$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TRus brd mkt etf | $27,568,000 | -1.1% | 432,162 | 0.0% | 16.82% | +33.1% | |
| IHDG | WISDOMTREE TRitl hdg qtly div | $1,289,000 | -2.6% | 41,763 | 0.0% | 0.79% | +31.2% | |
| BLK | BLACKROCK INC | $265,000 | +5.6% | 489 | 0.0% | 0.16% | +42.1% | |
| SMLF | ISHARES TRmultifactor usa | $258,000 | -1.1% | 6,604 | 0.0% | 0.16% | +33.1% | |
| IUSV | ISHARES TRcore s&p us vlu | $240,000 | -4.4% | 4,527 | 0.0% | 0.15% | +28.1% | |
| ICF | ISHARES TRcohen steer reit | $84,000 | -7.7% | 900 | 0.0% | 0.05% | +24.4% | |
| IWM | ISHARES TRrussell 2000 etf | $57,000 | 0.0% | 373 | 0.0% | 0.04% | +34.6% | |
| IVW | ISHARES TRs&p 500 grwt etf | $43,000 | +2.4% | 277 | 0.0% | 0.03% | +36.8% | |
| PFF | ISHARES TRs&p us pfd stk | $41,000 | 0.0% | 1,079 | 0.0% | 0.02% | +31.6% | |
| IOO | ISHARES TRglobal 100 etf | $19,000 | -5.0% | 212 | 0.0% | 0.01% | +33.3% | |
| GSS | GOLDEN STAR RES LTD CDA | $18,000 | -33.3% | 30,000 | 0.0% | 0.01% | -8.3% |
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.