0001398344-23-008519.txt : 20230502 0001398344-23-008519.hdr.sgml : 20230502 20230502163455 ACCESSION NUMBER: 0001398344-23-008519 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230502 DATE AS OF CHANGE: 20230502 EFFECTIVENESS DATE: 20230502 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: 23879698 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 X0202 13F-HR LIVE false false false 0000764739 XXXXXXXX 03-31-2023 03-31-2023 false SYM FINANCIAL Corp

801 PARK AVE WINONA LAKE IN 46590

13F HOLDINGS REPORT 028-18543 000107517 801-23944 N Crystal L. Creekmore 574-267-2300 /s/ Crystal L. Creekmore Winona Lake IN 05-02-2023 0 105 453177553 INFORMATION TABLE 2 fp0083218-1_13fhr-table.xml AON PLC SHS CL A G0403H108 315290 1000 SH SOLE 0 0 1000 APPLE INC COM 037833100 1630230 9886 SH SOLE 0 0 9886 BLACKROCK CORE BD TR SHS BEN INT 09249E101 3662381 337858 SH SOLE 0 0 337858 BOOKING HOLDINGS INC COM 09857L108 220150 83 SH SOLE 0 0 83 CHEVRON CORP NEW COM 166764100 390885 2396 SH SOLE 0 0 2396 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 154009879 5714652 SH SOLE 0 0 5714652 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 55404 1247 SH SOLE 0 0 1247 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 13386 254 SH SOLE 0 0 254 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 3194 120 SH SOLE 0 0 120 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 29931 894 SH SOLE 0 0 894 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 59922 2490 SH SOLE 0 0 2490 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 19854 616 SH SOLE 0 0 616 DOW INC COM 260557103 29173943 532177 SH SOLE 0 0 532177 DUPONT DE NEMOURS INC COM 26614N102 2770753 38606 SH SOLE 0 0 38606 EXXON MOBIL CORP COM 30231G102 398197 3631 SH SOLE 0 0 3631 FIRST TR SPECIALTY FIN & FIN COM BEN INTR 33733G109 265446 84537 SH SOLE 0 0 84537 GABELLI EQUITY TR INC COM 362397101 68435 11922 SH SOLE 0 0 11922 GENERAL ELECTRIC CO COM NEW 369604301 245647 2570 SH SOLE 0 0 2570 INVESCO QQQ TR UNIT SER 1 46090E103 210383 656 SH SOLE 0 0 656 ISHARES INC MSCI WORLD ETF 464286392 941 8 SH SOLE 0 0 8 ISHARES INC MSCI GBL MIN VOL 464286525 1884013 19473 SH SOLE 0 0 19473 ISHARES INC CORE MSCI EMKT 46434G103 418618 8580 SH SOLE 0 0 8580 ISHARES INC EMNG MKTS EQT 46434G889 16525 398 SH SOLE 0 0 398 ISHARES TR CORE S&P TTL STK 464287150 97794 1080 SH SOLE 0 0 1080 ISHARES TR CORE US AGGBD ET 464287226 18135177 182007 SH SOLE 0 0 182007 ISHARES TR IBOXX INV CP ETF 464287242 317321 2895 SH SOLE 0 0 2895 ISHARES TR S&P 500 GRWT ETF 464287309 302583 4736 SH SOLE 0 0 4736 ISHARES TR 20 YR TR BD ETF 464287432 228908 2152 SH SOLE 0 0 2152 ISHARES TR RUS MDCP VAL ETF 464287473 76997 725 SH SOLE 0 0 725 ISHARES TR RUS MD CP GR ETF 464287481 61388 674 SH SOLE 0 0 674 ISHARES TR RUS MID CAP ETF 464287499 4451 64 SH SOLE 0 0 64 ISHARES TR ISHARES BIOTECH 464287556 16403 127 SH SOLE 0 0 127 ISHARES TR RUS 1000 GRW ETF 464287614 72449 297 SH SOLE 0 0 297 ISHARES TR RUS 1000 ETF 464287622 39708 176 SH SOLE 0 0 176 ISHARES TR RUS 2000 GRW ETF 464287648 31602 139 SH SOLE 0 0 139 ISHARES TR RUSSELL 2000 ETF 464287655 40733 228 SH SOLE 0 0 228 ISHARES TR CORE S&P US VLU 464287663 581313 7879 SH SOLE 0 0 7879 ISHARES TR CORE S&P SCP ETF 464287804 2718 28 SH SOLE 0 0 28 ISHARES TR US CONSM STAPLES 464287812 83652 420 SH SOLE 0 0 420 ISHARES TR SP SMCP600VL ETF 464287879 371365 3968 SH SOLE 0 0 3968 ISHARES TR MSCI ACWI EX US 464288240 7846 161 SH SOLE 0 0 161 ISHARES TR MSCI ACWI ETF 464288257 1943349 21318 SH SOLE 0 0 21318 ISHARES TR JPMORGAN USD EMG 464288281 3279 38 SH SOLE 0 0 38 ISHARES TR IBOXX HI YD ETF 464288513 28029 371 SH SOLE 0 0 371 ISHARES TR INTERNATIONAL SL 46434V266 225441 7253 SH SOLE 0 0 7253 ISHARES TR US SML CAP EQT 46434V290 226057 4410 SH SOLE 0 0 4410 ISHARES TR GLOBAL EQUITY 46434V316 4362269 129709 SH SOLE 0 0 129709 ISHARES TR MSCI INTL QUALTY 46434V456 170358 4826 SH SOLE 0 0 4826 ISHARES TR YLD OPTIM BD 46434V787 422992 19192 SH SOLE 0 0 19192 ISHARES TR ESG AWR MSCI USA 46435G425 500008 5528 SH SOLE 0 0 5528 J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 