SYM FINANCIAL Corp

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Winona Lake, IN
CIK
0000764739
Alternate names
SYM FINANCIAL CORPORATION
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 263 747,250 DFAI, NTSI, VOE, VTI 13F-HR 11/14/2024 000139834424020778
Q2 2024 262 627,260 DFAI, NTSI, VOE, GOVT 13F-HR 8/8/2024 000139834424014076
Q1 2024 167 606,104 DFAI, NTSI, VOE, GOVT 13F-HR 5/6/2024 000139834424008805
Q4 2023 178 617,709 DFAI, NTSI, VOE, GOVT 13F-HR 2/6/2024 000139834424002157
Q3 2023 186 563,433 DFAI, NTSI, VOE, GOVT 13F-HR 10/27/2023 000139834423019852
Q2 2023 126 493,377 DFAI, NTSI, VOE, VTI 13F-HR 8/2/2023 000139834423013969
Q1 2023 105 453,177 DFAI, NTSI, VOE, VTI 13F-HR 5/2/2023 000139834423008519
Q4 2022 120 420,607 DFAI, NTSI, VOE, DOW 13F-HR 1/19/2023 000139834423000727
Q3 2022 104 206,519 NTSX, AGG, VTI, DOW 13F-HR 10/28/2022 000139834422020955
Q2 2022 115 211,437 NTSX, DOW, AGG, SCHB 13F-HR 7/19/2022 000139834422013492
Q1 2022 115 232,593 NTSX, DOW, SCHB, AGG 13F-HR 4/22/2022 000139834422007653
Q4 2021 103 257,020 NTSX, SCHB, DOW, AGG 13F-HR 2/3/2022 000139834422001976
Q3 2021 115 170,434 SCHB, DOW, AGG, VTI 13F-HR 10/15/2021 000139834421019984
Q2 2021 87 175,111 SCHB, DOW, AGG, VTI 13F-HR 7/20/2021 000139834421014526
Q1 2021 79 173,792 SCHB, DOW, DD, AGG 13F-HR 4/19/2021 000139834421008148
Q4 2020 81 136,429 SCHB, DD, DOW, VTI 13F-HR 1/26/2021 000139834421001363
Q3 2020 84 133,551 SCHB, VTI, DOW, DD 13F-HR 10/13/2020 000139834420019994
Q2 2020 63 123,982 SCHB, VTI, DD, DOW 13F-HR 7/27/2020 000139834420014481
Q1 2020 69 99,462 SCHB, VTI, DOW, DD 13F-HR 4/28/2020 000139834420008560
Q4 2019 95 151,395 SCHB, DD, VTI, DOW 13F-HR 2/11/2020 000139834420002630
Q3 2019 65 149,550 DD, VTI, SCHB, DOW 13F-HR 11/4/2019 000139834419018987
Q2 2019 71 155,699 VTI, DD, SCHB, DOW 13F-HR 7/29/2019 000139834419012726
Q1 2019 66 158,109 DD, VTI, SCHB, VT 13F-HR 5/14/2019 000139834419008764
Q4 2018 80 251,135 ACWF, DD, VTI, SCHB 13F-HR 2/13/2019 000139834419002598
Q3 2018 81 178,402 DD, VTI, SCHB, IHDG 13F-HR 11/14/2018 000139834418016547
Q2 2018 66 168,135 DD, VTI, SCHB, IHDG 13F-HR 8/13/2018 000139834418011702
Q1 2018 57 163,856 DD, VTI, SCHB, IHDG 13F-HR 5/15/2018 000139834418007594
Q4 2017 76 220,581 DD, VTI, SCHB, ADM 13F-HR 2/14/2018 000139834418002316