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CIK: 0000764739
Total reported value
$1.2B
$1.2B
262 檔
34.9%
According to the latest 13F quarterly dataset, SYM FINANCIAL Corp managed an equity portfolio of $1.2B at the end of Q2 2024, spanning 262 distinct U.S. exchange-listed positions.
During Q2 2024, SYM FINANCIAL Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 262 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 29.50% | -3.06% | +2.41% | |
| 2 | NTSI | Wisdomtree International Eff | ETF-Other | 12.67% | -1.50% | +3.59% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 12.17% | -1.40% | +3.13% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 10.03% | -1.48% | +5.13% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.77% | -0.85% | +3.18% | |
| 6 | DOW | Dow Inc | Stock-Materials | 4.42% | -1.08% | -12.15% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.59% | -0.23% | -0.01% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.22% | -0.06% | -33.99% | |
| 9 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.97% | -0.11% | -6.31% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.28% | -0.14% | -0.27% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.01% | -0.08% | +4.65% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.90% | -0.20% | +29.04% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.03% | +7.78% | |
| 14 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.67% | — | — | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.62% | +12.06% | +4.20% | |
| 16 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.61% | -0.11% | +5.85% | |
| 17 | BHK | Blackrock Core Bond Trust | Stock-Other | 0.57% | — | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | -0.24% | +12.00% | |
| 19 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.45% | -0.08% | +0.67% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | -0.22% | +1610.41% | |
| 21 | QWLD | State Street Spdr Msci World | ETF-Other | 0.43% | -0.05% | -1.26% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | -0.10% | +122.46% | |
| 23 | LKFN | Lakeland Financial CORP | Stock-Other | 0.29% | -0.22% | +2.81% | |
| 24 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.28% | -0.66% | — | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.27% | -0.02% | -0.45% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.25% | -0.02% | -54.99% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.07% | +286.41% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.24% | -0.07% | +114.91% | |
| 29 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.24% | -0.04% | -3.13% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.21% | -0.02% | +12.13% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.08% | +16.43% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.13% | +52.09% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.18% | -0.08% | +79.49% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.17% | +0.03% | -14.19% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.17% | -0.01% | +8.91% | |
| 36 | GE | General Electric | Stock-Industrials | 0.16% | +0.02% | +37.19% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | -0.04% | +45.34% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | -0.01% | +1.23% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.14% | -0.04% | +2.17% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.13% | -0.02% | — | |
| 41 | TRGP | Targa Resources CORP | Stock-Energy | 0.12% | -0.02% | +0.72% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | +47.06% | |
| 43 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.11% | -0.03% | +88.30% | |
| 44 | XLE | Ss Energy Select Sector | ETF-Other | 0.11% | -0.02% | +4.30% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | -0.01% | +29.31% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.10% | — | -34.97% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.10% | -0.48% | +0.70% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.10% | — | -54.69% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | +0.03% | +97.09% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.09% | — | -7.45% |
According to official SEC Form 13F filings, SYM FINANCIAL Corp reported a total U.S. public equity portfolio value of $1.2B across 262 disclosed positions in Q2 2024.
During Q2 2024, SYM FINANCIAL Corp's top holdings by market value included DFAI (29.5%)、NTSI (12.7%)、VOE (12.2%). The largest single position, DFAI, represented 29.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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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 Q2 2024.
In Q2 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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