SYM FINANCIAL Corp 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SF SYM FINANCIAL Corp | Institutional Filer | ▲ 24.30% | $1.24B | 530 |
Current Portfolio Holdings
Showing all 530 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAI | DIMENSIONAL ETF TRUST | — | 6.7M | $277.6M | 22.31% |
| 2 | DFAU | DIMENSIONAL ETF TRUST | — | 3.0M | $157.0M | 12.62% |
| 3 | NTSI | WISDOMTREE TR | — | 2.5M | $114.8M | 9.23% |
| 4 | VOE | VANGUARD INDEX FDS | — | 569K | $112.4M | 9.04% |
| 5 | VTI | VANGUARD INDEX FDS | — | 270K | $99.7M | 8.02% |
| 6 | GOVT | ISHARES TR | — | 3.8M | $87.6M | 7.04% |
| 7 | SCHB | SCHWAB STRATEGIC TR | — | 1.2M | $34.4M | 2.76% |
| 8 | DOW | Dow Inc. | Basic Materials | 554K | $15.2M | 1.22% |
| 9 | AAPL | Apple Inc. | Technology | 48K | $13.8M | 1.11% |
| 10 | VIOV | VANGUARD ADMIRAL FDS INC | — | 115K | $13.4M | 1.08% |
| 11 | VXUS | VANGUARD STAR FDS | — | 137K | $11.7M | 0.94% |
| 12 | NVDA | NVIDIA Corporation | Technology | 56K | $11.3M | 0.91% |
| 13 | IEFA | ISHARES TR | — | 109K | $10.5M | 0.84% |
| 14 | VT | VANGUARD INTL EQUITY INDEX F | — | 64K | $10.1M | 0.81% |
| 15 | LLY | Eli Lilly and Company | Healthcare | 7K | $8.9M | 0.71% |
Showing 1 to 15 of 530 holdings