SYM FINANCIAL Corp
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| DIMENSIONAL ETF TRUST | 6,696,421 | 6,608,532 | -87,889 | 243,414,917 | 251,851,144 | +8,436,227 |
| SCHWAB STRATEGIC TR | 1,025,040 | 1,192,229 | +167,189 | 26,353,776 | 31,272,163 | +4,918,387 |
| VANGUARD INDEX FDS | 547,508 | 559,120 | +11,612 | 95,583,963 | 99,171,149 | +3,587,186 |
| WISDOMTREE TR | 2,430,454 | 2,436,094 | +5,640 | 103,901,888 | 107,407,406 | +3,505,518 |
| VANGUARD INDEX FDS | 252,641 | 255,624 | +2,983 | 82,909,136 | 85,702,911 | +2,793,775 |
| ELI LILLY & CO | 6,386 | 6,551 | +165 | 4,872,468 | 7,040,159 | +2,167,691 |
| ALPHABET INC | 16,360 | 17,943 | +1,583 | 3,977,096 | 5,616,193 | +1,639,097 |
| SPDR INDEX SHS FDS | 69,153 | 101,889 | +32,736 | 2,959,057 | 4,524,868 | +1,565,811 |
| ISHARES TR | 3,489,138 | 3,553,791 | +64,653 | 80,668,882 | 81,826,038 | +1,157,156 |
| APPLE INC | 49,201 | 49,583 | +382 | 12,528,010 | 13,479,702 | +951,692 |
| ATLASSIAN CORPORATION | 0 | 4,840 | +4,840 | 0 | 784,758 | +784,758 |
| CISCO SYS INC | 10,484 | 19,193 | +8,709 | 717,310 | 1,478,406 | +761,096 |
| SELECT SECTOR SPDR TR | 0 | 13,570 | +13,570 | 0 | 606,715 | +606,715 |
| AMAZON COM INC | 24,418 | 25,569 | +1,151 | 5,361,426 | 5,901,801 | +540,375 |
| CENTENE CORP DEL | 8,842 | 19,759 | +10,917 | 315,483 | 813,083 | +497,600 |
| MICRON TECHNOLOGY INC | 3,502 | 3,762 | +260 | 585,955 | 1,073,712 | +487,757 |
| PG&E CORP | 22,330 | 48,251 | +25,921 | 336,736 | 775,394 | +438,658 |
| SPDR INDEX SHS FDS | 21,271 | 30,245 | +8,974 | 995,696 | 1,415,768 | +420,072 |
| ROPER TECHNOLOGIES INC | 0 | 885 | +885 | 0 | 393,940 | +393,940 |
| MARKETAXESS HLDGS INC | 0 | 2,149 | +2,149 | 0 | 389,506 | +389,506 |
| ALPHABET INC | 4,198 | 4,497 | +299 | 1,022,394 | 1,411,074 | +388,680 |
| VANGUARD INTL EQUITY INDEX F | 61,408 | 62,733 | +1,325 | 8,462,050 | 8,849,124 | +387,074 |
| GARTNER INC | 0 | 1,508 | +1,508 | 0 | 380,438 | +380,438 |
| CHUBB LIMITED | 2,196 | 3,199 | +1,003 | 619,821 | 998,472 | +378,651 |
| DIMENSIONAL ETF TRUST | 112,983 | 118,369 | +5,386 | 5,170,102 | 5,539,669 | +369,567 |
| UNITED PARCEL SERVICE INC | 0 | 3,606 | +3,606 | 0 | 357,679 | +357,679 |
| EDISON INTL | 6,080 | 11,462 | +5,382 | 336,102 | 687,949 | +351,847 |
| HUNT J B TRANS SVCS INC | 2,684 | 3,550 | +866 | 360,112 | 689,907 | +329,795 |
| LAS VEGAS SANDS CORP | 0 | 5,057 | +5,057 | 0 | 329,160 | +329,160 |
| BRISTOL-MYERS SQUIBB CO | 7,538 | 12,129 | +4,591 | 339,975 | 654,238 | +314,263 |
