SYM FINANCIAL Corp - Q3 2023 holdings

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$563 Million is the total value of SYM FINANCIAL Corp's 186 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 71.4% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
DFAI BuyDIMENSIONAL ETF TRUSTintl core eqt mk$166,479,156
-2.4%
6,376,069
+2.1%
29.55%
-14.6%
NTSI BuyWISDOMTREE TRinternationl efi$65,724,240
-4.7%
2,057,702
+2.8%
11.66%
-16.5%
VOE BuyVANGUARD INDEX FDSmcap vl idxvip$60,465,000
-3.4%
461,706
+2.1%
10.73%
-15.4%
GOVT NewISHARES TRus treas bd etf$44,165,619–2,003,885
+100.0%
7.84%–
VTI BuyVANGUARD INDEX FDStotal stk mkt$31,806,061
-3.1%
149,739
+0.5%
5.64%
-15.2%
DOW BuyDOW INC$31,133,629
+9.9%
603,833
+13.6%
5.53%
-3.7%
SCHB SellSCHWAB STRATEGIC TRus brd mkt etf$27,071,042
-3.7%
543,050
-0.1%
4.80%
-15.6%
AGG SellISHARES TRcore us aggbd et$17,094,779
-4.0%
181,782
-0.0%
3.03%
-16.0%
JPST BuyJ P MORGAN EXCHANGE TRADED Fultra shrt inc$15,506,222
+6177677.7%
309,012
+6180140.0%
2.75%–
VIOV SellVANGUARD ADMIRAL FDS INCsmlcp 600 val$13,462,176
-6.2%
174,720
-0.1%
2.39%
-17.9%
IEFA BuyISHARES TRcore msci eafe$12,871,931
-4.5%
200,030
+0.1%
2.28%
-16.4%
SCHD BuySCHWAB STRATEGIC TRus dividend eq$8,653,208
+6494.2%
122,290
+6667.6%
1.54%
+5588.9%
AAPL BuyAPPLE INC$4,470,247
+186.9%
26,110
+225.1%
0.79%
+150.9%
VT BuyVANGUARD INTL EQUITY INDEX Ftt wrld st etf$4,144,926
-0.3%
44,483
+3.7%
0.74%
-12.7%
PTY  PIMCO CORPORATE & INCOME OPP$4,007,144
-6.6%
306,5910.0%0.71%
-18.3%
BHK  BLACKROCK CORE BD TR$3,358,309
-6.6%
337,8580.0%0.60%
-18.2%
LLY BuyELI LILLY & CO$3,102,965
+18.1%
5,777
+3.1%
0.55%
+3.6%
MSFT BuyMICROSOFT CORP$2,909,363
+412.5%
9,214
+452.7%
0.52%
+348.7%
QWLD BuySPDR INDEX SHS FDSmsci wrld strgic$2,337,479
+0.0%
23,069
+2.9%
0.42%
-12.4%
ACWV BuyISHARES INCmsci gbl min vol$2,171,187
+8.2%
22,754
+11.1%
0.38%
-5.4%
DFAU BuyDIMENSIONAL ETF TRUSTus core eqt mkt$1,904,790
+4.5%
63,599
+8.2%
0.34%
-8.4%
SCHG BuySCHWAB STRATEGIC TRus lcap gr etf$1,803,191
+1138.2%
24,796
+1176.2%
0.32%
+966.7%
ACWI SellISHARES TRmsci acwi etf$1,615,921
-10.6%
17,494
-7.2%
0.29%
-21.6%
VXUS SellVANGUARD STAR FDSvg tl intl stk f$1,550,956
-7.0%
28,979
-2.5%
0.28%
-18.6%
LKFN NewLAKELAND FINL CORP$1,543,826–32,529
+100.0%
0.27%–
SCHR BuySCHWAB STRATEGIC TRint-trm u.s tres$1,515,959
+86.3%
31,622
+91.5%
0.27%
+63.0%
SCHM NewSCHWAB STRATEGIC TRus mid-cap etf$1,167,813–17,255
+100.0%
0.21%–
JPM BuyJPMORGAN CHASE & CO$1,032,615
+270.9%
7,121
+271.9%
0.18%
+226.8%
