Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAI) | 6,146,997 | -229,072 | $176,050 |
DFAI | 6,146,997 | -229,072 | $176,050 |
WISDOMTREE TR | 2,071,084 | +13,382 | $73,987 |
NTSI | 2,071,084 | +13,382 | $73,987 |
VANGUARD INDEX FDS (VOE) | 475,820 | +14,114 | $68,999 |
VOE | 475,820 | +14,114 | $68,999 |
ISHARES TR (GOVT) | 2,408,939 | +405,054 | $55,502 |
GOVT | 2,408,939 | +405,054 | $55,502 |
ISHARES TR (AGG) | 351,765 | +169,983 | $34,913 |
AGG | 351,765 | +169,983 | $34,913 |
DOW INC | 597,448 | -6,385 | $32,764 |
DOW | 597,448 | -6,385 | $32,764 |
VANGUARD INDEX FDS (VTI) | 130,661 | -19,078 | $30,995 |
VTI | 130,661 | -19,078 | $30,995 |
SCHWAB STRATEGIC TR | 435,695 | -107,355 | $24,255 |
SCHB | 435,695 | -107,355 | $24,255 |
VANGUARD ADMIRAL FDS INC (VIOV) | 164,067 | -10,653 | $14,520 |
VIOV | 164,067 | -10,653 | $14,520 |
ISHARES TR (IEFA) | 140,380 | -59,650 | $9,876 |
IEFA | 140,380 | -59,650 | $9,876 |
SCHWAB STRATEGIC TR | 118,237 | -4,053 | $9,001 |
SCHD | 118,237 | -4,053 | $9,001 |
APPLE INC | 29,327 | +3,217 | $5,646 |
AAPL | 29,327 | +3,217 | $5,646 |
VANGUARD INTL EQUITY INDEX F (VT) | 49,883 | +5,400 | $5,132 |
VT | 49,883 | +5,400 | $5,132 |
MICROSOFT CORP | 10,393 | +1,179 | $3,908 |
MSFT | 10,393 | +1,179 | $3,908 |
PIMCO CORPORATE & INCOME OPP | 294,137 | -12,454 | $3,894 |
PTY | 294,137 | -12,454 | $3,894 |
J P MORGAN EXCHANGE TRADED F (JPST) | 76,808 | -232,204 | $3,858 |
JPST | 76,808 | -232,204 | $3,858 |
BLACKROCK CORE BD TR | 337,858 | UNCH | $3,686 |
BHK | 337,858 | UNCH | $3,686 |
ELI LILLY & CO | 6,141 | +364 | $3,580 |
LLY | 6,141 | +364 | $3,580 |
ISHARES INC (ACWV) | 28,112 | +5,358 | $2,821 |
ACWV | 28,112 | +5,358 | $2,821 |
DIMENSIONAL ETF TRUST (DFAU) | 79,974 | +16,375 | $2,659 |
DFAU | 79,974 | +16,375 | $2,659 |
SPDR INDEX SHS FDS (QWLD) | 22,643 | -426 | $2,494 |
QWLD | 22,643 | -426 | $2,494 |
SCHWAB STRATEGIC TR | 48,900 | +17,278 | $2,431 |
SCHR | 48,900 | +17,278 | $2,431 |
LAKELAND FINL CORP | 32,529 | UNCH | $2,120 |
LKFN | 32,529 | UNCH | $2,120 |
SCHWAB STRATEGIC TR | 21,287 | -3,509 | $1,766 |
SCHG | 21,287 | -3,509 | $1,766 |
VANGUARD STAR FDS (VXUS) | 28,979 | UNCH | $1,680 |
VXUS | 28,979 | UNCH | $1,680 |
ISHARES TR (ACWI) | 15,390 | -2,104 | $1,566 |
ACWI | 15,390 | -2,104 | $1,566 |
J P MORGAN EXCHANGE TRADED F (JPIB) | 28,193 | +16,509 | $1,347 |
JPIB | 28,193 | +16,509 | $1,347 |
JPMORGAN CHASE & CO | 6,922 | -199 | $1,177 |
JPM | 6,922 | -199 | $1,177 |
SCHWAB STRATEGIC TR | 15,268 | -1,987 | $1,150 |
SCHM | 15,268 | -1,987 | $1,150 |
GENERAL ELECTRIC CO | 8,331 | +249 | $1,063 |
GE | 8,331 | +249 | $1,063 |
VANGUARD WORLD FDS (VGT) | 2,191 | UNCH | $1,060 |
VGT | 2,191 | UNCH | $1,060 |
SPDR S&P 500 ETF TR (SPY) | 2,181 | +115 | $1,037 |
SPY | 2,181 | +115 | $1,037 |
META PLATFORMS INC | 2,727 | +667 | $965 |
META | 2,727 | +667 | $965 |
JOHNSON & JOHNSON | 5,963 | +787 | $935 |
JNJ | 5,963 | +787 | $935 |
AMAZON COM INC | 6,085 | +1,309 | $925 |
AMZN | 6,085 | +1,309 | $925 |
VANGUARD INDEX FDS (VOO) | 1,953 | -161 | $853 |
VOO | 1,953 | -161 | $853 |
WALMART INC | 5,030 | +2,349 | $793 |
WMT | 5,030 | +2,349 | $793 |
NVIDIA CORPORATION | 1,558 | +487 | $772 |
NVDA | 1,558 | +487 | $772 |
SELECT SECTOR SPDR TR (XLE) | 8,976 | +406 | $753 |
XLE | 8,976 | +406 | $753 |
PROSHARES TR (NOBL) | 7,286 | -62 | $694 |
NOBL | 7,286 | -62 | $694 |
MCDONALDS CORP | 2,306 | +85 | $684 |
MCD | 2,306 | +85 | $684 |
PIMCO ETF TR (MINT) | 6,846 | +1,311 | $683 |
MINT | 6,846 | +1,311 | $683 |
VANGUARD TAX MANAGED FDS (VEA) | 13,111 | -1,902 | $628 |
VEA | 13,111 | -1,902 | $628 |
VANGUARD SPECIALIZED FUNDS (VIG) | 3,485 | +191 | $594 |
VIG | 3,485 | +191 | $594 |
ISHARES TR (ESGU) | 5,528 | UNCH | $580 |
ESGU | 5,528 | UNCH | $580 |
TESLA INC | 2,283 | +19 | $567 |
TSLA | 2,283 | +19 | $567 |
ISHARES INC (IEMG) | 11,149 | +2,312 | $564 |
IEMG | 11,149 | +2,312 | $564 |
HOME DEPOT INC | 1,626 | +120 | $563 |
HD | 1,626 | +120 | $563 |
TARGA RES CORP | 6,000 | UNCH | $521 |
TRGP | 6,000 | UNCH | $521 |
ALPHABET INC | 3,607 | +3,607 | $504 |
GOOGL | 3,607 | +3,607 | $504 |
See Full List: All Stocks Held By SYM FINANCIAL Corp
— Including:
Biggest new positions
Biggest exits
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See Details: Top 10 Stocks Held By SYM FINANCIAL Corp
Size ($ in 1000's)
At 12/31/2023: $617,709 At 09/30/2023: $563,430 SYM FINANCIAL Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from SYM FINANCIAL Corp 13F filings. Link to 13F filings: SEC filings |