Syverson Strege & Co

Syverson Strege & Co as of Dec. 31, 2024

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