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SYM FINANCIAL Corp

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

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
Vanguard Mid-Cap Value ETF VOEcommon452,203452,19962,575,820,00062,575,819,00012.68  Hist 06/30/2023
VANGUARD INDEX FUNDS VTICommon149,01621,74432,825,244,00032,801,238,0006.65  Hist 06/30/2023
DOW CHEMICAL CO /DE/ DOWCOM531,75659428,321,325,00028,293,912,0005.74  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHBCommon543,471-9,07828,097,451,00028,073,034,0005.69  Hist 06/30/2023
iSHARES TRUST AGGLEHMAN AGG BND181,837-66,19317,810,934,00017,785,714,0003.61  Hist 06/30/2023
VANGUARD ADMIRAL FUNDS VIOVCommon174,825174,82514,354,881,00014,354,881,0002.91  Hist 06/30/2023
iSHARES TRUST IEFACommon199,755199,75513,483,463,00013,483,463,0002.73  Hist 06/30/2023
RPM INTERNATIONAL INC/DE/ RPMCommon88,074-30,8517,902,880,0007,893,518,0001.600.07 Hist 06/30/2023
Palladium Group Holdings Pty Ltd PTYCOM306,591126,8244,292,274,0004,290,025,0000.87  Hist 06/30/2023
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VTCommon42,8905,9924,159,472,0004,156,323,0000.84  Hist 06/30/2023
BLACKROCK CORE BOND TRUST BHKCommon337,858162,9503,594,809,0003,592,829,0000.73  Hist 06/30/2023
DuPont de Nemours, Inc. DDCommon Stock38,606-153,1272,758,013,0002,747,356,0000.560.01 Hist 06/30/2023
ELI LILLY & Co LLYCommon5,602-4452,627,195,0002,625,234,0000.530.00 Hist 06/30/2023
SPDR INDEX SHS FDS QWLDCommon22,42122,4212,336,576,0002,336,576,0000.47  Hist 06/30/2023
iShares, Inc. ACWVCommon20,4724,1082,007,382,0002,005,836,0000.41  Hist 06/30/2023
iSHARES TRUST ACWICommon Stock18,842-4,5041,807,701,0001,805,743,0000.37  Hist 06/30/2023
VANGUARD STAR FUNDS VXUSCommon29,72901,667,202,0001,665,668,0000.34  Hist 06/30/2023
Apple Inc. AAPLCommon8,031-3,0831,557,859,0001,556,339,0000.32  Hist 06/30/2023
VANGUARD BOND INDEX FUNDS BNDCommon13,6757,497994,036,000993,571,0000.20  Hist 06/30/2023
SPDR S&P 500 ETF TRUST SPYCommon2,085242924,328,000923,633,0000.19  Hist 06/30/2023
SSGA Active Trust TOTLCommon21,560445874,258,000873,367,0000.18  Hist 06/30/2023
SCHWAB STRATEGIC TRUST SCHRCommon16,5132,844813,761,000813,056,0000.16  Hist 06/30/2023
iSHARES TRUST ACWFCommon21,103-78,381746,747,000743,657,0000.15  Hist 06/30/2023
VANGUARD TAX-MANAGED FUNDS VEAFD13,23813,238611,311,000611,311,0000.12  Hist 06/30/2023
iSHARES TRUST IUSVETF7,713770603,619,000603,155,0000.12  Hist 06/30/2023
PIMCO ETF Trust MINTCommon5,9721,213595,767,000595,295,0000.12  Hist 06/30/2023
MICROSOFT CORP MSFTCommon1,667-1,706567,698,000566,832,0000.120.00 Hist 06/30/2023
iSHARES TRUST ESGUCommon5,5282,990538,759,000538,546,0000.11  Hist 06/30/2023
J P MORGAN EXCHANGE TRADED F JPIBCommon11,3221,716527,605,000527,173,0000.11  Hist 06/30/2023
VANGUARD INDEX FUNDS VGTCommon1,191-75526,613,000526,200,0000.11  Hist 06/30/2023
iSHARES TRUST LQDOPTIONS4,628853500,472,000500,057,0000.10  Hist 06/30/2023
SELECT SECTOR SPDR TR SBI INT-ENERGY XLEOPTION5,94366482,387,000481,967,0000.10  Hist 06/30/2023
NVIDIA CORP NVDACommon1,0871,087459,824,000459,824,0000.090.00 Hist 06/30/2023
iShares, Inc. IEMGCommon8,5493,062421,380,000421,111,0000.09  Hist 06/30/2023
iSHARES TRUST BYLDCommon18,9174,918415,039,000414,730,0000.08  Hist 06/30/2023
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