$134 Million is the total value of SYM FINANCIAL Corp's 84 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ACWV | New | ISHARES INCmsci gbl min vol | $273,000 | – | 2,972 | +100.0% | 0.20% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $227,000 | – | 1,671 | +100.0% | 0.17% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $217,000 | – | 1,686 | +100.0% | 0.16% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $212,000 | – | 2,040 | +100.0% | 0.16% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $31,000 | – | 414 | +100.0% | 0.02% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $21,000 | – | 684 | +100.0% | 0.02% | – |
| XLC | New | SELECT SECTOR SPDR TR | $15,000 | – | 252 | +100.0% | 0.01% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $14,000 | – | 326 | +100.0% | 0.01% | – |
| MBB | New | ISHARES TRmbs etf | $14,000 | – | 125 | +100.0% | 0.01% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $11,000 | – | 185 | +100.0% | 0.01% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $11,000 | – | 112 | +100.0% | 0.01% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $11,000 | – | 73 | +100.0% | 0.01% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $8,000 | – | 50 | +100.0% | 0.01% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $5,000 | – | 45 | +100.0% | 0.00% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $5,000 | – | 53 | +100.0% | 0.00% | – |
| IBB | New | ISHARES TRnasdaq biotech | $5,000 | – | 34 | +100.0% | 0.00% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $6,000 | – | 42 | +100.0% | 0.00% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $4,000 | – | 53 | +100.0% | 0.00% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $3,000 | – | 27 | +100.0% | 0.00% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $1,000 | – | 20 | +100.0% | 0.00% | – |
| MUB | New | ISHARES TRnational mun etf | $1,000 | – | 9 | +100.0% | 0.00% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $1,000 | – | 7 | +100.0% | 0.00% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $1,000 | – | 26 | +100.0% | 0.00% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $1,000 | – | 22 | +100.0% | 0.00% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $2,000 | – | 11 | +100.0% | 0.00% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $2,000 | – | 14 | +100.0% | 0.00% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $2,000 | – | 21 | +100.0% | 0.00% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-10-13
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.