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CIK: 0000764739
Total reported value
$1.2B
$1.2B
420 檔
45.6%
During the Q2 2025 filing period, SYM FINANCIAL Corp (CIK: 0000764739) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 420 reported positions.
During Q2 2025, 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 420 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | ETF-Other | 25.59% | -3.06% | -0.85% | |
| 2 | NTSI | Wisdomtree International Eff | ETF-Other | 10.96% | -1.50% | +0.28% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 9.73% | -1.40% | +1.66% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 8.80% | -0.85% | +1.48% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 8.45% | -1.48% | +0.75% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.73% | -0.23% | +1.92% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.89% | -0.66% | +19.75% | |
| 8 | DOW | Dow Inc | Stock-Materials | 1.63% | -1.08% | +5.80% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | -0.22% | +4.63% | |
| 10 | VIOV | Vanguard S&p Small-cap 600 V | ETF-Other | 1.30% | -0.11% | +0.52% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | -0.24% | +8.27% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.23% | -0.20% | +6.81% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.04% | -0.14% | — | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.87% | -0.08% | +1.74% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.10% | -6.31% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | -0.13% | +0.12% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.54% | +0.03% | +3.60% | |
| 18 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.53% | -0.11% | +1.83% | |
| 19 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.52% | +12.06% | +2.29% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | -0.08% | +0.99% | |
| 21 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.46% | -0.08% | +28.27% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | -0.48% | +4.54% | |
| 23 | QWLD | State Street Spdr Msci World | ETF-Other | 0.36% | -0.05% | -0.96% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | -0.01% | +62.40% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.29% | -0.09% | +4.71% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.08% | +12.74% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.27% | -0.06% | -82.02% | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.26% | — | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.22% | -0.02% | +27.00% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.22% | -0.08% | +8.69% | |
| 31 | JPIB | Jpmorgan Intl Bnd ETF | ETF-Other | 0.21% | -0.04% | +12.24% | |
| 32 | GE | General Electric | Stock-Industrials | 0.20% | +0.02% | +9.59% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | -0.07% | +8.81% | |
| 34 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.20% | -0.02% | -10.29% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.19% | -0.01% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.16% | — | +23.58% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.16% | — | +69.26% | |
| 38 | INTU | Intuit Inc | Stock-Tech | 0.16% | -0.03% | -1.22% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.16% | -0.06% | -10.54% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | — | +7.88% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.15% | -0.04% | -9.91% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.15% | — | +41.96% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.14% | +0.03% | — | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.14% | -0.02% | — | |
| 45 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.14% | -0.02% | EXIT | |
| 46 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.14% | -0.04% | +31.36% | |
| 47 | LKFN | Lakeland Financial CORP | Stock-Other | 0.14% | -0.22% | +0.75% | |
| 48 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 0.13% | — | NEW | |
| 49 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.13% | -0.02% | +12.27% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.13% | — | +429.34% |
According to official SEC Form 13F filings, SYM FINANCIAL Corp reported a total U.S. public equity portfolio value of $1.2B across 420 disclosed positions in Q2 2025.
During Q2 2025, SYM FINANCIAL Corp's top holdings by market value included DFAI (25.6%)、NTSI (11.0%)、VOE (9.7%). The largest single position, DFAI, represented 25.6% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including DFAI, NTSI, VOE) accounted for 45.6% of total reported equity market value during Q2 2025.
In Q2 2025, 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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