Sym Financial
$1.0B Assets Reported
470 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAI | DIMENSIONAL ETF TRUST | 6,518,468 | $254M | 25.4% |
| NTSI | WISDOMTREE TR | 2,441,302 | $107M | 10.7% |
| VOE | VANGUARD INDEX FDS | 567,194 | $105M | 10.4% |
| VTI | VANGUARD INDEX FDS | 276,653 | $89M | 8.9% |
| GOVT | ISHARES TR | 3,723,338 | $85M | 8.5% |
| SCHB | SCHWAB STRATEGIC TR | 1,192,008 | $30M | 3.0% |
| DOW | DOW HLDGS INC | 551,771 | $23M | 2.3% |
| VXUS | VANGUARD STAR FDS | 207,396 | $16M | 1.6% |
| AAPL | APPLE INC | 51,834 | $13M | 1.3% |
| VIOV | VANGUARD ADMIRAL FDS INC | 116,656 | $12M | 1.2% |
Track Sym Financial's 13F portfolio: $1.0B in reported holdings, 470 positions. Top holdings, AUM, and quarterly changes on SentiSense.