SYM FINANCIAL Corp
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), SYM FINANCIAL Corp reported 333 stock positions worth $773.6 million. Its top holding was Dimensional International (DFAI) at 25.1% of the portfolio, followed by Wisdomtree International Eff (NTSI, 10.8%) and Vngrd Mrngstr MD-Cap Val ETF (VOE, 10.6%). Compared with Q3 2024, it opened 99 new positions, sold out of 29, added to 136 and reduced 47. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +203%) and the biggest sale Vngrd Mrngstr MD-Cap Val ETF (VOE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WINONA LAKE, IN
- CIK
- 0000764739
- Portfolio Value
- $773.6M (Q4 2024)
- SEC Filing
- 0001398344-25-001010 ↗ filed Jan 24, 2025
Holdings Value
Holdings 333 stocks · $773.6M
| DFAI Dimensional International Co. | 25.10% | 6,648,541 | $194.1M | Add +5.5% |
| NTSI Wisdomtree International Eff | 10.75% | 2,367,658 | $83.2M | Add +7.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 10.64% | 508,789 | $82.3M | Reduce -0.0% |
| GOVT iShares US Treasury Bond ETF | 9.15% | 3,079,574 | $70.8M | Add +8.0% |
| VTI VG Morningstar TS MKT ETF-US | 8.88% | 237,100 | $68.7M | Reduce -0.2% |
| DOW Dow Inc. | 2.69% | 517,891 | $20.8M | Add +0.7% |
| SCHB Schwab US Broad Market ETF | 2.29% | 780,206 | $17.7M | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 1.79% | 143,044 | $13.9M | Reduce -0.2% |
| VIOV Vanguard S&P Small-Cap 600 V | 1.67% | 138,083 | $12.9M | Reduce -1.5% |
| AAPL Apple Inc. | 1.58% | 48,900 | $12.2M | Add +70.8% |
| VXUS Vanguard Total Intl Stock | 1.57% | 205,783 | $12.1M | Add +203.3% |
| NVDA Nvidia Corp. | 1.25% | 71,902 | $9.7M | Add +185.3% |
| MSFT Microsoft Corp. | 1.21% | 22,215 | $9.4M | Add +172.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.01% | 110,892 | $7.8M | No change |
| AMZN Amazon.com Inc. | 0.98% | 34,621 | $7.6M | Add +205.2% |
| VT Vanguard Tot World STK ETF | 0.90% | 59,041 | $6.9M | Add +3.1% |
| LLY Eli Lilly & Co. | 0.63% | 6,283 | $4.9M | Add +8.4% |
| META Meta Platforms Inc. Class A | 0.57% | 7,493 | $4.4M | Add +195.1% |
| DFAU Dimensional US Core Equity M | 0.56% | 106,833 | $4.3M | Add +1.4% |
| ACWV iShares MSCI Global Min Vol | 0.53% | 37,499 | $4.1M | Add +0.8% |
| SCHR Schwab Intermediate-Term US | 0.43% | 136,277 | $3.3M | No change |
| QWLD State Street SPDR MSCI World | 0.38% | 23,890 | $3.0M | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 0.37% | 59,363 | $2.8M | Reduce -0.0% |
| MA Mastercard Inc. Class A | 0.34% | 5,067 | $2.7M | Add +263.8% |
| AVGO Broadcom Inc. | 0.28% | 9,232 | $2.1M | Add +2.5% |
| WMT Walmart Inc. | 0.25% | 21,516 | $1.9M | Add +19.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 3,202 | $1.9M | Add +30.3% |
| LKFN Lakeland Financial Corp. | 0.24% | 27,027 | $1.9M | Reduce -1.1% |
| ACWI iShares MSCI Acwi ETF | 0.22% | 14,736 | $1.7M | Reduce -1.9% |
| ESGU iShares ESG Aware MSCI USA | 0.21% | 12,819 | $1.7M | Add +30.7% |
| CRM Salesforce Inc. | 0.21% | 4,881 | $1.6M | Add +266.7% |
| JPIB JPMorgan Intl BND ETF | 0.21% | 33,572 | $1.6M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 0.20% | 8,085 | $1.5M | Add +16.9% |
| JPM JPMorgan Chase & Co. | 0.19% | 6,054 | $1.5M | Reduce -18.3% |
| UNH Unitedhealth Group Inc. | 0.19% | 2,849 | $1.4M | Add +197.7% |
| COST Costco Wholesale Corp. | 0.18% | 1,529 | $1.4M | Add +120.3% |
| NOW ServiceNow Inc. | 0.18% | 1,304 | $1.4M | Add +334.7% |
| SCHD Schwab US DVD Equity ETF | 0.16% | 45,675 | $1.2M | Reduce -11.3% |