VGT BuyVANGUARD WORLD FDSinf tech etf$909,046
+72.6%
2,191
+84.0%
0.16%
+50.5%
BuyGENERAL ELECTRIC CO$893,458
+221.4%
8,082
+219.3%
0.16%
+183.9%
SPY SellSPDR S&P 500 ETF TRtr unit$883,233
-4.4%
2,066
-0.9%
0.16%
-16.0%
VOO BuyVANGUARD INDEX FDS$830,185
+1366.0%
2,114
+1420.9%
0.15%
+1236.4%
JNJ NewJOHNSON & JOHNSON$806,104–5,176
+100.0%
0.14%–
XLE BuySELECT SECTOR SPDR TRenergy$774,662
+60.6%
8,570
+44.2%
0.14%
+39.8%
VEA BuyVANGUARD TAX-MANAGED FDSvan ftse dev mkt$656,350
+7.4%
15,013
+13.4%
0.12%
-6.5%
NOBL NewPROSHARES TRs&p 500 dv arist$650,665–7,348
+100.0%
0.12%–
FB NewMETA PLATFORMS INCcl a$618,433–2,060
+100.0%
0.11%–
AMZN NewAMAZON COM INC$607,125–4,776
+100.0%
0.11%–
MCD BuyMCDONALDS CORP$585,112
+190.0%
2,221
+228.6%
0.10%
+153.7%
TSLA BuyTESLA INC$566,498
+142.1%
2,264
+153.2%
0.10%
+114.9%
MINT SellPIMCO ETF TRenhan shrt ma ac$554,275
-7.0%
5,535
-7.3%
0.10%
-19.0%
JPIB BuyJ P MORGAN EXCHANGE TRADED Fintl bd opp etf$531,505
+0.7%
11,684
+3.2%
0.09%
-12.1%
ESGU  ISHARES TResg awr msci usa$519,134
-3.6%
5,5280.0%0.09%
-15.6%
VIG BuyVANGUARD SPECIALIZED FUNDSdiv app etf$511,822
+42.9%
3,294
+49.4%
0.09%
+24.7%
TRGP NewTARGA RES CORP$514,320–6,000
+100.0%
0.09%–
NVDA SellNVIDIA CORPORATION$465,875
+1.3%
1,071
-1.5%
0.08%
-10.8%
HD NewHOME DEPOT INC$455,053–1,506
+100.0%
0.08%–
CVX BuyCHEVRON CORP NEW$443,700
+17.4%
2,631
+9.5%
0.08%
+2.6%
WMT BuyWALMART INC$428,739
+63.1%
2,681
+60.3%
0.08%
+43.4%
IEMG BuyISHARES INCcore msci emkt$420,553
-0.2%
8,837
+3.4%
0.08%
-11.8%
AON BuyAON PLC$404,627
+17.2%
1,248
+24.8%
0.07%
+2.9%
DD SellDUPONT DE NEMOURS INC$400,175
-85.5%
5,365
-86.1%
0.07%
-87.3%
XOM BuyEXXON MOBIL CORP$387,235
+22.7%
3,293
+11.9%
0.07%
+7.8%
BYLD SellISHARES TRyld optim bd$384,294
-7.4%
17,979
-5.0%
0.07%
-19.0%
JBL NewJABIL INC$380,670–3,000
+100.0%
0.07%–
PEP BuyPEPSICO INC$377,658
+10.6%
2,229
+20.9%
0.07%
-2.9%
GLD BuySPDR GOLD TR$377,019
+40.2%
2,199
+45.7%
0.07%
+21.8%
QQQ BuyINVESCO QQQ TRunit ser 1$379,454
+46.8%
1,059
+51.3%
0.07%
+28.8%
IUSV SellISHARES TRcore s&p us vlu$359,519
-40.4%
4,818
-37.5%
0.06%
-47.5%
IJS  ISHARES TRsp smcp600vl etf$354,025
-6.2%
3,9680.0%0.06%
-17.1%
TOTL SellSSGA ACTIVE ETF TRspdr tr tactic$356,082
-59.3%
9,213
-57.3%
0.06%
-64.4%
KO NewCOCA COLA CO$351,330–6,276
+100.0%
0.06%–
JEPI NewJ P MORGAN EXCHANGE TRADED Fequity premium$349,747–6,530
+100.0%
0.06%–
ACWF SellISHARES TRglobal equity$338,476
-54.7%
9,849
-53.3%
0.06%
-60.3%
DFAC NewDIMENSIONAL ETF TRUSTus core equity 2$316,339–12,074
