$207 Million is the total value of SYM FINANCIAL Corp's 104 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IYK | New | ISHARES TRus consm staples | $75,000 | – | 415 | +100.0% | 0.04% | – |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $60,000 | – | 818 | +100.0% | 0.03% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $7,000 | – | 119 | +100.0% | 0.00% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $2,000 | – | 28 | +100.0% | 0.00% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $1,000 | – | 29 | +100.0% | 0.00% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $1,000 | – | 38 | +100.0% | 0.00% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | 11 | +100.0% | 0.00% | – |
| SCHC | New | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | 9 | +100.0% | 0.00% | – |
| URTH | New | ISHARES INCmsci world etf | $1,000 | – | 8 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-28
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.