SF

SYM FINANCIAL Corp

13F
SYM FINANCIAL Corp
Last update 2025-05-06 352 Stocks (61 new)
Value $812.00 Mil Turnover 6 %
Countries:
Top Holdings: DFAI(25.67%)NTSI(11.15%)VOE(10.28%)GOVT(9.24%)VTI(8.63%)
Summary Stock Picks Current Portfolio
SYM FINANCIAL Corp Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
6,671,198
208,341.5
+0.34%
25.670
+0.09%
2.270
+12.72%
+20.00%
10,606.0
 
NTSI
WisdomTree International Efficient Core Fund
WisdomTree International Efficient Core Fund
2,382,158
90,474.4
+0.61%
11.150
+0.07%
24.430
+11.34%
+17.84%
405.2
 
VOE
Vanguard Mid-Cap Value ETF
519,779
83,445.3
+2.16%
10.280
+0.22%
0.480
+12.51%
+4.11%
17,418.9
 
GOVT
iShares U.S. Treasury Bond ETF
3,261,250
74,959.8
+5.90%
9.240
+0.51%
0.270
+1.09%
+0.83%
27,474.0
 
VTI
Vanguard Total Stock Market ETF
254,948
70,070.0
+7.53%
8.630
+0.60%
0.020
+22.87%
+7.47%
473,883.1
 
SCHB
Schwab U.S. Broad Market ETF
1,002,554
21,585.0
+28.50%
2.660
+0.59%
0.070
+22.90%
+7.46%
34,974.6
 
DOW
Dow Inc
518,808
18,116.8
+0.18%
2.230
0%
0.070
+3.48%
-26.15%
20,067.8
Chemicals
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
133,148
13,171.0
-6.92%
1.620
-0.12%
0.010
+2.12%
+3.52%
128,191.3
 
VXUS
Vanguard Total International Stock
204,005
12,668.7
-0.86%
1.560
-0.01%
0.020
+13.80%
+17.99%
92,450.3
 
VIOV
Vanguard S&P Small-Cap 600 Value ETF
Vanguard S&P Small-Cap 600 Value ETF
135,529
11,372.9
-1.85%
1.400
-0.03%
0.910
+18.95%
-4.96%
1,216.2
 

SYM FINANCIAL Corp's Historical Top Holdings Breakdowns

SYM FINANCIAL Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.60%
●
271.18 ($290.53) 303.12
$309.44
6.51%
Add 7.53%
254,948
17,848
SCHB
Schwab U.S. Broad Market ETF
2025-03-31
Add
Add
+0.59%
●
21.23 ($22.75) 23.75
$24.25
6.59%
Add 28.5%
1,002,554
222,348
GOVT
iShares U.S. Treasury Bond ETF
2025-03-31
Add
Add
+0.51%
●
22.25 ($22.67) 23
$22.77
0.44%
Add 5.9%
3,261,250
181,676
VOE
Vanguard Mid-Cap Value ETF
2025-03-31
Add
Add
+0.22%
●
156.61 ($163.49) 168.02
$166.45
1.81%
Add 2.16%
519,779
10,990
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.15%
●
167.43 ($211.65) 244.7
$288.21
36.17%
Add 78.64%
16,492
7,260
LQD
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
2025-03-31
Add
Add
+0.15%
●
105.1 ($107.75) 109.61
$108.71
0.89%
Add 15014.67%
11,336
11,261
ISRG
Intuitive Surgical Inc
2025-03-31
New Buy
New Buy
+0.14%
●
476.78 ($553.02) 610.45
$516.12
-6.67%
New holding
2,261
2,261
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Reduce
Reduce
-0.12%
●
95.85 ($97.76) 99.25
$98.38
0.63%
Reduce -6.92%
133,148
-9,896
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.12%
●
106.98 ($126.74) 149.43
$171.38
35.22%
Add 12.92%
81,192
9,290
ABBV
AbbVie Inc
2025-03-31
Add
Add
+0.10%
●
169.2 ($194.4) 216.66
$184.85
-4.91%
Add 160.64%
6,271
3,865

SYM FINANCIAL Corp Total Holding History ($B)

To

SYM FINANCIAL Corp's Asset Allocation

To

SYM FINANCIAL Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SYM FINANCIAL Corp's Hypothetical Growth since 2025-03-31

SYM FINANCIAL Corp's Yearly Returns

Year Portfolio % % Excess Gain %

SYM FINANCIAL Corp's Holdings Heat Map

Size field:

SYM FINANCIAL Corp's Holdings Bubble Chart

SYM FINANCIAL Corp News

  • 1

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