0001398344-18-007594.txt : 20180515 0001398344-18-007594.hdr.sgml : 20180515 20180515154332 ACCESSION NUMBER: 0001398344-18-007594 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180515 DATE AS OF CHANGE: 20180515 EFFECTIVENESS DATE: 20180515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SYM FINANCIAL CORPORATION CENTRAL INDEX KEY: 0000764739 IRS NUMBER: 351550787 STATE OF INCORPORATION: IN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18543 FILM NUMBER: 18835992 BUSINESS ADDRESS: STREET 1: 801 PARK AVE CITY: WINONA LAKE STATE: IN ZIP: 46590 BUSINESS PHONE: 2192672300 MAIL ADDRESS: STREET 1: 801 PARK AVE CITY: WINONA LAKE STATE: IN ZIP: 46590 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000764739 XXXXXXXX 03-31-2018 03-31-2018 false SYM FINANCIAL CORPORATION
801 Park Ave Winona Lake IN 46590
13F HOLDINGS REPORT 028-18543 N
Crystal L. Creekmore Chief Compliance Officer 574-267-2300 /s/ Crystal L. Creekmore Winona Lake IN 05-15-2018 0 57 163851
INFORMATION TABLE 2 fp0032978_13fhr-table.xml 13F INFORMATION TABLE ALPS ETF TR ALERIAN MLP 00162Q866 132 14112 SH SOLE 0 0 14112 AT&T INC COM 00206R102 457 12824 SH SOLE 0 0 12824 APPLE INC COM 037833100 677 4035 SH SOLE 0 0 4035 AUTOMATIC DATA PROCESSING IN COM 053015103 256 2253 SH SOLE 0 0 2253 BLACKROCK INC COM 09247X101 265 489 SH SOLE 0 0 489 CHEVRON CORP NEW COM 166764100 215 1883 SH SOLE 0 0 1883 DOWDUPONT INC COM 26078J100 85807 1346833 SH SOLE 0 0 1346833 EXXON MOBIL CORP COM 30231G102 527 7061 SH SOLE 0 0 7061 FIRST TRUST SPECIALTY FINANC COM BEN INTR 33733G109 290 48118 SH SOLE 0 0 48118 GENERAL ELECTRIC CO COM 369604103 393 29128 SH SOLE 0 0 29128 GOLDEN STAR RES LTD CDA COM 38119T104 18 30000 SH SOLE 0 0 30000 GOLDMAN SACHS BDC INC SHS 38147U107 419 21900 SH SOLE 0 0 21900 INTEL CORP COM 458140100 253 4855 SH SOLE 0 0 4855 ISHARES TR SELECT DIVID ETF 464287168 53 552 SH SOLE 0 0 552 ISHARES TR CHINA LG-CAP ETF 464287184 48 1012 SH SOLE 0 0 1012 ISHARES TR CORE US AGGBD ET 464287226 166 1547 SH SOLE 0 0 1547 ISHARES TR MSCI EMG MKT ETF 464287234 120 2476 SH SOLE 0 0 2476 ISHARES TR S&P 500 GRWT ETF 464287309 43 277 SH SOLE 0 0 277 ISHARES TR RUS MDCP VAL ETF 464287473 40 460 SH SOLE 0 0 460 ISHARES TR RUS MD CP GR ETF 464287481 41 334 SH SOLE 0 0 334 ISHARES TR COHEN STEER REIT 464287564 84 900 SH SOLE 0 0 900 ISHARES TR GLOBAL 100 ETF 464287572 19 212 SH SOLE 0 0 212 ISHARES TR RUS 1000 GRW ETF 464287614 32 234 SH SOLE 0 0 234 ISHARES TR RUS 1000 ETF 464287622 116 793 SH SOLE 0 0 793 ISHARES TR RUS 2000 GRW ETF 464287648 31 165 SH SOLE 0 0 165 ISHARES TR RUSSELL 2000 ETF 464287655 57 373 SH SOLE 0 0 373 ISHARES TR CORE S&P US VLU 464287663 240 4527 SH SOLE 0 0 4527 ISHARES TR U.S. ENERGY ETF 464287796 43 1154 SH SOLE 0 0 1154 ISHARES TR CORE S&P SCP ETF 464287804 31 401 SH SOLE 0 0 401 ISHARES TR MSCI ACWI ETF 464288257 1164 16239 SH SOLE 0 0 16239 ISHARES TR IBOXX HI YD ETF 464288513 88 1024 SH SOLE 0 0 1024 ISHARES TR S&P US PFD STK 464288687 41 1079 SH SOLE 0 0 1079 ISHARES TR MULTIFACTOR INTL 46434V274 377 13049 SH SOLE 0 0 13049 ISHARES TR MULTIFACTOR USA 46434V290 258 6604 SH SOLE 0 0 6604 ISHARES TR YLD OPTIM BD 46434V787 329 13442 SH SOLE 0 0 13442 JOHNSON & JOHNSON COM 478160104 261 2035 SH SOLE 0 0 2035 LAKELAND FINL CORP COM 511656100 344 7432 SH SOLE 0 0 7432 LILLY ELI & CO COM 532457108 827 10687 SH SOLE 0 0 10687 MICROSOFT CORP COM 594918104 390 4269 SH SOLE 0 0 4269 MUTUALFIRST FINL INC COM 62845B104 243 6698 SH SOLE 0 0 6698 PIMCO CORPORATE & INCOME OPP COM 72201B101 272 16068 SH SOLE 0 0 16068 SPDR S&P 500 ETF TR TR UNIT 78462F103 256 971 SH SOLE 0 0 971 SPDR GOLD TRUST GOLD SHS 78463V107 220 1746 SH SOLE 0 0 1746 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 249 5185 SH SOLE 0 0 5185 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 27568 432162 SH SOLE 0 0 432162 SELECT SECTOR SPDR TR ENERGY 81369Y506 259 3846 SH SOLE 0 0 3846 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 16 565 SH SOLE 0 0 565 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 20 273 SH SOLE 0 0 273 3M CO COM 88579Y101 395 1800 SH SOLE 0 0 1800 VANGUARD GROUP DIV APP ETF 921908844 249 2469 SH SOLE 0 0 2469 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4 36 SH SOLE 0 0 36 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3 27 SH SOLE 0 0 27 VANGUARD INDEX FDS VALUE ETF 922908744 12 119 SH SOLE 0 0 119 VANGUARD INDEX FDS TOTAL STK MKT 922908769 37385 275454 SH SOLE 0 0 275454 VERIZON COMMUNICATIONS INC COM 92343V104 213 4460 SH SOLE 0 0 4460 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 1289 41763 SH SOLE 0 0 41763 ZIMMER BIOMET HLDGS INC COM 98956P102 251 2301 SH SOLE 0 0 2301