0001398344-18-002316.txt : 20180214 0001398344-18-002316.hdr.sgml : 20180214 20180214131046 ACCESSION NUMBER: 0001398344-18-002316 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180214 EFFECTIVENESS DATE: 20180214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SYM FINANCIAL CORPORATION 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: 18610247 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 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000764739 XXXXXXXX 12-31-2017 12-31-2017 false SYM FINANCIAL CORPORATION

801 Park Ave Winona Lake IN 46590

13F HOLDINGS REPORT 028-18543 N Jerald W. Yeager 574-267-2300 /s/ Jerald W. Yeager Winona Lake IN 02-13-2018 0 76 220577 INFORMATION TABLE 2 fp0031129_13fhr-table.xml 13F INFORMATION TABLE 1ST SOURCE CORP COM 336901103 613 12402 SH SOLE 0 0 12402 3M CO COM 88579Y101 433 1841 SH SOLE 0 0 1841 ALPS ETF TR ALERIAN MLP 00162Q866 133 12300 SH SOLE 0 0 12300 ALTRIA GROUP INC COM 02209S103 228 3191 SH SOLE 0 0 3191 APPLE INC COM 037833100 946 5588 SH SOLE 0 0 5588 ARCHER DANIELS MIDLAND CO COM 039483102 9572 238819 SH SOLE 0 0 238819 AT&T INC COM 00206R102 544 13980 SH SOLE 0 0 13980 AUTOMATIC DATA PROCESSING IN COM 053015103 274 2338 SH SOLE 0 0 2338 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 676 3411 SH SOLE 0 0 3411 BLACKROCK INC COM 09247X101 251 489 SH SOLE 0 0 489 BOEING CO COM 097023105 556 1884 SH SOLE 0 0 1884 CHEVRON CORP NEW COM 166764100 229 1828 SH SOLE 0 0 1828 CSX CORP COM 126408103 223 4046 SH SOLE 0 0 4046 DOWDUPONT INC COM 26078J100 124410 1746839 SH SOLE 0 0 1746839 EXXON MOBIL CORP COM 30231G102 797 9524 SH SOLE 0 0 9524 FACEBOOK INC CL A 30303M102 327 1853 SH SOLE 0 0 1853 FIRST TRUST SPECIALTY FINANC COM BEN INTR 33733G109 258 42000 SH SOLE 0 0 42000 GENERAL ELECTRIC CO COM 369604103 526 30125 SH SOLE 0 0 30125 GERON CORP COM 374163103 34 19000 SH SOLE 0 0 19000 GOLDEN STAR RES LTD CDA COM 38119T104 27 30000 SH SOLE 0 0 30000 GOLDMAN SACHS BDC INC SHS 38147U107 488 22000 SH SOLE 0 0 22000 INTEL CORP COM 458140100 344 7460 SH SOLE 0 0 7460 ISHARES TR SELECT DIVID ETF 464287168 74 750 SH SOLE 0 0 750 ISHARES TR CORE US AGGBD ET 464287226 159 1452 SH SOLE 0 0 1452 ISHARES TR IBOXX INV CP ETF 464287242 2 18 SH SOLE 0 0 18 ISHARES TR S&P 500 GRWT ETF 464287309 42 277 SH SOLE 0 0 277 ISHARES TR RUS MDCP VAL ETF 464287473 51 568 SH SOLE 0 0 568 ISHARES TR RUS MD CP GR ETF 464287481 15 123 SH SOLE 0 0 123 ISHARES TR NASDAQ BIOTECH 464287556 64 600 SH SOLE 0 0 600 ISHARES TR COHEN STEER REIT 464287564 91 900 SH SOLE 0 0 900 ISHARES TR GLOBAL 100 ETF 464287572 20 212 SH SOLE 0 0 212 ISHARES TR RUS 1000 VAL ETF 464287598 331 2666 SH SOLE 0 0 2666 ISHARES TR RUS 1000 GRW ETF 464287614 327 2426 SH SOLE 0 0 2426 ISHARES TR RUS 1000 ETF 464287622 88 592 SH SOLE 0 