0001398344-22-007653.txt : 20220422 0001398344-22-007653.hdr.sgml : 20220422 20220422114459 ACCESSION NUMBER: 0001398344-22-007653 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220422 DATE AS OF CHANGE: 20220422 EFFECTIVENESS DATE: 20220422 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: 22844373 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 03-31-2022 03-31-2022 false SYM FINANCIAL Corp

801 PARK AVE WINONA LAKE IN 46590

13F HOLDINGS REPORT 028-18543 N Crystal L. Creekmore 574-267-2300 /s/ Crystal L. Creekmore Winona Lake IN 04-22-2022 0 115 232592 INFORMATION TABLE 2 fp0075346_13fhr-table.xml 13F INFORMATION TABLE ABBVIE INC COM 00287Y109 266 1643 SH SOLE 0 0 1643 ALPHABET INC CAP STK CL C 02079K107 50 18 SH SOLE 0 0 18 ALPHABET INC CAP STK CL A 02079K305 164 59 SH SOLE 0 0 59 AMAZON COM INC COM 023135106 310 95 SH SOLE 0 0 95 APPLE INC COM 037833100 1953 11186 SH SOLE 0 0 11186 AUTOMATIC DATA PROCESSING IN COM 053015103 279 1228 SH SOLE 0 0 1228 BLACKROCK CORE BD TR SHS BEN INT 09249E101 2274 174908 SH SOLE 0 0 174908 CHEVRON CORP NEW COM 166764100 309 1895 SH SOLE 0 0 1895 DOW INC COM 260557103 33900 532018 SH SOLE 0 0 532018 DUPONT DE NEMOURS INC COM 26614N102 14135 192103 SH SOLE 0 0 192103 EXXON MOBIL CORP COM 30231G102 283 3426 SH SOLE 0 0 3426 FIRST TR SPECIALTY FIN & FIN COM BEN INTR 33733G109 313 74975 SH SOLE 0 0 74975 GABELLI EQUITY TR INC COM 362397101 71 10236 SH SOLE 0 0 10236 GENERAL ELECTRIC CO COM NEW 369604301 270 2950 SH SOLE 0 0 2950 HUNTINGTON BANCSHARES INC COM 446150104 391 26715 SH SOLE 0 0 26715 INVESCO QQQ TR UNIT SER 1 46090E103 577 1592 SH SOLE 0 0 1592 ISHARES INC MSCI GBL MIN VOL 464286525 1001 9547 SH SOLE 0 0 9547 ISHARES INC CORE MSCI EMKT 46434G103 275 4953 SH SOLE 0 0 4953 ISHARES INC MSCI EMRG CHN 46434G764 100 1718 SH SOLE 0 0 1718 ISHARES INC MSCI EMERG MKT 46434G889 19 398 SH SOLE 0 0 398 ISHARES TR CORE S&P TTL STK 464287150 155 1540 SH SOLE 0 0 1540 ISHARES TR CHINA LG-CAP ETF 464287184 32 1012 SH SOLE 0 0 1012 ISHARES TR CORE S&P500 ETF 464287200 56 124 SH SOLE 0 0 124 ISHARES TR CORE US AGGBD ET 464287226 26393 246433 SH SOLE 0 0 246433 ISHARES TR IBOXX INV CP ETF 464287242 4 30 SH SOLE 0 0 30 ISHARES TR S&P 500 GRWT ETF 464287309 163 2133 SH SOLE 0 0 2133 ISHARES TR 20 YR TR BD ETF 464287432 254 1923 SH SOLE 0 0 1923 ISHARES TR RUS MDCP VAL ETF 464287473 56 464 SH SOLE 0 0 464 ISHARES TR RUS MD CP GR ETF 464287481 67 669 SH SOLE 0 0 669 ISHARES TR RUS MID CAP ETF 464287499 5 63 SH SOLE 0 0 63 ISHARES TR CORE S&P MCP ETF 464287507 112 417 SH SOLE 0 0 417 ISHARES TR ISHARES BIOTECH 464287556 17 127 SH SOLE 0 0 127 ISHARES TR RUS 1000 VAL ETF 464287598 25 153 SH SOLE 0 0 153 ISHARES TR RUS 1000 GRW ETF 464287614 140 505 SH SOLE 0 0 505 ISHARES TR RUS 1000 ETF 464287622 43 174 SH SOLE 0 0 174 ISHARES TR RUS 2000 VAL ETF 464287630 0 2 SH SOLE 0 0 2 ISHARES TR RUS 2000 GRW ETF 464287648 35 138 SH SOLE 0 0 138 ISHARES TR RUSSELL 2000 ETF 464287655 47 228 SH SOLE 0 0 228 ISHARES TR CORE S&P US VLU 464287663 576 7593 SH SOLE 0 0 7593 ISHARES TR U.S. REAL ES ETF 464287739 7 65 SH SOLE 0 0 65 ISHARES TR U.S. ENERGY ETF 464287796 47 1154 SH SOLE 0 0 1154 ISHARES TR CORE S&P SCP ETF 464287804 52 481 SH SOLE 0 0 481 ISHARES TR MSCI ACWI EX US 464288240 8 157 SH SOLE 0 0 157 ISHARES TR MSCI ACWI ETF 464288257 1294 12969 SH SOLE 0 0 12969 ISHARES TR EAFE SML CP ETF 464288273 12 185 SH SOLE 0 0 185 ISHARES TR JPMORGAN USD EMG 464288281 0 2 SH SOLE 0 0 2 ISHARES TR NATIONAL MUN ETF 464288414 1 5 SH SOLE 0 0 5 ISHARES TR IBOXX HI YD ETF 464288513 34 416 SH SOLE 0 0 416 ISHARES TR EAFE VALUE ETF 464288877 99 1978 SH SOLE 0 0 1978 ISHARES TR MSCI USA QLT FCT 46432F339 201 1494 SH SOLE 0 0 1494 ISHARES TR CORE MSCI EAFE 46432F842 123 1764 SH SOLE 0 0 1764 ISHARES TR MSCI INTL SML CP 46434V266 137 3984 SH SOLE 0 0 3984 ISHARES TR MSCI USA SML CP 46434V290 222 4063 SH SOLE 0 0 4063 ISHARES TR MSCI GBL MULTIFC 46434V316 2315 62721 SH SOLE 0 0 62721 ISHARES TR MSCI INTL QUALTY 46434V456 178 4826 SH SOLE 0 0 4826 ISHARES TR YLD OPTIM BD 46434V787 329 13974 SH SOLE 0 0 13974 ISHARES TR ESG AWR MSCI USA 46435G425 240 2364 SH SOLE 0 0 