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Size ($ in 1000's)
At 12/31/2023: $617,709
At 09/30/2023: $563,430
SYM FINANCIAL Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SYM FINANCIAL Corp 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the SYM FINANCIAL Corp top holdings by largest position size, as per the latest 13f filing made by SYM FINANCIAL Corp.
In the SYM FINANCIAL Corp-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by SYM FINANCIAL Corp in that top holding, then the share count change between reporting periods, and finally the SYM FINANCIAL Corp top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAI) |
6,146,997 |
-229,072 |
$176,050 | | DFAI | 6,146,997 | -229,072 | $176,050 | | WISDOMTREE TR |
2,071,084 |
+13,382 |
$73,987 | | NTSI | 2,071,084 | +13,382 | $73,987 | | VANGUARD INDEX FDS (VOE) |
475,820 |
+14,114 |
$68,999 | | VOE | 475,820 | +14,114 | $68,999 | | ISHARES TR (GOVT) |
2,408,939 |
+405,054 |
$55,502 | | GOVT | 2,408,939 | +405,054 | $55,502 | | ISHARES TR (AGG) |
351,765 |
+169,983 |
$34,913 | | AGG | 351,765 | +169,983 | $34,913 | | DOW INC |
597,448 |
-6,385 |
$32,764 | | DOW | 597,448 | -6,385 | $32,764 | | VANGUARD INDEX FDS (VTI) |
130,661 |
-19,078 |
$30,995 | | VTI | 130,661 | -19,078 | $30,995 | | SCHWAB STRATEGIC TR |
435,695 |
-107,355 |
$24,255 | | SCHB | 435,695 | -107,355 | $24,255 | | VANGUARD ADMIRAL FDS INC (VIOV) |
164,067 |
-10,653 |
$14,520 | | VIOV | 164,067 | -10,653 | $14,520 | | ISHARES TR (IEFA) |
140,380 |
-59,650 |
$9,876 | | IEFA | 140,380 | -59,650 | $9,876 | | SCHWAB STRATEGIC TR |
118,237 |
-4,053 |
$9,001 | | SCHD | 118,237 | -4,053 | $9,001 | | APPLE INC |
29,327 |
+3,217 |
$5,646 | | AAPL | 29,327 | +3,217 | $5,646 | | VANGUARD INTL EQUITY INDEX F (VT) |
49,883 |
+5,400 |
$5,132 | | VT | 49,883 | +5,400 | $5,132 | | MICROSOFT CORP |
10,393 |
+1,179 |
$3,908 | | MSFT | 10,393 | +1,179 | $3,908 | | PIMCO CORPORATE & INCOME OPP |
294,137 |
-12,454 |
$3,894 | | PTY | 294,137 | -12,454 | $3,894 | | J P MORGAN EXCHANGE TRADED F (JPST) |
76,808 |
-232,204 |
$3,858 | | JPST | 76,808 | -232,204 | $3,858 | | BLACKROCK CORE BD TR |
337,858 |
UNCH |
$3,686 | | BHK | 337,858 | UNCH | $3,686 | | ELI LILLY & CO |
6,141 |
+364 |
$3,580 | | LLY | 6,141 | +364 | $3,580 | | ISHARES INC (ACWV) |
28,112 |
+5,358 |
$2,821 | | ACWV | 28,112 | +5,358 | $2,821 | | DIMENSIONAL ETF TRUST (DFAU) |
79,974 |
+16,375 |
$2,659 | | DFAU | 79,974 | +16,375 | $2,659 | | SPDR INDEX SHS FDS (QWLD) |
22,643 |
-426 |
