Sym Financial Corp ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPHQ Invesco Exchange Traded Fd Tr	$0	$32,000 0.0% of portfolio	442	Q2 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$31,000 0.0% of portfolio	334	Q2 2025 Reduced 18.34%
HYG Ishares Tr	$0	$30,000 0.0% of portfolio	371	Q1 2025 Reduced 17.74%
MXI Ishares Global Materials ETF	$0	$27,000 0.0% of portfolio	296	Q2 2025 Added 1.37%
IXC Ishares Tr Global Energy ETF	$0	$26,000 0.0% of portfolio	627	Q3 2023 New
NTSX Wisdomtree Tr Wisdomtree U.S.	$0	$25,000 0.0% of portfolio	471	Q3 2025 Added 0.21%
PFF Ishares Trust Ishares Pfd And	$0	$24,000 0.0% of portfolio	789	Q3 2025 New
REET Ishares Global Reit ETF	$0	$24,000 0.0% of portfolio	948	Q2 2025 Reduced 32.91%
SOXX Ishares Semiconductor ETF	$0	$22,000 0.0% of portfolio	83	Q2 2024 New

IJK Ishares S&P Midcap 400 Growth	$0	$19,000 0.0% of portfolio	200	Q2 2025 New
IBB Ishares Biotechnology ETF	$0	$18,000 0.0% of portfolio	127	Q1 2025 Reduced 70.47%
IMCB Ishares Morningstar Mid Cap Et	$0	$18,000 0.0% of portfolio	228	Q2 2025 New
IVOV Vanguard S&P Mid Cap 400 Value	$0	$17,000 0.0% of portfolio	178	Q2 2025 New
DFAS Dimensional ETF Tr U S Small C	$0	$17,000 0.0% of portfolio	254	Q4 2022 New
VIOG Vanguard S&P Small Cap 600 Gro	$0	$16,000 0.0% of portfolio	138	Q2 2025 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$13,000 0.0% of portfolio	173	Q3 2025 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$12,000 0.0% of portfolio	239	Q1 2025 Reduced 54.73%
VTV Vanguard Value ETF	$0	$12,000 0.0% of portfolio	67	Q1 2025 Reduced 58.39%

XLU Utilities Sector Spdr	$0	$12,000 0.0% of portfolio	138	Q1 2025 Added 885.71%
XLB Select Sector Spdr Fd Material	$0	$12,000 0.0% of portfolio	134	Q1 2025 Reduced 35.58%
SHV Ishares Tr	$0	$12,000 0.0% of portfolio	110	Q3 2025 Reduced 91.41%
JEPI J P Morgan Exchange Traded Fd	$0	$11,000 0.0% of portfolio	200	Q2 2024 Reduced 85.25%
SPAB Spdr Portfolio Aggregate Bond	$0	$8,000 0.0% of portfolio	318	Q3 2025 New
XLP Consumer Staples Sector Spdr	$0	$6,000 0.0% of portfolio	85	Q1 2025 Reduced 26.09%
SLYG Spdr S&P 600 Small Cap Growth	$0	$6,000 0.0% of portfolio	69	Q3 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$3,000 0.0% of portfolio	86	Q4 2024 New
BWX Spdr Bloomberg International T	$0	$2,000 0.0% of portfolio	130	Q3 2025 New
JMUB Jp Morgan Tr Mun ETF (De)	$0	$2,000 0.0% of portfolio	50	Q2 2025 New
USRT Ishares Core U.S. Reit ETF	$0	$2,000 0.0% of portfolio	45	Q3 2025 Reduced 67.39%
MUB Ishares National Muni Bond ETF	$0	$2,000 0.0% of portfolio	25	Q2 2025 New
EFG Msci Eafe Growth ETF	$0	$1,000 0.0% of portfolio	15	Q3 2025 New
IYH Ishares Tr	$0	$1,000 0.0% of portfolio	25	Q2 2025 New
ACWF Ishares Msci Global Multifacto	$0	$0 0.0% of portfolio	5,699	Q3 2025 Reduced 1.93%
IWR Ishares Russell Mid Cap ETF	$0	$0 0.0% of portfolio	5	Q2 2024 Reduced 92.19%
XMMO Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	0	Q3 2025 Sold Out

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sym Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sym Financial Corp with notifications on news.