SYM FINANCIAL Corp
Annual return '25
+15.5%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$1B
Holdings
413
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAI
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 6.61M shares)
25.4%
02
$NTSI
WISDOMTREE TR
Q1 2026: Exited (was 2.44M shares)
10.7%
03
$VOE
VANGUARD INDEX FDS
Q1 2026: Exited (was 559.1k shares)
10.4%
04
$VTI
VANGUARD INDEX FDS
Q1 2026: Exited (was 255.6k shares)
8.9%
05
$GOVT
ISHARES TR
Q1 2026: Exited (was 3.55M shares)
8.5%
06
$SCHB
SCHWAB STRATEGIC TR
Q1 2026: Sold 85.9% (1.19M → 168.1k shares)
3.0%
07
$DOW
DOW HLDGS INC
Q1 2026: Exited (was 548.5k shares)
2.3%
08
$VXUS
VANGUARD STAR FDS
Q1 2026: Exited (was 207.4k shares)
1.6%
09
$AAPL
APPLE INC
Q1 2026: Increased +891.8% (49.6k → 491.8k shares)
1.3%
10
$VIOV
VANGUARD ADMIRAL FDS INC
Q1 2026: Exited (was 120.4k shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.