SYM FINANCIAL Corp [Rocket]

Holdings

SYM FINANCIAL Corp

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
Vanguard Mid-Cap Value ETF	VOE	common	452,203	452,199	62,575,820,000	62,575,819,000	12.68		Hist	06/30/2023
VANGUARD INDEX FUNDS	VTI	Common	149,016	21,744	32,825,244,000	32,801,238,000	6.65		Hist	06/30/2023
DOW CHEMICAL CO /DE/	DOW	COM	531,756	594	28,321,325,000	28,293,912,000	5.74		Hist	06/30/2023
Palladium Group Holdings Pty Ltd	PTY	COM	306,591	126,824	4,292,274,000	4,290,025,000	0.87		Hist	06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VT	Common	42,890	5,992	4,159,472,000	4,156,323,000	0.84		Hist	06/30/2023
BLACKROCK CORE BOND TRUST	BHK	Common	337,858	162,950	3,594,809,000	3,592,829,000	0.73		Hist	06/30/2023
iShares, Inc.	ACWV	Common	20,472	4,108	2,007,382,000	2,005,836,000	0.41		Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BND	Common	13,675	7,497	994,036,000	993,571,000	0.20		Hist	06/30/2023
SPDR S&P 500 ETF TRUST	SPY	Common	2,085	242	924,328,000	923,633,000	0.19		Hist	06/30/2023
SSGA Active Trust	TOTL	Common	21,560	445	874,258,000	873,367,000	0.18		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHR	Common	16,513	2,844	813,761,000	813,056,000	0.16		Hist	06/30/2023
iSHARES TRUST	IUSV	ETF	7,713	770	603,619,000	603,155,000	0.12		Hist	06/30/2023
PIMCO ETF Trust	MINT	Common	5,972	1,213	595,767,000	595,295,000	0.12		Hist	06/30/2023
iSHARES TRUST	ESGU	Common	5,528	2,990	538,759,000	538,546,000	0.11		Hist	06/30/2023
J P MORGAN EXCHANGE TRADED F	JPIB	Common	11,322	1,716	527,605,000	527,173,000	0.11		Hist	06/30/2023
iSHARES TRUST	LQD	OPTIONS	4,628	853	500,472,000	500,057,000	0.10		Hist	06/30/2023
SELECT SECTOR SPDR TR SBI INT-ENERGY	XLE	OPTION	5,943	66	482,387,000	481,967,000	0.10		Hist	06/30/2023
iShares, Inc.	IEMG	Common	8,549	3,062	421,380,000	421,111,000	0.09		Hist	06/30/2023
iSHARES TRUST	BYLD	Common	18,917	4,918	415,039,000	414,730,000	0.08		Hist	06/30/2023
CHEVRON CORP	CVX	Common	2,402	10	377,976,000	377,630,000	0.08	0.00	Hist	06/30/2023
PEPSICO INC	PEP	Common	1,843	377	341,334,000	341,090,000	0.07		Hist	06/30/2023
iSHARES TRUST	SMLF	Common	4,410	347	236,464,000	236,273,000	0.05		Hist	06/30/2023
iSHARES TRUST	ISCF	Common	7,253	3,269	223,755,000	223,640,000	0.05		Hist	06/30/2023
J P MORGAN EXCHANGE TRADED F	JPEM	Common	3,460	1,245	174,695,000	174,585,000	0.04		Hist	06/30/2023
iSHARES TRUST	ISI	Common	1,284	204	125,625,000	125,535,000	0.03		Hist	06/30/2023
VANGUARD INDEX FUNDS	VB	ETF	552	477	109,753,000	109,740,000	0.02		Hist	06/30/2023
iSHARES TRUST	IWS	Common	725	265	79,636,000	79,589,000	0.02		Hist	06/30/2023
GABELLI EQUITY TRUST INC	GAB	COM	12,232	1,754	70,944,000	70,880,000	0.01		Hist	06/30/2023
iSHARES TRUST	IWM	Common	279	35	52,316,000	52,275,000	0.01		Hist	06/30/2023
iSHARES TRUST	IWB	Common	177	3	43,085,000	43,049,000	0.01		Hist	06/30/2023
iSHARES TRUST	IWO	ETF	140	2	33,858,000	33,829,000	0.01		Hist	06/30/2023
VANGUARD WORLD FDS HEALTH CAR	VHT	STOCK	52	1	12,682,000	12,670,000	0.00		Hist	06/30/2023
iSHARES TRUST	ACWX	Common	163	3	8,046,000	8,039,000	0.00		Hist	06/30/2023
VANGUARD WORLD FUND	VDE	Common	64	6	7,225,000	7,219,000	0.00		Hist	06/30/2023
VANGUARD INDEX FUNDS	VNQ	ETF	60	42	5,014,000	5,012,000	0.00		Hist	06/30/2023