.75
Tcf Financial Corp 0.2 $202k 8.9k 22.70
General Electric Company 0.2 $176k 22k 7.93
iShares S&P Natl AMTFr Mncpl Bd (MUB) 0.2 $155k 1.4k 113.14
Vanguard Information Technology ETF (VGT) 0.2 $156k 737.00 211.67
iShares Russell 3000 Value Index (IUSV) 0.1 $132k 2.9k 46.11
Ishares Tr fctsl msci glb (GLOF) 0.1 $124k 5.2k 24.00
Energy Select Sector SPDR (XLE) 0.1 $112k 3.8k 29.12
J P Morgan Exchange Traded F div rtn int eq (JPIN) 0.1 $108k 2.5k 43.20
Ishares Tr msci usa smlcp (SMLF) 0.1 $114k 3.8k 29.72
Consumer Discretionary SPDR (XLY) 0.1 $103k 1.1k 97.82
J P Morgan Exchange Traded F div rtn em eqt (JPEM) 0.1 $96k 2.4k 39.65
Wisdomtree Tr emgring mkts (EMMF) 0.1 $103k 5.8k 17.64
iShares Russell 1000 Index (IWB) 0.1 $86k 606.00 141.91
Vanguard FTSE All-World ex-US ETF (VEU) 0.1 $86k 2.1k 41.21
Vanguard Industrials ETF (VIS) 0.1 $91k 829.00 109.77
First Trust Spclty Fin & Fncl Opptnts (FGB) 0.1 $91k 44k 2.08
Health Care SPDR (XLV) 0.1 $80k 907.00 88.20
iShares Russell 2000 Index (IWM) 0.1 $70k 613.00 114.19
iShares iBoxx $ High Yid Corp Bond (HYG) 0.1 $70k 909.00 77.01
iShares MSCI EAFE Value Index (EFV) 0.1 $64k 1.8k 35.85
iShares S&P 500 Growth Index (IVW) 0.1 $46k 277.00 166.06
iShares FTSE/Xinhua China 25 Index (FXI) 0.0 $38k 1.0k 37.55
iShares Russell 1000 Growth Index (IWF) 0.0 $35k 234.00 149.57
iShares Russell Midcap Growth Idx. (IWP) 0.0 $41k 334.00 122.75
Alerian Mlp Etf 0.0 $42k 12k 3.41
iShares MSCI Emerging Markets Indx (EEM) 0.0 $28k 811.00 34.53
iShares Russell Midcap Value Index (IWS) 0.0 $29k 460.00 63.04
iShares Russell 2000 Growth Index (IWO) 0.0 $26k 165.00 157.58
iShares Dow Jones US Consumer Ser. (IYC) 0.0 $27k 151.00 178.81
iShares Dow Jones US Energy Sector (IYE) 0.0 $18k 1.2k 15.60
iShares IBoxx $ Invest Grade Corp Bd (LQD) 0.0 $12k 98.00 122.45
iShares S&P MidCap 400 Index (IJH) 0.0 $8.0k 54.00 148.15
Vanguard REIT ETF (VNQ) 0.0 $8.0k 118.00 67.80
iShares S&P Global Infrastructure Index (IGF) 0.0 $5.0k 140.00 35.71
iShares S&P SmallCap 600 Index (IJR) 0.0 $2.0k 34.00 58.82
Schwab Strategic Tr intrm trm (SCHR) 0.0 $1.0k 13.00 76.92
J P Morgan Exchange Traded F fund (JPIB) 0.0 $0 10.00 0.00