0001398344-21-019984.txt : 20211015 0001398344-21-019984.hdr.sgml : 20211015 20211015103015 ACCESSION NUMBER: 0001398344-21-019984 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211015 DATE AS OF CHANGE: 20211015 EFFECTIVENESS DATE: 20211015 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: 211325102 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 09-30-2021 09-30-2021 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 10-15-2021 0 115 170433 INFORMATION TABLE 2 fp0069428_13fhr-table.xml 13F INFORMATION TABLE AMAZON COM INC COM 023135106 243 74 SH SOLE 0 0 74 APPLE INC COM 037833100 1442 10194 SH SOLE 0 0 10194 AUTOMATIC DATA PROCESSING IN COM 053015103 265 1325 SH SOLE 0 0 1325 BLACKROCK CORE BD TR SHS BEN INT 09249E101 2896 174908 SH SOLE 0 0 174908 CISCO SYS INC COM 17275R102 237 4360 SH SOLE 0 0 4360 DOW INC COM 260557103 30610 531791 SH SOLE 0 0 531791 DUPONT DE NEMOURS INC COM 26614N102 21168 311333 SH SOLE 0 0 311333 FIRST TR SPECIALTY FIN & FIN COM BEN INTR 33733G109 209 52649 SH SOLE 0 0 52649 GENERAL ELECTRIC CO COM NEW 369604301 321 3115 SH SOLE 0 0 3115 HUNTINGTON BANCSHARES INC COM 446150104 413 26715 SH SOLE 0 0 26715 INTEL CORP COM 458140100 240 4499 SH SOLE 0 0 4499 INVESCO QQQ TR UNIT SER 1 46090E103 368 1028 SH SOLE 0 0 1028 ISHARES INC MSCI GBL MIN VOL 464286525 618 6017 SH SOLE 0 0 6017 ISHARES INC CORE MSCI EMKT 46434G103 2 35 SH SOLE 0 0 35 ISHARES INC MSCI EMRG CHN 46434G764 262 4319 SH SOLE 0 0 4319 ISHARES INC MSCI EMERG MKT 46434G889 363 7037 SH SOLE 0 0 7037 ISHARES TR CORE S&P TTL STK 464287150 255 2592 SH SOLE 0 0 2592 ISHARES TR CHINA LG-CAP ETF 464287184 39 1012 SH SOLE 0 0 1012 ISHARES TR CORE S&P500 ETF 464287200 53 124 SH SOLE 0 0 124 ISHARES TR CORE US AGGBD ET 464287226 25079 218400 SH SOLE 0 0 218400 ISHARES TR IBOXX INV CP ETF 464287242 57 425 SH SOLE 0 0 425 ISHARES TR S&P 500 GRWT ETF 464287309 158 2133 SH SOLE 0 0 2133 ISHARES TR 20 YR TR BD ETF 464287432 173 1199 SH SOLE 0 0 1199 ISHARES TR BARCLAYS 7 10 YR 464287440 26 228 SH SOLE 0 0 228 ISHARES TR RUS MDCP VAL ETF 464287473 55 483 SH SOLE 0 0 483 ISHARES TR RUS MD CP GR ETF 464287481 76 678 SH SOLE 0 0 678 ISHARES TR RUS MID CAP ETF 464287499 7 87 SH SOLE 0 0 87 ISHARES TR CORE S&P MCP ETF 464287507 110 417 SH SOLE 0 0 417 ISHARES TR ISHARES BIOTECH 464287556 21 127 SH SOLE 0 0 127 ISHARES TR US CONSUM DISCRE 464287580 35 452 SH SOLE 0 0 452 ISHARES TR RUS 1000 VAL ETF 464287598 24 153 SH SOLE 0 0 153 ISHARES TR RUS 1000 GRW ETF 464287614 111 404 SH SOLE 0 0 404 ISHARES TR RUS 1000 ETF 464287622 42 173 SH SOLE 0 0 173 ISHARES TR RUS 2000 GRW ETF 464287648 41 138 SH SOLE 0 0 138 ISHARES TR RUSSELL 2000 ETF 464287655 50 228 SH SOLE 0 0 228 ISHARES TR CORE S&P US VLU 464287663 632 8919 SH SOLE 0 0 8919 ISHARES TR CORE S&P US GWT 464287671 117 1141 SH SOLE 0 0 1141 ISHARES TR U.S. ENERGY ETF 464287796 33 1154 SH SOLE 0 0 1154 ISHARES TR CORE S&P SCP ETF 464287804 64 586 SH SOLE 0 0 586 ISHARES TR MSCI ACWI EX US 464288240 9 154 SH SOLE 0 0 154 ISHARES TR MSCI ACWI ETF 464288257 1208 12094 SH SOLE 0 0 12094 ISHARES TR IBOXX HI YD ETF 464288513 45 514 SH SOLE 0 0 514 ISHARES TR MBS ETF 464288588 85 784 SH SOLE 0 0 784 ISHARES TR USD INV GRDE ETF 464288620 4 65 SH SOLE 0 0 65 ISHARES TR EAFE VALUE ETF 464288877 103 2024 SH SOLE 0 0 2024 ISHARES TR EAFE GRWTH ETF 464288885 2 19 SH SOLE 0 0 19 ISHARES TR MSCI USA QLT FCT 46432F339 251 1903 SH SOLE 0 0 1903 ISHARES TR CORE MSCI EAFE 46432F842 116 1563 SH SOLE 0 0 1563 ISHARES TR MSCI INTL SML CP 46434V266 135 3711 SH SOLE 0 0 3711 ISHARES TR MSCI USA SML CP 46434V290 218 4063 SH SOLE 0 0 4063 ISHARES TR MSCI GBL MULTIFC 46434V316 1696 45946 SH SOLE 0 0 45946 ISHARES TR MSCI INTL QUALTY 46434V456 183 4826 SH SOLE 0 0 4826 ISHARES TR CORE DIV GRWTH 46434V621 12 238 SH SOLE 0 0 238 ISHARES TR CORE MSCI PAC 46434V696 85 1273 SH SOLE 0 0 1273 ISHARES TR YLD OPTIM BD 46434V787 312 12421 SH SOLE 0 0 12421 ISHARES TR IBONDS DEC23 ETF 46434VAX8 8 314 SH SOLE 0 0 314 ISHARES TR IBONDS DEC22 ETF 46434VBA7 8 317 SH