Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2014 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SCHWAB STRATEGIC TR | 27 | Q2 2024 | 25.9% |
VANGUARD INDEX FDS | 27 | Q2 2024 | 23.1% |
ISHARES TR | 27 | Q2 2024 | 14.7% |
LILLY ELI & CO | 27 | Q2 2024 | 1.0% |
APPLE INC | 27 | Q2 2024 | 1.0% |
ISHARES TR | 27 | Q2 2024 | 1.5% |
MICROSOFT CORP | 27 | Q2 2024 | 0.8% |
SPDR S&P 500 ETF TR | 27 | Q2 2024 | 0.5% |
SELECT SECTOR SPDR TR | 27 | Q2 2024 | 0.2% |
ISHARES TR | 27 | Q2 2024 | 0.3% |
View SYM FINANCIAL Corp's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-08-08 |
N-PX | 2024-07-29 |
13F-HR | 2024-05-06 |
13F-HR | 2024-02-06 |
13F-HR | 2023-10-27 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-19 |
13F-HR | 2022-10-28 |
13F-HR | 2022-07-19 |
View SYM FINANCIAL Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.