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