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CIK: 0000764739
Total reported value
$1.2B
$1.2B
263 檔
40.7%
In Q3 2024, SYM FINANCIAL Corp's U.S. equity holdings reached a combined market value of $1.2B, distributed across 263 disclosed stock positions.
During Q3 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 40.7% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 263 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 26.81% | -3.06% | +1.08% | |
| 2 | NTSI | Wisdomtree International Eff | ETF-Other | 11.61% | -1.50% | +1.26% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 11.42% | -1.40% | +0.27% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.00% | -0.85% | +112.45% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 8.95% | -1.48% | +2.35% | |
| 6 | DOW | Dow Inc | Stock-Materials | 3.76% | -1.08% | -1.60% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.30% | -0.23% | +0.05% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.94% | -0.06% | -0.12% | |
| 9 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.73% | -0.11% | -4.90% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.16% | -0.14% | -0.01% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.92% | -0.08% | +1.50% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.89% | -0.20% | +6.29% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.69% | +0.03% | +2.26% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.59% | -0.66% | +134.97% | |
| 15 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.57% | -0.11% | +1.48% | |
| 16 | PTY | Pimco Corporate & Income Opp | Stock-Other | 0.56% | — | — | |
| 17 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.56% | +12.06% | +2.13% | |
| 18 | BHK | Blackrock Core Bond Trust | Stock-Other | 0.54% | — | — | |
| 19 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.51% | — | — | |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.51% | — | — | |
| 21 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 0.51% | — | — | |
| 22 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.51% | — | — | |
| 23 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 0.50% | — | — | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.24% | +3.89% | |
| 25 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.46% | -0.08% | +18.87% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.42% | -0.48% | +371.45% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | -0.22% | +11.99% | |
| 28 | QWLD | State Street Spdr Msci World | ETF-Other | 0.41% | -0.05% | +5.25% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.38% | — | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.34% | — | — | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.10% | +1.07% | |
| 32 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.24% | -0.02% | -0.96% | |
| 33 | LKFN | Lakeland Financial CORP | Stock-Other | 0.24% | -0.22% | -6.25% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.07% | +4.64% | |
| 35 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.22% | -0.04% | +5.86% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.01% | +52.89% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | -0.08% | +1186.86% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.19% | -0.08% | +3.53% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.13% | +12.79% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.19% | -0.02% | -15.17% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | -0.02% | +0.74% | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.17% | -0.01% | +12.79% | |
| 43 | GE | General Electric | Stock-Industrials | 0.16% | +0.02% | -2.08% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | -0.07% | -17.39% | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.04% | +1.79% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.15% | +0.03% | — | |
| 47 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.13% | -0.02% | +0.54% | |
| 48 | RPM | Rpm International Inc | Stock-Materials | 0.13% | -0.01% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.12% | — | +13.10% | |
| 50 | TRGP | Targa Resources CORP | Stock-Energy | 0.12% | -0.02% | +2.58% |
According to official SEC Form 13F filings, SYM FINANCIAL Corp reported a total U.S. public equity portfolio value of $1.2B across 263 disclosed positions in Q3 2024.
During Q3 2024, SYM FINANCIAL Corp's top holdings by market value included DFAI (26.8%)、NTSI (11.6%)、VOE (11.4%). The largest single position, DFAI, represented 26.8% of total portfolio value.
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In Q3 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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