0001398344-21-001363.txt : 20210126 0001398344-21-001363.hdr.sgml : 20210126 20210126121335 ACCESSION NUMBER: 0001398344-21-001363 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210126 DATE AS OF CHANGE: 20210126 EFFECTIVENESS DATE: 20210126 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: 21552512 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 12-31-2020 12-31-2020 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 01-26-2021 0 81 136431 INFORMATION TABLE 2 fp0061207_13fhr-table.xml 13F INFORMATION TABLE AMAZON COM INC COM 023135106 375 115 SH SOLE 0 0 115 APPLE INC COM 037833100 1403 10574 SH SOLE 0 0 10574 AUTOMATIC DATA PROCESSING IN COM 053015103 216 1228 SH SOLE 0 0 1228 CISCO SYS INC COM 17275R102 432 9646 SH SOLE 0 0 9646 DOW INC COM 260557103 29534 532148 SH SOLE 0 0 532148 DUPONT DE NEMOURS INC COM 26614N102 31620 444670 SH SOLE 0 0 444670 FIRST TRUST SPECIALTY FINANC COM BEN INTR 33733G109 142 45379 SH SOLE 0 0 45379 GENERAL ELECTRIC CO COM 369604103 238 22073 SH SOLE 0 0 22073 INTEL CORP COM 458140100 203 4084 SH SOLE 0 0 4084 ISHARES INC MSCI GBL MIN VOL 464286525 288 2971 SH SOLE 0 0 2971 ISHARES INC CORE MSCI EMKT 46434G103 0 5 SH SOLE 0 0 5 ISHARES INC MSCI EMERG MKT 46434G889 363 7398 SH SOLE 0 0 7398 ISHARES TR CORE S&P TTL STK 464287150 36 414 SH SOLE 0 0 414 ISHARES TR CHINA LG-CAP ETF 464287184 47 1012 SH SOLE 0 0 1012 ISHARES TR CORE US AGGBD ET 464287226 319 2703 SH SOLE 0 0 2703 ISHARES TR MSCI EMG MKT ETF 464287234 42 819 SH SOLE 0 0 819 ISHARES TR S&P 500 GRWT ETF 464287309 140 2188 SH SOLE 0 0 2188 ISHARES TR S&P 500 VAL ETF 464287408 3 27 SH SOLE 0 0 27 ISHARES TR RUS MDCP VAL ETF 464287473 46 478 SH SOLE 0 0 478 ISHARES TR RUS MD CP GR ETF 464287481 69 668 SH SOLE 0 0 668 ISHARES TR U.S. CNSM SV ETF 464287580 46 646 SH SOLE 0 0 646 ISHARES TR RUS 1000 GRW ETF 464287614 56 234 SH SOLE 0 0 234 ISHARES TR RUS 1000 ETF 464287622 37 173 SH SOLE 0 0 173 ISHARES TR RUS 2000 VAL ETF 464287630 1 8 SH SOLE 0 0 8 ISHARES TR RUS 2000 GRW ETF 464287648 40 138 SH SOLE 0 0 138 ISHARES TR RUSSELL 2000 ETF 464287655 42 215 SH SOLE 0 0 215 ISHARES TR CORE S&P US VLU 464287663 364 5851 SH SOLE 0 0 5851 ISHARES TR U.S. ENERGY ETF 464287796 23 1154 SH SOLE 0 0 1154 ISHARES TR MSCI ACWI ETF 464288257 1129 12444 SH SOLE 0 0 12444 ISHARES TR JPMORGAN USD EMG 464288281 1 7 SH SOLE 0 0 7 ISHARES TR NATIONAL MUN ETF 464288414 1 9 SH SOLE 0 0 9 ISHARES TR IBOXX HI YD ETF 464288513 45 514 SH SOLE 0 0 514 ISHARES TR ISHS 5-10YR INVT 464288638 6 93 SH SOLE 0 0 93 ISHARES TR EAFE VALUE ETF 464288877 134 2842 SH SOLE 0 0 2842 ISHARES TR MSCI INTL SML CP 46434V266 135 4046 SH SOLE 0 0 4046 ISHARES TR MSCI USA SML CP 46434V290 217 4749 SH SOLE 0 0 4749 ISHARES TR MSCI GBL MULTIFC 46434V316 1058 31425 SH SOLE 0 0 31425 ISHARES TR MSCI INTL QUALTY 46434V456 172 4826 SH SOLE 0 0 4826 ISHARES TR YLD OPTIM BD 46434V787 297 11501 SH SOLE 0 0 11501 J P MORGAN EXCHANGE-TRADED F DIV RTN INT EQ 