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CIK: 0000764739
Total reported value
$1.2B
$1.2B
167 檔
34.9%
At the close of Q1 2024, SYM FINANCIAL Corp disclosed equity holdings valued at approximately $1.2B, spread across 167 reported holdings.
During Q1 2024, SYM FINANCIAL Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAI, NTSI, VOE) accounted for 34.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 30.37% | -3.06% | -0.91% | |
| 2 | NTSI | Wisdomtree International Eff | ETF-Other | 12.89% | -1.50% | +1.77% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 12.66% | -1.40% | +3.42% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 9.96% | -1.48% | +10.05% | |
| 5 | DOW | Dow Inc | Stock-Materials | 5.69% | -1.08% | -0.41% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.65% | -0.85% | -17.09% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.51% | -0.06% | -38.17% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.61% | -0.23% | -40.63% | |
| 9 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 2.29% | -0.11% | -4.14% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.36% | -0.14% | -20.78% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.98% | -0.08% | +8.06% | |
| 12 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.72% | — | -0.77% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.67% | +0.03% | -14.38% | |
| 14 | BHK | Blackrock Core Bond Trust | Stock-Other | 0.60% | — | — | |
| 15 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.60% | -0.11% | +23.16% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.60% | -0.02% | -61.99% | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.60% | +12.06% | +23.83% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.59% | -0.20% | -28.83% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.49% | -0.24% | -32.66% | |
| 20 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.46% | -0.08% | +16.38% | |
| 21 | QWLD | State Street Spdr Msci World | ETF-Other | 0.45% | -0.05% | +0.80% | |
| 22 | LKFN | Lakeland Financial CORP | Stock-Other | 0.31% | -0.22% | -12.86% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.29% | -0.66% | -0.36% | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.28% | -0.02% | -0.98% | |
| 25 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.26% | -0.04% | +17.34% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.23% | — | -64.67% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.22% | -15.53% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.19% | +0.03% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | -0.02% | -0.23% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | -0.01% | -30.81% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.15% | — | -52.88% | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.15% | -0.01% | +44.39% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | -0.10% | -17.09% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.15% | -0.08% | +197.18% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.14% | -0.04% | +22.00% | |
| 36 | GE | General Electric | Stock-Industrials | 0.14% | +0.02% | -44.00% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.04% | -21.37% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.13% | -45.73% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.11% | -0.02% | -18.07% | |
| 40 | TRGP | Targa Resources CORP | Stock-Energy | 0.11% | -0.02% | +0.08% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.10% | -0.48% | -4.61% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.10% | -0.07% | +8.01% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.10% | — | +1.07% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.10% | -0.02% | -10.84% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.09% | -0.01% | -18.16% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.09% | -0.08% | +5.98% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.08% | — | +3.69% | |
| 48 | AON | Aon plc | Stock-Financials | 0.07% | +0.02% | +2.56% | |
| 49 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.07% | -0.01% | -2.66% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.07% | -0.01% | +2.08% |
According to official SEC Form 13F filings, SYM FINANCIAL Corp reported a total U.S. public equity portfolio value of $1.2B across 167 disclosed positions in Q1 2024.
During Q1 2024, SYM FINANCIAL Corp's top holdings by market value included DFAI (30.4%)、NTSI (12.9%)、VOE (12.7%). The largest single position, DFAI, represented 30.4% of total portfolio value.
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In Q1 2024, SYM FINANCIAL Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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