Avoid Fraud, Get The Facts, And Find The Best
Legal Name: SYM FINANCIAL CORPORATION
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 29, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
231,276 |
$34,712k |
|
|
DuPont de Nemours Inc (26614N102)
|
448,622 |
$33,678k |
|
|
SCHWAB STRATEGIC TR (808524102)
|
400,827 |
$28,270k |
|
|
Dow Inc (260557103)
|
448,567 |
$22,119k |
|
|
CORTEVA INC (22052L104)
|
446,713 |
$13,209k |
|
|
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (922042742)
|
55,720 |
$4,188k |
|
|
WISDOMTREE TR (97717Y774)
|
109,150 |
$2,711k |
|
|
ISHARES TR (46432F388)
|
25,100 |
$2,038k |
|
|
VANGUARD WELLINGTON FD (921935607)
|
21,530 |
$1,634k |
|
|
ISHARES TR (464288257)
|
15,158 |
$1,117k |
|
|
LILLY ELI & CO (532457108)
|
9,837 |
$1,090k |
|
|
Apple Inc (037833100)
|
3,134 |
$620k |
|
|
ISHARES TR (46434V266)
|
20,109 |
$582k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q605)
|
9,273 |
$522k |
|
|
MICROSOFT CORP (594918104)
|
3,727 |
$499k |
|
|
Exxon Mobil Corp (30231G102)
|
5,819 |
$446k |
|
|
PIMCO Corporate Opportunity (72201B101)
|
23,418 |
$425k |
|
|
ISHARES TR (46434V316)
|
11,791 |
$345k |
|
|
AT&T INC (00206R102)
|
9,664 |
$324k |
|
|
ISHARES TR (46434V787)
|
12,423 |
$314k |
|
|
3M CO (88579Y101)
|
1,800 |
$312k |
|
|
JOHNSON & JOHNSON (478160104)
|
2,205 |
$307k |
|
|
ISHARES TR (46434V274)
|
11,032 |
$290k |
|
|
EXCHANGE TRADED CONCEPTS TR (301505301)
|
16,131 |
$289k |
|
|
GLOBAL X FDS (37954Y483)
|
12,658 |
$288k |
|
|
ADP (053015103)
|
1,686 |
$279k |
|
|
FIRST TRUST SPECIALTY FINANC (33733G109)
|
43,374 |
$269k |
|
|
ISHARES TR (46435G409)
|
10,800 |
$249k |
|
|
WISDOMTREE TR (97717Y782)
|
10,620 |
$249k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
3,846 |
$245k |
|
|
Chevron Corp (166764100)
|
1,899 |
$236k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
4,731 |
$232k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
1,013 |
$216k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
729 |
$214k |
|
|
ZIMMER BIOMET HLDGS (98956P102)
|
1,774 |
$209k |
|
|
ISHARES TR (464287663)
|
3,164 |
$179k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q209)
|
3,279 |
$179k |
|
|
JP MORGAN EXCHANGE TRADED FD (46641Q308)
|
2,983 |
$166k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
770 |
$162k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
1,433 |
$160k |
|
|
ISHARES (464288877)
|
3,295 |
$158k |
|
|
ISHARES TR (46434V290)
|
3,906 |
$157k |
|
|
ISHARES TR NATIONAL MUN ETF (464288414)
|
1,370 |
$155k |
|
|
SPDR SERIES TRUST (78464A284)
|
2,490 |
$146k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
14,295 |
$141k |
|
|
GENERAL ELECTRIC CO (369604103)
|
13,271 |
$139k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
1,053 |
$126k |
|
|
VANGUARD WORLD FDS (92204A603)
|
829 |
$121k |
|
|
ISHARES TR COHEN&ST RLTY (464287564)
|
900 |
$101k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
1,408 |
$101k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
606 |
$99k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
907 |
$84k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
373 |
$58k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
1,898 |
$52k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
277 |
$50k |
|
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
334 |
$48k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
514 |
$45k |
|
|
ISHARES (464287184)
|
1,012 |
$43k |
|
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
460 |
$41k |
|
|
ISHARES (464287796)
|
1,154 |
$40k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
234 |
$37k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
439 |
$34k |
|
|
SPDR SERIES TRUST (78464A730)
|
1,258 |
$34k |
|
|
ISHARES TR RUS 2000 GRW ETF (464287648)
|
165 |
$33k |
|
|
SPDR SERIES TRUST (78464A870)
|
330 |
$29k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
280 |
$22k |
|
|
ISHARES TR (464287176)
|
135 |
$16k |
|
|
VANGUARD INDEX FDS MCAP VL IDXVIP (922908512)
|
67 |
$7k |
|
|
ISHARES (464288273)
|
64 |
$4k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
58 |
$3k |
|
|
ISHARES (464287556)
|
20 |
$2k |
|
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