Sym Financial Corporation

SYM FINANCIAL Corp as of Dec. 31, 2020

Portfolio Holdings for SYM FINANCIAL Corp

SYM FINANCIAL Corp holds 81 positions in its portfolio as reported in the December 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) 25.9 $35M 389k 90.99
Dupont De Nemours (DD) 23.2 $32M 445k 71.11
Dow (DOW) 21.6 $30M 532k 55.50
Vanguard Index Fds Total Stk Mkt (VTI) 13.0 $18M 91k 194.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.3 $3.2M 53k 60.15
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.9 $2.6M 28k 92.59
Apple (AAPL) 1.0 $1.4M 11k 132.68
Ishares Tr Msci Acwi Etf (ACWI) 0.8 $1.1M 12k 90.73
Ishares Tr Msci Gbl Multifc (GLOF) 0.8 $1.1M 31k 33.67
Microsoft Corporation (MSFT) 0.7 $1.0M 4.5k 222.39
Eli Lilly & Co. (LLY) 0.7 $977k 5.8k 168.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $617k 1.6k 374.17
Lincoln National Corporation (LNC) 0.3 $466k 9.3k 50.35
Cisco Systems (CSCO) 0.3 $432k 9.6k 44.79
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $382k 2.7k 141.17
Amazon (AMZN) 0.3 $375k 115.00 3260.87
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $366k 7.1k 51.34
Ishares Tr Core S&p Us Vlu (IUSV) 0.3 $364k 5.9k 62.21
Ishares Msci Emerg Mkt (EMGF) 0.3 $363k 7.4k 49.07
Tcf Financial Corp 0.2 $329k 8.9k 36.98
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $319k 2.7k 118.02
PIMCO Corporate Opportunity Fund (PTY) 0.2 $304k 17k 17.87
Ishares Tr Yld Optim Bd (BYLD) 0.2 $297k 12k 25.82
Ishares Msci Gbl Min Vol (ACWV) 0.2 $288k 3.0k 96.94
JPMorgan Chase & Co. (JPM) 0.2 $276k 2.2k 127.01
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $273k 2.1k 128.59
Johnson & Johnson (JNJ) 0.2 $272k 1.7k 157.32
Select Sector Spdr Tr Energy (XLE) 0.2 $260k 6.8k 37.97
Zimmer Holdings (ZBH) 0.2 $257k 1.7k 153.80
Wal-Mart Stores (WMT) 0.2 $248k 1.7k 144.10
Raytheon Technologies Corp (RTX) 0.2 $241k 3.4k 71.56
General Electric Company 0.2 $238k 22k 10.78
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $227k 4.6k 49.37
Lakeland Financial Corporation (LKFN) 0.2 $218k 4.1k 53.50
Ishares Tr Msci Usa Sml Cp (SMLF) 0.2 $217k 4.7k 45.69
Automatic Data Processing (ADP) 0.2 $216k 1.2k 175.90
Intel Corporation (INTC) 0.1 $203k 4.1k 49.71
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 0.1 $176k 3.0k 58.22
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $172k 4.8k 35.64
Schwab Strategic Tr Intrm Trm Tres (SCHR) 0.1 $171k 2.9k 58.34
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.1 $169k 1.1k 160.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $168k 2.6k 64.12
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $148k 418.00 354.07
J P Morgan Exchange-traded F Div Rtn Em Eqt (JPEM) 0.1 $145k 2.6k 54.86
First Trust Specialty Financ Com Ben Intr (FGB) 0.1 $142k 45k 3.13
Vanguard World Fds Industrial Etf (VIS) 0.1 $141k 829.00 170.08
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $140k 2.2k 63.99
Ishares Tr Msci Intl Sml Cp (ISCF) 0.1 $135k 4.0k 33.37
Ishares Tr Eafe Value Etf (EFV) 0.1 $134k 2.8k 47.15
J P Morgan Exchange-traded F Intl Bd Opp Etf (JPIB) 0.1 $109k 2.1k 51.83
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $103k 907.00 113.56
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $69k 668.00 103.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $56k 234.00 239.32
Ishares Tr China Lg-cap Etf (FXI) 0.0 $47k 1.0k 46.44
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $46k 478.00 96.23
Ishares Tr U.s. Cnsm Sv Etf (IYC) 0.0 $46k 646.00 71.21
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $45k 514.00 87.55
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $43k 710.00 60.56
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $42k 819.00 51.28
Ishares Tr Russell 2000 Etf (IWM) 0.0 $42k 215.00 195.35
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $40k 138.00 289.86
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $38k 1.1k 35.61
Ishares Tr Rus 1000 Etf (IWB) 0.0 $37k 173.00 213.87
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $36k 414.00 86.96
Ishares Tr U.s. Energy Etf (IYE) 0.0 $23k 1.2k 19.93
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $23k 382.00 60.21
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $16k 326.00 49.08
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.0 $14k 465.00 30.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $7.0k 232.00 30.17
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $6.0k 45.00 133.33
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.0 $6.0k 53.00 113.21
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.0 $6.0k 93.00 64.52
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $5.0k 32.00 156.25
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $3.0k 83.00 36.14
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $3.0k 27.00 111.11
Vanguard Index Fds Value Etf (VTV) 0.0 $2.0k 21.00 95.24
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $1.0k 8.00 125.00
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
Ishares Core Msci Emkt (IEMG) 0.0 $0 5.00 0.00
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.0 $0 1.00 0.00