$174 Million is the total value of SYM FINANCIAL Corp's 79 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BHK | New | BLACKROCK CORE BD TR | $2,456,000 | – | 156,413 | +100.0% | 1.41% | – |
| CTVA | New | CORTEVA INC | $353,000 | – | 7,572 | +100.0% | 0.20% | – |
| EMXC | New | ISHARES INCmsci emrg chn | $239,000 | – | 4,018 | +100.0% | 0.14% | – |
| CVX | New | CHEVRON CORP NEW | $218,000 | – | 2,083 | +100.0% | 0.12% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $214,000 | – | 1,609 | +100.0% | 0.12% | – |
| PEP | New | PEPSICO INC | $207,000 | – | 1,467 | +100.0% | 0.12% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $202,000 | – | 1,983 | +100.0% | 0.12% | – |
| XLC | New | SELECT SECTOR SPDR TR | $67,000 | – | 908 | +100.0% | 0.04% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $59,000 | – | 703 | +100.0% | 0.03% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $42,000 | – | 426 | +100.0% | 0.02% | – |
| IBB | New | ISHARES TRnasdaq biotech | $19,000 | – | 127 | +100.0% | 0.01% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $9,000 | – | 111 | +100.0% | 0.01% | – |
| IWR | New | ISHARES TRrus mid cap etf | $2,000 | – | 30 | +100.0% | 0.00% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $2,000 | – | 20 | +100.0% | 0.00% | – |
| VOO | New | VANGUARD INDEX FDS | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-19
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.