SF
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SYM FINANCIAL Corp13F | |
SYM FINANCIAL Corp | |
Last update 2025-05-06 | 352 Stocks (61 new) |
Value $812.00 Mil | Turnover 6 % |
SYM FINANCIAL Corp Top Holdings of 2025-03-31
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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 | +10.13% | +20.65% | 10,836.7 | ||
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 | +7.64% | +17.90% | 412.1 | ||
VOE | Vanguard Mid-Cap Value ETF | 519,779 | 83,445.3 | +2.16% | 10.280 | +0.22% | 0.480 | +9.08% | +4.73% | 17,729.7 | ||
GOVT | iShares U.S. Treasury Bond ETF | 3,261,250 | 74,959.8 | +5.90% | 9.240 | +0.51% | 0.270 | -0.52% | -1.04% | 27,437.8 | ||
VTI | Vanguard Total Stock Market ETF | 254,948 | 70,070.0 | +7.53% | 8.630 | +0.60% | 0.020 | +16.10% | +7.76% | 478,263.0 | ||
SCHB | Schwab U.S. Broad Market ETF | 1,002,554 | 21,585.0 | +28.50% | 2.660 | +0.59% | 0.070 | +16.24% | +7.84% | 35,306.3 | ||
DOW | Dow Inc | 518,808 | 18,116.8 | +0.18% | 2.230 | 0% | 0.070 | -13.66% | -34.78% | 17,770.7 | 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 | +0.05% | +1.43% | 128,074.0 | ||
VXUS | Vanguard Total International Stock | 204,005 | 12,668.7 | -0.86% | 1.560 | -0.01% | 0.020 | +11.50% | +19.79% | 93,859.7 | ||
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 | +13.08% | -4.51% | 1,230.3 |
SYM FINANCIAL Corp's Historical Top Holdings Breakdowns
SYM FINANCIAL Corp's Top Stock Picks
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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 | $312.30 | 7.49% | 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 | $24.48 | 7.60% | 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 | $22.74 | 0.31% | 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 | $169.42 | 3.63% | Add 2.16% | 519,779 | 10,990 | |
AVGO | Broadcom Inc | 2025-03-31 | Add Add | +0.15% | 167.43 ($211.65) 244.7 | $288.71 | 36.41% | 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 | $108.64 | 0.83% | 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 | $488.61 | -11.65% | 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 | $98.29 | 0.54% | Reduce -6.92% | 133,148 | -9,896 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.12% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | Add 12.92% | 81,192 | 9,290 | |
ABBV | AbbVie Inc | 2025-03-31 | Add Add | +0.10% | 169.2 ($194.4) 216.66 | $190.83 | -1.84% | Add 160.64% | 6,271 | 3,865 |
SYM FINANCIAL Corp Total Holding History ($B)
SYM FINANCIAL Corp's Asset Allocation
SYM FINANCIAL Corp Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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SYM FINANCIAL Corp's Hypothetical Growth since 2025-03-31
SYM FINANCIAL Corp's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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SYM FINANCIAL Corp's Holdings Heat Map
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SYM FINANCIAL Corp's Holdings Bubble Chart
SYM FINANCIAL Corp News
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