News + Filings Holdings
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SYM FINANCIAL Corp
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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WisdomTree Trust
| NTSX | Common | 208 | -1,524,482 | 7,711,000 | -43,122,000 | 0.00 | |
Hist
| 06/30/2023 |
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JPS INDUSTRIES INC
| JPST | Common | 5 | -23 | 251,000 | 250,000 | 0.00 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHH | Common | 22 | -4 | 430,000 | 429,000 | 0.00 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VAW | MATERIALS ETF | 20 | -44 | 3,639,000 | 3,629,000 | 0.00 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWR | ETF | 64 | -31 | 4,660,000 | 4,654,000 | 0.00 | |
Hist
| 06/30/2023 |
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VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 148 | -1,039 | 6,030,000 | 5,981,000 | 0.00 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 106 | -524 | 10,574,000 | 10,516,000 | 0.00 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VDC | Common | 107 | -107 | 20,806,000 | 20,766,000 | 0.00 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVV | Common | 48 | -31 | 21,206,000 | 21,176,000 | 0.00 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| HYG | Common | 371 | -45 | 27,851,000 | 27,820,000 | 0.01 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 117 | -348 | 30,593,000 | 30,488,000 | 0.01 | |
Hist
| 06/30/2023 |
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SSGA FUNDS MANAGEMENT INC
| XLF | Common | 1,183 | -1,038 | 39,879,000 | 39,809,000 | 0.01 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 139 | -104 | 56,629,000 | 56,545,000 | 0.01 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWP | RUSSELL MCP GR | 675 | -1 | 65,208,000 | 65,154,000 | 0.01 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWF | Common | 267 | -246 | 73,436,000 | 73,324,000 | 0.01 | |
Hist
| 06/30/2023 |
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Schwab US Dividend Equity ETF
| SCHD | common | 1,807 | -53 | 131,224,000 | 131,091,000 | 0.03 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IQLT | Common | 3,958 | -868 | 140,905,000 | 140,756,000 | 0.03 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JPIN | Common | 2,875 | -495 | 149,299,000 | 149,135,000 | 0.03 | |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| VIS | Common | 1,035 | -206 | 212,724,000 | 212,521,000 | 0.04 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| TLT | OPTION | 2,152 | -81 | 221,527,000 | 221,270,000 | 0.04 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLV | Common | 1,698 | -315 | 225,376,000 | 225,118,000 | 0.05 | |
Hist
| 06/30/2023 |
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INVESCO QQQ TRUST, SERIES 1
| QQQ | ETF | 700 | -297 | 258,539,000 | 258,259,000 | 0.05 | |
Hist
| 06/30/2023 |
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Walmart Inc.
| WMT | Common | 1,673 | -84 | 262,930,000 | 262,716,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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SPDR GOLD TRUST
| GLD | GOLD SHS | 1,509 | -30 | 269,009,000 | 268,750,000 | 0.05 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLY | Common | 1,614 | -235 | 274,073,000 | 273,819,000 | 0.06 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 1,915 | -218 | 278,445,000 | 278,205,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IVW | S&P500 GRW | 4,213 | -747 | 296,932,000 | 296,633,000 | 0.06 | |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 2,943 | -518 | 315,674,000 | 315,378,000 | 0.06 | 0.00 |
Hist
| 06/30/2023 |
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Aon plc
| AON | Common Stock | 1,000 | -2 | 345,200,000 | 344,930,000 | 0.07 | |
Hist
| 06/30/2023 |
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VANGUARD SPECIALIZED FUNDS
| VIG | Common | 2,205 | -727 | 358,158,000 | 357,737,000 | 0.07 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJS | S&P SMLCP VALU | 3,968 | -3,963 | 377,317,000 | 376,611,000 | 0.08 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VGT | Common | 1,191 | -75 | 526,613,000 | 526,200,000 | 0.11 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 1,667 | -1,706 | 567,698,000 | 566,832,000 | 0.12 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ACWF | Common | 21,103 | -78,381 | 746,747,000 | 743,657,000 | 0.15 | |
Hist
| 06/30/2023 |
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Apple Inc.
| AAPL | Common | 8,031 | -3,083 | 1,557,859,000 | 1,556,339,000 | 0.32 | |
Hist
| 06/30/2023 |
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