0001398344-18-011702.txt : 20180813
0001398344-18-011702.hdr.sgml : 20180813
20180813150857
ACCESSION NUMBER: 0001398344-18-011702
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
FILED AS OF DATE: 20180813
DATE AS OF CHANGE: 20180813
EFFECTIVENESS DATE: 20180813
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: 181012014
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
06-30-2018
06-30-2018
false
SYM FINANCIAL Corp
801 Park Ave
Winona Lake
IN
46590
13F HOLDINGS REPORT
028-18543
N
Crystal L. Creekmore
Chief Compliance Officer
574-267-2300
/s/ Crystal L. Creekmore
Winona Lake
IN
08-07-2018
0
66
168133
INFORMATION TABLE
2
fp0035048_13fhr-table.xml
13F INFORMATION TABLE
ALPS ETF TR
ALERIAN MLP
00162Q866
143
14148
SH
SOLE
0
0
14148
AT&T INC
COM
00206R102
304
9479
SH
SOLE
0
0
9479
APPLE INC
COM
037833100
516
2786
SH
SOLE
0
0
2786
AUTOMATIC DATA PROCESSING IN
COM
053015103
261
1945
SH
SOLE
0
0
1945
CHEVRON CORP NEW
COM
166764100
238
1883
SH
SOLE
0
0
1883
DOWDUPONT INC
COM
26078J100
88773
1346675
SH
SOLE
0
0
1346675
EXXON MOBIL CORP
COM
30231G102
477
5765
SH
SOLE
0
0
5765
FIRST MERCHANTS CORP
COM
320817109
388
8360
SH
SOLE
0
0
8360
FIRST TRUST SPECIALTY FINANC
COM BEN INTR
33733G109
160
26549
SH
SOLE
0
0
26549
GENERAL ELECTRIC CO
COM
369604103
324
23771
SH
SOLE
0
0
23771
GOLDEN STAR RES LTD CDA
COM
38119T104
20
30000
SH
SOLE
0
0
30000
INTEL CORP
COM
458140100
203
4084
SH
SOLE
0
0
4084
ISHARES TR
SELECT DIVID ETF
464287168
54
552
SH
SOLE
0
0
552
ISHARES TR
CHINA LG-CAP ETF
464287184
43
1012
SH
SOLE
0
0
1012
ISHARES TR
CORE US AGGBD ET
464287226
130
1219
SH
SOLE
0
0
1219
ISHARES TR
MSCI EMG MKT ETF
464287234
108
2481
SH
SOLE
0
0
2481
ISHARES TR
S&P 500 GRWT ETF
464287309
45
277
SH
SOLE
0
0
277
ISHARES TR
RUS MDCP VAL ETF
464287473
41
460
SH
SOLE
0
0
460
ISHARES TR
RUS MD CP GR ETF
464287481
42
334
SH
SOLE
0
0
334
ISHARES TR
NASDAQ BIOTECH
464287556
40
367
SH
SOLE
0
0
367
ISHARES TR
COHEN STEER REIT
464287564
90
900
SH
SOLE
0
0
900
ISHARES TR
GLOBAL 100 ETF
464287572
10
212
SH
SOLE
0
0
212
ISHARES TR
RUS 1000 GRW ETF
464287614
34
234
SH
SOLE
0
0
234
ISHARES TR
RUS 1000 ETF
464287622
121
793
SH
SOLE
0
0
793
ISHARES TR
RUS 2000 GRW ETF
464287648
34
165
SH
SOLE
0
0
165
ISHARES TR
RUSSELL 2000 ETF
464287655
61
373
SH
SOLE
0
0
373
ISHARES TR
CORE S&P US VLU
464287663
169
3144
SH
SOLE
0
0
3144
ISHARES TR
U.S. ENERGY ETF
464287796
48
1154
SH
SOLE
0
0
1154
ISHARES TR
CORE S&P SCP ETF
464287804
33
401
SH
SOLE
0
0
401
ISHARES TR
MSCI ACWI ETF
464288257
808
11358
SH
SOLE
0
0
11358
ISHARES TR
IBOXX HI YD ETF
464288513
87
1024
SH
SOLE
0
0
1024
ISHARES TR
S&P US PFD STK
464288687
41
1079
SH
SOLE
0
0
1079
ISHARES TR
EAFE VALUE ETF
464288877
7
140
SH
SOLE
0
0
140
ISHARES TR
MLTFCTR INTL SML
46434V266
87
2745
SH
SOLE
0
0
2745
ISHARES TR
MULTIFACTOR INTL
46434V274
249
8999
SH
SOLE
0
0
8999
ISHARES TR
MULTIFACTOR USA
46434V290
149
3557
SH
SOLE
0
0
3557
ISHARES TR
MULTIFACTOR GLBL
46434V316
101
3370
SH
SOLE
0
0
3370
ISHARES TR
YLD OPTIM BD
46434V787
255
10565
SH
SOLE
0
0
10565
JP MORGAN EXCHANGE TRADED FD
DIV RTN INT EQ
46641Q209
126
2187
SH
SOLE
0
0
2187
JP MORGAN EXCHANGE TRADED FD
DIV RTN EM EQT
46641Q308
97
1788
SH
SOLE
0
0
1788
JOHNSON & JOHNSON
COM
478160104
264
2180
SH
SOLE
0
0
2180
LAKELAND FINL CORP
COM
511656100
308
6396
SH
SOLE
0
0
6396
LILLY ELI & CO
COM
532457108
877
10278
SH
SOLE
0
0
10278
MICROSOFT CORP
COM
594918104
446
4518
SH
SOLE
0
0
4518
MUTUALFIRST FINL INC
COM
62845B104
253
6703
SH
SOLE
0
0
6703
PIMCO CORPORATE & INCOME OPP
COM
72201B101
281
16068
SH
SOLE
0
0
16068
SPDR S&P 500 ETF TR
TR UNIT
78462F103
256
944
SH
SOLE
0
0
944
SPDR GOLD TRUST
GOLD SHS
78463V107
207
1746
SH
SOLE
0
0
1746
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
28518
432162
SH
SOLE
0
0
432162
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
76
907
SH
SOLE
0
0
907
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
115
1053
SH
SOLE
0
0
1053
SELECT SECTOR SPDR TR
ENERGY
81369Y506
292
3846
SH
SOLE
0
0
3846
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
58
2198
SH
SOLE
0
0
2198
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
20
274
SH
SOLE
0
0
274
SELECT SECTOR SPDR TR
RL EST SEL SEC
81369Y860
25
774
SH
SOLE
0
0
774
3M CO
COM
88579Y101
354
1800
SH
SOLE
0
0
1800
VANGUARD WORLD FDS
CONSUM STP ETF
92204A207
69
514
SH
SOLE
0
0
514
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
113
829
SH
SOLE
0
0
829
VANGUARD WORLD FDS
INF TECH ETF
92204A702
140
770
SH
SOLE
0
0
770
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
15
116
SH
SOLE
0
0
116
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
4
36
SH
SOLE
0
0
36
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
4
27
SH
SOLE
0
0
27
VANGUARD INDEX FDS
VALUE ETF
922908744
12
119
SH
SOLE
0
0
119
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
38682
275454
SH
SOLE
0
0
275454
WISDOMTREE TR
ITL HDG QTLY DIV
97717X594
1577
49608
SH
SOLE
0
0
49608
ZIMMER BIOMET HLDGS INC
COM
98956P102
252
2266
SH
SOLE
0
0
2266