$421 Million is the total value of SYM FINANCIAL Corp's 120 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 122.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHA | Exit | SCHWAB STRATEGIC TRus sml cap etf | $0 | – | -38 | -100.0% | 0.00% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRemrg mkteq etf | $0 | – | -11 | -100.0% | 0.00% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -29 | -100.0% | 0.00% | – |
| SCHC | Exit | SCHWAB STRATEGIC TRintl sceqt etf | $0 | – | -9 | -100.0% | 0.00% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -28 | -100.0% | -0.00% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -119 | -100.0% | -0.00% | – |
| IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -153 | -100.0% | -0.01% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -818 | -100.0% | -0.03% | – |
| LNC | Exit | LINCOLN NATL CORP IND | $0 | – | -6,170 | -100.0% | -0.13% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -2,648 | -100.0% | -0.14% | – |
| SWAN | Exit | AMPLIFY ETF TRblackswan grwt | $0 | – | -87,723 | -100.0% | -1.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-19
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.