$164 Million is the total value of SYM FINANCIAL Corp's 57 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTF | New | ISHARES TRmultifactor intl | $377,000 | – | 13,049 | +100.0% | 0.23% | – |
| PTY | New | PIMCO CORPORATE & INCOME OPP | $272,000 | – | 16,068 | +100.0% | 0.17% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $120,000 | – | 2,476 | +100.0% | 0.07% | – |
| FXI | New | ISHARES TRchina lg-cap etf | $48,000 | – | 1,012 | +100.0% | 0.03% | – |
| IYE | New | ISHARES TRu.s. energy etf | $43,000 | – | 1,154 | +100.0% | 0.03% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $20,000 | – | 273 | +100.0% | 0.01% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $3,000 | – | 27 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 25.9% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 23.1% |
| ISHARES TR | 24 | Q3 2023 | 14.7% |
| LILLY ELI & CO | 24 | Q3 2023 | 1.0% |
| ISHARES TR | 24 | Q3 2023 | 1.5% |
| APPLE INC | 24 | Q3 2023 | 1.0% |
| MICROSOFT CORP | 24 | Q3 2023 | 0.8% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 0.5% |
| ISHARES TR | 24 | Q3 2023 | 0.3% |
| ISHARES TR | 24 | Q3 2023 | 0.4% |
View SYM FINANCIAL Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-03 |
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.