Institutional Fund
Sym Financial Corp
Winona Lake, INCIK 7647395 filings on record
Portfolio Value
$1.00B
Q1 2026
Holdings
413
Reported positions
New Buys
55
Opened this quarter
QoQ Change
+2.8%
from $973.30M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust25.4%
- Wisdomtree Tr10.7%
- Vanguard Index Fds10.4%
- Vanguard Index Fds8.9%
- Ishares Tr8.5%
- Schwab Strategic Tr3.0%
- Other33.1%
Portfolio Holdings
413 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 6.52M | $253.96M | 25.4% | −90.1K | Reduced |
| 2 | Wisdomtree Tr | 2.44M | $107.44M | 10.7% | +5.2K | Added |
| 3 | Vanguard Index Fds | 567.2K | $104.52M | 10.4% | +8.1K | Added |
| 4 | Vanguard Index Fds | 276.7K | $88.75M | 8.9% | +21.0K | Added |
| 5 | Ishares Tr | 3.72M | $85.30M | 8.5% | +169.5K | Added |
| 6 | Schwab Strategic Tr | 1.19M | $29.92M | 3.0% | −221 | Reduced |
| 7 | Dow Inc | 551.8K | $22.98M | 2.3% | +3.2K | Added |
| 8 | Vanguard Star Fds | 207.4K | $15.99M | 1.6% | 0 | Held |
| 9 | Apple Inc | 51.8K | $13.15M | 1.3% | +2.3K | Added |
| 10 | Vanguard Admiral Fds Inc | 116.7K | $11.87M | 1.2% | −3.8K | Reduced |
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