| SSGA ACTIVE ETF TR | 0 | 7,743 | +7,743 | 0 | 311,656 | +311,656 |
| WALMART INC | 25,534 | 26,362 | +828 | 2,631,559 | 2,937,005 | +305,446 |
| AMERICAN TOWER CORP NEW | 0 | 1,713 | +1,713 | 0 | 300,751 | +300,751 |
| ISHARES INC | 42,373 | 45,207 | +2,834 | 5,081,370 | 5,368,331 | +286,961 |
| SELECT SECTOR SPDR TR | 0 | 2,336 | +2,336 | 0 | 278,942 | +278,942 |
| DRAFTKINGS INC NEW | 0 | 7,903 | +7,903 | 0 | 272,337 | +272,337 |
| CARMAX INC | 0 | 6,997 | +6,997 | 0 | 270,364 | +270,364 |
| COMCAST CORP NEW | 0 | 9,001 | +9,001 | 0 | 269,043 | +269,043 |
| HUNTINGTON INGALLS INDS INC | 0 | 770 | +770 | 0 | 261,854 | +261,854 |
| ADVANCED MICRO DEVICES INC | 2,881 | 3,377 | +496 | 466,117 | 723,218 | +257,101 |
| UNITED THERAPEUTICS CORP DEL | 0 | 526 | +526 | 0 | 256,294 | +256,294 |
| ELEVANCE HEALTH INC FORMERLY | 0 | 725 | +725 | 0 | 254,149 | +254,149 |
| NVIDIA CORPORATION | 62,396 | 63,771 | +1,375 | 11,641,888 | 11,893,334 | +251,446 |
| AXALTA COATING SYS LTD | 0 | 7,760 | +7,760 | 0 | 250,726 | +250,726 |
| FREEPORT-MCMORAN INC | 5,916 | 9,382 | +3,466 | 232,026 | 476,512 | +244,486 |
| TESLA INC | 4,092 | 4,590 | +498 | 1,819,794 | 2,064,215 | +244,421 |
| BROADCOM INC | 13,904 | 13,951 | +47 | 4,587,102 | 4,828,476 | +241,374 |
| LOWES COS INC | 0 | 995 | +995 | 0 | 239,954 | +239,954 |
| UNILEVER PLC | 0 | 3,606 | +3,606 | 0 | 235,832 | +235,832 |
| GENERAL MTRS CO | 10,524 | 10,736 | +212 | 641,621 | 873,052 | +231,431 |
| MEDPACE HLDGS INC | 0 | 412 | +412 | 0 | 231,400 | +231,400 |
| AMERIPRISE FINL INC | 0 | 467 | +467 | 0 | 228,989 | +228,989 |
| US BANCORP DEL | 0 | 4,262 | +4,262 | 0 | 227,420 | +227,420 |
| WESTERN DIGITAL CORP | 3,557 | 3,799 | +242 | 427,053 | 654,454 | +227,401 |
| NUCOR CORP | 0 | 1,357 | +1,357 | 0 | 221,340 | +221,340 |
| ABERCROMBIE & FITCH CO | 0 | 1,720 | +1,720 | 0 | 216,496 | +216,496 |
| NEXTERA ENERGY INC | 0 | 2,696 | +2,696 | 0 | 216,435 | +216,435 |
| ACCENTURE PLC IRELAND | 1,427 | 2,118 | +691 | 351,898 | 568,259 | +216,361 |
| HAEMONETICS CORP MASS | 0 | 2,658 | +2,658 | 0 | 213,039 | +213,039 |
| UBS GROUP AG | 0 | 4,597 | +4,597 | 0 | 212,887 | +212,887 |
| DOW INC | 550,187 | 548,549 | -1,638 | 12,615,788 | 12,825,076 | +209,288 |
| MCKESSON CORP | 0 | 253 | +253 | 0 | 207,533 | +207,533 |
| SPDR GOLD TR | 3,625 | 3,775 | +150 | 1,288,579 | 1,496,070 | +207,491 |
| BRITISH AMERN TOB PLC | 0 | 3,648 | +3,648 | 0 | 206,550 | +206,550 |
| INTUITIVE SURGICAL INC | 0 | 363 | +363 | 0 | 205,589 | +205,589 |
| PENUMBRA INC | 0 | 661 | +661 | 0 | 205,512 | +205,512 |
