| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2015 | ||||||||
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.