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Syverson Strege & Co

Latest statistics and disclosures from Syverson Strege & Co's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFIC, DUHP, DFEM, DFAU, and represent 72.34% of Syverson Strege & Co's stock portfolio.
Added to shares of these 10 stocks: DFGR (+$9.4M), DFSU, DFSI, DFIS, DFEM, DFAW, DFSE, AMZN, MUNI, WSM.
Started 10 new stock positions in DFGR, SUB, DFSU, DFIS, ABT, DFSE, WSM, DFAW, AMZN, DFSI.
Reduced shares in these 10 stocks: DFAC, DFIC, USMV, VNQ, NEAR, MEAR, DUHP, DFAS, CTVA, AOR.
Sold out of its position in VNQ.
Syverson Strege & Co was a net buyer of stock by $13M.
Syverson Strege & Co has $258M in assets under management (AUM), dropping by 15.34%.
Central Index Key (CIK): 0001682057

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Portfolio Holdings for Syverson Strege & Co

Syverson Strege & Co holds 69 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	39.0	$101M		3.4M	29.23	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	18.4	$47M	-2%	1.9M	25.53	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	5.7	$15M	-2%	515k	28.61	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.3	$14M	+7%	547k	24.96	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.9	$10M		306k	33.25	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.6	$9.4M	NEW	361k	25.98	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.9	$4.9M		173k	28.64	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.4	$3.5M		38k	92.45	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	1.3	$3.4M		36k	94.76	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.3	$3.4M	+3%	74k	45.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.2	$3.2M	-18%	41k	78.03	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.1	$2.8M	NEW	91k	31.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.1	$2.7M	-6%	46k	59.62	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.0	$2.6M		50k	51.83	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.9	$2.3M	-13%	47k	49.99	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.8	$2.1M	-21%	41k	50.52	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.7	$1.8M		26k	69.05	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.7	$1.7M		17k	100.35	View chart
Us Bancorp Del Com New (USB)	0.6	$1.5M		36k	43.28	View chart
Dimensional Etf Trust International (DFSI)	0.5	$1.3M	NEW	41k	32.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.3M		53k	24.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.1M		6.3k	170.40	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$1.1M		14k	77.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.0M		6.6k	157.80	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$982k		3.7k	262.24	View chart
Apple (AAPL)	0.4	$978k		5.1k	192.54	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$977k	NEW	40k	24.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$961k	-3%	2.7k	356.66	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$882k		16k	56.14	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.3	$797k	NEW	15k	54.90	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$750k	+54%	14k	52.80	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$671k		4.1k	164.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$656k	-5%	6.6k	99.26	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.3	$651k	+31%	26k	25.30	View chart
Emerson Electric (EMR)	0.2	$596k		6.1k	97.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$592k		1.9k	310.96	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$584k		7.1k	82.04	View chart
Wal-Mart Stores (WMT)	0.2	$532k	+2%	3.4k	157.67	View chart
CSX Corporation (CSX)	0.2	$530k		15k	34.67	View chart
Exxon Mobil Corporation (XOM)	0.2	$474k	-4%	4.7k	99.98	View chart
Blackrock Etf Trust Ii Intermedia Muni (INMU)	0.2	$471k		20k	23.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$444k		11k	41.10	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$443k		1.6k	273.73	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.2	$430k		10k	41.51	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$419k	+6%	8.0k	52.33	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$369k		7.4k	50.03	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$361k	-28%	6.8k	53.19	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$359k		15k	24.42	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$349k		9.9k	35.20	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$333k	NEW	11k	31.62	View chart
International Business Machines (IBM)	0.1	$312k		1.9k	163.57	View chart
UnitedHealth (UNH)	0.1	$303k	+13%	576.00	526.38	View chart
Corteva (CTVA)	0.1	$298k	-38%	6.2k	47.92	View chart
Wells Fargo & Company (WFC)	0.1	$292k	-26%	5.9k	49.22	View chart
Southern Company (SO)	0.1	$284k		4.0k	70.13	View chart
Amazon (AMZN)	0.1	$280k	NEW	1.8k	151.93	View chart
JPMorgan Chase & Co. (JPM)	0.1	$274k	-5%	1.6k	170.09	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$258k	+7%	5.4k	47.90	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$254k	+2%	14k	17.95	View chart
Williams-Sonoma (WSM)	0.1	$246k	NEW	1.2k	201.84	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$241k		9.4k	25.64	View chart
Abbott Laboratories (ABT)	0.1	$222k	NEW	2.0k	110.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$218k		1.5k	149.49	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$215k	NEW	2.0k	105.43	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.1	$215k		18k	12.19	View chart
Procter & Gamble Company (PG)	0.1	$207k	-2%	1.4k	146.58	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.1	$203k		26k	7.84	View chart
Pepsi (PEP)	0.1	$201k	-2%	1.2k	169.89	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$162k		21k	7.72	View chart

Past Filings by Syverson Strege & Co

SEC 13F filings are viewable for Syverson Strege & Co going back to 2020

Syverson Strege & Co 2023 Q4 filed Feb. 14, 2024
Syverson Strege & Co 2023 Q3 filed Nov. 9, 2023
Syverson Strege & Co 2023 Q2 filed Aug. 4, 2023
Syverson Strege & Co 2023 Q1 filed May 3, 2023
Syverson Strege & Co 2022 Q4 filed Feb. 7, 2023
Syverson Strege & Co 2022 Q3 filed Nov. 9, 2022
Syverson Strege & Co 2022 Q2 filed Aug. 11, 2022
Syverson Strege & Co 2022 Q1 filed April 13, 2022
Syverson Strege & Co 2021 Q4 filed Jan. 19, 2022
Syverson Strege & Co 2021 Q3 filed Nov. 2, 2021
Syverson Strege & Co 2021 Q2 filed Aug. 4, 2021
Syverson Strege & Co 2021 Q1 filed May 7, 2021
Syverson Strege & Co 2020 Q4 filed Feb. 3, 2021

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