0001398344-21-008148.txt : 20210419 0001398344-21-008148.hdr.sgml : 20210419 20210419100054 ACCESSION NUMBER: 0001398344-21-008148 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210419 DATE AS OF CHANGE: 20210419 EFFECTIVENESS DATE: 20210419 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: 21833530 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 03-31-2021 03-31-2021 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 04-19-2021 0 79 173795 INFORMATION TABLE 2 fp0064338_13fhr-table.xml 13F INFORMATION TABLE AMAZON COM INC COM 023135106 217 70 SH SOLE 0 0 70 APPLE INC COM 037833100 1201 9835 SH SOLE 0 0 9835 AUTOMATIC DATA PROCESSING IN COM 053015103 231 1228 SH SOLE 0 0 1228 BLACKROCK CORE BD TR SHS BEN INT 09249E101 2456 156413 SH SOLE 0 0 156413 CHEVRON CORP NEW COM 166764100 218 2083 SH SOLE 0 0 2083 CORTEVA INC COM 22052L104 353 7572 SH SOLE 0 0 7572 DOW INC COM 260557103 34436 538570 SH SOLE 0 0 538570 DUPONT DE NEMOURS INC COM 26614N102 24582 318086 SH SOLE 0 0 318086 FIRST TRUST SPECIALTY FINANC COM BEN INTR 33733G109 181 45379 SH SOLE 0 0 45379 GENERAL ELECTRIC CO COM 369604103 300 22867 SH SOLE 0 0 22867 INTEL CORP COM 458140100 288 4499 SH SOLE 0 0 4499 ISHARES INC MSCI GBL MIN VOL 464286525 375 3806 SH SOLE 0 0 3806 ISHARES INC MSCI EMRG CHN 46434G764 239 4018 SH SOLE 0 0 4018 ISHARES INC MSCI EMERG MKT 46434G889 366 7037 SH SOLE 0 0 7037 ISHARES TR CHINA LG-CAP ETF 464287184 47 1012 SH SOLE 0 0 1012 ISHARES TR CORE US AGGBD ET 464287226 24575 215888 SH SOLE 0 0 215888 ISHARES TR MSCI EMG MKT ETF 464287234 44 819 SH SOLE 0 0 819 ISHARES TR S&P 500 GRWT ETF 464287309 142 2188 SH SOLE 0 0 2188 ISHARES TR RUS MDCP VAL ETF 464287473 50 460 SH SOLE 0 0 460 ISHARES TR RUS MD CP GR ETF 464287481 68 668 SH SOLE 0 0 668 ISHARES TR RUS MID CAP ETF 464287499 2 30 SH SOLE 0 0 30 ISHARES TR NASDAQ BIOTECH 464287556 19 127 SH SOLE 0 0 127 ISHARES TR U.S. CNSM SV ETF 464287580 48 646 SH SOLE 0 0 646 ISHARES TR RUS 1000 GRW ETF 464287614 57 234 SH SOLE 0 0 234 ISHARES TR RUS 1000 ETF 464287622 39 173 SH SOLE 0 0 173 ISHARES TR RUS 2000 GRW ETF 464287648 42 138 SH SOLE 0 0 138 ISHARES TR RUSSELL 2000 ETF 464287655 48 215 SH SOLE 0 0 215 ISHARES TR CORE S&P US VLU 464287663 426 6181 SH SOLE 0 0 6181 ISHARES TR U.S. ENERGY ETF 464287796 30 1154 SH SOLE 0 0 1154 ISHARES TR CORE S&P SCP ETF 464287804 2 20 SH SOLE 0 0 20 ISHARES TR MSCI ACWI ETF 464288257 1151 12094 SH SOLE 0 0 12094 ISHARES TR IBOXX HI YD ETF 464288513 45 514 SH SOLE 0 0 514 ISHARES TR EAFE VALUE ETF 464288877 129 2539 SH SOLE 0 0 2539 ISHARES TR MSCI INTL SML CP 46434V266 139 3961 SH SOLE 0 0 3961 ISHARES TR MSCI USA SML CP 46434V290 218 4163 SH SOLE 0 0 4163 ISHARES TR MSCI GBL MULTIFC 46434V316 1247 34196 SH SOLE 0 0 34196 ISHARES TR MSCI INTL QUALTY 46434V456 176 4826 SH SOLE 0 0 4826 ISHARES TR YLD OPTIM BD 46434V787 297 11923 SH SOLE 0 0 11923 J P MORGAN EXCHANGE-TRADED F DIV RTN INT EQ 46641Q209 184 3023 SH SOLE 0 0 3023 J P MORGAN EXCHANGE-TRADED F DIV RTN EM EQT 46641Q308 126 2225 SH SOLE 0 0 2225 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 0 3 SH SOLE 0 0 3 J P MORGAN EXCHANGE-TRADED F INTL BD OPP ETF 46641Q852 112 2186 SH SOLE 0 0 2186 JOHNSON & JOHNSON COM 478160104 298 1815 SH SOLE 0 0 1815 JPMORGAN CHASE & CO COM 46625H100 237 1558 SH SOLE 0 0 1558 LAKELAND FINL CORP COM 511656100 587 8479 SH SOLE 0 0 8479 LILLY ELI & CO COM 532457108 1082 5789 SH SOLE 0 0 5789 LINCOLN NATL CORP IND COM 534187109 384 6170 SH SOLE 0 0 6170 MICROSOFT CORP COM 594918104 796 3375 SH SOLE 0 0 3375 PEPSICO INC COM 713448108 207 1467 SH SOLE 0 0 1467 PIMCO CORPORATE & INCOME OPP COM 72201B101 2837 155293 SH SOLE 0 0 155293 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 202 1983 SH SOLE 0 0 1983 RAYTHEON TECHNOLOGIES CORP COM 75513E101 260 3368 SH SOLE 0 0 3368 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 37573 388516 SH SOLE 0 0 388516 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 267 2054 SH SOLE 0 0 2054 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 191 2620 SH SOLE 0 0 2620 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 180 3193 SH SOLE 0 0 3193 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 9 111 SH SOLE 0 0 111 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 161 1383 SH SOLE 0 0 1383 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 232 1379 SH SOLE 0 0 1379 SELECT SECTOR SPDR TR ENERGY 81369Y506 346 7056 SH SOLE 0 0 7056 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 47 1383 SH SOLE 0 0 1383 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 42 426 SH SOLE 0 0 426 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 67 908 SH SOLE 0 0 908 SPDR S&P 500 ETF TR TR UNIT 78462F103 677 1709 SH SOLE 0 0 1709 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 248 5151 SH SOLE 0 0 5151 TCF FINL CORP COM 872307103 413 8897 SH SOLE 0 0 8897 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 0 1 SH SOLE 0 0 1 VANGUARD INDEX FDS TOTAL STK MKT 922908769 23838 115332 SH SOLE 0 0 115332 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 2804 28824 SH SOLE 0 0 28824 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2 30 SH SOLE 0 0 30 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 45 710 SH SOLE 0 0 710 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 214 1609 SH SOLE 0 0 1609 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 390 2651 SH SOLE 0 0 2651 VANGUARD STAR FDS VG TL INTL STK F 921909768 3289 52450 SH SOLE 0 0 52450 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 59 703 SH SOLE 0 0 703 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 157 829 SH SOLE 0 0 829 VANGUARD WORLD FDS INF TECH ETF 92204A702 248 693 SH SOLE 0 0 693 WALMART INC COM 931142103 235 1731 SH SOLE 0 0 1731 ZIMMER BIOMET HOLDINGS INC COM 98956P102 262 1637 SH SOLE 0 0 1637