SYM FINANCIAL Corp
Q3 2023 13F Holdings
- Locationwinona lake, IN
- Num holdings
186
- Value ($000)
$563,434
- Date Filed10/27/2023
- Form type13F-HR
- CIK0000764739
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $166.48 M | 30 % | 6,376,069 | ||
NTSI WISDOMTREE TR | INTERNATIONL EFI | 97717Y634 | $65.72 M | 12 % | 2,057,702 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $60.47 M | 11 % | 461,706 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $44.17 M | 8 % | 2,003,885 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $31.81 M | 6 % | 149,739 | ||
DOW DOW INC | COM | 260557103 | $31.13 M | 6 % | 603,833 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $27.07 M | 5 % | 543,050 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $17.09 M | 3 % | 181,782 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 | $15.51 M | 3 % | 309,012 | ||
VIOV VANGUARD ADMIRAL FDS INC | SMLCP 600 VAL | 921932778 | $13.46 M | 2 % | 174,720 |
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