SYM FINANCIAL Corp - Portfolio overview

SYM FINANCIAL Corp has 477 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAI - DIMENSIONAL ETF TRUST, 25.08%
2. NTSI - WISDOMTREE TR, 10.61%
3. VOE - VANGUARD INDEX FDS, 10.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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