+100.0%
0.06%–
TMO NewTHERMO FISHER SCIENTIFIC INC$316,356–625
+100.0%
0.06%–
BRKB NewBERKSHIRE HATHAWAY INC DELcl b new$305,462–872
+100.0%
0.05%–
FNCL NewFIDELITY COVINGTON TRUSTmsci finls idx$291,710–6,265
+100.0%
0.05%–
FGB  FIRST TR SPECIALTY FIN & FIN$284,890
+3.4%
84,5370.0%0.05%
-8.9%
ET BuyENERGY TRANSFER L P$284,809
+37.6%
20,300
+24.5%
0.05%
+21.4%
DIS NewDISNEY WALT CO$288,700–3,562
+100.0%
0.05%–
IVW SellISHARES TRs&p 500 grwt etf$283,738
-4.4%
4,147
-1.6%
0.05%
-16.7%
SCHA BuySCHWAB STRATEGIC TRus sml cap etf$277,111
+35066.4%
6,690
+37066.7%
0.05%–
MDY NewSPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp$273,984–600
+100.0%
0.05%–
CAT NewCATERPILLAR INC$270,816–992
+100.0%
0.05%–
AVGO NewBROADCOM INC$261,633–315
+100.0%
0.05%–
XLY  SELECT SECTOR SPDR TRsbi cons discr$259,822
-5.2%
1,6140.0%0.05%
-17.9%
VO BuyVANGUARD INDEX FDSmid cap etf$259,675
+1585.0%
1,247
+1681.4%
0.05%
+1433.3%
IVV BuyISHARES TRcore s&p500 etf$257,229
+1113.0%
599
+1147.9%
0.05%
+1050.0%
BKNG  BOOKING HOLDINGS INC$255,968
+14.2%
830.0%0.04%0.0%
SCHX BuySCHWAB STRATEGIC TRus lrg cap etf$250,470
+782.4%
4,950
+813.3%
0.04%
+633.3%
PG NewPROCTER AND GAMBLE CO$238,919–1,638
+100.0%
0.04%–
ABBV NewABBVIE INC$228,680–1,534
+100.0%
0.04%–
UNH NewUNITEDHEALTH GROUP INC$224,365–445
+100.0%
0.04%–
XLV  SELECT SECTOR SPDR TRsbi healthcare$218,601
-3.0%
1,6980.0%0.04%
-15.2%
FHLC NewFIDELITY COVINGTON TRUSTmsci hlth care i$212,030–3,500
+100.0%
0.04%–
ALB NewALBEMARLE CORP$206,599–1,215
+100.0%
0.04%–
STLD BuySTEEL DYNAMICS INC$204,014
-1.5%
1,903
+0.1%
0.04%
-14.3%
VIS  VANGUARD WORLD FDSindustrial etf$201,804
-5.1%
1,0350.0%0.04%
-16.3%
BND SellVANGUARD BD INDEX FDStotal bnd mrkt$198,315
-80.0%
2,842
-79.2%
0.04%
-82.6%
TLT  ISHARES TR20 yr tr bd etf$190,861
-13.8%
2,1520.0%0.03%
-24.4%
SMH NewVANECK ETF TRUSTsemiconductr etf$180,500–1,245
+100.0%
0.03%–
JPEM SellJ P MORGAN EXCHANGE TRADED Fdiv rtn em eqt$167,329
-4.2%
3,322
-4.0%
0.03%
-14.3%
QUAL BuyISHARES TRmsci usa qlt fct$170,668
+0.4%
1,295
+2.7%
0.03%
-11.8%
FUTY NewFIDELITY COVINGTON TRUSTmsci utils index$155,472–4,100
+100.0%
0.03%–
MIY NewBLACKROCK MUNIYIELD MICH QU$152,475–15,355
+100.0%
0.03%–
CORP NewPIMCO ETF TRinv grd crp bd$151,259–1,660
+100.0%
0.03%–
XLI BuySELECT SECTOR SPDR TRindl$144,568
+216.2%
1,426
+234.7%
0.03%
+188.9%
IQLT BuyISHARES TRmsci intl qualty$139,683
-0.9%
4,156
+5.0%
0.02%
-13.8%
PPA NewINVESCO EXCHANGE TRADED FD Taerospace defn$137,655–1,725
+100.0%
0.02%–
