SYM FINANCIAL Corp

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 8, 2024
Value $
$627M
Signature - Title
Crystal L. Allen - Chief Compliance Officer
Location
801 Park Ave, Winona Lake, IN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 262 $627M +$47.7M -$16.6M +$31.1M DFAI, NTSI, VOE, GOVT, VTI 13F-HR 8/8/2024, 09:31 AM
Q1 2024 167 $606M +$14.6M -$57.4M -$42.8M DFAI, NTSI, VOE, GOVT, DOW 13F-HR 5/6/2024, 04:50 PM
Q4 2023 178 $618M +$40.5M -$38.7M +$1.73M DFAI, NTSI, VOE, GOVT, AGG 13F-HR 2/6/2024, 01:54 PM
Q3 2023 186 $563M +$106M -$13.7M +$92.5M DFAI, NTSI, VOE, GOVT, VTI 13F-HR 10/27/2023, 04:35 PM
Q2 2023 126 $493M +$41.6M -$12.1M +$29.5M DFAI, NTSI, VOE, VTI, DOW 13F-HR 8/2/2023, 04:28 PM
Q1 2023 105 $453M +$33.1M -$15.8M +$17.3M DFAI, NTSI, VOE, VTI, DOW 13F-HR 5/2/2023, 04:34 PM
Q4 2022 120 $421M +$269M -$72.9M +$196M DFAI, NTSI, VOE, DOW, VTI 13F-HR 1/19/2023, 12:17 PM
Q3 2022 101 $207M +$12.8M -$3.14M +$9.68M NTSX, AGG, VTI, DOW, SCHB 13F-HR 10/28/2022, 04:45 PM
Q2 2022 113 $211M +$18.5M -$4.87M +$13.6M NTSX, DOW, AGG, SCHB, VTI 13F-HR 7/19/2022, 09:26 AM
Q1 2022 111 $233M +$21.8M -$14.7M +$7.13M NTSX, DOW, SCHB, AGG, VTI 13F-HR 4/22/2022, 11:44 AM
Q4 2021 101 $257M +$94.5M -$18.4M +$76.2M NTSX, SCHB, DOW, AGG, VTI 13F-HR 2/3/2022, 03:36 PM
Q3 2021 113 $170M +$4.6M -$2.59M +$2M SCHB, DOW, AGG, VTI, DD 13F-HR 10/15/2021, 10:30 AM
Q2 2021 86 $175M +$3.46M -$8.55M -$5.1M SCHB, DOW, AGG, VTI, DD 13F-HR 7/20/2021, 10:52 AM
Q1 2021 77 $174M +$37.2M -$11.7M +$25.5M SCHB, DOW, DD, AGG, VTI 13F-HR 4/19/2021, 10:00 AM
Q4 2020 79 $136M +$2.52M -$21.6M -$19.1M SCHB, DD, DOW, VTI, VXUS 13F-HR 1/26/2021, 12:13 PM
Q3 2020 83 $134M +$2.61M -$2.36M +$251K SCHB, VTI, DOW, DD, CTVA 13F-HR 10/13/2020, 03:39 PM
Q2 2020 63 $124M +$8.23M -$11M -$2.74M SCHB, VTI, DD, DOW, CTVA 13F-HR 7/27/2020, 04:05 PM
Q1 2020 67 $99.5M +$6.77M -$13.5M -$6.76M SCHB, VTI, DOW, DD, CTVA 13F-HR 4/28/2020, 10:04 AM
Q4 2019 95 $151M +$3.68M -$9.38M -$5.7M SCHB, DD, VTI, DOW, CTVA 13F-HR 2/11/2020, 10:00 AM
Q3 2019 65 $150M +$2.52M -$5.9M -$3.38M DD, VTI, SCHB, DOW, CTVA 13F-HR 11/4/2019, 09:43 AM
Q2 2019 71 $156M +$69.9M -$74.7M -$4.74M VTI, DD, SCHB, DOW, CTVA 13F-HR 7/29/2019, 10:10 AM
Q1 2019 66 $158M +$886K -$115M -$115M DWDP, VTI, SCHB, VT, DWMF 13F-HR 5/14/2019, 09:12 AM
Q4 2018 80 $251M +$113M -$13.5M +$99.5M GLOF, DWDP, VTI, SCHB, VT 13F-HR 2/13/2019, 12:53 PM
Q3 2018 81 $178M +$10.3M -$3.01M +$7.32M DWDP, VTI, SCHB, IHDG, IWM 13F-HR 11/14/2018, 01:54 PM
Q2 2018 66 $168M +$1.73M -$3M -$1.26M DWDP, VTI, SCHB, IHDG, LLY 13F-HR 8/13/2018, 03:08 PM
Q1 2018 57 $164M +$1.1M -$43.3M -$42.2M DWDP, VTI, SCHB, IHDG, ACWI 13F-HR 5/15/2018, 03:43 PM
Q4 2017 76 $221M $0 $0 DWDP, VTI, SCHB, ADM, MFSF 13F-HR 2/14/2018, 01:10 PM