SYM FINANCIAL Corp
415 holdingsFiling period: 2026-03-31Current AUM: $1.09Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | 6.52M | $254.0M | $274.4M | 25.10% | -90,064 | 2026-03-31 |
| 2 | NTSI | WISDOMTREE TR | 2.44M | $107.4M | $116.0M | 10.61% | +5.2K | 2026-03-31 |
| 3 | VOE | VANGUARD INDEX FDS | 567.2K | $104.5M | $116.1M | 10.62% | +8.1K | 2026-03-31 |
| 4 | VTI | VANGUARD INDEX FDS | 276.7K | $88.8M | $101.9M | 9.32% | +21.0K | 2026-03-31 |
| 5 | GOVT | ISHARES TR | 3.72M | $85.3M | $83.6M | 7.65% | +169.5K | 2026-03-31 |
| 6 | SCHB | SCHWAB STRATEGIC TR | 1.19M | $29.9M | $34.4M | 3.15% | -221 | 2026-03-31 |
| 7 | DOW | DOW HLDGS INC | 551.8K | $23.0M | $16.7M | 1.53% | +3.2K | 2026-03-31 |
| 8 | VXUS | VANGUARD STAR FDS | 207.4K | $16.0M | $17.5M | 1.60% | -- | 2026-03-31 |
| 9 | AAPL | APPLE INC | 51.8K | $13.2M | $16.0M | 1.46% | +2.3K | 2026-03-31 |
| 10 | VIOV | VANGUARD ADMIRAL FDS INC | 116.7K | $11.9M | $13.6M | 1.25% | -3,784 | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 65.0K | $11.3M | $13.0M | 1.19% | +1.2K | 2026-03-31 |
| 12 | IEFA | ISHARES TR | 108.2K | $9.8M | $10.6M | 0.97% | -- | 2026-03-31 |
| 13 | VT | VANGUARD INTL EQUITY INDEX F | 64.6K | $8.9M | $10.1M | 0.92% | +1.9K | 2026-03-31 |
| 14 | MSFT | MICROSOFT CORP | 21.4K | $7.9M | $9.9M | 0.91% | +1.4K | 2026-03-31 |
| 15 | LLY | ELI LILLY & CO | 7.4K | $6.8M | $8.5M | 0.78% | +829 | 2026-03-31 |
| 16 | ACWV | ISHARES INC | 48.2K | $5.8M | $6.0M | 0.55% | +3.0K | 2026-03-31 |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | 87.8K | $5.6M | $6.2M | 0.57% | -2,414 | 2026-03-31 |
| 18 | DFAU | DIMENSIONAL ETF TRUST | 123.5K | $5.6M | $6.4M | 0.58% | +5.1K | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 26.7K | $5.6M | $7.3M | 0.66% | +1.2K | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 18.2K | $5.2M | $6.5M | 0.59% | +119 | 2026-03-31 |
| 21 | SPDW | SPDR INDEX SHS FDS | 112.6K | $5.1M | $5.6M | 0.52% | +10.7K | 2026-03-31 |
| 22 | AVGO | BROADCOM INC | 14.4K | $4.5M | $5.6M | 0.51% | +467 | 2026-03-31 |
| 23 | SCHR | SCHWAB STRATEGIC TR | 173.1K | $4.3M | $4.2M | 0.39% | +19.1K | 2026-03-31 |
| 24 | LKFN | LAKELAND FINL CORP | 65.2K | $3.7M | $4.1M | 0.37% | +45.9K | 2026-03-31 |
| 25 | QWLD | SPDR INDEX SHS FDS | 23.5K | $3.4M | $3.6M | 0.33% | -116 | 2026-03-31 |
← Scroll →
Page 1 of 17