Notify me when SYM FINANCIAL Corp files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 406 | $934,669,663 | +$35,900,746 | -$44,876,478 | -$8,975,732 | DFAI, NTSI, VOE, VTI, GOVT | 13F-HR | 03 Nov 2025, 16:28 |
| Q2 2025 | 420 | $893,463,398 | +$50,585,720 | -$28,073,705 | +$22,512,015 | DFAI, NTSI, VOE, VTI, GOVT | 13F-HR | 01 Aug 2025, 12:35 |
| Q1 2025 | 352 | $811,655,565 | +$46,521,406 | -$14,908,290 | +$31,613,116 | DFAI, NTSI, VOE, GOVT, VTI | 13F-HR | 06 May 2025, 12:10 |
| Q4 2024 | 333 | $773,550,444 | +$116,532,033 | -$39,158,933 | +$77,373,100 | DFAI, NTSI, VOE, GOVT, VTI | 13F-HR | 24 Jan 2025, 10:51 |
| Q3 2024 | 263 | $747,250,553 | +$84,942,639 | -$7,226,362 | +$77,716,277 | DFAI, NTSI, VOE, VTI, GOVT | 13F-HR | 14 Nov 2024, 10:58 |
| Q2 2024 | 262 | $627,260,603 | +$47,664,659 | -$16,576,492 | +$31,088,167 | DFAI, NTSI, VOE, GOVT, VTI | 13F-HR | 08 Aug 2024, 09:31 |
| Q1 2024 | 166 | $606,100,057 | +$14,618,271 | -$57,397,318 | -$42,779,047 | DFAI, NTSI, VOE, GOVT, DOW | 13F-HR | 06 May 2024, 16:50 |
| Q4 2023 | 178 | $617,709,202 | +$40,474,417 | -$38,741,520 | +$1,732,897 | DFAI, NTSI, VOE, GOVT, AGG | 13F-HR | 06 Feb 2024, 13:54 |
| Q3 2023 | 186 | $563,433,573 | +$106,194,901 | -$5,536,454 | +$100,658,447 | DFAI, NTSI, VOE, GOVT, VTI | 13F-HR | 27 Oct 2023, 16:35 |
| Q2 2023 | 126 | $493,377,293 | +$41,582,358 | -$5,607,971 | +$35,974,387 | DFAI, NTSI, VOE, VTI, DOW | 13F-HR | 02 Aug 2023, 16:28 |
| Q1 2023 | 105 | $453,177,553 | +$33,085,296 | -$14,076,159 | +$19,009,137 | DFAI, NTSI, VOE, VTI, DOW | 13F-HR | 02 May 2023, 16:34 |
| Q4 2022 | 120 | $420,607,160 | +$268,687,251 | -$70,024,154 | +$198,663,097 | DFAI, NTSI, VOE, DOW, VTI | 13F-HR | 19 Jan 2023, 11:17 |
| Q3 2022 | 98 | $206,148,368 | +$12,751,856 | -$1,752,740 | +$10,999,116 | NTSX, AGG, VTI, DOW, SCHB | 13F-HR | 28 Oct 2022, 16:45 |
| Q2 2022 | 111 | $211,123,309 | +$19,148,524 | -$3,575,281 | +$15,573,243 | NTSX, DOW, AGG, SCHB, VTI | 13F-HR | 19 Jul 2022, 09:26 |
| Q1 2022 | 111 | $232,262,329 | +$21,809,946 | -$14,110,227 | +$7,699,719 | NTSX, DOW, SCHB, AGG, VTI | 13F-HR | 22 Apr 2022, 11:44 |
| Q4 2021 | 101 | $256,706,313 | +$94,526,270 | -$17,105,801 | +$77,420,469 | NTSX, SCHB, DOW, AGG, VTI | 13F-HR | 03 Feb 2022, 14:36 |
| Q3 2021 | 113 | $170,432,000 | +$4,595,759 | -$2,594,071 | +$2,001,688 | SCHB, DOW, AGG, VTI, DD | 13F-HR | 15 Oct 2021, 10:30 |
| Q2 2021 | 86 | $175,111,000 | +$3,424,879 | -$8,552,874 | -$5,127,995 | SCHB, DOW, AGG, VTI, DD | 13F-HR | 20 Jul 2021, 10:52 |
| Q1 2021 | 77 | $173,792,000 | +$37,205,990 | -$11,674,039 | +$25,531,951 | SCHB, DOW, DD, AGG, VTI | 13F-HR | 19 Apr 2021, 10:00 |
| Q4 2020 | 78 | $136,428,000 | +$2,516,168 | -$13,859,419 | -$11,343,251 | SCHB, DD, DOW, VTI, VXUS | 13F-HR | 26 Jan 2021, 11:13 |
| Q3 2020 | 80 | $133,548,000 | +$2,609,806 | -$1,585,620 | +$1,024,186 | SCHB, VTI, DOW, DD, CTVA | 13F-HR | 13 Oct 2020, 15:39 |
| Q2 2020 | 63 | $123,687,295 | +$8,345,105 | -$4,455,188 | +$3,889,917 | SCHB, VTI, DD, DOW, CTVA | 13F-HR | 27 Jul 2020, 16:05 |
| Q1 2020 | 67 | $99,166,295 | +$6,768,735 | -$9,695,140 | -$2,926,405 | SCHB, VTI, DOW, DD, CTVA | 13F-HR | 28 Apr 2020, 10:04 |
| Q4 2019 | 95 | $151,085,310 | +$3,678,446 | -$9,178,823 | -$5,500,377 | SCHB, DD, VTI, DOW, CTVA | 13F-HR | 11 Feb 2020, 09:00 |
| Q3 2019 | 65 | $149,241,309 | +$2,520,346 | -$4,487,369 | -$1,967,023 | DD, VTI, SCHB, DOW, CTVA | 13F-HR | 04 Nov 2019, 08:43 |
| Q2 2019 | 71 | $155,699,000 | +$69,933,021 | -$330,156 | +$69,602,865 | VTI, DD, SCHB, DOW, CTVA | 13F-HR | 29 Jul 2019, 10:10 |
| Q1 2019 | 66 | $158,109,000 | +$886,236 | -$113,057,819 | -$112,171,583 | DWDP, VTI, SCHB, VT, DWMF | 13F-HR | 14 May 2019, 09:12 |
| Q4 2018 | 80 | $251,135,000 | +$112,999,447 | -$6,221,605 | +$106,777,842 | GLOF, DWDP, VTI, SCHB, VT | 13F-HR | 13 Feb 2019, 11:53 |
| Q3 2018 | 81 | $178,402,000 | +$10,324,398 | -$2,402,797 | +$7,921,601 | DWDP, VTI, SCHB, IHDG, IWM | 13F-HR | 14 Nov 2018, 12:54 |
| Q2 2018 | 66 | $168,135,000 | +$1,734,461 | -$1,600,604 | +$133,857 | DWDP, VTI, SCHB, IHDG, LLY | 13F-HR | 13 Aug 2018, 15:08 |
| Q1 2018 | 57 | $163,856,000 | +$1,099,197 | -$28,850,688 | -$27,751,491 | DWDP, VTI, SCHB, IHDG, ACWI | 13F-HR | 15 May 2018, 15:43 |
| Q4 2017 | 75 | $220,580,000 | $0 | DWDP, VTI, SCHB, ADM, MFSF | 13F-HR | 14 Feb 2018, 12:10 |