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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 72.21% of Syverson Strege & Co's stock portfolio.
Added to shares of these 10 stocks: DFIC, NVDA, AAPL, MSFT, META, DFGR, DFEM, VYM, LLY, DFAC.
Started 9 new stock positions in GOOGL, AVGO, WFC, LLY, NVDA, MA, GOOG, META, VYM.
Reduced shares in these 10 stocks: DFUS, DUHP, USB, AGG, USMV, CSX, AOM, DFAW, VUG, CTVA.
Syverson Strege & Co was a net buyer of stock by $8.9M.
Syverson Strege & Co has $300M in assets under management (AUM), dropping by 0.50%.
Central Index Key (CIK): 0001682057

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Portfolio Holdings for Syverson Strege & Co

Syverson Strege & Co holds 78 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	39.6	$119M		3.4M	34.59	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	17.3	$52M	+3%	2.0M	25.84	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	5.6	$17M		499k	33.79	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.6	$17M	+2%	638k	26.19	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.1	$12M		304k	40.49	View chart
Dimensional Etf Trust Global Real Est (DFGR)	4.1	$12M	+3%	479k	25.54	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.0	$5.9M	+3%	65k	90.42	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.9	$5.7M	+3%	194k	29.20	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.4	$4.1M	+3%	90k	45.62	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.1	$3.3M		87k	37.90	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.0	$3.0M	-7%	47k	63.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.9	$2.8M		31k	88.79	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$2.7M		42k	65.08	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.8	$2.3M		37k	62.46	View chart
Apple (AAPL)	0.7	$2.0M	+39%	8.2k	250.43	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.7	$2.0M	+8%	40k	50.50	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.6	$1.9M		24k	76.61	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.6M	+2%	62k	25.37	View chart
Dimensional Etf Trust International (DFSI)	0.5	$1.4M	+5%	43k	32.85	View chart
Us Bancorp Del Com New (USB)	0.5	$1.4M	-11%	29k	47.83	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	0.5	$1.4M	+2%	28k	49.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.4M	+14%	3.0k	453.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.2M		6.3k	195.83	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.2M		3.8k	322.17	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$1.2M		49k	24.56	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.4	$1.2M		12k	94.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.2M		6.6k	175.23	View chart
Wal-Mart Stores (WMT)	0.4	$1.1M	+14%	12k	90.35	View chart
Abbott Laboratories (ABT)	0.4	$1.1M	+13%	9.3k	113.11	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$902k		16k	57.41	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$831k		16k	51.73	View chart
Abbvie (ABBV)	0.3	$809k	+40%	4.6k	177.70	View chart
NVIDIA Corporation (NVDA)	0.3	$776k	NEW	5.8k	134.29	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$775k		4.1k	189.98	View chart
Microsoft Corporation (MSFT)	0.2	$734k	+231%	1.7k	421.43	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$729k	-3%	1.8k	410.48	View chart
Emerson Electric (EMR)	0.2	$705k	+3%	5.7k	123.92	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.2	$651k		26k	25.58	View chart
Amazon (AMZN)	0.2	$546k	+46%	2.5k	219.39	View chart
Meta Platforms Cl A (META)	0.2	$504k	NEW	861.00	585.67	View chart
Exxon Mobil Corporation (XOM)	0.2	$504k	+16%	4.7k	107.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$499k	-22%	5.2k	96.90	View chart
International Business Machines (IBM)	0.2	$488k	+14%	2.2k	219.82	View chart
JPMorgan Chase & Co. (JPM)	0.2	$469k	+39%	2.0k	239.75	View chart
Blackrock Etf Trust Ii Ishares Intermed (INMU)	0.2	$468k		20k	23.60	View chart
Williams-Sonoma (WSM)	0.2	$453k	+3%	2.4k	185.21	View chart
CSX Corporation (CSX)	0.1	$447k	-9%	14k	32.27	View chart
UnitedHealth (UNH)	0.1	$439k	+31%	868.00	505.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$432k		9.8k	44.04	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$415k	+8%	13k	33.13	View chart
Home Depot (HD)	0.1	$407k	+87%	1.0k	389.01	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$379k		6.8k	55.66	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$375k		15k	24.86	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$372k		9.2k	40.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$351k	NEW	2.8k	127.59	View chart
Southern Company (SO)	0.1	$351k	+2%	4.3k	82.32	View chart
Eli Lilly & Co. (LLY)	0.1	$320k	NEW	415.00	772.13	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$299k	-12%	6.9k	43.44	View chart
Costco Wholesale Corporation (COST)	0.1	$297k	+14%	324.00	916.06	View chart
Corteva (CTVA)	0.1	$297k	-7%	5.2k	56.96	View chart
Procter & Gamble Company (PG)	0.1	$283k	+19%	1.7k	167.69	View chart
Broadcom (AVGO)	0.1	$273k	NEW	1.2k	231.87	View chart
Oracle Corporation (ORCL)	0.1	$271k	+19%	1.6k	166.66	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$265k	+11%	4.6k	57.32	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.1	$264k		18k	14.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$249k	NEW	1.3k	189.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$246k		1.5k	169.34	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$244k		9.8k	24.99	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.1	$241k		26k	9.31	View chart
Pepsi (PEP)	0.1	$228k	+24%	1.5k	152.09	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$223k	+2%	12k	18.34	View chart
Mastercard Incorporated Cl A (MA)	0.1	$217k	NEW	412.00	526.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$216k	+6%	1.9k	115.21	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$214k	-2%	2.0k	109.19	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$208k	NEW	1.1k	190.44	View chart
Wells Fargo & Company (WFC)	0.1	$207k	NEW	2.9k	70.23	View chart
Johnson & Johnson (JNJ)	0.1	$202k	+4%	1.4k	144.64	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$173k		21k	8.17	View chart

Past Filings by Syverson Strege & Co

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

Syverson Strege & Co 2024 Q4 filed Feb. 11, 2025
Syverson Strege & Co 2024 Q3 filed Nov. 12, 2024
Syverson Strege & Co 2024 Q2 filed Aug. 7, 2024
Syverson Strege & Co 2024 Q1 filed April 30, 2024
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

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