Syverson Strege & Co

Syverson Strege & Co as of Dec. 31, 2023

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