Sym Financial Corp
- SEC CIK
- 0000764739
- Latest filing
- Aug 4, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 3, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 103
- −12 vs. Q3 2021
- Portfolio value
- $257.0M
- +$86.6M (+50.8%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DOWDow Inc. | Stock | 531,791 | $30.2M | 11.7% | 00.0% | Unchanged | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 334,198 | $37.8M | 14.7% | +40.0% | Added | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 1,346,195 | $59.7M | 23.2% | +1,346,195 | New | – |
Sold out since Q3 2021 (23)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| INTCIntel Corp | Stock | 4,499 | $240.0K | 0.1% | History |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 3,218 | $221.0K | 0.1% | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,141 | $117.0K | 0.1% | – |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 2,606 | $114.0K | 0.1% | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 591 | $108.0K | 0.1% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 922 | $87.0K | 0.1% | – |
| iShares Tr464288588 | MBS ETF | 784 | $85.0K | <0.1% | – |
| iShares Tr46434V696 | CORE MSCI PAC | 1,273 | $85.0K | <0.1% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 959 | $59.0K | <0.1% | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 425 | $57.0K | <0.1% | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 228 | $26.0K | <0.1% | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 238 | $12.0K | <0.1% | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 291 | $8.00K | <0.1% | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 314 | $8.00K | <0.1% | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 317 | $8.00K | <0.1% | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 322 | $8.00K | <0.1% | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 320 | $8.00K | <0.1% | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 75 | $4.00K | <0.1% | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 65 | $4.00K | <0.1% | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 29 | $2.00K | <0.1% | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 19 | $2.00K | <0.1% | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 18 | $2.00K | <0.1% | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 9 | $1.00K | <0.1% | – |