SYM FINANCIAL CORPORATION 13F Holdings
CIK 02818543 · Winona Lake, IN
As of Sep 30, 2022, SYM FINANCIAL CORPORATION reported 104 positions worth $206.5K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WISDOMTREE US EFFICIENT CORE FUND | NTSX | — | 1,495,878 | $45.7K | 22.15% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 249,343 | $24.0K | 11.63% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 130,436 | $23.4K | 11.34% |
| DOW INC | DOW | Basic Materials | 531,135 | $23.3K | 11.30% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 542,383 | $22.8K | 11.03% |
| RPM INTERNATIONAL INC | RPM | Basic Materials | 118,925 | $9.9K | 4.80% |
| DUPONT DE NEMOURS INC | DD | Basic Materials | 191,933 | $9.7K | 4.68% |
| ISHARES GLOBAL EQUITY FACTOR ETF | GLOF | — | 127,721 | $3.7K | 1.81% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 39,563 | $3.1K | 1.51% |
| ISHARES MSCI ACWI ETF | ACWI | — | 38,505 | $3.0K | 1.45% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 65,716 | $2.5K | 1.23% |
| AMPLIFY ETF TR | SWAN | — | 87,723 | $2.2K | 1.05% |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUND | PTY | — | 179,767 | $2.1K | 1.02% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 52,122 | $2.1K | 1.01% |
| ELI LILLY & CO | LLY | Healthcare | 5,809 |