DHS NewWISDOMTREE TRus high dividend$135,930–1,741
+100.0%
0.02%–
XOP NewSPDR SER TRs&p oilgas exp$125,057–845
+100.0%
0.02%–
ISCF SellISHARES TRinternational sl$110,511
-50.6%
3,736
-48.5%
0.02%
-55.6%
FSTA NewFIDELITY COVINGTON TRUSTconsmr staples$112,837–2,650
+100.0%
0.02%–
NewDIMENSIONAL ETF TRUSTintl small cap v$107,176–4,507
+100.0%
0.02%–
VOT NewVANGUARD INDEX FDSmcap gr idxvip$107,124–550
+100.0%
0.02%–
ITOT SellISHARES TRcore s&p ttl stk$101,725
-19.0%
1,080
-15.9%
0.02%
-28.0%
FMAT NewFIDELITY COVINGTON TRUSTmsci matls index$103,847–2,350
+100.0%
0.02%–
VIOG NewVANGUARD ADMIRAL FDS INCsmlcp 600 grth$94,310–1,000
+100.0%
0.02%–
XSVM NewINVESCO EXCHANGE TRADED FD Ts&p smcp vlu mnt$96,300–2,000
+100.0%
0.02%–
DOL NewWISDOMTREE TRintl lrgcap dv$90,464–1,983
+100.0%
0.02%–
VBR NewVANGUARD INDEX FDSsm cp val etf$81,021–508
+100.0%
0.01%–
IYK  ISHARES TRus consm staples$78,713
-6.9%
4220.0%0.01%
-17.6%
DES NewWISDOMTREE TRus smallcap divd$77,522–2,749
+100.0%
0.01%–
CHS NewCHICOS FAS INC$76,879–10,278
+100.0%
0.01%–
IWS  ISHARES TRrus mdcp val etf$75,649
-5.0%
7250.0%0.01%
-18.8%
SMLF SellISHARES TRus sml cap eqt$71,025
-70.0%
1,373
-68.9%
0.01%
-72.9%
IWF  ISHARES TRrus 1000 grw etf$70,983
-3.3%
2670.0%0.01%
-13.3%
FIDU NewFIDELITY COVINGTON TRUSTmsci indl indx$68,462–1,265
+100.0%
0.01%–
TFI NewSPDR SER TRnuveen blmbrg mu$66,861–1,530
+100.0%
0.01%–
XLC  SELECT SECTOR SPDR TR$59,538
+0.8%
9080.0%0.01%
-8.3%
IWP  ISHARES TRrus md cp gr etf$61,645
-5.5%
6750.0%0.01%
-15.4%
GAB BuyGABELLI EQUITY TR INC$64,509
-9.1%
12,575
+2.8%
0.01%
-21.4%
BuyDIMENSIONAL ETF TRUSTintl core equity$58,235
-3.7%
2,494
+0.1%
0.01%
-16.7%
VFH  VANGUARD WORLD FDSfinancials etf$56,465
-1.1%
7030.0%0.01%
-16.7%
DFUS  DIMENSIONAL ETF TRUSTus equity etf$58,048
-3.3%
1,2470.0%0.01%
-16.7%
 WISDOMTREE TRartificial intel$48,393
-8.7%
2,7780.0%0.01%
-18.2%
MOAT NewVANECK ETF TRUSTmrngstr wde moat$53,088–700
+100.0%
0.01%–
FTEC NewFIDELITY COVINGTON TRUSTmsci info tech i$53,475–435
+100.0%
0.01%–
IWM  ISHARES TRrussell 2000 etf$49,374
-5.6%
2790.0%0.01%
-18.2%
VOOV NewVANGUARD ADMIRAL FDS INC500 val idx fd$44,607–300
+100.0%
0.01%–
JPIN SellJ P MORGAN EXCHANGE TRADED Fdiv rtn int eq$42,614
-71.5%
843
-70.7%
0.01%
-73.3%
XLG NewINVESCO EXCHANGE TRADED FD Ts&p 500 top 50$37,356–1,100
+100.0%
0.01%–
ROKT NewSPDR SER TRs&p kensho final$39,393–1,000
+100.0%
0.01%–
IXJ NewISHARES TRglob hlthcre etf$39,891–484
+100.0%
0.01%–
IWB  ISHARES TRrus 1000 etf$41,524
-3.6%
1770.0%0.01%
-22.2%
