0001398344-22-013492.txt : 20220719 0001398344-22-013492.hdr.sgml : 20220719 20220719092659 ACCESSION NUMBER: 0001398344-22-013492 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220719 DATE AS OF CHANGE: 20220719 EFFECTIVENESS DATE: 20220719 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: 221090519 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 06-30-2022 06-30-2022 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 07-19-2022 0 115 211437 INFORMATION TABLE 2 fp0077842_13fhr-table.xml 13F INFORMATION TABLE ABBVIE INC COM 00287Y109 254 1656 SH SOLE 0 0 1656 AMAZON COM INC COM 023135106 217 2045 SH SOLE 0 0 2045 AMPLIFY ETF TR BLACKSWAN GRWT 032108888 710 26321 SH SOLE 0 0 26321 AON PLC SHS CL A G0403H108 270 1002 SH SOLE 0 0 1002 APPLE INC COM 037833100 1520 11114 SH SOLE 0 0 11114 AUTOMATIC DATA PROCESSING IN COM 053015103 258 1230 SH SOLE 0 0 1230 BLACKROCK CORE BD TR SHS BEN INT 09249E101 1980 174908 SH SOLE 0 0 174908 CHEVRON CORP NEW COM 166764100 346 2392 SH SOLE 0 0 2392 DOW INC COM 260557103 27413 531162 SH SOLE 0 0 531162 DUPONT DE NEMOURS INC COM 26614N102 10657 191733 SH SOLE 0 0 191733 EXXON MOBIL CORP COM 30231G102 296 3461 SH SOLE 0 0 3461 FIRST TR SPECIALTY FIN & FIN COM BEN INTR 33733G109 270 84537 SH SOLE 0 0 84537 GABELLI EQUITY TR INC COM 362397101 64 10478 SH SOLE 0 0 10478 HUNTINGTON BANCSHARES INC COM 446150104 322 26751 SH SOLE 0 0 26751 INVESCO QQQ TR UNIT SER 1 46090E103 280 997 SH SOLE 0 0 997 ISHARES INC MSCI GBL MIN VOL 464286525 1546 16364 SH SOLE 0 0 16364 ISHARES INC MSCI EMERG MRKT 464286533 5 89 SH SOLE 0 0 89 ISHARES INC CORE MSCI EMKT 46434G103 269 5487 SH SOLE 0 0 5487 ISHARES INC MSCI EMERG MKT 46434G889 17 398 SH SOLE 0 0 398 ISHARES TR CORE S&P TTL STK 464287150 90 1080 SH SOLE 0 0 1080 ISHARES TR TIPS BD ETF 464287176 24 212 SH SOLE 0 0 212 ISHARES TR CORE S&P500 ETF 464287200 30 79 SH SOLE 0 0 79 ISHARES TR CORE US AGGBD ET 464287226 25220 248030 SH SOLE 0 0 248030 ISHARES TR IBOXX INV CP ETF 464287242 415 3775 SH SOLE 0 0 3775 ISHARES TR S&P 500 GRWT ETF 464287309 299 4960 SH SOLE 0 0 4960 ISHARES TR 20 YR TR BD ETF 464287432 257 2233 SH SOLE 0 0 2233 ISHARES TR MSCI EAFE ETF 464287465 4 67 SH SOLE 0 0 67 ISHARES TR RUS MDCP VAL ETF 464287473 47 460 SH SOLE 0 0 460 ISHARES TR RUS MD CP GR ETF 464287481 54 676 SH SOLE 0 0 676 ISHARES TR RUS MID CAP ETF 464287499 6 95 SH SOLE 0 0 95 ISHARES TR CORE S&P MCP ETF 464287507 105 465 SH SOLE 0 0 465 ISHARES TR ISHARES BIOTECH 464287556 15 127 SH SOLE 0 0 127 ISHARES TR RUS 1000 VAL ETF 464287598 36 247 SH SOLE 0 0 247 ISHARES TR S&P MC 400GR ETF 464287606 3 43 SH SOLE 0 0 43 ISHARES TR RUS 1000 GRW ETF 464287614 112 513 SH SOLE 0 0 513 ISHARES TR RUS 1000 ETF 464287622 36 174 SH SOLE 0 0 174 ISHARES TR RUS 2000 GRW ETF 464287648 29 138 SH SOLE 0 0 138 ISHARES TR RUSSELL 2000 ETF 464287655 41 244 SH SOLE 0 0 244 ISHARES TR CORE S&P US VLU 464287663 464 6943 SH SOLE 0 0 6943 ISHARES TR U.S. REAL ES ETF 464287739 12 130 SH SOLE 0 0 130 ISHARES TR CORE S&P SCP ETF 464287804 58 630 SH SOLE 0 0 630 ISHARES TR SP SMCP600VL ETF 464287879 706 7931 SH SOLE 0 0 7931 ISHARES TR MSCI ACWI EX US 464288240 7 160 SH SOLE 0 0 160 ISHARES TR MSCI ACWI ETF 464288257 1958 23346 SH SOLE 0 0 23346 ISHARES TR EAFE SML CP ETF 464288273 2 33 SH SOLE 0 0 33 ISHARES TR JPMORGAN USD EMG 464288281 5 58 SH SOLE 0 0 58 ISHARES TR NATIONAL MUN ETF 464288414 677 6368 SH SOLE 0 0 6368 ISHARES TR IBOXX HI YD ETF 464288513 31 416 SH SOLE 0 0 416 ISHARES TR MBS ETF 464288588 23 233 SH SOLE 0 0 233 ISHARES TR EAFE VALUE ETF 464288877 1523 35092 SH SOLE 0 0 35092 ISHARES TR MSCI INTL SML CP 46434V266 115 3984 SH SOLE 0 0 3984 ISHARES TR MSCI USA SML CP 46434V290 191 4063 SH SOLE 0 0 4063 ISHARES TR MSCI GBL MULTIFC 46434V316 3090 99484 SH SOLE 0 0 99484 ISHARES TR 0-5YR HI YL CP 46434V407 5 122 SH SOLE 0 0 122 ISHARES TR MSCI INTL QUALTY 46434V456 149 4826 SH SOLE 0 0 4826 ISHARES TR CORE TOTAL USD 46434V613 64 1368 SH SOLE 0 0 1368 ISHARES TR CORE DIV GRWTH 46434V621 23 481 SH SOLE 0 0 481 ISHARES TR YLD OPTIM BD 