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