46641Q209 176 3023 SH SOLE 0 0 3023 J P MORGAN EXCHANGE-TRADED F DIV RTN EM EQT 46641Q308 145 2643 SH SOLE 0 0 2643 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 0 1 SH SOLE 0 0 1 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 109 2103 SH SOLE 0 0 2103 JOHNSON & JOHNSON COM 478160104 272 1729 SH SOLE 0 0 1729 JPMORGAN CHASE & CO COM 46625H100 276 2173 SH SOLE 0 0 2173 LAKELAND FINL CORP COM 511656100 218 4075 SH SOLE 0 0 4075 LILLY ELI & CO COM 532457108 977 5788 SH SOLE 0 0 5788 LINCOLN NATL CORP IND COM 534187109 466 9256 SH SOLE 0 0 9256 MICROSOFT CORP COM 594918104 1007 4528 SH SOLE 0 0 4528 PIMCO CORPORATE & INCOME OPP COM 72201B101 304 17009 SH SOLE 0 0 17009 RAYTHEON TECHNOLOGIES CORP COM 75513E101 241 3368 SH SOLE 0 0 3368 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 35351 388518 SH SOLE 0 0 388518 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 273 2123 SH SOLE 0 0 2123 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 23 382 SH SOLE 0 0 382 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 7 232 SH SOLE 0 0 232 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 168 2620 SH SOLE 0 0 2620 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 38 1067 SH SOLE 0 0 1067 SCHWAB STRATEGIC TR US REIT ETF 808524847 3 83 SH SOLE 0 0 83 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 171 2931 SH SOLE 0 0 2931 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 366 7129 SH SOLE 0 0 7129 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 103 907 SH SOLE 0 0 907 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 169 1053 SH SOLE 0 0 1053 SELECT SECTOR SPDR TR ENERGY 81369Y506 260 6848 SH SOLE 0 0 6848 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 14 465 SH SOLE 0 0 465 SPDR S&P 500 ETF TR TR UNIT 78462F103 617 1649 SH SOLE 0 0 1649 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 227 4598 SH SOLE 0 0 4598 TCF FINL CORP COM 872307103 329 8897 SH SOLE 0 0 8897 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 6 53 SH SOLE 0 0 53 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6 45 SH SOLE 0 0 45 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 5 32 SH SOLE 0 0 32 VANGUARD INDEX FDS VALUE ETF 922908744 2 21 SH SOLE 0 0 21 VANGUARD INDEX FDS TOTAL STK MKT 922908769 17784 91367 SH SOLE 0 0 91367 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2606 28147 SH SOLE 0 0 28147 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 16 326 SH SOLE 0 0 326 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 43 710 SH SOLE 0 0 710 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 382 2706 SH SOLE 0 0 2706 VANGUARD STAR FDS VG TL INTL STK F 921909768 3155 52450 SH SOLE 0 0 52450 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 141 829 SH SOLE 0 0 829 VANGUARD WORLD FDS INF TECH ETF 92204A702 148 418 SH SOLE 0 0 418 WALMART INC COM 931142103 248 1721 SH SOLE 0 0 1721 ZIMMER BIOMET HOLDINGS INC COM 98956P102 257 1671 SH SOLE 0 0 1671