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CIK: 0000764739
Total reported value
$1.2B
$1.2B
352 檔
42.4%
As reported in its official Q1 2025 Form 13F filing, SYM FINANCIAL Corp's tracked investment portfolio stood at $1.2B with 352 total positions.
In Q1 2025, SYM FINANCIAL Corp displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAI, NTSI, VOE) accounted for 42.4% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 352 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 25.67% | -3.06% | +0.34% | |
| 2 | NTSI | Wisdomtree International Eff | ETF-Other | 11.15% | -1.50% | +0.61% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 10.28% | -1.40% | +2.16% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 9.24% | -1.48% | +5.90% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.63% | -0.85% | +7.53% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.66% | -0.23% | +28.50% | |
| 7 | DOW | Dow Inc | Stock-Materials | 2.23% | -1.08% | +0.18% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.62% | -0.06% | -6.92% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.56% | -0.66% | -0.86% | |
| 10 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.40% | -0.11% | -1.85% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.38% | -0.20% | +2.87% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | -0.22% | +12.92% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.03% | -0.14% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.24% | -4.64% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.85% | -0.08% | +0.25% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | -0.10% | -5.12% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.60% | +0.03% | -5.43% | |
| 18 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.56% | -0.11% | +4.25% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.53% | -0.13% | -1.33% | |
| 20 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.51% | +12.06% | +1.29% | |
| 21 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.39% | -0.08% | -6.38% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | -0.48% | +4.02% | |
| 23 | QWLD | State Street Spdr Msci World | ETF-Other | 0.37% | -0.05% | -0.26% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | -0.08% | +78.64% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.30% | -0.09% | -11.96% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.08% | +7.65% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.22% | -0.02% | +2.52% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.21% | -0.08% | +17.40% | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | -0.01% | +10.85% | |
| 30 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.20% | -0.04% | +0.64% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.20% | -0.04% | +18.75% | |
| 32 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.19% | -0.01% | -0.27% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | -0.01% | +2.81% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | -0.07% | +17.11% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | -0.02% | -20.64% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | +23.83% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.16% | -0.02% | +3.49% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | — | +160.64% | |
| 39 | GE | General Electric | Stock-Industrials | 0.16% | +0.02% | +10.06% | |
| 40 | TRGP | Targa Resources CORP | Stock-Energy | 0.15% | -0.02% | +0.63% | |
| 41 | CRM | Salesforce Inc | Stock-Tech | 0.15% | -0.04% | EXIT | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.07% | +5.62% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.15% | — | NEW | |
| 44 | NOW | Servicenow Inc | Stock-Tech | 0.15% | -0.06% | +15.72% | |
| 45 | LKFN | Lakeland Financial CORP | Stock-Other | 0.14% | -0.22% | -27.30% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.14% | -0.02% | EXIT | |
| 47 | INTU | Intuit Inc | Stock-Tech | 0.14% | -0.03% | +5.01% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.13% | +0.03% | — | |
| 49 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.13% | -0.04% | EXIT | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.12% | +0.02% | +109.32% |
According to official SEC Form 13F filings, SYM FINANCIAL Corp reported a total U.S. public equity portfolio value of $1.2B across 352 disclosed positions in Q1 2025.
During Q1 2025, SYM FINANCIAL Corp's top holdings by market value included DFAI (25.7%)、NTSI (11.2%)、VOE (10.3%). The largest single position, DFAI, represented 25.7% of total portfolio value.
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Top New Position Initiated
DFAI
市值: $208.3M
In Q1 2025, SYM FINANCIAL Corp made 50 total portfolio adjustments, initiating 50 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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