SYM FINANCIAL Corp Portfolio Holdings - 13F Filings | 13F Fund Database
SYM FINANCIAL Corp 13F Holdings
CIK 0000764739 · WINONA LAKE, IN
As of Sep 30, 2025, SYM FINANCIAL Corp reported
409 positions worth $898.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 6,696,421 | $243.4M | 27.09% |
| WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND | NTSI | — | 2,430,454 |
|
03.9M11.56% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 547,508 | $95.6M | 10.64% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 252,641 | $82.9M | 9.23% |
| ISHARES US TREASURY BOND ETF | GOVT | — | 3,489,138 | $80.7M | 8.98% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 1,025,040 | $26.4M | 2.93% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 228,642 |
6.8M | 1.87% |
| DOW INC | DOW | Basic Materials | 550,187 |
2.6M | 1.40% |
| APPLE INC | AAPL | Technology | 49,201 |
2.5M | 1.39% |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND | VIOV | — | 125,171 |
1.9M | 1.33% |
| NVIDIA CORP | NVDA | Technology | 62,396 |
1.6M | 1.30% |
| MICROSOFT CORP | MSFT | Technology | 20,701 |
0.7M | 1.19% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 110,892 | $9.7M | 1.08% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 61,408 | $8.5M | 0.94% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 99,025 | $5.9M | 0.66% |
| AMAZON.COM INC | AMZN | Equity | 24,418 | $5.4M | 0.60% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 112,983 | $5.2M | 0.58% |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | ACWV | — | 42,373 | $5.1M | 0.57% |
| ELI LILLY & CO | LLY | Healthcare | 6,386 | $4.9M | 0.54% |
| BROADCOM INC | AVGO | Technology | 13,904 | $4.6M | 0.51% |
| ALPHABET INC | GOOGL | Equity | 16,360 | $4.0M | 0.44% |
| META PLATFORMS INC | META | Communication Services | 5,257 | $3.9M | 0.43% |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | SCHR | — | 152,692 | $3.8M | 0.43% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 10,970 | $3.5M | 0.39% |
| SPDR MSCI WORLD STRATEGICFACTORS ETF | QWLD | — | 23,610 | $3.3M | 0.37% |