| TSLA Tesla Inc. | 0.16% | 3,052 | $1.2M | Add +45.8% |
| VGT Vanguard Info Tech ETF | 0.16% | 1,951 | $1.2M | Add +3.8% |
| CMG Chipotle Mexican Grill Inc. | 0.15% | 19,397 | $1.2M | New |
| JNJ Johnson & Johnson | 0.15% | 8,050 | $1.2M | Add +16.0% |
| TRGP Targa Resources Corp. | 0.14% | 6,231 | $1.1M | Add +0.4% |
| INTU Intuit Inc. | 0.14% | 1,717 | $1.1M | New |
| XOM Exxon Mobil Corp. | 0.14% | 9,873 | $1.1M | Reduce -30.6% |
| CPRT Copart Inc. | 0.13% | 17,391 | $998K | New |
| GE General Electric filed as GE AEROSPACE | 0.13% | 5,873 | $980K | Reduce -6.3% |
| RPM RPM International Inc. | 0.12% | 7,839 | $965K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 2,111 | $957K | Add +5.0% |
| TRU Transunion | 0.12% | 10,238 | $949K | New |
| NSC Norfolk Southern Corp. | 0.12% | 3,918 | $920K | Reduce -0.3% |
| BKNG Booking Holdings Inc. | 0.12% | 183 | $909K | Add +18.1% |
| CG The Carlyle Group Inc. | 0.12% | 17,832 | $900K | New |
| MINT PIMCO Enhanced Short Maturit | 0.12% | 8,916 | $895K | Add +2.3% |
| LRCX Lam Research Corp. | 0.11% | 12,080 | $873K | New |
| ACN Accenture PLC Class A | 0.11% | 2,395 | $843K | Add +292.6% |
| HD Home Depot Inc. | 0.10% | 1,999 | $778K | Add +4.3% |
| ORLY O'reilly Automotive Inc. | 0.10% | 648 | $768K | New |
| UBER Uber Technologies Inc. | 0.10% | 12,177 | $734K | New |
| VEEV Veeva Systems Inc. Class A | 0.09% | 3,468 | $729K | New |
| PANW Palo Alto Networks Inc. | 0.09% | 3,992 | $726K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 1,420 | $726K | Add +82.3% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 3,594 | $704K | Reduce -2.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 15,985 | $703K | Add +9.4% |
| AMD Advanced Micro Devices | 0.09% | 5,752 | $695K | New |
| APO Apollo Global Management Inc. | 0.09% | 4,200 | $694K | New |
| V Visa Inc. Class A | 0.09% | 2,194 | $693K | Add +29.8% |
| TXN Texas Instruments Inc. | 0.09% | 3,669 | $688K | New |
| A Agilent Technologies Inc. | 0.09% | 5,112 | $687K | New |
| LYV Live Nation Entertainment Inc. | 0.09% | 5,284 | $684K | New |
| MLM Martin Marietta Materials | 0.09% | 1,292 | $667K | New |
| XLE SS Energy Select Sector | 0.09% | 7,766 | $665K | Add +1.2% |
| ORCL Oracle Corp. | 0.09% | 3,973 | $662K | Add +11.3% |
| MCD McDonald's Corp. | 0.08% | 2,183 | $633K | Add +5.5% |
| SCHG Schwab US Large-Cap Growth | 0.08% | 22,556 | $629K | Reduce -2.6% |
| LIN Linde PLC | 0.08% | 1,493 | $625K | New |
| XEL Xcel Energy Inc. | 0.08% | 9,222 | $623K | Add +7.5% |
| JBL Jabil Inc. | 0.08% | 4,083 | $588K | Add +19.2% |
| KO The Coca-Cola Co. | 0.08% | 9,403 | $585K | Add +19.7% |
| T AT&T Inc. | 0.07% | 25,426 | $579K | Add +10.5% |
| PFE Pfizer Inc. | 0.07% | 21,483 | $570K | Add +209.0% |
| DDOG Datadog Inc. Class A | 0.07% | 3,964 | $566K | New |
| IEMG iShares Core MSCI Emerging | 0.07% | 10,736 | $561K | Add +2.9% |
| MNST Monster Beverage Corp. | 0.07% | 10,601 | $557K | New |
| IDXX Idexx Laboratories Inc. | 0.07% | 1,337 | $553K | New |
| CME Cme Group Inc. | 0.07% | 2,348 | $545K | Add +47.3% |
| CSCO Cisco Systems Inc. | 0.07% | 9,140 | $541K | Add +13.7% |
| GLD SPDR Gold Shares | 0.07% | 2,147 | $520K | Reduce -22.4% |
| BMY Bristol-Myers Squibb Co. | 0.07% | 9,090 | $514K | Add +17.4% |
| CMCSA Comcast Corp. Class A | 0.07% | 13,569 | $509K | Add +10.5% |
| CMI Cummins Inc. | 0.07% | 1,460 | $509K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 2,299 | $505K | Add +27.5% |
