0001398344-23-000727.txt : 20230119
0001398344-23-000727.hdr.sgml : 20230119
20230119121758
ACCESSION NUMBER: 0001398344-23-000727
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230119
DATE AS OF CHANGE: 20230119
EFFECTIVENESS DATE: 20230119
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: 23536657
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
X0202
13F-HR
LIVE
false
false
false
0000764739
XXXXXXXX
12-31-2022
12-31-2022
false
SYM FINANCIAL Corp
801 PARK AVE
WINONA LAKE
IN
46590
13F HOLDINGS REPORT
028-18543
000107517
801-23944
N
Crystal L. Creekmore
Chief Compliance Officer
574-267-2300
/s/ Crystal L. Creekmore
Winona Lake
IN
01-19-2023
0
120
420607160
INFORMATION TABLE
2
fp0081705-1_13fhr-table.xml
ABBVIE INC
COM
00287Y109
254075
1572
SH
SOLE
0
0
1572
AON PLC
SHS CL A
G0403H108
300140
1000
SH
SOLE
0
0
1000
APPLE INC
COM
037833100
1422963
10952
SH
SOLE
0
0
10952
AUTOMATIC DATA PROCESSING IN
COM
053015103
264896
1109
SH
SOLE
0
0
1109
BLACKROCK CORE BD TR
SHS BEN INT
09249E101
1815545
174908
SH
SOLE
0
0
174908
CHEVRON CORP NEW
COM
166764100
428858
2389
SH
SOLE
0
0
2389
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
136475941
5450317
SH
SOLE
0
0
5450317
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
51888
1247
SH
SOLE
0
0
1247
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
12992
254
SH
SOLE
0
0
254
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
29931
894
SH
SOLE
0
0
894
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
25434V799
55652
2490
SH
SOLE
0
0
2490
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
18726
616
SH
SOLE
0
0
616
DOW INC
COM
260557103
26826477
532377
SH
SOLE
0
0
532377
DUPONT DE NEMOURS INC
COM
26614N102
5284922
77006
SH
SOLE
0
0
77006
EXXON MOBIL CORP
COM
30231G102
366096
3319
SH
SOLE
0
0
3319
FIRST TR SPECIALTY FIN & FIN
COM BEN INTR
33733G109
258683
84537
SH
SOLE
0
0
84537
GABELLI EQUITY TR INC
COM
362397101
60421
11026
SH
SOLE
0
0
11026
GENERAL ELECTRIC CO
COM NEW
369604301
215279
2569
SH
SOLE
0
0
2569
HUNTINGTON BANCSHARES INC
COM
446150104
376682
26715
SH
SOLE
0
0
26715
ISHARES INC
MSCI WORLD ETF
464286392
874
8
SH
SOLE
0
0
8
ISHARES INC
MSCI GBL MIN VOL
464286525
1926435
20274
SH
SOLE
0
0
20274
ISHARES INC
CORE MSCI EMKT
46434G103
442623
9478
SH
SOLE
0
0
9478
ISHARES INC
MSCI EMERG MKT
46434G889
16334
398
SH
SOLE
0
0
398
ISHARES TR
CORE S&P TTL STK
464287150
91584
1080
SH
SOLE
0
0
1080
ISHARES TR
CORE US AGGBD ET
464287226
24372423
251288
SH
SOLE
0
0
251288
ISHARES TR
IBOXX INV CP ETF
464287242
715764
6789
SH
SOLE
0
0
6789
ISHARES TR
S&P 500 GRWT ETF
464287309
327483
5598
SH
SOLE
0
0
5598
ISHARES TR
20 YR TR BD ETF
464287432
214253
2152
SH
SOLE
0
0
2152
ISHARES TR
7-10 YR TRSY BD
464287440
862
9
SH
SOLE
0
0
9
ISHARES TR
RUS MDCP VAL ETF
464287473
76374
725
SH
SOLE
0
0
725
ISHARES TR
RUS MD CP GR ETF
464287481
56276
673
SH
SOLE
0
0
673
ISHARES TR
RUS MID CAP ETF
464287499
4279
63
SH
SOLE
0
0
63
ISHARES TR
CORE S&P MCP ETF
464287507
242
1
SH
SOLE
0
0
1
ISHARES TR
ISHARES BIOTECH
464287556
31116
237
SH
SOLE
0
0
237
ISHARES TR
RUS 1000 GRW ETF
464287614
63418
