0001398344-19-018987.txt : 20191104
0001398344-19-018987.hdr.sgml : 20191104
20191104094348
ACCESSION NUMBER: 0001398344-19-018987
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191104
DATE AS OF CHANGE: 20191104
EFFECTIVENESS DATE: 20191104
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: 191188441
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
09-30-2019
09-30-2019
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
11-04-2019
0
65
149550
INFORMATION TABLE
2
fp0046793_13fhr-table.xml
13F INFORMATION TABLE
ALPS ETF TR
ALERIAN MLP
00162Q866
131
14338
SH
SOLE
0
0
14338
APPLE INC
COM
037833100
844
3768
SH
SOLE
0
0
3768
AUTOMATIC DATA PROCESSING IN
COM
053015103
282
1745
SH
SOLE
0
0
1745
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
212
1018
SH
SOLE
0
0
1018
CHEVRON CORP NEW
COM
166764100
217
1833
SH
SOLE
0
0
1833
COCA COLA CO
COM
191216100
470
8625
SH
SOLE
0
0
8625
CORTEVA INC
COM
22052L104
12625
450904
SH
SOLE
0
0
450904
DOW INC
COM
260557103
21577
452813
SH
SOLE
0
0
452813
DUPONT DE NEMOURS INC
COM
26614N102
32290
452813
SH
SOLE
0
0
452813
EXXON MOBIL CORP
COM
30231G102
245
3464
SH
SOLE
0
0
3464
FIRST TRUST SPECIALTY FINANC
COM BEN INTR
33733G109
272
43924
SH
SOLE
0
0
43924
GENERAL ELECTRIC CO
COM
369604103
121
13514
SH
SOLE
0
0
13514
GLOBAL X FDS
NASDAQ 100 COVER
37954Y483
289
12808
SH
SOLE
0
0
12808
INTEL CORP
COM
458140100
225
4364
SH
SOLE
0
0
4364
ISHARES TR
CHINA LG-CAP ETF
464287184
40
1012
SH
SOLE
0
0
1012
ISHARES TR
CORE US AGGBD ET
464287226
159
1402
SH
SOLE
0
0
1402
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
47
334
SH
SOLE
0
0
334
ISHARES TR
RUS 1000 GRW ETF
464287614
37
234
SH
SOLE
0
0
234
ISHARES TR
RUS 1000 ETF
464287622
100
606
SH
SOLE
0
0
606
ISHARES TR
RUS 2000 GRW ETF
464287648
32
165
SH
SOLE
0
0
165
ISHARES TR
RUSSELL 2000 ETF
464287655
56
373
SH
SOLE
0
0
373
ISHARES TR
CORE S&P US VLU
464287663
165
2863
SH
SOLE
0
0
2863
ISHARES TR
U.S. ENERGY ETF
464287796
37
1154
SH
SOLE
0
0
1154
ISHARES TR
CORE S&P SCP ETF
464287804
31
401
SH
SOLE
0
0
401
ISHARES TR
MSCI ACWI ETF
464288257
903
12245
SH
SOLE
0
0
12245
ISHARES TR
NATIONAL MUN ETF
464288414
156
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
10
205
SH
SOLE
0
0
205
ISHARES TR
EDGE MSCI USA VL
46432F388
2059
25100
SH
SOLE
0
0
25100
ISHARES TR
MLTFCTR INTL SML
46434V266
518
18113
SH
SOLE
0
0
18113
ISHARES TR
MULTIFACTOR INTL
46434V274
281
11032
SH
SOLE
0
0
11032
ISHARES TR
MULTIFACTOR USA
46434V290
156
3906
SH
SOLE
0
0
3906
ISHARES TR
MULTIFACTOR GLBL
46434V316
184
6329
SH
SOLE
0
0
6329
ISHARES TR
YLD OPTIM BD
46434V787
309
12066
SH
SOLE
0
0
12066
JOHNSON & JOHNSON
COM
478160104
266
2057
SH
SOLE
0
0
2057
JP MORGAN EXCHANGE TRADED FD
DIV RTN INT EQ
46641Q209
128
2410
SH
SOLE
0
0
2410
JP MORGAN EXCHANGE TRADED FD
DIV RTN EM EQT
46641Q308
108
2063
SH
SOLE
0
0
2063
JP MORGAN EXCHANGE TRADED FD
DIV RTN EU ETF
46641Q605
458
8281
SH
SOLE
0
0
8281
LILLY ELI & CO
COM
532457108
625
5588
SH
SOLE
0
0
5588
LOCKHEED MARTIN CORP
COM
539830109
224
573
SH
SOLE
0
0
573
MICROSOFT CORP
COM
594918104
643
4627
SH
SOLE
0
0
4627
PIMCO CORPORATE & INCOME OPP
COM
72201B101
382
21047
SH
SOLE
0
0
21047
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
28467
400827
SH
SOLE
0
0
400827
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
82
907
SH
SOLE
0
0
907
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
127
1053
SH
SOLE
0
0
1053
SELECT SECTOR SPDR TR
ENERGY
81369Y506
228
3846
SH
SOLE
0
0
3846
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
53
1907
SH
SOLE
0
0
1907
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
22
281
SH
SOLE
0
0
281
SPDR S&P 500 ETF TR
TR UNIT
78462F103
216
729
SH
SOLE
0
0
729
SPDR SERIES TRUST
NUV HGHYLD MUN
78464A284
148
2490
SH
SOLE
0
0
2490
SPDR SERIES TRUST
S&P OILGAS EXP
78464A730
28
1263
SH
SOLE
0
0
1263
SPDR SERIES TRUST
S&P BIOTECH
78464A870
25
330
SH
SOLE
0
0
330
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
233
4731
SH
SOLE
0
0
4731
TCF FINANCIAL CORPORATION NE
COM
872307103
472
12397
SH
SOLE
0
0
12397
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
31945
211556
SH
SOLE
0
0
211556
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
4158
55567
SH
SOLE
0
0
55567
VANGUARD WELLINGTON FD
US MULTIFACTOR
921935607
1617
21384
SH
SOLE
0
0
21384
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
121
829
SH
SOLE
0
0
829
VANGUARD WORLD FDS
INF TECH ETF
92204A702
185
860
SH
SOLE
0
0
860
WALMART INC
COM
931142103
204
1721
SH
SOLE
0
0
1721
WISDOMTREE TR
INTK MLTIFACTR
97717Y774
2718
109150
SH
SOLE
0
0
109150
WISDOMTREE TR
EMGRING MKTS
97717Y782
229
10620
SH
SOLE
0
0
10620
ZIMMER BIOMET HLDGS INC
COM
98956P102
222
1621
SH
SOLE
0
0
1621