46641Q209 150391 2875 SH SOLE 0 0 2875 J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 46641Q308 174661 3460 SH SOLE 0 0 3460 J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 46641Q837 50 1 SH SOLE 0 0 1 J P MORGAN EXCHANGE TRADED F INTL BD OPP ETF 46641Q852 528490 11159 SH SOLE 0 0 11159 JOHNSON & JOHNSON COM 478160104 270882 1748 SH SOLE 0 0 1748 JPMORGAN CHASE & CO COM 46625H100 235666 1809 SH SOLE 0 0 1809 LAKELAND FINL CORP COM 511656100 5841806 93260 SH SOLE 0 0 93260 LILLY ELI & CO COM 532457108 1999712 5823 SH SOLE 0 0 5823 MICROSOFT CORP COM 594918104 385761 1338 SH SOLE 0 0 1338 NVIDIA CORPORATION COM 67066G104 215272 775 SH SOLE 0 0 775 PEPSICO INC COM 713448108 305144 1674 SH SOLE 0 0 1674 PIMCO CORPORATE & INCOME OPP COM 72201B101 3823190 306591 SH SOLE 0 0 306591 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 407152 4291 SH SOLE 0 0 4291 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 592225 5967 SH SOLE 0 0 5967 RPM INTL INC COM 749685103 7683576 88074 SH SOLE 0 0 88074 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 25993938 543238 SH SOLE 0 0 543238 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 126625 1943 SH SOLE 0 0 1943 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 132639 1813 SH SOLE 0 0 1813 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1531 44 SH SOLE 0 0 44 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 829170 16442 SH SOLE 0 0 16442 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 8953 111 SH SOLE 0 0 111 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 278727 2153 SH SOLE 0 0 2153 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 276499 1849 SH SOLE 0 0 1849 SELECT SECTOR SPDR TR ENERGY 81369Y506 491035 5928 SH SOLE 0 0 5928 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 38033 1183 SH SOLE 0 0 1183 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 43103 426 SH SOLE 0 0 426 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 52637 908 SH SOLE 0 0 908 SPDR GOLD TR GOLD SHS 78463V107 276479 1509 SH SOLE 0 0 1509 SPDR INDEX SHS FDS MSCI WRLD STRGIC 78463X418 2225483 22383 SH SOLE 0 0 22383 SPDR S&P 500 ETF TR TR UNIT 78462F103 873745 2134 SH SOLE 0 0 2134 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 581559 14174 SH SOLE 0 0 14174 STEEL DYNAMICS INC COM 858119100 214900 1901 SH SOLE 0 0 1901 VANGUARD ADMIRAL FDS INC SMLCP 600 VAL 921932778 14633954 181203 SH SOLE 0 0 181203 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 716151 9700 SH SOLE 0 0 9700 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 110581 294 SH SOLE 0 0 294 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 58299226 434842 SH SOLE 0 0 434842 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2989 36 SH SOLE 0 0 36 VANGUARD INDEX FDS MID CAP ETF 922908629 14764 70 SH SOLE 0 0 70 VANGUARD INDEX FDS SMALL CP ETF 922908751 14217 75 SH SOLE 0 0 75 VANGUARD INDEX FDS TOTAL STK MKT 922908769 29257735 143350 SH SOLE 0 0 143350 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 3855440 41866 SH SOLE 0 0 41866 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3524 87 SH SOLE 0 0 87 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 412593 2679 SH SOLE 0 0 2679 VANGUARD STAR FDS VG TL INTL STK F 921909768 1641338 29729 SH SOLE 0 0 29729 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 597806 13235 SH SOLE 0 0 13235 VANGUARD WORLD FDS CONSUM STP ETF 92204A207 41413 214 SH SOLE 0 0 214 VANGUARD WORLD FDS ENERGY ETF 92204A306 6625 58 SH SOLE 0 0 58 VANGUARD WORLD FDS FINANCIALS ETF 92204A405 54757 703 SH SOLE 0 0 703 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 12352 52 SH SOLE 0 0 52 VANGUARD WORLD FDS INDUSTRIAL ETF 92204A603 236423 1241 SH SOLE 0 0 1241 VANGUARD WORLD FDS INF TECH ETF 92204A702 459095 1191 SH SOLE 0 0 1191 WALMART INC COM 931142103 225716 1531 SH SOLE 0 0 1531 WISDOMTREE TR INTERNATIONL EFI 97717Y634 63085222 1837730 SH SOLE 0 0 1837730 WISDOMTREE TR US EFFICIENT COR 97717Y790 7292 208 SH SOLE 0 0 208 ZIMMER BIOMET HOLDINGS INC COM 98956P102 211709 1639 SH SOLE 0 0 1639