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
SCHWAB STRATEGIC TRUST	SCHB	Common	543,471	-9,078	28,097,451,000	28,073,034,000	5.69		Hist	06/30/2023
iSHARES TRUST	AGG	LEHMAN AGG BND	181,837	-66,193	17,810,934,000	17,785,714,000	3.61		Hist	06/30/2023
VANGUARD ADMIRAL FUNDS	VIOV	Common	174,825	174,825	14,354,881,000	14,354,881,000	2.91		Hist	06/30/2023
iSHARES TRUST	IEFA	Common	199,755	199,755	13,483,463,000	13,483,463,000	2.73		Hist	06/30/2023
RPM INTERNATIONAL INC/DE/	RPM	Common	88,074	-30,851	7,902,880,000	7,893,518,000	1.60	0.07	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
DuPont de Nemours, Inc.	DD	Common Stock	38,606	-153,127	2,758,013,000	2,747,356,000	0.56	0.01	Hist	06/30/2023
ELI LILLY & Co	LLY	Common	5,602	-445	2,627,195,000	2,625,234,000	0.53	0.00	Hist	06/30/2023
SPDR INDEX SHS FDS	QWLD	Common	22,421	22,421	2,336,576,000	2,336,576,000	0.47		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
iSHARES TRUST	ACWI	Common Stock	18,842	-4,504	1,807,701,000	1,805,743,000	0.37		Hist	06/30/2023
VANGUARD STAR FUNDS	VXUS	Common	29,729	0	1,667,202,000	1,665,668,000	0.34		Hist	06/30/2023
Apple Inc.	AAPL	Common	8,031	-3,083	1,557,859,000	1,556,339,000	0.32		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	ACWF	Common	21,103	-78,381	746,747,000	743,657,000	0.15		Hist	06/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	13,238	13,238	611,311,000	611,311,000	0.12		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
MICROSOFT CORP	MSFT	Common	1,667	-1,706	567,698,000	566,832,000	0.12	0.00	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
VANGUARD INDEX FUNDS	VGT	Common	1,191	-75	526,613,000	526,200,000	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
NVIDIA CORP	NVDA	Common	1,087	1,087	459,824,000	459,824,000	0.09	0.00	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
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