2364 J P MORGAN EXCHANGE-TRADED F DIV RTN INT EQ 46641Q209 207 3659 SH SOLE 0 0 3659 J P MORGAN EXCHANGE-TRADED F DIV RTN EM EQT 46641Q308 123 2215 SH SOLE 0 0 2215 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 3 55 SH SOLE 0 0 55 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 369 7540 SH SOLE 0 0 7540 JOHNSON & JOHNSON COM 478160104 456 2574 SH SOLE 0 0 2574 JPMORGAN CHASE & CO COM 46625H100 325 2381 SH SOLE 0 0 2381 LAKELAND FINL CORP COM 511656100 378 5178 SH SOLE 0 0 5178 LILLY ELI & CO COM 532457108 1930 6738 SH SOLE 0 0 6738 LINCOLN NATL CORP IND COM 534187109 403 6170 SH SOLE 0 0 6170 MICROSOFT CORP COM 594918104 1070 3470 SH SOLE 0 0 3470 PEPSICO INC COM 713448108 388 2319 SH SOLE 0 0 2319 PFIZER INC COM 717081103 299 5778 SH SOLE 0 0 5778 PIMCO CORPORATE & INCOME OPP COM 72201B101 2702 176037 SH SOLE 0 0 176037 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 792 8116 SH SOLE 0 0 8116 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 417 4159 SH SOLE 0 0 4159 RPM INTL INC COM 749685103 12210 149925 SH SOLE 0 0 149925 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 28786 539172 SH SOLE 0 0 539172 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 315 4216 SH SOLE 0 0 4216 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 8 106 SH SOLE 0 0 106 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3 35 SH SOLE 0 0 35 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 41 1477 SH SOLE 0 0 1477 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 215 2721 SH SOLE 0 0 2721 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1 15 SH SOLE 0 0 15 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 572 10750 SH SOLE 0 0 10750 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 10 111 SH SOLE 0 0 111 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 233 1698 SH SOLE 0 0 1698 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 299 1614 SH SOLE 0 0 1614 SELECT SECTOR SPDR TR ENERGY 81369Y506 487 6365 SH SOLE 0 0 6365 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 38 984 SH SOLE 0 0 984 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 44 426 SH SOLE 0 0 426 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 62 908 SH SOLE 0 0 908 SPDR GOLD TR GOLD SHS 78463V107 278 1539 SH SOLE 0 0 1539 SPDR S&P 500 ETF TR TR UNIT 78462F103 832 1842 SH SOLE 0 0 1842 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 258 5769 SH SOLE 0 0 5769 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 309 3881 SH SOLE 0 0 3881 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 56 134 SH SOLE 0 0 134 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 17 115 SH SOLE 0 0 115 VANGUARD INDEX FDS SM CP VAL ETF 922908611 32 182 SH SOLE 0 0 182 VANGUARD INDEX FDS MID CAP ETF 922908629 32 134 SH SOLE 0 0 134 VANGUARD INDEX FDS VALUE ETF 922908744 1 6 SH SOLE 0 0 6 VANGUARD INDEX FDS SMALL CP ETF 922908751 24 115 SH SOLE 0 0 115 VANGUARD INDEX FDS TOTAL STK MKT 922908769 20338 89331 SH SOLE 0 0 89331 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 38 305 SH SOLE 0 0 305 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 3365 33218 SH SOLE 0 0 33218 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 46 993 SH SOLE 0 0 993 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 44 710 SH SOLE 0 0 710 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 449 2771 SH SOLE 0 0 2771 VANGUARD STAR FDS VG TL INTL STK F 921909768 1830 30630 SH SOLE 0 0 30630 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 21 107 SH SOLE 0 0 107 VANGUARD WORLD FDS ENERGY ETF 92204A306 3 29 SH SOLE 0 0 29 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 66 703 SH SOLE 0 0 703 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 10 41 SH SOLE 0 0 41 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 201 1035 SH SOLE 0 0 1035 VANGUARD WORLD FDS INF TECH ETF 92204A702 425 1021 SH SOLE 0 0 1021 VANGUARD WORLD FDS MATERIALS ETF 92204A801 6 32 SH SOLE 0 0 32 WALMART INC COM 931142103 259 1737 SH SOLE 0 0 1737 WISDOMTREE TR US EFFICIENT COR 97717Y790 59822 1476360 SH SOLE 0 0 1476360 ZIMMER BIOMET HOLDINGS INC COM 98956P102 226 1769 SH SOLE 0 0 1769