0001398344-22-001976.txt : 20220203 0001398344-22-001976.hdr.sgml : 20220203 20220203153659 ACCESSION NUMBER: 0001398344-22-001976 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220203 DATE AS OF CHANGE: 20220203 EFFECTIVENESS DATE: 20220203 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: 22588060 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 12-31-2021 12-31-2021 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 02-03-2022 0 103 257020 INFORMATION TABLE 2 fp0072188_13fhr-table.xml 13F INFORMATION TABLE AMAZON COM INC COM 023135106 247 74 SH SOLE 0 0 74 APPLE INC COM 037833100 1811 10197 SH SOLE 0 0 10197 AUTOMATIC DATA PROCESSING IN COM 053015103 324 1315 SH SOLE 0 0 1315 BLACKROCK CORE BD TR SHS BEN INT 09249E101 2888 174908 SH SOLE 0 0 174908 BLACKROCK INC COM 09247X101 201 220 SH SOLE 0 0 220 CHEVRON CORP NEW COM 166764100 215 1833 SH SOLE 0 0 1833 CISCO SYS INC COM 17275R102 276 4360 SH SOLE 0 0 4360 DOW INC COM 260557103 30163 531791 SH SOLE 0 0 531791 DUPONT DE NEMOURS INC COM 26614N102 15488 191733 SH SOLE 0 0 191733 EXXON MOBIL CORP COM 30231G102 280 4571 SH SOLE 0 0 4571 FIRST TR SPECIALTY FIN & FIN COM BEN INTR 33733G109 215 52649 SH SOLE 0 0 52649 GABELLI EQUITY TR INC COM 362397101 72 10024 SH SOLE 0 0 10024 GENERAL ELECTRIC CO COM NEW 369604301 279 2950 SH SOLE 0 0 2950 HUNTINGTON BANCSHARES INC COM 446150104 412 26715 SH SOLE 0 0 26715 INVESCO QQQ TR UNIT SER 1 46090E103 409 1028 SH SOLE 0 0 1028 ISHARES INC MSCI GBL MIN VOL 464286525 712 6577 SH SOLE 0 0 6577 ISHARES INC CORE MSCI EMKT 46434G103 14650 244739 SH SOLE 0 0 244739 ISHARES INC MSCI EMRG CHN 46434G764 104 1718 SH SOLE 0 0 1718 ISHARES INC MSCI EMERG MKT 46434G889 34 667 SH SOLE 0 0 667 ISHARES TR CORE S&P TTL STK 464287150 150 1405 SH SOLE 0 0 1405 ISHARES TR CHINA LG-CAP ETF 464287184 37 1012 SH SOLE 0 0 1012 ISHARES TR CORE S&P500 ETF 464287200 59 124 SH SOLE 0 0 124 ISHARES TR CORE US AGGBD ET 464287226 27887 244453 SH SOLE 0 0 244453 ISHARES TR S&P 500 GRWT ETF 464287309 178 2133 SH SOLE 0 0 2133 ISHARES TR 20 YR TR BD ETF 464287432 178 1199 SH SOLE 0 0 1199 ISHARES TR RUS MDCP VAL ETF 464287473 56 460 SH SOLE 0 0 460 ISHARES TR RUS MD CP GR ETF 464287481 77 668 SH SOLE 0 0 668 ISHARES TR RUS MID CAP ETF 464287499 7 88 SH SOLE 0 0 88 ISHARES TR CORE S&P MCP ETF 464287507 118 417 SH SOLE 0 0 417 ISHARES TR ISHARES BIOTECH 464287556 19 127 SH SOLE 0 0 127 ISHARES TR US CONSUM DISCRE 464287580 38 453 SH SOLE 0 0 453 ISHARES TR RUS 1000 VAL ETF 464287598 26 153 SH SOLE 0 0 153 ISHARES TR RUS 1000 GRW ETF 464287614 123 404 SH SOLE 0 0 404 ISHARES TR RUS 1000 ETF 464287622 46 173 SH SOLE 0 0 173 ISHARES TR RUS 2000 GRW ETF 464287648 40 138 SH SOLE 0 0 138 ISHARES TR RUSSELL 2000 ETF 464287655 51 228 SH SOLE 0 0 228 ISHARES TR CORE S&P US VLU 464287663 580 7593 SH SOLE 0 0 7593 ISHARES TR U.S. ENERGY ETF 464287796 35 1154 SH SOLE 0 0 1154 ISHARES TR CORE S&P SCP ETF 464287804 57 496 SH SOLE 0 0 496 ISHARES TR U.S. BAS MTL ETF 464287838 21 151 SH SOLE 0 0 151 ISHARES TR SP SMCP600VL ETF 464287879 21 200 SH SOLE 0 0 200 ISHARES TR MSCI ACWI EX US 464288240 9 156 SH SOLE 0 0 156 ISHARES TR MSCI ACWI ETF 464288257 1268 11989 SH SOLE 0 0 11989 ISHARES TR IBOXX HI YD ETF 464288513 45 514 SH SOLE 0 0 514 ISHARES TR EAFE VALUE ETF 464288877 149 2953 SH SOLE 0 0 2953 ISHARES TR MSCI USA QLT FCT 46432F339 217 1494 SH SOLE 0 0 1494 ISHARES TR CORE MSCI EAFE 46432F842 117 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 233 4063 SH SOLE 0 0 4063 ISHARES TR MSCI GBL MULTIFC 46434V316 1942 49556 SH SOLE 0 0 49556 ISHARES TR MSCI INTL QUALTY 