0001398344-20-014481.txt : 20200727
0001398344-20-014481.hdr.sgml : 20200727
20200727160554
ACCESSION NUMBER: 0001398344-20-014481
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200727
DATE AS OF CHANGE: 20200727
EFFECTIVENESS DATE: 20200727
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: SYM FINANCIAL Corp
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: 201050497
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
FORMER COMPANY:
FORMER CONFORMED NAME: SYM FINANCIAL CORPORATION
DATE OF NAME CHANGE: 19850318
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0000764739
XXXXXXXX
06-30-2020
06-30-2020
false
SYM FINANCIAL Corp
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
07-27-2020
0
63
123981
INFORMATION TABLE
2
fp0055575_13fhr-table.xml
13F INFORMATION TABLE
AMAZON COM INC
COM
023135106
317
115
SH
SOLE
0
0
115
APPLE INC
COM
037833100
955
2619
SH
SOLE
0
0
2619
AUTOMATIC DATA PROCESSING IN
COM
053015103
260
1745
SH
SOLE
0
0
1745
CORTEVA INC
COM
22052L104
6960
259780
SH
SOLE
0
0
259780
DOW INC
COM
260557103
21774
534202
SH
SOLE
0
0
534202
DUPONT DE NEMOURS INC
COM
26614N102
23862
449119
SH
SOLE
0
0
449119
FIRST TRUST SPECIALTY FINANC
COM BEN INTR
33733G109
148
45379
SH
SOLE
0
0
45379
GENERAL ELECTRIC CO
COM
369604103
152
22205
SH
SOLE
0
0
22205
INTEL CORP
COM
458140100
244
4084
SH
SOLE
0
0
4084
ISHARES TR
CHINA LG-CAP ETF
464287184
40
1012
SH
SOLE
0
0
1012
ISHARES TR
CORE US AGGBD ET
464287226
259
2190
SH
SOLE
0
0
2190
ISHARES TR
MSCI EMG MKT ETF
464287234
32
811
SH
SOLE
0
0
811
ISHARES TR
S&P 500 GRWT ETF
464287309
113
547
SH
SOLE
0
0
547
ISHARES TR
RUS MDCP VAL ETF
464287473
35
460
SH
SOLE
0
0
460
ISHARES TR
RUS MD CP GR ETF
464287481
53
334
SH
SOLE
0
0
334
ISHARES TR
RUS MID CAP ETF
464287499
9
165
SH
SOLE
0
0
165
ISHARES TR
CORE S&P MCP ETF
464287507
10
54
SH
SOLE
0
0
54
ISHARES TR
U.S. CNSM SV ETF
464287580
33
151
SH
SOLE
0
0
151
ISHARES TR
RUS 1000 GRW ETF
464287614
45
234
SH
SOLE
0
0
234
ISHARES TR
RUS 1000 ETF
464287622
35
201
SH
SOLE
0
0
201
ISHARES TR
RUS 2000 GRW ETF
464287648
34
165
SH
SOLE
0
0
165
ISHARES TR
RUSSELL 2000 ETF
464287655
31
215
SH
SOLE
0
0
215
ISHARES TR
CORE S&P US VLU
464287663
150
2865
SH
SOLE
0
0
2865
ISHARES TR
U.S. ENERGY ETF
464287796
23
1154
SH
SOLE
0
0
1154
ISHARES TR
CORE S&P SCP ETF
464287804
2
34
SH
SOLE
0
0
34
ISHARES TR
MSCI ACWI ETF
464288257
934
12671
SH
SOLE
0
0
12671
ISHARES TR
GLB INFRASTR ETF
464288372
5
140
SH
SOLE
0
0
140
ISHARES TR
IBOXX HI YD ETF
464288513
42
514
SH
SOLE
0
0
514
ISHARES TR
EAFE VALUE ETF
464288877
114
2842
SH
SOLE
0
0
2842
ISHARES TR
MLTFCTR INTL SML
46434V266
111
4046
SH
SOLE
0
0
4046
ISHARES TR
MULTIFACTOR USA
46434V290
164
4599
SH
SOLE
0
0
4599
ISHARES TR
MULTIFACTOR GLBL
46434V316
613
21987
SH
SOLE
0
0
21987
ISHARES TR
YLD OPTIM BD
46434V787
295
11499
SH
SOLE
0
0
11499
J P MORGAN EXCHANGE-TRADED F
DIV RTN INT EQ
46641Q209
149
3013
SH
SOLE
0
0
3013
J P MORGAN EXCHANGE-TRADED F
DIV RTN EM EQT
46641Q308
131
2839
SH
SOLE
0
0
2839
J P MORGAN EXCHANGE-TRADED F
GLOBAL BD OPRT
46641Q852
70
1413
SH
SOLE
0
0
1413
JOHNSON & JOHNSON
COM
478160104
233
1656
SH
SOLE
0
0
1656
JPMORGAN CHASE & CO
COM
46625H100
256
2726
SH
SOLE
0
0
2726
LAKELAND FINL CORP
COM
511656100
306
6565
SH
SOLE
0
0
6565
LILLY ELI & CO
COM
532457108
959
5844
SH
SOLE
0
0
5844
LINCOLN NATL CORP IND
COM
534187109
358
9737
SH
SOLE
0
0
9737
MICROSOFT CORP
COM
594918104
983
4830
SH
SOLE
0
0
4830
NORTHWEST BANCSHARES INC MD
COM
667340103
430
42069
SH
SOLE
0
0
42069
PIMCO CORPORATE & INCOME OPP
COM
72201B101
221
14222
SH
SOLE
0
0
14222
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
29522
401825
SH
SOLE
0
0
401825
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
5
77
SH
SOLE
0
0
77
SCHWAB STRATEGIC TR
INTRM TRM TRES
808524854
111
1893
SH
SOLE
0
0
1893
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
1104
21379
SH
SOLE
0
0
21379
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
91
907
SH
SOLE
0
0
907
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
134
1053
SH
SOLE
0
0
1053
SELECT SECTOR SPDR TR
ENERGY
81369Y506
256
6763
SH
SOLE
0
0
6763
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
11
465
SH
SOLE
0
0
465
SPDR S&P 500 ETF TR
TR UNIT
78462F103
508
1649
SH
SOLE
0
0
1649
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
225
4535
SH
SOLE
0
0
4535
TCF FINANCIAL CORPORATION NE
COM
872307103
262
8897
SH
SOLE
0
0
8897
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
9
118
SH
SOLE
0
0
118
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
24156
154325
SH
SOLE
0
0
154325
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
2129
28461
SH
SOLE
0
0
28461
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
36
710
SH
SOLE
0
0
710
VANGUARD STAR FDS
VG TL INTL STK F
921909768
2892
58810
SH
SOLE
0
0
58810
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
108
829
SH
SOLE
0
0
829
VANGUARD WORLD FDS
INF TECH ETF
92204A702
267
958
SH
SOLE
0
0
958
WALMART INC
COM
931142103
206
1721
SH
SOLE
0
0
1721