0001398344-20-002630.txt : 20200211
0001398344-20-002630.hdr.sgml : 20200211
20200211100055
ACCESSION NUMBER: 0001398344-20-002630
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200211
DATE AS OF CHANGE: 20200211
EFFECTIVENESS DATE: 20200211
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: 20594497
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
12-31-2019
12-31-2019
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
02-11-2020
0
95
151393
INFORMATION TABLE
2
fp0049324_13fhr-table.xml
13F INFORMATION TABLE
ALPS ETF TR
ALERIAN MLP
00162Q866
122
14388
SH
SOLE
0
0
14388
AMPLIFY ETF TR
HIGH INCOME
032108847
297
16661
SH
SOLE
0
0
16661
APPLE INC
COM
037833100
818
2787
SH
SOLE
0
0
2787
AUTOMATIC DATA PROCESSING IN
COM
053015103
298
1745
SH
SOLE
0
0
1745
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
219
968
SH
SOLE
0
0
968
CHEVRON CORP NEW
COM
166764100
241
1997
SH
SOLE
0
0
1997
COCA COLA CO
COM
191216100
450
8125
SH
SOLE
0
0
8125
CORTEVA INC
COM
22052L104
13221
447258
SH
SOLE
0
0
447258
DOW INC
COM
260557103
24584
449182
SH
SOLE
0
0
449182
DUPONT DE NEMOURS INC
COM
26614N102
28837
449169
SH
SOLE
0
0
449169
EXXON MOBIL CORP
COM
30231G102
244
3500
SH
SOLE
0
0
3500
FIRST TRUST SPECIALTY FINANC
COM BEN INTR
33733G109
266
44424
SH
SOLE
0
0
44424
GENERAL ELECTRIC CO
COM
369604103
123
11019
SH
SOLE
0
0
11019
GLOBAL X FDS
NASDAQ 100 COVER
37954Y483
302
12808
SH
SOLE
0
0
12808
INTEL CORP
COM
458140100
311
5199
SH
SOLE
0
0
5199
ISHARES TR
CHINA LG-CAP ETF
464287184
44
1012
SH
SOLE
0
0
1012
ISHARES TR
CORE US AGGBD ET
464287226
174
1552
SH
SOLE
0
0
1552
ISHARES TR
IBOXX INV CP ETF
464287242
13
98
SH
SOLE
0
0
98
ISHARES TR
GBL COMM SVC ETF
464287275
5
83
SH
SOLE
0
0
83
ISHARES TR
S&P 500 GRWT ETF
464287309
54
277
SH
SOLE
0
0
277
ISHARES TR
GLOBAL FINLS ETF
464287333
5
74
SH
SOLE
0
0
74
ISHARES TR
20 YR TR BD ETF
464287432
9
70
SH
SOLE
0
0
70
ISHARES TR
BARCLAYS 7 10 YR
464287440
10
93
SH
SOLE
0
0
93
ISHARES TR
MSCI EAFE ETF
464287465
106
1524
SH
SOLE
0
0
1524
ISHARES TR
RUS MDCP VAL ETF
464287473
44
460
SH
SOLE
0
0
460
ISHARES TR
RUS MD CP GR ETF
464287481
51
334
SH
SOLE
0
0
334
ISHARES TR
CORE S&P MCP ETF
464287507
62
300
SH
SOLE
0
0
300
ISHARES TR
PHLX SEMICND ETF
464287523
5
21
SH
SOLE
0
0
21
ISHARES TR
RUS 1000 GRW ETF
464287614
41
234
SH
SOLE
0
0
234
ISHARES TR
RUS 1000 ETF
464287622
108
606
SH
SOLE
0
0
606
ISHARES TR
RUS 2000 GRW ETF
464287648
35
165
SH
SOLE
0
0
165
ISHARES TR
RUSSELL 2000 ETF
464287655
62
373
SH
SOLE
0
0
373
ISHARES TR
CORE S&P US VLU
464287663
180
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
162
1929
SH
SOLE
0
0
1929
ISHARES TR
SHRT NAT MUN ETF
464288158
17
156
SH
SOLE
0
0
156
ISHARES TR
MSCI ACWI ETF
464288257
997
12575
SH
SOLE
0
0
12575
ISHARES TR
JPMORGAN USD EMG
464288281
40
345
SH
SOLE
0
0
345
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
MBS ETF
464288588
158
1459
SH
SOLE
0
0
1459
ISHARES TR
GLOBAL MATER ETF
464288695
5
76
SH
SOLE
0
0
76
ISHARES TR
EAFE VALUE ETF
464288877
99
1985
SH
SOLE
0
0
1985
ISHARES TR
MIN VOL EAFE ETF
46429B689
294
3950
SH
SOLE
0
0
3950
ISHARES TR
MSCI MIN VOL ETF
46429B697
351
5358
SH
SOLE
0
0
5358
ISHARES TR
EDGE MSCI USA VL
46432F388
2252
25100
SH
SOLE
0
0
25100
ISHARES TR
USA MOMENTUM FCT
46432F396
303
2415
SH
SOLE
0
0
2415
ISHARES TR
MLTFCTR INTL SML
46434V266
519
16373
SH
SOLE
0
0
16373
ISHARES TR