46434V456 190 4826 SH SOLE 0 0 4826 ISHARES TR YLD OPTIM BD 46434V787 313 12550 SH SOLE 0 0 12550 ISHARES TR ESG AWR MSCI USA 46435G425 255 2364 SH SOLE 0 0 2364 J P MORGAN EXCHANGE-TRADED F DIV RTN INT EQ 46641Q209 176 2973 SH SOLE 0 0 2973 J P MORGAN EXCHANGE-TRADED F DIV RTN EM EQT 46641Q308 121 2125 SH SOLE 0 0 2125 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 256 5049 SH SOLE 0 0 5049 JOHNSON & JOHNSON COM 478160104 434 2538 SH SOLE 0 0 2538 JPMORGAN CHASE & CO COM 46625H100 284 1793 SH SOLE 0 0 1793 LAKELAND FINL CORP COM 511656100 415 5178 SH SOLE 0 0 5178 LILLY ELI & CO COM 532457108 1954 7072 SH SOLE 0 0 7072 LINCOLN NATL CORP IND COM 534187109 421 6170 SH SOLE 0 0 6170 MICROSOFT CORP COM 594918104 1098 3264 SH SOLE 0 0 3264 PEPSICO INC COM 713448108 394 2269 SH SOLE 0 0 2269 PFIZER INC COM 717081103 266 4498 SH SOLE 0 0 4498 PIMCO CORPORATE & INCOME OPP COM 72201B101 2771 167551 SH SOLE 0 0 167551 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 334 3285 SH SOLE 0 0 3285 RPM INTL INC COM 749685103 15647 154925 SH SOLE 0 0 154925 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 37768 334198 SH SOLE 0 0 334198 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 336 2054 SH SOLE 0 0 2054 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 7 101 SH SOLE 0 0 101 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 3 35 SH SOLE 0 0 35 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 44 1477 SH SOLE 0 0 1477 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 220 2721 SH SOLE 0 0 2721 SCHWAB STRATEGIC TR INTRM TRM TRES 808524854 407 7248 SH SOLE 0 0 7248 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 41 457 SH SOLE 0 0 457 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 195 1383 SH SOLE 0 0 1383 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 282 1379 SH SOLE 0 0 1379 SELECT SECTOR SPDR TR ENERGY 81369Y506 352 6351 SH SOLE 0 0 6351 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 46 1172 SH SOLE 0 0 1172 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 75 706 SH SOLE 0 0 706 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 71 908 SH SOLE 0 0 908 SPDR S&P 500 ETF TR TR UNIT 78462F103 879 1850 SH SOLE 0 0 1850 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 244 5151 SH SOLE 0 0 5151 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 323 3812 SH SOLE 0 0 3812 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13 29 SH SOLE 0 0 29 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 17 111 SH SOLE 0 0 111 VANGUARD INDEX FDS SM CP VAL ETF 922908611 32 180 SH SOLE 0 0 180 VANGUARD INDEX FDS MID CAP ETF 922908629 16 64 SH SOLE 0 0 64 VANGUARD INDEX FDS SMALL CP ETF 922908751 15 66 SH SOLE 0 0 66 VANGUARD INDEX FDS TOTAL STK MKT 922908769 21030 87103 SH SOLE 0 0 87103 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 3380 31462 SH SOLE 0 0 31462 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1 30 SH SOLE 0 0 30 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 48 710 SH SOLE 0 0 710 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 442 2576 SH SOLE 0 0 2576 VANGUARD STAR FDS VG TL INTL STK F 921909768 1890 29729 SH SOLE 0 0 29729 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 68 703 SH SOLE 0 0 703 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 168 829 SH SOLE 0 0 829 VANGUARD WORLD FDS INF TECH ETF 92204A702 358 782 SH SOLE 0 0 782 WALMART INC COM 931142103 260 1794 SH SOLE 0 0 1794 WISDOMTREE TR US EFFICIENT COR 97717Y790 59677 1346195 SH SOLE 0 0 1346195 ZIMMER BIOMET HOLDINGS INC COM 98956P102 214 1687 SH SOLE 0 0 1687