| TERADYNE INC | 0 | 1,058 | +1,058 | 0 | 204,786 | +204,786 |
| MPLX LP | 0 | 3,825 | +3,825 | 0 | 204,140 | +204,140 |
| ELECTRONIC ARTS INC | 0 | 998 | +998 | 0 | 203,921 | +203,921 |
| CAPITAL GRP FIXED INCM ETF T | 0 | 7,739 | +7,739 | 0 | 203,845 | +203,845 |
| HCA HEALTHCARE INC | 0 | 436 | +436 | 0 | 203,551 | +203,551 |
| REGENERON PHARMACEUTICALS | 442 | 582 | +140 | 248,523 | 449,228 | +200,705 |
| AIRBNB INC | 1,953 | 3,226 | +1,273 | 237,133 | 437,833 | +200,700 |
| DOVER CORP | 0 | 1,025 | +1,025 | 0 | 200,121 | +200,121 |
| ILLUMINA INC | 4,598 | 4,852 | +254 | 436,672 | 636,388 | +199,716 |
| EXXON MOBIL CORP | 10,433 | 11,416 | +983 | 1,176,272 | 1,373,750 | +197,478 |
| SELECT SECTOR SPDR TR | 0 | 1,358 | +1,358 | 0 | 195,511 | +195,511 |
| COMFORT SYS USA INC | 866 | 968 | +102 | 714,606 | 903,425 | +188,819 |
| SNOWFLAKE INC | 3,324 | 4,276 | +952 | 749,728 | 937,983 | +188,255 |
| VANGUARD INDEX FDS | 904 | 1,163 | +259 | 553,590 | 729,242 | +175,652 |
| CHIPOTLE MEXICAN GRILL INC | 7,564 | 12,692 | +5,128 | 296,433 | 469,604 | +173,171 |
| FEDEX CORP | 1,915 | 2,143 | +228 | 451,660 | 619,130 | +167,470 |
| SELECT SECTOR SPDR TR | 0 | 1,067 | +1,067 | 0 | 165,513 | +165,513 |
| SPDR S&P 500 ETF TR | 3,221 | 3,389 | +168 | 2,145,988 | 2,311,126 | +165,138 |
| BLUE OWL CAPITAL INC | 0 | 10,587 | +10,587 | 0 | 158,170 | +158,170 |
| CUMMINS INC | 1,579 | 1,615 | +36 | 666,922 | 824,377 | +157,455 |
| ZOOM COMMUNICATIONS INC | 4,693 | 6,288 | +1,595 | 387,173 | 542,592 | +155,419 |
| SELECT SECTOR SPDR TR | 0 | 981 | +981 | 0 | 151,859 | +151,859 |
| APPLIED MATLS INC | 2,644 | 2,697 | +53 | 541,252 | 693,001 | +151,749 |
| NATERA INC | 1,687 | 1,839 | +152 | 271,556 | 421,297 | +149,741 |
| CIENA CORP | 1,480 | 1,553 | +73 | 215,592 | 363,200 | +147,608 |
| BERKSHIRE HATHAWAY INC DEL | 2,977 | 3,271 | +294 | 1,496,657 | 1,644,168 | +147,511 |
| CAPITAL ONE FINL CORP | 1,590 | 1,984 | +394 | 338,072 | 480,842 | +142,770 |
| MONSTER BEVERAGE CORP NEW | 6,460 | 7,381 | +921 | 434,823 | 565,901 | +131,078 |
| CATERPILLAR INC | 985 | 1,047 | +62 | 469,866 | 599,643 | +129,777 |
| JOHNSON & JOHNSON | 8,918 | 8,611 | -307 | 1,653,580 | 1,782,074 | +128,494 |
| VERISK ANALYTICS INC | 1,844 | 2,634 | +790 | 463,784 | 589,199 | +125,415 |
| AMPHENOL CORP NEW | 9,266 | 9,411 | +145 | 1,146,668 | 1,271,803 | +125,135 |
| MERCK & CO INC | 8,919 | 8,297 | -622 | 748,602 | 873,299 | +124,697 |
| EXPEDIA GROUP INC | 1,533 | 1,595 | +62 | 327,679 | 451,879 | +124,200 |