$2,494 | | QWLD | 22,643 | -426 | $2,494 | | SCHWAB STRATEGIC TR |
48,900 |
+17,278 |
$2,431 | | SCHR | 48,900 | +17,278 | $2,431 | | LAKELAND FINL CORP |
32,529 |
UNCH |
$2,120 | | LKFN | 32,529 | UNCH | $2,120 | | SCHWAB STRATEGIC TR |
21,287 |
-3,509 |
$1,766 | | SCHG | 21,287 | -3,509 | $1,766 | | VANGUARD STAR FDS (VXUS) |
28,979 |
UNCH |
$1,680 | | VXUS | 28,979 | UNCH | $1,680 | | ISHARES TR (ACWI) |
15,390 |
-2,104 |
$1,566 | | ACWI | 15,390 | -2,104 | $1,566 | | J P MORGAN EXCHANGE TRADED F (JPIB) |
28,193 |
+16,509 |
$1,347 | | JPIB | 28,193 | +16,509 | $1,347 | | JPMORGAN CHASE & CO |
6,922 |
-199 |
$1,177 | | JPM | 6,922 | -199 | $1,177 | | SCHWAB STRATEGIC TR |
15,268 |
-1,987 |
$1,150 | | SCHM | 15,268 | -1,987 | $1,150 | | GENERAL ELECTRIC CO |
8,331 |
+249 |
$1,063 | | GE | 8,331 | +249 | $1,063 | | VANGUARD WORLD FDS (VGT) |
2,191 |
UNCH |
$1,060 | | VGT | 2,191 | UNCH | $1,060 | | SPDR S&P 500 ETF TR (SPY) |
2,181 |
+115 |
$1,037 | | SPY | 2,181 | +115 | $1,037 | | META PLATFORMS INC |
2,727 |
+667 |
$965 | | META | 2,727 | +667 | $965 | | JOHNSON & JOHNSON |
5,963 |
+787 |
$935 | | JNJ | 5,963 | +787 | $935 | | AMAZON COM INC |
6,085 |
+1,309 |
$925 | | AMZN | 6,085 | +1,309 | $925 | | VANGUARD INDEX FDS (VOO) |
1,953 |
-161 |
$853 | | VOO | 1,953 | -161 | $853 | | WALMART INC |
5,030 |
+2,349 |
$793 | | WMT | 5,030 | +2,349 | $793 | | NVIDIA CORPORATION |
1,558 |
+487 |
$772 | | NVDA | 1,558 | +487 | $772 | | SELECT SECTOR SPDR TR (XLE) |
8,976 |
+406 |
$753 | | XLE | 8,976 | +406 | $753 | | PROSHARES TR (NOBL) |
7,286 |
-62 |
$694 | | NOBL | 7,286 | -62 | $694 | | MCDONALDS CORP |
2,306 |
+85 |
$684 | | MCD | 2,306 | +85 | $684 | | PIMCO ETF TR (MINT) |
6,846 |
+1,311 |
$683 | | MINT | 6,846 | +1,311 | $683 | | VANGUARD TAX MANAGED FDS (VEA) |
13,111 |
-1,902 |
$628 | | VEA | 13,111 | -1,902 | $628 | | VANGUARD SPECIALIZED FUNDS (VIG) |
3,485 |
+191 |
$594 | | VIG | 3,485 | +191 | $594 | | ISHARES TR (ESGU) |
5,528 |
UNCH |
$580 | | ESGU | 5,528 | UNCH | $580 | | TESLA INC |
2,283 |
+19 |
$567 | | TSLA | 2,283 | +19 | $567 | | ISHARES INC (IEMG) |
11,149 |
+2,312 |
$564 | | IEMG | 11,149 | +2,312 | $564 | | HOME DEPOT INC |
1,626 |
+120 |
$563 | | HD | 1,626 | +120 | $563 | | TARGA RES CORP |
6,000 |
UNCH |
$521 | | TRGP | 6,000 | UNCH | $521 | | ALPHABET INC |
3,607 |
+3,607 |
$504 | | GOOGL | 3,607 | +3,607 | $504 |
See Full List: All Stocks Held By SYM FINANCIAL Corp
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By SYM FINANCIAL Corp
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