XLF  SELECT SECTOR SPDR TRfinancial$39,240
-1.6%
1,1830.0%0.01%
-12.5%
IWO  ISHARES TRrus 2000 grw etf$31,275
-7.6%
1400.0%0.01%
-14.3%
VB SellVANGUARD INDEX FDSsmall cp etf$34,000
-69.0%
180
-67.4%
0.01%
-72.7%
HYG  ISHARES TRiboxx hi yd etf$27,350
-1.8%
3710.0%0.01%
-16.7%
ITA NewISHARES TRus aer def etf$26,493–250
+100.0%
0.01%–
VWO BuyVANGUARD INTL EQUITY INDEX Fftse emr mkt etf$25,888
+329.3%
660
+345.9%
0.01%
+400.0%
IXC NewISHARES TRglobal energ etf$25,870–627
+100.0%
0.01%–
 DIMENSIONAL ETF TRUSTus mktwide value$30,414
-1.4%
8940.0%0.01%
-16.7%
VUG BuyVANGUARD INDEX FDSgrowth etf$22,329
+294.6%
82
+310.0%
0.00%
+300.0%
 DIMENSIONAL ETF TRUSTinternatnal val$20,094
-0.7%
6160.0%0.00%0.0%
FDIS NewFIDELITY COVINGTON TRUSTmsci consm dis$24,451–350
+100.0%
0.00%–
FCOM NewFIDELITY COVINGTON TRUST$19,855–500
+100.0%
0.00%–
IJH SellISHARES TRcore s&p mcp etf$22,691
-25.8%
91
-22.2%
0.00%
-33.3%
VDC  VANGUARD WORLD FDSconsum stp etf$19,546
-6.1%
1070.0%0.00%
-25.0%
IBB  ISHARES TRishares biotech$15,531
-3.7%
1270.0%0.00%0.0%
IJR BuyISHARES TRcore s&p scp etf$19,348
+83.0%
205
+93.4%
0.00%
+50.0%
VTV NewVANGUARD INDEX FDSvalue etf$14,345–104
+100.0%
0.00%–
EFAV NewISHARES TRmsci eafe min vl$17,870–274
+100.0%
0.00%–
VNQ BuyVANGUARD INDEX FDSreal estate etf$10,895
+117.3%
144
+140.0%
0.00%
+100.0%
SPSM NewSPDR SER TRportfolio s&p600$9,114–247
+100.0%
0.00%–
USMV NewISHARES TRmsci usa min vol$10,567–146
+100.0%
0.00%–
XLB  SELECT SECTOR SPDR TRsbi materials$8,719
-5.2%
1110.0%0.00%0.0%
DFAS  DIMENSIONAL ETF TRUSTus small cap etf$13,332
-4.2%
2540.0%0.00%
-33.3%
VHT  VANGUARD WORLD FDShealth car etf$12,223
-3.6%
520.0%0.00%
-33.3%
IWD NewISHARES TRrus 1000 val etf$11,842–78
+100.0%
0.00%–
SCZ NewISHARES TReafe sml cp etf$4,743–84
+100.0%
0.00%–
SCHP BuySCHWAB STRATEGIC TRus tips etf$5,554
+429.5%
110
+450.0%
0.00%–
FNDF BuySCHWAB STRATEGIC TRschwb fdt int lg$3,959
+172.5%
125
+177.8%
0.00%–
SPDW NewSPDR INDEX SHS FDSportfolio devlpd$8,094–261
+100.0%
0.00%–
BSV NewVANGUARD BD INDEX FDSshort trm bond$4,811–64
+100.0%
0.00%–
NewPIMCO ETF TRpreferred and cp$5,438–119
+100.0%
0.00%–
VDE SellVANGUARD WORLD FDSenergy etf$3,675
-49.1%
29
-54.7%
0.00%0.0%
EFV NewISHARES TReafe value etf$8,025–164
+100.0%
0.00%–
IGIB NewISHARES TR$5,303–109
+100.0%
0.00%–
EMB NewISHARES TRjpmorgan usd emg$4,951–60
+100.0%
0.00%–
ACWX  ISHARES TRmsci acwi ex us$7,684
-4.5%
1630.0%0.00%
-50.0%
VXF BuyVANGUARD INDEX FDSextend mkt etf$3,440
+0.5%
24
+4.3%
0.00%0.0%
IWR BuyISHARES TRrus mid cap etf$6,773
