0001398344-19-012726.txt : 20190729 0001398344-19-012726.hdr.sgml : 20190729 20190729101008 ACCESSION NUMBER: 0001398344-19-012726 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190729 DATE AS OF CHANGE: 20190729 EFFECTIVENESS DATE: 20190729 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: 19979664 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 06-30-2019 06-30-2019 false SYM FINANCIAL Corp

801 PARK AVE WINONA LAKE IN 46590

13F HOLDINGS REPORT 028-18543 N Crystal L. Creekmore 574-267-2300 /s/ Crystal L. Creekmore Winona Lake IN 07-29-2019 0 71 155700 INFORMATION TABLE 2 fp0044170_13fhr-table.xml 13F INFORMATION TABLE 3M CO COM 88579Y101 312 1800 SH SOLE 0 0 1800 ALPS ETF TR ALERIAN MLP 00162Q866 141 14295 SH SOLE 0 0 14295 APPLE INC COM 037833100 620 3134 SH SOLE 0 0 3134 AT&T INC COM 00206R102 324 9664 SH SOLE 0 0 9664 AUTOMATIC DATA PROCESSING IN COM 053015103 279 1686 SH SOLE 0 0 1686 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 216 1013 SH SOLE 0 0 1013 CHEVRON CORP NEW COM 166764100 236 1899 SH SOLE 0 0 1899 CORTEVA INC COM 22052L104 13209 446713 SH SOLE 0 0 446713 DOW INC COM 260557103 22119 448567 SH SOLE 0 0 448567 DUPONT DE NEMOURS INC COM 26614N102 33678 448622 SH SOLE 0 0 448622 EXCHANGE TRADED CONCEPTS TR YLD SHS HGH INC 301505301 289 16131 SH SOLE 0 0 16131 EXXON MOBIL CORP COM 30231G102 446 5819 SH SOLE 0 0 5819 FIRST TRUST SPECIALTY FINANC COM BEN INTR 33733G109 269 43374 SH SOLE 0 0 43374 GENERAL ELECTRIC CO COM 369604103 139 13271 SH SOLE 0 0 13271 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 288 12658 SH SOLE 0 0 12658 ISHARES TR TIPS BD ETF 464287176 16 135 SH SOLE 0 0 135 ISHARES TR CHINA LG-CAP ETF 464287184 43 1012 SH SOLE 0 0 1012 ISHARES TR CORE US AGGBD ET 464287226 160 1433 SH SOLE 0 0 1433 ISHARES TR S&P 500 GRWT ETF 464287309 50 277 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 48 334 SH SOLE 0 0 334 ISHARES TR NASDAQ BIOTECH 464287556 2 20 SH SOLE 0 0 20 ISHARES TR COHEN STEER REIT 464287564 101 900 SH SOLE 0 0 900 ISHARES TR RUS 1000 GRW ETF 464287614 37 234 SH SOLE 0 0 234 ISHARES TR RUS 1000 ETF 464287622 99 606 SH SOLE 0 0 606 ISHARES TR RUS 2000 GRW ETF 464287648 33 165 SH SOLE 0 0 165 ISHARES TR RUSSELL 2000 ETF 464287655 58 373 SH SOLE 0 0 373 ISHARES TR CORE S&P US VLU 464287663 179 3164 SH SOLE 0 0 3164 ISHARES TR U.S. ENERGY ETF 464287796 40 1154 SH SOLE 0 0 1154 ISHARES TR CORE S&P SCP ETF 464287804 34 439 SH SOLE 0 0 439 ISHARES TR MSCI ACWI ETF 464288257 1117 15158 SH SOLE 0 0 15158 ISHARES TR EAFE SML CP ETF 464288273 4 64 SH SOLE 0 0 64 ISHARES TR NATIONAL MUN ETF 464288414 155 1370 SH SOLE 0 0 1370 ISHARES TR IBOXX HI YD ETF 464288513 45 514 SH SOLE 0 0 514 ISHARES TR EAFE VALUE ETF 464288877 158 3295 SH SOLE 0 0 3295 ISHARES TR EDGE MSCI USA VL 46432F388 2038 25100 SH SOLE 0 0 25100 ISHARES TR MLTFCTR INTL SML 46434V266 582 20109 SH SOLE 0 0 20109 ISHARES TR MULTIFACTOR INTL 46434V274 290 11032 SH SOLE 0 0 11032 ISHARES TR MULTIFACTOR USA 46434V290 157 3906 SH SOLE 0 0 3906 ISHARES TR MULTIFACTOR GLBL 46434V316 345 11791 SH SOLE 0 0 11791 ISHARES TR YLD OPTIM BD 46434V787 314 12423 SH SOLE 0 0 12423 ISHARES TR INTL VALUE FACTR 46435G409 249 10800 SH SOLE 0 0 10800 JOHNSON & JOHNSON COM 478160104 307 2205 SH SOLE 0 0 2205 JP MORGAN EXCHANGE TRADED FD DIV RTN INT EQ 46641Q209 179 3279 SH SOLE 0 0 3279 JP MORGAN EXCHANGE TRADED FD DIV RTN EM EQT 46641Q308 166 2983 SH SOLE 0 0 2983 JP MORGAN EXCHANGE TRADED FD DIV RTN EU ETF 46641Q605 522 9273 SH SOLE 0 0 9273 LILLY ELI & CO COM 532457108 1090 9837 SH SOLE 0 0 9837 MICROSOFT CORP COM 594918104 499 3727 SH SOLE 0 0 3727 PIMCO CORPORATE & INCOME OPP COM 72201B101 425 23418 SH SOLE 0 0 23418 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 28270 400827 SH SOLE 0 0 400827 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 101 1408 SH SOLE 0 0 1408 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 84 907 SH SOLE 0 0 907 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 126 1053 SH SOLE 0 0 1053 SELECT SECTOR SPDR TR ENERGY 81369Y506 245 3846 SH SOLE 0 0 3846 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 52 1898 SH SOLE 0 0 1898 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 22 280 SH SOLE 0 0 280 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3 58 SH SOLE 0 0 58 SPDR S&P 500 ETF TR TR UNIT 78462F103 214 729 SH SOLE 0 0 729 SPDR SERIES TRUST NUV HGHYLD MUN 78464A284 146 2490 SH SOLE 0 0 2490 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 34 1258 SH SOLE 0 0 1258 SPDR SERIES TRUST S&P BIOTECH 78464A870 29 330 SH SOLE 0 0 330 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 232 4731 SH SOLE 0 0 4731 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7 67 SH SOLE 0 0 67 VANGUARD INDEX FDS TOTAL STK MKT 922908769 34712 231276 SH SOLE 0 0 231276 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 4188 55720 SH SOLE 0 0 55720 VANGUARD WELLINGTON FD US MULTIFACTOR 921935607 1634 21530 SH SOLE 0 0 21530 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 121 829 SH SOLE 0 0 829 VANGUARD WORLD FDS INF TECH ETF 92204A702 162 770 SH SOLE 0 0 770 WISDOMTREE TR INTK MLTIFACTR 97717Y774 2711 109150 SH SOLE 0 0 109150 WISDOMTREE TR EMGRING MKTS 97717Y782 249 10620 SH SOLE 0 0 10620 ZIMMER BIOMET HLDGS INC COM 98956P102 209 1774 SH SOLE 0 0 1774