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 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