0001398344-19-002598.txt : 20190213 0001398344-19-002598.hdr.sgml : 20190213 20190213125323 ACCESSION NUMBER: 0001398344-19-002598 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190213 DATE AS OF CHANGE: 20190213 EFFECTIVENESS DATE: 20190213 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: 19595636 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 12-31-2018 12-31-2018 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 02-11-2019 0 80 251134
INFORMATION TABLE 2 fp0039416_13fhr-table.xml 13F INFORMATION TABLE ALPS ETF TR ALERIAN MLP 00162Q866 124 14220 SH SOLE 0 0 14220 AT&T INC COM 00206R102 275 9642 SH SOLE 0 0 9642 APPLE INC COM 037833100 420 2663 SH SOLE 0 0 2663 AUTOMATIC DATA PROCESSING IN COM 053015103 255 1945 SH SOLE 0 0 1945 CHEVRON CORP NEW COM 166764100 201 1848 SH SOLE 0 0 1848 DOWDUPONT INC COM 26078J100 72027 1346801 SH SOLE 0 0 1346801 EXCHANGE TRADED CONCEPTS TR YLD SHS HGH INC 301505301 259 16131 SH SOLE 0 0 16131 EXXON MOBIL CORP COM 30231G102 473 6941 SH SOLE 0 0 6941 FIRST TRUST SPECIALTY FINANC COM BEN INTR 33733G109 221 42352 SH SOLE 0 0 42352 GENERAL ELECTRIC CO COM 369604103 143 18946 SH SOLE 0 0 18946 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 263 12338 SH SOLE 0 0 12338 INTEL CORP COM 458140100 201 4284 SH SOLE 0 0 4284 ISHARES INC MIN VOL GBL ETF 464286525 1112 13688 SH SOLE 0 0 13688 ISHARES TR CHINA LG-CAP ETF 464287184 40 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 65 1674 SH SOLE 0 0 1674 ISHARES TR S&P 500 GRWT ETF 464287309 56 369 SH SOLE 0 0 369 ISHARES TR MSCI EAFE ETF 464287465 7 119 SH SOLE 0 0 119 ISHARES TR RUS MDCP VAL ETF 464287473 35 460 SH SOLE 0 0 460 ISHARES TR RUS MD CP GR ETF 464287481 38 334 SH SOLE 0 0 334 ISHARES TR NASDAQ BIOTECH 464287556 34 350 SH SOLE 0 0 350 ISHARES TR COHEN STEER REIT 464287564 86 900 SH SOLE 0 0 900 ISHARES TR S&P MC 400GR ETF 464287606 15 81 SH SOLE 0 0 81 ISHARES TR RUS 1000 GRW ETF 464287614 31 234 SH SOLE 0 0 234 ISHARES TR RUS 1000 ETF 464287622 110 793 SH SOLE 0 0 793 ISHARES TR RUS 2000 GRW ETF 464287648 32 193 SH SOLE 0 0 193 ISHARES TR RUSSELL 2000 ETF 464287655 50 373 SH SOLE 0 0 373 ISHARES TR CORE S&P US VLU 464287663 154 3144 SH SOLE 0 0 3144 ISHARES TR S&P MC 400VL ETF 464287705 14 101 SH SOLE 0 0 101 ISHARES TR U.S. ENERGY ETF 464287796 36 1154 SH SOLE 0 0 1154 ISHARES TR CORE S&P SCP ETF 464287804 28 401 SH SOLE 0 0 401 ISHARES TR MSCI ACWI ETF 464288257 1108 17271 SH SOLE 0 0 17271 ISHARES TR NATIONAL MUN ETF 464288414 266 2437 SH SOLE 0 0 2437 ISHARES TR IBOXX HI YD ETF 464288513 42 514 SH SOLE 0 0 514 ISHARES TR US AER DEF ETF 464288760 9 50 SH SOLE 0 0 50 ISHARES TR EAFE VALUE ETF 464288877 258 5705 SH SOLE 0 0 5705 ISHARES TR EDGE MSCI USA VL 46432F388 2320 31976 SH SOLE 0 0 31976 ISHARES TR USA MOMENTUM FCT 46432F396 241 2407 SH SOLE 0 0 2407 ISHARES TR MLTFCTR INTL SML 46434V266 1679 64888 SH SOLE 0 0 64888 ISHARES TR