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