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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, DFEM, DUHP, DFGR, and represent 73.69% of Syverson Strege & Co's stock portfolio.
Added to shares of these 10 stocks: DFAU, IJR, WSM, DFAI, JPIE, DFSI, DFAE, NEAR, MEAR, AOM.
Started 1 new stock position in IJR.
Reduced shares in these 10 stocks: DFAS, DFIS, DFAC, DFEM, MSFT, DUHP, , USMV, NVDA, AAPL.
Sold out of its positions in GOOG, GOOGL, AMAT, META, LLY, MA, NFLX, NVDA.
Syverson Strege & Co was a net seller of stock by $-15M.
Syverson Strege & Co has $298M in assets under management (AUM), dropping by 1.70%.
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 September 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)	39.4	$118M		3.4M	34.29	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	18.2	$54M		1.9M	28.14	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.9	$18M	-5%	624k	28.15	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	5.8	$17M	-3%	505k	34.07	View chart
Dimensional Etf Trust Global Real Est (DFGR)	4.5	$13M		463k	28.86	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	4.1	$12M		305k	39.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.0	$6.0M	+2%	188k	31.78	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.0	$5.9M		62k	94.61	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.4	$4.0M	+3%	87k	46.39	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.1	$3.2M	-6%	87k	37.18	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.0	$3.1M		50k	62.20	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.0	$2.9M	-16%	32k	91.31	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.9	$2.7M	-52%	42k	64.86	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.8	$2.3M	-4%	37k	63.46	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.6	$1.9M	+2%	37k	51.24	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.6	$1.9M	-10%	24k	78.91	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$1.7M	+4%	61k	27.41	View chart
Us Bancorp Del Com New (USB)	0.5	$1.5M	-7%	33k	45.73	View chart
Dimensional Etf Trust International (DFSI)	0.5	$1.5M	+5%	41k	35.73	View chart
Apple (AAPL)	0.5	$1.4M	-26%	5.9k	233.01	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.5	$1.4M	+2%	27k	50.31	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$1.3M	-48%	49k	26.83	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.3M		6.3k	198.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.2M	-9%	2.6k	460.26	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.4	$1.2M	-8%	13k	95.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.2M		6.6k	179.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.2M		3.8k	314.40	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$990k		16k	63.00	View chart
Abbott Laboratories (ABT)	0.3	$933k	-16%	8.2k	114.01	View chart
Wal-Mart Stores (WMT)	0.3	$851k	-22%	11k	80.75	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$847k	-5%	16k	52.98	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$742k		4.1k	181.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$708k	-5%	1.8k	383.91	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$673k	-3%	6.6k	101.27	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.2	$656k		25k	26.27	View chart
Abbvie (ABBV)	0.2	$642k	-19%	3.3k	197.48	View chart
Emerson Electric (EMR)	0.2	$603k		5.5k	109.36	View chart
CSX Corporation (CSX)	0.2	$528k	-2%	15k	34.53	View chart
Blackrock Etf Trust Ii Intermedia Muni (INMU)	0.2	$477k		20k	24.08	View chart
Exxon Mobil Corporation (XOM)	0.2	$474k	-19%	4.0k	117.22	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$470k		9.8k	47.85	View chart
International Business Machines (IBM)	0.1	$428k	-7%	1.9k	221.11	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$411k		12k	35.42	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$402k		15k	27.01	View chart
UnitedHealth (UNH)	0.1	$387k	-47%	662.00	584.57	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$380k	-4%	6.8k	55.63	View chart
Southern Company (SO)	0.1	$374k		4.1k	90.18	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$374k	-6%	9.2k	40.63	View chart
Williams-Sonoma (WSM)	0.1	$366k	+91%	2.4k	154.90	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$354k	+2%	7.8k	45.11	View chart
Corteva (CTVA)	0.1	$330k	-11%	5.6k	58.79	View chart
Amazon (AMZN)	0.1	$317k	-57%	1.7k	186.33	View chart
JPMorgan Chase & Co. (JPM)	0.1	$296k	-30%	1.4k	210.91	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.1	$259k		18k	14.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$253k		1.5k	174.62	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$252k		9.6k	26.14	View chart
Costco Wholesale Corporation (COST)	0.1	$251k	-42%	283.00	886.12	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.1	$246k	-7%	4.1k	59.24	View chart
Procter & Gamble Company (PG)	0.1	$245k	-13%	1.4k	173.25	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$239k	-24%	12k	20.27	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.1	$239k		26k	9.21	View chart
Oracle Corporation (ORCL)	0.1	$231k	-10%	1.4k	170.41	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$230k	-8%	2.0k	114.52	View chart
Microsoft Corporation (MSFT)	0.1	$226k	-79%	525.00	429.97	View chart
Home Depot (HD)	0.1	$225k	-44%	556.00	405.26	View chart
Johnson & Johnson (JNJ)	0.1	$215k	-43%	1.3k	162.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$206k	NEW	1.8k	116.95	View chart
Pepsi (PEP)	0.1	$205k	-9%	1.2k	170.09	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$184k		21k	8.72	View chart

Past Filings by Syverson Strege & Co

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

Syverson Strege & Co 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
Syverson Strege & Co 2020 Q4 filed Feb. 3, 2021

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