296
SH
SOLE
0
0
296
ISHARES TR
RUS 1000 ETF
464287622
36977
176
SH
SOLE
0
0
176
ISHARES TR
RUS 2000 GRW ETF
464287648
29827
139
SH
SOLE
0
0
139
ISHARES TR
RUSSELL 2000 ETF
464287655
39802
228
SH
SOLE
0
0
228
ISHARES TR
CORE S&P US VLU
464287663
511291
7239
SH
SOLE
0
0
7239
ISHARES TR
U.S. REAL ES ETF
464287739
5472
65
SH
SOLE
0
0
65
ISHARES TR
CORE S&P SCP ETF
464287804
63987
676
SH
SOLE
0
0
676
ISHARES TR
US CONSM STAPLES
464287812
84771
418
SH
SOLE
0
0
418
ISHARES TR
SP SMCP600VL ETF
464287879
417835
4576
SH
SOLE
0
0
4576
ISHARES TR
MSCI ACWI EX US
464288240
7320
161
SH
SOLE
0
0
161
ISHARES TR
MSCI ACWI ETF
464288257
2279877
26860
SH
SOLE
0
0
26860
ISHARES TR
JPMORGAN USD EMG
464288281
2284
27
SH
SOLE
0
0
27
ISHARES TR
IBOXX HI YD ETF
464288513
27317
371
SH
SOLE
0
0
371
ISHARES TR
US HOME CONS ETF
464288752
4727
78
SH
SOLE
0
0
78
ISHARES TR
EAFE VALUE ETF
464288877
21793
475
SH
SOLE
0
0
475
ISHARES TR
MSCI USA QLT FCT
46432F339
170256
1494
SH
SOLE
0
0
1494
ISHARES TR
CORE MSCI TOTAL
46432F834
5788
100
SH
SOLE
0
0
100
ISHARES TR
CORE MSCI EAFE
46432F842
27861
452
SH
SOLE
0
0
452
ISHARES TR
MSCI INTL SML CP
46434V266
275610
9187
SH
SOLE
0
0
9187
ISHARES TR
MSCI USA SML CP
46434V290
216716
4364
SH
SOLE
0
0
4364
ISHARES TR
MSCI GBL MULTIFC
46434V316
3638141
114555
SH
SOLE
0
0
114555
ISHARES TR
MSCI INTL QUALTY
46434V456
156314
4826
SH
SOLE
0
0
4826
ISHARES TR
YLD OPTIM BD
46434V787
378315
17451
SH
SOLE
0
0
17451
ISHARES TR
ESG AWR MSCI USA
46435G425
468498
5528
SH
SOLE
0
0
5528
ISHARES TR
MSCI USA SMCP MN
46435G433
1799
52
SH
SOLE
0
0
52
J P MORGAN EXCHANGE TRADED F
DIV RTN INT EQ
46641Q209
137294
2786
SH
SOLE
0
0
2786
J P MORGAN EXCHANGE TRADED F
DIV RTN EM EQT
46641Q308
397277
8060
SH
SOLE
0
0
8060
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
50
1
SH
SOLE
0
0
1
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
46641Q852
513018
11157
SH
SOLE
0
0
11157
JOHNSON & JOHNSON
COM
478160104
462404
2618
SH
SOLE
0
0
2618
JPMORGAN CHASE & CO
COM
46625H100
301762
2250
SH
SOLE
0
0
2250
LAKELAND FINL CORP
COM
511656100
368790
5054
SH
SOLE
0
0
5054
LILLY ELI & CO
COM
532457108
2130262
5823
SH
SOLE
0
0
5823
MICROSOFT CORP
COM
594918104
758324
3162
SH
SOLE
0
0
3162
PEPSICO INC
COM
713448108
295173
1634
SH
SOLE
0
0
1634
PFIZER INC
COM
717081103
223609
4364
SH
SOLE
0
0
4364
PIMCO CORPORATE & INCOME OPP
COM
72201B101
2125530
176980
SH
SOLE
0
0
176980
PIMCO ETF TR
ENHNCD LW DUR AC
72201R718
534548
5671
SH
SOLE
0
0
5671
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
563686
5714
SH
SOLE
0
0
5714
RPM INTL INC
COM
749685103
8582811
88074
SH
SOLE
0
0
88074
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
24488665
546500
SH
SOLE
0
0
546500
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
115398
2077
SH
SOLE
0
0
2077
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
136501
1807
SH
SOLE
0
0
1807
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
792652
16101
SH
SOLE
0
0
16101
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
26465
511
SH
SOLE
0
0
511
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
8622
111
SH