SOLE 0 0 317 ISHARES TR IBONDS DEC25 ETF 46434VBD1 8 291 SH SOLE 0 0 291 ISHARES TR IBONDS DEC24 ETF 46434VBG4 8 322 SH SOLE 0 0 322 ISHARES TR IBONDS DEC21 ETF 46434VBK5 8 320 SH SOLE 0 0 320 ISHARES TR ESG AWR MSCI USA 46435G425 233 2364 SH SOLE 0 0 2364 J P MORGAN EXCHANGE-TRADED F DIV RTN INT EQ 46641Q209 179 2973 SH SOLE 0 0 2973 J P MORGAN EXCHANGE-TRADED F DIV RTN EM EQT 46641Q308 122 2125 SH SOLE 0 0 2125 J P MORGAN EXCHANGE-TRADED F US MOMENTUM 46641Q779 114 2606 SH SOLE 0 0 2606 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 238 4627 SH SOLE 0 0 4627 JOHNSON & JOHNSON COM 478160104 516 3198 SH SOLE 0 0 3198 JPMORGAN CHASE & CO COM 46625H100 305 1863 SH SOLE 0 0 1863 LAKELAND FINL CORP COM 511656100 391 5482 SH SOLE 0 0 5482 LILLY ELI & CO COM 532457108 1705 7378 SH SOLE 0 0 7378 LINCOLN NATL CORP IND COM 534187109 424 6170 SH SOLE 0 0 6170 MICROSOFT CORP COM 594918104 924 3279 SH SOLE 0 0 3279 PEPSICO INC COM 713448108 431 2867 SH SOLE 0 0 2867 PFIZER INC COM 717081103 276 6429 SH SOLE 0 0 6429 PIMCO CORPORATE & INCOME OPP COM 72201B101 3065 167551 SH SOLE 0 0 167551 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 318 3123 SH SOLE 0 0 3123 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 34709 334194 SH SOLE 0 0 334194 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 304 2054 SH SOLE 0 0 2054 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 45 1477 SH SOLE 0 0 1477 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 195 2620 SH SOLE 0 0 2620 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 378 6674 SH SOLE 0 0 6674 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 36 457 SH SOLE 0 0 457 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 176 1383 SH SOLE 0 0 1383 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 247 1379 SH SOLE 0 0 1379 SELECT SECTOR SPDR TR ENERGY 81369Y506 330 6331 SH SOLE 0 0 6331 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 44 1168 SH SOLE 0 0 1168 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 69 706 SH SOLE 0 0 706 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 73 908 SH SOLE 0 0 908 SPDR S&P 500 ETF TR TR UNIT 78462F103 747 1740 SH SOLE 0 0 1740 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 249 5151 SH SOLE 0 0 5151 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 21 54 SH SOLE 0 0 54 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 15 111 SH SOLE 0 0 111 VANGUARD INDEX FDS SM CP VAL ETF 922908611 30 180 SH SOLE 0 0 180 VANGUARD INDEX FDS MID CAP ETF 922908629 22 93 SH SOLE 0 0 93 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 108 591 SH SOLE 0 0 591 VANGUARD INDEX FDS SMALL CP ETF 922908751 19 89 SH SOLE 0 0 89 VANGUARD INDEX FDS TOTAL STK MKT 922908769 24937 112299 SH SOLE 0 0 112299 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 70 521 SH SOLE 0 0 521 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 3150 30929 SH SOLE 0 0 30929 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 111 1698 SH SOLE 0 0 1698 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 59 959 SH SOLE 0 0 959 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 2 18 SH SOLE 0 0 18 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 2 29 SH SOLE 0 0 29 VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 92206C714 221 3218 SH SOLE 0 0 3218 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 4 75 SH SOLE 0 0 75 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 1 9 SH SOLE 0 0 9 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 87 922 SH SOLE 0 0 922 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 396 2576 SH SOLE 0 0 2576 VANGUARD STAR FDS VG TL INTL STK F 921909768 1881 29729 SH SOLE 0 0 29729 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 65 703 SH SOLE 0 0 703 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 156 829 SH SOLE 0 0 829 VANGUARD WORLD FDS INF TECH ETF 92204A702 314 782 SH SOLE 0 0 782 WALMART INC COM 931142103 252 1807 SH SOLE 0 0 1807 ZIMMER BIOMET HOLDINGS INC COM 98956P102 247 1687 SH SOLE 0 0 1687