$175 Million is the total value of SYM FINANCIAL Corp's 87 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HBAN | New | HUNTINGTON BANCSHARES INC | $381,000 | – | 26,715 | +100.0% | 0.22% | – |
| ESGU | New | ISHARES TResg awr msci usa | $233,000 | – | 2,364 | +100.0% | 0.13% | – |
| PFE | New | PFIZER INC | $218,000 | – | 5,580 | +100.0% | 0.12% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $173,000 | – | 1,199 | +100.0% | 0.10% | – |
| GAB | New | GABELLI EQUITY TR INC | $58,000 | – | 8,335 | +100.0% | 0.03% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $53,000 | – | 124 | +100.0% | 0.03% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $31,000 | – | 180 | +100.0% | 0.02% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $29,000 | – | 216 | +100.0% | 0.02% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $15,000 | – | 64 | +100.0% | 0.01% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $16,000 | – | 111 | +100.0% | 0.01% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $15,000 | – | 66 | +100.0% | 0.01% | – |
| GABRT | New | GABELLI EQUITY TR INCright 07/14/2021 | $1,000 | – | 8,170 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-20
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.