SOLE
0
0
111
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
273466
2013
SH
SOLE
0
0
2013
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
238817
1849
SH
SOLE
0
0
1849
SELECT SECTOR SPDR TR
ENERGY
81369Y506
517078
5911
SH
SOLE
0
0
5911
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
58208
1702
SH
SOLE
0
0
1702
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
41837
426
SH
SOLE
0
0
426
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
43575
908
SH
SOLE
0
0
908
SPDR GOLD TR
GOLD SHS
78463V107
255987
1509
SH
SOLE
0
0
1509
SPDR INDEX SHS FDS
MSCI WRLD STRGIC
78463X418
1458267
15541
SH
SOLE
0
0
15541
SPDR S&P 500 ETF TR
TR UNIT
78462F103
737372
1928
SH
SOLE
0
0
1928
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
1548427
38672
SH
SOLE
0
0
38672
VANGUARD ADMIRAL FDS INC
SMLCP 600 VAL
921932778
14374944
91531
SH
SOLE
0
0
91531
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
634778
8836
SH
SOLE
0
0
8836
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
320437
912
SH
SOLE
0
0
912
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
55638475
411405
SH
SOLE
0
0
411405
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
43055
522
SH
SOLE
0
0
522
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
10027
50
SH
SOLE
0
0
50
VANGUARD INDEX FDS
MID CAP ETF
922908629
133699
656
SH
SOLE
0
0
656
VANGUARD INDEX FDS
GROWTH ETF
922908736
38360
180
SH
SOLE
0
0
180
VANGUARD INDEX FDS
VALUE ETF
922908744
56148
400
SH
SOLE
0
0
400
VANGUARD INDEX FDS
SMALL CP ETF
922908751
13766
75
SH
SOLE
0
0
75
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
25382193
132759
SH
SOLE
0
0
132759
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
24058
234
SH
SOLE
0
0
234
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
3538186
41051
SH
SOLE
0
0
41051
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
35715
916
SH
SOLE
0
0
916
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
922042874
18572
335
SH
SOLE
0
0
335
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
526464
3467
SH
SOLE
0
0
3467
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1537584
29729
SH
SOLE
0
0
29729
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
627727
14957
SH
SOLE
0
0
14957
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
40996
214
SH
SOLE
0
0
214
VANGUARD WORLD FDS
ENERGY ETF
92204A306
7034
58
SH
SOLE
0
0
58
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
58159
703
SH
SOLE
0
0
703
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
21490
87
SH
SOLE
0
0
87
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
226656
1241
SH
SOLE
0
0
1241
VANGUARD WORLD FDS
INF TECH ETF
92204A702
380417
1191
SH
SOLE
0
0
1191
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
5446
32
SH
SOLE
0
0
32
WALMART INC
COM
931142103
218894
1544
SH
SOLE
0
0
1544
WISDOMTREE TR
EMERGING MKT EXC
97717Y535
150652
6088
SH
SOLE
0
0
6088
WISDOMTREE TR
INTERNATIONL EFI
97717Y634
56439677
1778748
SH
SOLE
0
0
1778748
WISDOMTREE TR
US EFFICIENT COR
97717Y790
25668
791
SH
SOLE
0
0
791
ZIMMER BIOMET HOLDINGS INC
COM
98956P102
208923
1639
SH
SOLE
0
0
1639