MULTIFACTOR INTL 46434V274 453 19086 SH SOLE 0 0 19086 ISHARES TR MULTIFACTOR USA 46434V290 875 24414 SH SOLE 0 0 24414 ISHARES TR MULTIFACTOR GLBL 46434V316 87569 3371920 SH SOLE 0 0 3371920 ISHARES TR YLD OPTIM BD 46434V787 250 10565 SH SOLE 0 0 10565 ISHARES TR INTL VALUE FACTR 46435G409 2506 114576 SH SOLE 0 0 114576 JP MORGAN EXCHANGE TRADED FD DIV RTN INT EQ 46641Q209 146 2862 SH SOLE 0 0 2862 JP MORGAN EXCHANGE TRADED FD DIV RTN EM EQT 46641Q308 189 3722 SH SOLE 0 0 3722 JP MORGAN EXCHANGE TRADED FD DIV RTN EU ETF 46641Q605 2284 45045 SH SOLE 0 0 45045 JOHNSON & JOHNSON COM 478160104 336 2606 SH SOLE 0 0 2606 LILLY ELI & CO COM 532457108 1240 10720 SH SOLE 0 0 10720 MICROSOFT CORP COM 594918104 431 4244 SH SOLE 0 0 4244 PIMCO CORPORATE & INCOME OPP COM 72201B101 359 23418 SH SOLE 0 0 23418 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 538 5332 SH SOLE 0 0 5332 SPDR S&P 500 ETF TR TR UNIT 78462F103 236 944 SH SOLE 0 0 944 SPDR GOLD TRUST GOLD SHS 78463V107 212 1746 SH SOLE 0 0 1746 SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 239 4266 SH SOLE 0 0 4266 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 33 1258 SH SOLE 0 0 1258 SPDR SERIES TRUST S&P BIOTECH 78464A870 24 330 SH SOLE 0 0 330 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 24022 400827 SH SOLE 0 0 400827 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 79 915 SH SOLE 0 0 915 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 104 1053 SH SOLE 0 0 1053 SELECT SECTOR SPDR TR ENERGY 81369Y506 221 3846 SH SOLE 0 0 3846 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 45 1878 SH SOLE 0 0 1878 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 18 277 SH SOLE 0 0 277 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 24 774 SH SOLE 0 0 774 3M CO COM 88579Y101 349 1830 SH SOLE 0 0 1830 VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 1980 29314 SH SOLE 0 0 29314 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 5125 78288 SH SOLE 0 0 78288 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 407 8376 SH SOLE 0 0 8376 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 100 829 SH SOLE 0 0 829 VANGUARD WORLD FDS INF TECH ETF 92204A702 128 770 SH SOLE 0 0 770 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 228 2353 SH SOLE 0 0 2353 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 18 79 SH SOLE 0 0 79 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 3 36 SH SOLE 0 0 36 VANGUARD INDEX FDS SM CP VAL ETF 922908611 3 27 SH SOLE 0 0 27 VANGUARD INDEX FDS VALUE ETF 922908744 12 119 SH SOLE 0 0 119 VANGUARD INDEX FDS SMALL CP ETF 922908751 4 28 SH SOLE 0 0 28 VANGUARD INDEX FDS TOTAL STK MKT 922908769 32363 253568 SH SOLE 0 0 253568 WISDOMTREE TR ITL HDG QTLY DIV 97717X594 1380 49608 SH SOLE 0 0 49608 WISDOMTREE TR INTK MLTIFACTR 97717Y774 3284 144854 SH SOLE 0 0 144854 WISDOMTREE TR EMGRING MKTS 97717Y782 460 20230 SH SOLE 0 0 20230