46434V787 309 13999 SH SOLE 0 0 13999 ISHARES TR CONV BD ETF 46435G102 5 68 SH SOLE 0 0 68 ISHARES TR MORTGE REL ETF 46435G342 6 220 SH SOLE 0 0 220 ISHARES TR ESG AWR MSCI USA 46435G425 213 2538 SH SOLE 0 0 2538 ISHARES TR FALN ANGLS USD 46435G474 18 719 SH SOLE 0 0 719 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 164 3370 SH SOLE 0 0 3370 J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308 110 2215 SH SOLE 0 0 2215 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 1 28 SH SOLE 0 0 28 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 432 9606 SH SOLE 0 0 9606 JOHNSON & JOHNSON COM 478160104 470 2647 SH SOLE 0 0 2647 JPMORGAN CHASE & CO COM 46625H100 240 2133 SH SOLE 0 0 2133 LAKELAND FINL CORP COM 511656100 344 5178 SH SOLE 0 0 5178 LILLY ELI & CO COM 532457108 1961 6047 SH SOLE 0 0 6047 LINCOLN NATL CORP IND COM 534187109 289 6170 SH SOLE 0 0 6170 MICROSOFT CORP COM 594918104 866 3373 SH SOLE 0 0 3373 PEPSICO INC COM 713448108 244 1466 SH SOLE 0 0 1466 PFIZER INC COM 717081103 246 4692 SH SOLE 0 0 4692 PIMCO CORPORATE & INCOME OPP COM 72201B101 2249 179767 SH SOLE 0 0 179767 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 779 8116 SH SOLE 0 0 8116 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 472 4759 SH SOLE 0 0 4759 RPM INTL INC COM 749685103 9362 118925 SH SOLE 0 0 118925 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 24417 552549 SH SOLE 0 0 552549 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 113 1943 SH SOLE 0 0 1943 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 133 1860 SH SOLE 0 0 1860 SCHWAB STRATEGIC TR US REIT ETF 808524847 1 26 SH SOLE 0 0 26 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 705 13669 SH SOLE 0 0 13669 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 8 111 SH SOLE 0 0 111 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 258 2013 SH SOLE 0 0 2013 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 254 1849 SH SOLE 0 0 1849 SELECT SECTOR SPDR TR ENERGY 81369Y506 420 5877 SH SOLE 0 0 5877 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 70 2221 SH SOLE 0 0 2221 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 37 426 SH SOLE 0 0 426 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 49 908 SH SOLE 0 0 908 SPDR GOLD TR GOLD SHS 78463V107 259 1539 SH SOLE 0 0 1539 SPDR S&P 500 ETF TR TR UNIT 78462F103 695 1843 SH SOLE 0 0 1843 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 891 21115 SH SOLE 0 0 21115 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 465 6178 SH SOLE 0 0 6178 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 84 243 SH SOLE 0 0 243 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1 4 SH SOLE 0 0 4 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2 18 SH SOLE 0 0 18 VANGUARD INDEX FDS MID CAP ETF 922908629 14 70 SH SOLE 0 0 70 VANGUARD INDEX FDS SMALL CP ETF 922908751 13 75 SH SOLE 0 0 75 VANGUARD INDEX FDS TOTAL STK MKT 922908769 24006 127272 SH SOLE 0 0 127272 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 31 305 SH SOLE 0 0 305 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 3149 36898 SH SOLE 0 0 36898 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 49 1187 SH SOLE 0 0 1187 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 173 3270 SH SOLE 0 0 3270 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 421 2932 SH SOLE 0 0 2932 VANGUARD STAR FDS VG TL INTL STK F 921909768 1534 29729 SH SOLE 0 0 29729 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 40 214 SH SOLE 0 0 214 VANGUARD WORLD FDS ENERGY ETF 92204A306 6 58 SH SOLE 0 0 58 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 54 703 SH SOLE 0 0 703 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 12 51 SH SOLE 0 0 51 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 203 1241 SH SOLE 0 0 1241 VANGUARD WORLD FDS INF TECH ETF 92204A702 413 1266 SH SOLE 0 0 1266 VANGUARD WORLD FDS MATERIALS ETF 92204A801 10 64 SH SOLE 0 0 64 WALMART INC COM 931142103 214 1757 SH SOLE 0 0 1757 WISDOMTREE TR US EFFICIENT COR 97717Y790 50833 1524690 SH SOLE 0 0 1524690