| TPR Tapestry Inc. | 0.07% | 7,717 | $504K | Add +7.5% |
| C Citigroup Inc. | 0.07% | 7,143 | $503K | Add +16.2% |
| MO Altria Group Inc. | 0.06% | 9,597 | $502K | Reduce -3.9% |
| FTNT Fortinet Inc. | 0.06% | 5,283 | $499K | Add +25.4% |
| BYLD iShares Yield Optimized Bond | 0.06% | 21,935 | $486K | Add +16.7% |
| QUAL iShares MSCI USA Quality Fac | 0.06% | 2,697 | $480K | Add +0.9% |
| WEC WEC Energy Group Inc. | 0.06% | 5,059 | $476K | Reduce -0.6% |
| GM General Motors Co. | 0.06% | 8,892 | $474K | New |
Portfolio Sells Q3 2024 → Q4 2024
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -0.0% | 10.64% | −0.78 |
| BHK BlackRock Core Bond Trust | Sold out | 0.00% | −0.54 |
| PTY PIMCO Corporate & Income Opp | Reduce -93.5% | 0.04% | −0.53 |
| BSCS Invesco Bulletshares 2028 CB | Sold out | 0.00% | −0.51 |
| BSCR Invesco Bulletshares 2027 CB | Sold out | 0.00% | −0.51 |
| BSCQ Invesco Bulletshares 2026 CB | Sold out | 0.00% | −0.51 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.51 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.50 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -100.0% | 0.00% | −0.38 |
| VNQ Vanguard Real Estate ETF | Reduce -99.9% | 0.00% | −0.34 |
| AGG iShares Core U.S. Aggregate | Reduce -0.2% | 1.79% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 8.88% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -30.6% | 0.14% | −0.09 |
| VIOV Vanguard S&P Small-Cap 600 V | Reduce -1.5% | 1.67% | −0.07 |
| CI The Cigna Group | Sold out | 0.00% | −0.06 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.0% | 0.37% | −0.05 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.04 |
| TEL Te Connectivity PLC | Sold out | 0.00% | −0.04 |
| TGT Target Corp. | Sold out | 0.00% | −0.04 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -11.3% | 0.16% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -23.7% | 0.05% | −0.03 |
| GE General Electric | Reduce -6.3% | 0.13% | −0.03 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.03 |
| WING Wingstop Inc. | Sold out | 0.00% | −0.03 |
| HMC Honda Motor Co. Ltd.-Spons ADR | Sold out | 0.00% | −0.03 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.03 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.03 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.03 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.03 |
| KLAC KLA Corp. | Reduce -23.6% | 0.04% | −0.03 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.03 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.03 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.03 |
| THC Tenet Healthcare Corp. | Sold out | 0.00% | −0.03 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.03 |
| GLD SPDR Gold Shares | Reduce -22.4% | 0.07% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -18.3% | 0.19% | −0.02 |
| PEP Pepsico Inc. | Reduce -22.1% | 0.04% | −0.02 |
| ORANY Orange-Spon ADR | Sold out | 0.00% | −0.02 |
| ACWI iShares MSCI Acwi ETF | Reduce -1.9% | 0.22% | −0.02 |
| JPIB JPMorgan Intl BND ETF | Reduce -1.0% | 0.21% | −0.02 |
| VXF Vanguard Extended Market ETF | Reduce -30.9% | 0.03% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -0.3% | 0.12% | −0.01 |
| LYG Lloyds Banking Group PLC-ADR | Sold out | 0.00% | −0.01 |
| INSP Inspire Medical Systems Inc. | Reduce -11.8% | 0.03% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -34.4% | 0.02% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -15.0% | 0.04% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.5% | 0.09% | −0.01 |
