Symetra Investment Management
Farmington, CTfiles as Symetra Investment Management Co
$1.1bn in 6 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 16.7% of the portfolio this quarter.
Value
$1.1bn
Stocks
6
Top 10 share
100.0%
Turnover
16.7%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Vanguard Scottsdale FDSVCIT37.7% of the fund+67%
- Invesco Exch Traded FD TR IIBKLN7.5% of the fund+17%
- Ssga Active ETF TRSRLN5.5% of the fund+4%
Cut
Sold some of their stake.
- Vanguard Index FDSVTI34.2% of the fund-14%
- Ishares TRHYG7.9% of the fund-16%
- Ishares TRLQD7.2% of the fund-68%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard Scottsdale FDSVCIT
- Share
- 37.7%
- Value
- $431m
- Shares
- 5,220,575
+67%
- Vanguard Index FDSVTI
- Share
- 34.2%
- Value
- $391m
- Shares
- 1,056,900
-14%
- Ishares TRHYG
- Share
- 7.9%
- Value
- $91m
- Shares
- 1,134,937
-16%
- Invesco Exch Traded FD TR IIBKLN
- Share
- 7.5%
- Value
- $86m
- Shares
- 4,205,600
+17%
- Ishares TRLQD
- Share
- 7.2%
- Value
- $82m
- Shares
- 755,710
-68%
- Ssga Active ETF TRSRLN
- Share
- 5.5%
- Value
- $63m
- Shares
- 1,554,851
+4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Scottsdale FDSVCIT | 37.7% | $431m | 5,220,575 | +67% |
| Vanguard Index FDSVTI | 34.2% | $391m | 1,056,900 | -14% |
| Ishares TRHYG | 7.9% | $91m | 1,134,937 | -16% |
| Invesco Exch Traded FD TR IIBKLN | 7.5% | $86m | 4,205,600 | +17% |
| Ishares TRLQD | 7.2% | $82m | 755,710 | -68% |
| Ssga Active ETF TRSRLN | 5.5% | $63m | 1,554,851 | +4% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 199.6% since 30 June 2025.
Where the money is
Other100.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.