Syverson Strege & Co

Syverson Strege & Co as of March 31, 2025

Portfolio Holdings for Syverson Strege & Co

Syverson Strege & Co holds 79 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 36.9 $115M 3.5M 32.99
Dimensional Etf Trust Intl Core Equity (DFIC) 18.2 $57M 2.0M 27.77
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.6 $17M 659k 26.46
Dimensional Etf Trust Us High Profitab (DUHP) 5.2 $16M 493k 33.14
Dimensional Etf Trust Global Real Est (DFGR) 4.2 $13M 495k 26.26
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.8 $12M 310k 38.44
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.9 $8.9M 176k 50.63
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.0 $6.2M 198k 31.23
Pimco Etf Tr Active Bd Etf (BOND) 2.0 $6.1M 66k 92.47
J P Morgan Exchange Traded F Income Etf (JPIE) 1.4 $4.3M 92k 46.07
Dimensional Etf Trust Us Sustainabilty (DFSU) 1.1 $3.3M 92k 35.81
Ishares Tr Msci Usa Min Vol (USMV) 0.9 $2.9M 31k 93.66
Dimensional Etf Trust Us Equity Market (DFUS) 0.9 $2.8M 46k 60.48
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $2.6M 44k 59.75
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.8 $2.4M 47k 50.85
Dimensional Etf Trust World Equity Etf (DFAW) 0.7 $2.2M 36k 61.28
Apple (AAPL) 0.6 $1.9M 8.5k 222.12
Ishares Tr Core 80/20 Aggre (AOA) 0.6 $1.8M 24k 76.50
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $1.7M 65k 25.89
Dimensional Etf Trust International (DFSI) 0.5 $1.7M 48k 34.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $1.6M 3.0k 532.58
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $1.3M 52k 25.84
Microsoft Corporation (MSFT) 0.4 $1.3M 3.5k 375.37
Abbott Laboratories (ABT) 0.4 $1.2M 9.4k 132.66
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.2M 6.3k 193.99
Us Bancorp Del Com New (USB) 0.4 $1.2M 29k 42.22
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.4 $1.2M 13k 95.98
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.2M 3.8k 306.73
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.4 $1.1M 6.6k 173.23
Wal-Mart Stores (WMT) 0.3 $1.1M 12k 87.79
Abbvie (ABBV) 0.3 $962k 4.6k 209.52
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $954k 16k 60.66
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.3 $835k 16k 51.55
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $703k 4.1k 172.26
Vanguard Index Fds Growth Etf (VUG) 0.2 $658k 1.8k 370.92
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.2 $619k 25k 25.22
Exxon Mobil Corporation (XOM) 0.2 $577k 4.9k 118.94
International Business Machines (IBM) 0.2 $570k 2.3k 248.63
Emerson Electric (EMR) 0.2 $569k 5.2k 109.63
NVIDIA Corporation (NVDA) 0.2 $559k 5.2k 108.38
Meta Platforms Cl A (META) 0.2 $549k 953.00 576.55
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $502k 3.9k 128.96
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $498k 15k 33.68
JPMorgan Chase & Co. (JPM) 0.2 $494k 2.0k 245.34
Amazon (AMZN) 0.2 $475k 2.5k 190.26
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.2 $469k 20k 23.66
UnitedHealth (UNH) 0.1 $464k 886.00 523.71
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $447k 4.5k 98.92
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $444k 9.8k 45.26
CSX Corporation (CSX) 0.1 $410k 14k 29.43
Southern Company (SO) 0.1 $398k 4.3k 91.94
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $395k 15k 26.20
Williams-Sonoma (WSM) 0.1 $393k 2.5k 158.10
Home Depot (HD) 0.1 $381k 1.0k 366.52
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $372k 9.2k 40.41
Eli Lilly & Co. (LLY) 0.1 $361k 437.00 826.11
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $343k 6.7k 50.87
Costco Wholesale Corporation (COST) 0.1 $320k 338.00 945.71
Ishares Tr Core 40/60 Moder (AOM) 0.1 $319k 7.3k 43.88
Vanguard Index Fds Value Etf (VTV) 0.1 $305k 1.8k 172.71
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $301k 5.8k 51.49
Procter & Gamble Company (PG) 0.1 $295k 1.7k 170.46
Corteva (CTVA) 0.1 $284k 4.5k 62.93
Ishares Tr Core 60/40 Balan (AOR) 0.1 $272k 4.7k 57.57
Mastercard Incorporated Cl A (MA) 0.1 $256k 466.00 548.69
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.1 $252k 18k 14.26
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.1 $251k 9.8k 25.54
Johnson & Johnson (JNJ) 0.1 $249k 1.5k 165.82
Pimco Dynamic Income SHS (PDI) 0.1 $248k 13k 19.80
Pepsi (PEP) 0.1 $233k 1.6k 149.96
Oracle Corporation (ORCL) 0.1 $227k 1.6k 139.82
Ameren Corporation (AEE) 0.1 $223k 2.2k 100.40
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $223k 3.0k 73.69
Alphabet Cap Stk Cl A (GOOGL) 0.1 $223k 1.4k 154.68
Ishares Msci Gbl Min Vol (ACWV) 0.1 $219k 1.9k 116.39
Wells Fargo & Company (WFC) 0.1 $210k 2.9k 71.78
Alphabet Cap Stk Cl C (GOOG) 0.1 $202k 1.3k 156.23
Chevron Corporation (CVX) 0.1 $200k 1.2k 167.23
Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.1 $172k 21k 8.14