| JPEM JPM Diversified Ret Em Equit | Reduce -18.6% | 0.02% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| VXUS Vanguard Total Intl Stock | Add +203.3% | 1.57% | +0.98 |
| NVDA Nvidia Corp. | Add +185.3% | 1.25% | +0.84 |
| MSFT Microsoft Corp. | Add +172.8% | 1.21% | +0.74 |
| AMZN Amazon.com Inc. | Add +205.2% | 0.98% | +0.70 |
| AAPL Apple Inc. | Add +70.8% | 1.58% | +0.69 |
| META Meta Platforms Inc. Class A | Add +195.1% | 0.57% | +0.37 |
| MA Mastercard Inc. Class A | Add +263.8% | 0.34% | +0.25 |
| GOVT iShares US Treasury Bond ETF | Add +8.0% | 9.15% | +0.20 |
| CRM Salesforce Inc. | Add +266.7% | 0.21% | +0.16 |
| CMG Chipotle Mexican Grill Inc. | New | 0.15% | +0.15 |
| NOW ServiceNow Inc. | Add +334.7% | 0.18% | +0.14 |
| INTU Intuit Inc. | New | 0.14% | +0.14 |
| CPRT Copart Inc. | New | 0.13% | +0.13 |
| TRU Transunion | New | 0.12% | +0.12 |
| CG The Carlyle Group Inc. | New | 0.12% | +0.12 |
| LRCX Lam Research Corp. | New | 0.11% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +197.7% | 0.19% | +0.11 |
| ORLY O'reilly Automotive Inc. | New | 0.10% | +0.10 |
| COST Costco Wholesale Corp. | Add +120.3% | 0.18% | +0.10 |
| UBER Uber Technologies Inc. | New | 0.10% | +0.10 |
| VEEV Veeva Systems Inc. Class A | New | 0.09% | +0.09 |
| PANW Palo Alto Networks Inc. | New | 0.09% | +0.09 |
| AMD Advanced Micro Devices | New | 0.09% | +0.09 |
| APO Apollo Global Management Inc. | New | 0.09% | +0.09 |
| TXN Texas Instruments Inc. | New | 0.09% | +0.09 |
| A Agilent Technologies Inc. | New | 0.09% | +0.09 |
| LYV Live Nation Entertainment Inc. | New | 0.09% | +0.09 |
| MLM Martin Marietta Materials | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | Add +45.8% | 0.16% | +0.09 |
| LIN Linde PLC | New | 0.08% | +0.08 |
| ACN Accenture PLC Class A | Add +292.6% | 0.11% | +0.08 |
| DDOG Datadog Inc. Class A | New | 0.07% | +0.07 |
| MNST Monster Beverage Corp. | New | 0.07% | +0.07 |
| IDXX Idexx Laboratories Inc. | New | 0.07% | +0.07 |
| AVGO Broadcom Inc. | Add +2.5% | 0.28% | +0.07 |
| CMI Cummins Inc. | New | 0.07% | +0.07 |
| GM General Motors Co. | New | 0.06% | +0.06 |
| MDT Medtronic PLC | New | 0.06% | +0.06 |
| ABNB Airbnb Inc. Class A | New | 0.06% | +0.06 |
| PM Philip Morris International | New | 0.06% | +0.06 |
| WMT Walmart Inc. | Add +19.4% | 0.25% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +30.3% | 0.24% | +0.05 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.05% | +0.05 |
| INCY Incyte Corp. | New | 0.05% | +0.05 |
| ESGU iShares ESG Aware MSCI USA | Add +30.7% | 0.21% | +0.05 |
| PFE Pfizer Inc. | Add +209.0% | 0.07% | +0.05 |
| HLT Hilton Worldwide Holdings Inc. | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +16.9% | 0.20% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +82.3% | 0.09% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 530 | $1.2B | DFAI, DFAU, NTSI, VOE, VTI |
| Q1 2026 | 412 | $1.0B | DFAI, NTSI, VOE, VTI, GOVT |
| Q4 2025 | 414 | $973.3M | DFAI, NTSI, VOE, VTI, GOVT |
| Q3 2025 | 406 | $934.7M | DFAI, NTSI, VOE, VTI, GOVT |
| Q2 2025 | 420 | $893.5M | DFAI, NTSI, VOE, VTI, GOVT |
| Q1 2025 | 352 | $811.7M | DFAI, NTSI, VOE, GOVT, VTI |
| Q4 2024 | 333 | $773.6M | DFAI, NTSI, VOE, GOVT, VTI |
| Q3 2024 | 263 | $747.3M | DFAI, NTSI, VOE, VTI, GOVT |
| Q2 2024 | 262 | $627.3M | DFAI, NTSI, VOE, GOVT, VTI |
| Q1 2024 | 167 | $606.1M | DFAI, NTSI, VOE, GOVT, DOW |