+45.3%
98
+53.1%
0.00%0.0%
IVE NewISHARES TRs&p 500 val etf$6,000–39
+100.0%
0.00%–
LQD SellISHARES TRiboxx inv cp etf$4,591
-99.1%
45
-99.0%
0.00%
-99.0%
 DIMENSIONAL ETF TRUSTus sustainabilty$3,329
-3.4%
1200.0%0.00%0.0%
NewDIMENSIONAL ETF TRUSTglobal sustaina$4,038–81
+100.0%
0.00%–
VNQI ExitVANGUARD INTL EQUITY INDEX Fglb ex us etf$0–-5
-100.0%
0.00%–
SCHE ExitSCHWAB STRATEGIC TRemrg mkteq etf$0–-18
-100.0%
0.00%–
FNDC ExitSCHWAB STRATEGIC TRschwb fdt int sc$0–-18
-100.0%
0.00%–
URTH BuyISHARES INCmsci world etf$1,322
+32.7%
11
+37.5%
0.00%–
RSP NewINVESCO EXCHANGE TRADED FD Ts&p500 eql wgt$284–2
+100.0%
0.00%–
VBK NewVANGUARD INDEX FDSsml cp grw etf$1,285–6
+100.0%
0.00%–
SCHC ExitSCHWAB STRATEGIC TRintl sceqt etf$0–-13
-100.0%
0.00%–
SHV NewISHARES TRshort treas bd$331–3
+100.0%
0.00%–
SCHH ExitSCHWAB STRATEGIC TRus reit etf$0–-22
-100.0%
0.00%–
IAI NewISHARES TRus br del se etf$2,367–26
+100.0%
0.00%–
ICVT NewISHARES TRconv bd etf$2,375–32
+100.0%
0.00%–
PAWZ NewPROSHARES TRpet care etf$135–3
+100.0%
0.00%–
KOMP NewSPDR SER TRs&p kensho new$2,812–71
+100.0%
0.00%–
FNDE ExitSCHWAB STRATEGIC TRschwb fdt emk lg$0–-32
-100.0%
0.00%–
FNDA ExitSCHWAB STRATEGIC TRschwab fdt us sc$0–-34
-100.0%
0.00%–
SCHF ExitSCHWAB STRATEGIC TRintl eqty etf$0–-25
-100.0%
0.00%–
FNDX ExitSCHWAB STRATEGIC TRschwab fdt us lg$0–-47
-100.0%
-0.00%–
VAW ExitVANGUARD WORLD FDSmaterials etf$0–-20
-100.0%
-0.00%–
VPU ExitVANGUARD WORLD FDSutilities etf$0–-24
-100.0%
-0.00%–
NTSX ExitWISDOMTREE TRus efficient cor$0–-208
-100.0%
-0.00%–
EMGF ExitISHARES INCemng mkts eqt$0–-398
-100.0%
-0.00%–
ZBH ExitZIMMER BIOMET HOLDINGS INC$0–-1,639
-100.0%
-0.05%–
RPM ExitRPM INTL INC$0–-88,074
-100.0%
-1.60%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-10-27
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
SCHWAB STRATEGIC TR24Q3 202325.9%
VANGUARD INDEX FDS24Q3 202323.1%
ISHARES TR24Q3 202314.7%
LILLY ELI & CO24Q3 20231.0%
ISHARES TR24Q3 20231.5%
APPLE INC24Q3 20231.0%
MICROSOFT CORP24Q3 20230.8%
SPDR S&P 500 ETF TR24Q3 20230.5%
ISHARES TR24Q3 20230.3%
ISHARES TR24Q3 20230.4%

View SYM FINANCIAL Corp's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-06
13F-HR2023-10-27
13F-HR2023-08-02
13F-HR2023-05-02
13F-HR2023-01-19
13F-HR2022-10-28
13F-HR2022-07-19
13F-HR2022-04-22
13F-HR2022-02-03
13F-HR2021-10-15

View SYM FINANCIAL Corp's complete filings history.

All filings

View complete filings history.

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