0 592 ISHARES TR RUS 2000 VAL ETF 464287630 18 143 SH SOLE 0 0 143 ISHARES TR RUS 2000 GRW ETF 464287648 41 221 SH SOLE 0 0 221 ISHARES TR RUSSELL 2000 ETF 464287655 57 373 SH SOLE 0 0 373 ISHARES TR CORE S&P US VLU 464287663 251 4527 SH SOLE 0 0 4527 ISHARES TR RUSSELL 3000 ETF 464287689 3 20 SH SOLE 0 0 20 ISHARES TR CORE S&P SCP ETF 464287804 1 12 SH SOLE 0 0 12 ISHARES TR MSCI ACWI ETF 464288257 1197 16601 SH SOLE 0 0 16601 ISHARES TR EAFE SML CP ETF 464288273 1 23 SH SOLE 0 0 23 ISHARES TR IBOXX HI YD ETF 464288513 103 1175 SH SOLE 0 0 1175 ISHARES TR S&P US PFD STK 464288687 41 1079 SH SOLE 0 0 1079 ISHARES TR MLTFCTR INTL SML 46434V266 142 4381 SH SOLE 0 0 4381 ISHARES TR MULTIFACTOR USA 46434V290 261 6604 SH SOLE 0 0 6604 ISHARES TR YLD OPTIM BD 46434V787 316 12647 SH SOLE 0 0 12647 JOHNSON & JOHNSON COM 478160104 270 1932 SH SOLE 0 0 1932 LAKELAND FINL CORP COM 511656100 413 8527 SH SOLE 0 0 8527 LILLY ELI & CO COM 532457108 929 10996 SH SOLE 0 0 10996 MCDONALDS CORP COM 580135101 329 1912 SH SOLE 0 0 1912 MICROSOFT CORP COM 594918104 442 5169 SH SOLE 0 0 5169 MUTUALFIRST FINL INC COM 62845B104 1448 37567 SH SOLE 0 0 37567 PEPSICO INC COM 713448108 242 2017 SH SOLE 0 0 2017 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 27883 432162 SH SOLE 0 0 432162 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 86 1674 SH SOLE 0 0 1674 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 7 82 SH SOLE 0 0 82 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 6 57 SH SOLE 0 0 57 SELECT SECTOR SPDR TR ENERGY 81369Y506 282 3906 SH SOLE 0 0 3906 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 16 563 SH SOLE 0 0 563 SPDR GOLD TRUST GOLD SHS 78463V107 208 1686 SH SOLE 0 0 1686 SPDR S&P 500 ETF TR TR UNIT 78462F103 1089 4080 SH SOLE 0 0 4080 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 235 4826 SH SOLE 0 0 4826 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1 9 SH SOLE 0 0 9 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 381 3407 SH SOLE 0 0 3407 VANGUARD INDEX FDS GROWTH ETF 922908736 18 127 SH SOLE 0 0 127 VANGUARD INDEX FDS VALUE ETF 922908744 13 120 SH SOLE 0 0 120 VANGUARD INDEX FDS SMALL CP ETF 922908751 9 61 SH SOLE 0 0 61 VANGUARD INDEX FDS TOTAL STK MKT 922908769 37931 276362 SH SOLE 0 0 276362 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 468 8559 SH SOLE 0 0 8559 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 61 1026 SH SOLE 0 0 1026 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 258 2527 SH SOLE 0 0 2527 VERIZON COMMUNICATIONS INC COM 92343V104 284 5360 SH SOLE 0 0 5360 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 1323 41763 SH SOLE 0 0 41763 WISDOMTREE TR EUROPE HEDGED EQ 97717X701 19 297 SH SOLE 0 0 297 ZIMMER BIOMET HLDGS INC COM 98956P102 345 2857 SH SOLE 0 0 2857