$233 Million is the total value of SYM FINANCIAL Corp's 115 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LDUR | New | PIMCO ETF TRenhncd lw dur ac | $792,000 | – | 8,116 | +100.0% | 0.34% | – |
| GLD | New | SPDR GOLD TR | $278,000 | – | 1,539 | +100.0% | 0.12% | – |
| ABBV | New | ABBVIE INC | $266,000 | – | 1,643 | +100.0% | 0.11% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $164,000 | – | 59 | +100.0% | 0.07% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $50,000 | – | 18 | +100.0% | 0.02% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $21,000 | – | 107 | +100.0% | 0.01% | – |
| SCZ | New | ISHARES TReafe sml cp etf | $12,000 | – | 185 | +100.0% | 0.01% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $10,000 | – | 41 | +100.0% | 0.00% | – |
| VAW | New | VANGUARD WORLD FDSmaterials etf | $6,000 | – | 32 | +100.0% | 0.00% | – |
| IYR | New | ISHARES TRu.s. real es etf | $7,000 | – | 65 | +100.0% | 0.00% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $4,000 | – | 30 | +100.0% | 0.00% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $3,000 | – | 29 | +100.0% | 0.00% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $1,000 | – | 15 | +100.0% | 0.00% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $0 | – | 2 | +100.0% | 0.00% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $0 | – | 2 | +100.0% | 0.00% | – |
| MUB | New | ISHARES TRnational mun etf | $1,000 | – | 5 | +100.0% | 0.00% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $1,000 | – | 6 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-22
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 | 2024-02-06 |
| 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 |
| 13F-HR | 2021-10-15 |
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.