MULTIFACTOR INTL
46434V274
349
12918
SH
SOLE
0
0
12918
ISHARES TR
MULTIFACTOR USA
46434V282
305
8832
SH
SOLE
0
0
8832
ISHARES TR
MULTIFACTOR USA
46434V290
168
3906
SH
SOLE
0
0
3906
ISHARES TR
MULTIFACTOR GLBL
46434V316
156
5010
SH
SOLE
0
0
5010
ISHARES TR
CORE MSCI EURO
46434V738
4
80
SH
SOLE
0
0
80
ISHARES TR
YLD OPTIM BD
46434V787
310
12066
SH
SOLE
0
0
12066
JOHNSON & JOHNSON
COM
478160104
326
2232
SH
SOLE
0
0
2232
JP MORGAN EXCHANGE TRADED FD
DIV RTN INT EQ
46641Q209
138
2410
SH
SOLE
0
0
2410
JP MORGAN EXCHANGE TRADED FD
DIV RTN EM EQT
46641Q308
138
2421
SH
SOLE
0
0
2421
JP MORGAN EXCHANGE TRADED FD
DIV RTN EU ETF
46641Q605
444
7386
SH
SOLE
0
0
7386
JP MORGAN EXCHANGE TRADED FD
BETABULDR DEVE
46641Q688
8
299
SH
SOLE
0
0
299
JP MORGAN EXCHANGE TRADED FD
BETABULDRS CDA
46641Q696
31
1186
SH
SOLE
0
0
1186
JP MORGAN EXCHANGE TRADED FD
BETBULD JAPAN
46641Q712
23
950
SH
SOLE
0
0
950
JP MORGAN EXCHANGE TRADED FD
BETBULD EUROPE
46641Q720
26
1001
SH
SOLE
0
0
1001
LILLY ELI & CO
COM
532457108
610
4639
SH
SOLE
0
0
4639
LOCKHEED MARTIN CORP
COM
539830109
223
573
SH
SOLE
0
0
573
MICROSOFT CORP
COM
594918104
801
5081
SH
SOLE
0
0
5081
PIMCO CORPORATE & INCOME OPP
COM
72201B101
400
21047
SH
SOLE
0
0
21047
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
30816
400827
SH
SOLE
0
0
400827
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
104
1017
SH
SOLE
0
0
1017
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
11
167
SH
SOLE
0
0
167
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
137
1094
SH
SOLE
0
0
1094
SELECT SECTOR SPDR TR
ENERGY
81369Y506
231
3846
SH
SOLE
0
0
3846
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
59
1917
SH
SOLE
0
0
1917
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
23
283
SH
SOLE
0
0
283
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
21
232
SH
SOLE
0
0
232
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
8
149
SH
SOLE
0
0
149
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
3
40
SH
SOLE
0
0
40
SPDR S&P 500 ETF TR
TR UNIT
78462F103
603
1874
SH
SOLE
0
0
1874
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
232
4731
SH
SOLE
0
0
4731
TCF FINANCIAL CORPORATION NE
COM
872307103
580
12397
SH
SOLE
0
0
12397
VANGUARD GROUP
DIV APP ETF
921908844
213
1705
SH
SOLE
0
0
1705
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
27473
167906
SH
SOLE
0
0
167906
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
4125
50938
SH
SOLE
0
0
50938
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
18
331
SH
SOLE
0
0
331
VANGUARD INTL EQUITY INDEX F
FTSE PACIFIC ETF
922042866
4
55
SH
SOLE
0
0
55
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
33
410
SH
SOLE
0
0
410
VANGUARD SCOTTSDALE FDS
VNG RUS1000VAL
92206C714
59
491
SH
SOLE
0
0
491
VANGUARD SCOTTSDALE FDS
MORTG-BACK SEC
92206C771
5
95
SH
SOLE
0
0
95
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
272
2981
SH
SOLE
0
0
2981
VANGUARD WELLINGTON FD
US MULTIFACTOR
921935607
1737
21384
SH
SOLE
0
0
21384
VANGUARD WORLD FDS
INDUSTRIAL ETF
92204A603
128
829
SH
SOLE
0
0
829
VANGUARD WORLD FDS
INF TECH ETF
92204A702
240
981
SH
SOLE
0
0
981
WALMART INC
COM
931142103
240
2018
SH
SOLE
0
0
2018
WISDOMTREE TR
INTK MLTIFACTR
97717Y774
2409
94150
SH
SOLE
0
0
94150
WISDOMTREE TR
EMGRING MKTS
97717Y782
132
5840
SH
SOLE
0
0
5840
ZIMMER BIOMET HLDGS INC
COM
98956P102
243
1621
SH
SOLE
0
0
1621