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| Name: |
SYM FINANCIAL CORPORATION |
| City: |
Winona Lake |
| State: |
IN |
| Zip: |
46590 |
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data |
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| Holdings
Found :
44 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
BHK |
Blackrock Core Bond Trust |
14 |
- |
$10.86 |
$3,649,000 |
337,858 |
0.6% |
-37,000 |
0 |
0.626 |
Closed - End Fund - F... |
|
|
VGT |
Vanguard I T VIPERS |
28 |
- |
$577.17 |
$1,149,000 |
2,191 |
0.19% |
89,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IJS |
iShares S&P SmCp 600/BRR Vl |
52 |
- |
$96.64 |
$408,000 |
3,968 |
0.07% |
-1,000 |
0 |
0.005 |
Closed - End Fund - E... |
|
|
DFLV |
Dfa Dimensional Us Large Ca... |
57 |
- |
$0.00 |
$392,000 |
13,072 |
0.06% |
38,000 |
0 |
0.015 |
N/A |
|
|
MDY |
Standrd Poor Mdcp 400 SPDR |
68 |
- |
$537.11 |
$334,000 |
600 |
0.06% |
30,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
VO |
Vanguard Mid Cap VIPERS |
74 |
- |
$243.49 |
$299,000 |
1,195 |
0.05% |
21,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
DISV |
Dfa Dimensional Internation... |
78 |
- |
$0.00 |
$284,000 |
10,463 |
0.05% |
14,000 |
0 |
0.012 |
N/A |
|
|
ACWF |
Ishares Edge Msci Multifact... |
82 |
- |
$0.00 |
$262,000 |
6,349 |
0.04% |
22,000 |
0 |
0.24 |
N/A |
|
|
XLY |
SPDR cnsmr discr sel sect |
84 |
- |
$179.75 |
$254,000 |
1,379 |
0.04% |
7,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
93 |
- |
$0.00 |
$207,000 |
1,261 |
0.03% |
21,000 |
0 |
0 |
N/A |
|
|
XLV |
SPDR Select Sector Health |
94 |
- |
$145.93 |
$204,000 |
1,383 |
0.03% |
15,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
XLI |
SPDR Industrial Sector |
97 |
- |
$122.38 |
$180,000 |
1,426 |
0.03% |
17,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IQLT |
Ishares Edge Msci Intl Qual... |
98 |
- |
$0.00 |
$171,000 |
4,301 |
0.03% |
9,000 |
0 |
0 |
N/A |
|
|
ITOT |
iShares Core S&P Total US |
105 |
- |
$118.12 |
$125,000 |
1,080 |
0.02% |
11,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
PXSV |
Invesco Russell 2000 Pure V... |
106 |
- |
$52.58 |
$114,000 |
2,000 |
0.02% |
6,000 |
0 |
0.008 |
Closed - End Fund - Debt |
|
|
SMLF |
Ishares Edge Msci Multifact... |
111 |
- |
$61.15 |
$87,000 |
1,373 |
0.01% |
6,000 |
0 |
0.001 |
N/A |
|
|
IWF |
iShares Russell 1000 Growth |
112 |
- |
$361.86 |
$80,000 |
237 |
0.01% |
8,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IWP |
iShares Tr Russell MidCap Gr |
114 |
- |
$109.84 |
$77,000 |
676 |
0.01% |
6,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
XLC |
Communication Services Sele... |
117 |
- |
$83.86 |
$74,000 |
908 |
0.01% |
8,000 |
0 |
0 |
N/A |
|
|
VFH |
Vanguard Financial VIPERS |
118 |
- |
$98.80 |
$72,000 |
703 |
0.01% |
7,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
DFUS |
Dimensional U S Equity Etf |
119 |
- |
$58.66 |
$71,000 |
1,247 |
0.01% |
6,000 |
0 |
0 |
N/A |
|
|
ISCF |
Ishares Edge Msci Multifact... |
122 |
- |
$0.00 |
$64,000 |
1,928 |
0.01% |
2,000 |
0 |
0.021 |
N/A |
|
|
MOAT |
VANECK VECTORS ETF TR |
123 |
- |
$53.88 |
$63,000 |
700 |
0.01% |
4,000 |
0 |
0.001 |
N/A |
|
|
IWB |
ishares trust Russell 1000 |
129 |
- |
$295.68 |
$51,000 |
178 |
0.01% |
4,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
XLF |
SPDR Financial Sector |
130 |
- |
$40.78 |
$50,000 |
1,183 |
0.01% |
6,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
JPIN |
Jpmorgan Diversified Return... |
131 |
- |
$0.00 |
$47,000 |
843 |
0.01% |
1,000 |
0 |
0.005 |
N/A |
|
|
XLG |
Invesco S&P 500 Top 50 ETF |
132 |
- |
$45.55 |
$46,000 |
1,100 |
0.01% |
5,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
IXJ |
iShares Trust S&P Glbl Hltcr |
133 |
- |
$92.83 |
$45,000 |
484 |
0.01% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
VB |
Vanguard Small Cap VIPERS |
134 |
- |
$219.02 |
$41,000 |
180 |
0.01% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
IWO |
iShares Russell 2000 Growth |
135 |
- |
$262.07 |
$38,000 |
140 |
0.01% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DFUV |
DFA Dimensional Us Marketwi... |
136 |
- |
$39.07 |
$37,000 |
894 |
0.01% |
4,000 |
0 |
0 |
N/A |
|
|
ITA |
iShares Dow Jones US Aerosp... |
137 |
- |
$0.00 |
$33,000 |
250 |
0.01% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
VUG |
Vanguard Growth VIPERS |
138 |
- |
$371.22 |
$30,000 |
87 |
0% |
3,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
HYG |
iShares iBoxx $ High Yield ... |
139 |
- |
$77.36 |
$29,000 |
371 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
IXC |
iShares tr S&P Glbl Energy |
142 |
- |
$40.22 |
$27,000 |
627 |
0% |
2,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
FIDU |
Fidelity MSCI Industrials I... |
144 |
- |
$65.69 |
$25,000 |
365 |
0% |
3,000 |
0 |
0 |
N/A |
|
|
DFIV |
Dimensional International V... |
146 |
- |
$36.48 |
$23,000 |
616 |
0% |
2,000 |
0 |
0 |
N/A |
|
|
DFAS |
Dimensional U S Small Cap Etf |
150 |
- |
$60.06 |
$16,000 |
254 |
0% |
1,000 |
0 |
0 |
N/A |
|
|
XLB |
SPDR Materials Select Sector |
153 |
- |
$89.81 |
$10,000 |
111 |
0% |
1,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
ACWX |
iShares MSCI ACWI ex US Index |
156 |
- |
$53.06 |
$9,000 |
166 |
0% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
DFSU |
Dimensional Us Sustainabili... |
164 |
- |
$0.00 |
$4,000 |
120 |
0% |
0 |
0 |
0 |
N/A |
|
|
DFSB |
Dfa Dimensional Glbl Sustai... |
163 |
- |
$0.00 |
$4,000 |
81 |
0% |
0 |
0 |
0.001 |
N/A |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
174 |
- |
$164.73 |
$0 |
2 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
VWO |
Vanguard Emerging Markets S... |
173 |
- |
$43.64 |
$0 |
5 |
0% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
