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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, DFGR, and represent 72.98% of Syverson Strege & Co's stock portfolio.
Added to shares of these 10 stocks: DFGR, DFAW, DFAC, MSFT, DFIC, DFEM, WMT, AAPL, META, LLY.
Started 6 new stock positions in LLY, COST, META, JNJ, MSFT, HD.
Reduced shares in these 10 stocks: ACWV, , MEAR, SHY, IWV, DFAU, VEA, DFAS, NEAR, AOM.
Sold out of its positions in SHY, IWV, VEA, VCSH.
Syverson Strege & Co was a net buyer of stock by $2.8M.
Syverson Strege & Co has $277M in assets under management (AUM), dropping by 7.61%.
Central Index Key (CIK): 0001682057

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Portfolio Holdings for Syverson Strege & Co

Syverson Strege & Co holds 71 positions in its portfolio as reported in the March 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)	39.8	$111M		3.5M	31.95	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	18.1	$50M		1.9M	26.75	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	5.9	$16M		520k	31.61	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	5.2	$15M	+3%	568k	25.49	View chart
Dimensional Etf Trust Global Real Est (DFGR)	3.9	$11M	+17%	423k	25.53	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	3.9	$11M	-3%	295k	36.54	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.9	$5.4M	+3%	178k	30.22	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.3	$3.5M	+2%	39k	91.86	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.3	$3.5M	+3%	77k	45.56	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	1.2	$3.4M		36k	94.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	1.2	$3.4M		40k	83.58	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	1.1	$3.1M	-2%	89k	34.41	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	1.0	$2.9M		50k	56.98	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	1.0	$2.7M	-6%	43k	62.34	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.8	$2.3M	+171%	40k	59.13	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.7	$1.9M		27k	73.46	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.7	$1.9M	-6%	38k	50.46	View chart
Us Bancorp Del Com New (USB)	0.6	$1.6M		36k	44.70	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.5	$1.5M	-37%	29k	50.12	View chart
Dimensional Etf Trust International (DFSI)	0.5	$1.4M		41k	33.67	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$1.4M	+5%	55k	24.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.2M	+7%	2.9k	420.52	View chart
Apple (AAPL)	0.4	$1.2M	+36%	6.9k	171.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.2M		6.3k	182.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.1M		6.6k	169.37	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$1.1M		3.7k	287.99	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.4	$1.0M		41k	25.06	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$922k		16k	58.65	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$733k	+2%	4.2k	175.27	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$721k	-3%	14k	52.47	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$719k	+9%	2.1k	344.12	View chart
Wal-Mart Stores (WMT)	0.2	$660k	+224%	11k	60.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$651k		6.6k	97.94	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.2	$642k	-2%	25k	25.69	View chart
Microsoft Corporation (MSFT)	0.2	$637k	NEW	1.5k	420.69	View chart
Emerson Electric (EMR)	0.2	$630k	-9%	5.6k	113.42	View chart
CSX Corporation (CSX)	0.2	$582k	+2%	16k	37.07	View chart
Exxon Mobil Corporation (XOM)	0.2	$542k		4.7k	116.25	View chart
Blackrock Etf Trust Ii Intermedia Muni (INMU)	0.2	$471k		20k	23.76	View chart
Amazon (AMZN)	0.2	$426k	+28%	2.4k	180.37	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$418k	+10%	7.5k	55.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$410k	-9%	9.8k	41.77	View chart
JPMorgan Chase & Co. (JPM)	0.1	$406k	+25%	2.0k	200.30	View chart
International Business Machines (IBM)	0.1	$399k	+9%	2.1k	190.98	View chart
Williams-Sonoma (WSM)	0.1	$390k		1.2k	317.51	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.1	$377k		9.8k	38.47	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$374k		15k	25.44	View chart
Corteva (CTVA)	0.1	$365k		6.3k	57.67	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$353k	-4%	7.1k	49.90	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.1	$353k	+3%	11k	32.20	View chart
UnitedHealth (UNH)	0.1	$349k	+22%	706.00	494.35	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$332k	-23%	6.1k	54.43	View chart
Ishares Tr Modert Alloc Etf (AOM)	0.1	$326k	-26%	7.6k	42.78	View chart
Southern Company (SO)	0.1	$297k	+2%	4.1k	71.75	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$297k	+8%	15k	19.29	View chart
Meta Platforms Cl A (META)	0.1	$274k	NEW	564.00	485.63	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$268k	-84%	2.5k	105.25	View chart
Procter & Gamble Company (PG)	0.1	$267k	+16%	1.6k	162.29	View chart
Eli Lilly & Co. (LLY)	0.1	$262k	NEW	337.00	777.96	View chart
Abbott Laboratories (ABT)	0.1	$257k	+12%	2.3k	113.68	View chart
Home Depot (HD)	0.1	$252k	NEW	657.00	383.51	View chart
Wells Fargo & Company (WFC)	0.1	$240k	-30%	4.1k	57.96	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.1	$239k		9.4k	25.28	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.1	$236k		18k	13.36	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$235k		1.4k	162.86	View chart
Pepsi (PEP)	0.1	$231k	+12%	1.3k	175.05	View chart
Johnson & Johnson (JNJ)	0.1	$226k	NEW	1.4k	158.24	View chart
Costco Wholesale Corporation (COST)	0.1	$222k	NEW	303.00	732.03	View chart
Eaton Vance Risk Managed Diversified (ETJ)	0.1	$216k		26k	8.35	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$214k		2.0k	104.73	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.1	$172k		21k	8.16	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 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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