Syverson Strege & Co

Syverson Strege & Co as of Sept. 30, 2025

Portfolio Holdings for Syverson Strege & Co

Syverson Strege & Co holds 165 positions in its portfolio as reported in the September 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) 30.1 $126M 3.3M 38.57
Dimensional Etf Trust Intl Core Equity (DFIC) 16.3 $68M 2.1M 32.79
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.9 $25M 764k 32.07
Dimensional Etf Trust Us High Profitab (DUHP) 4.2 $18M 466k 37.77
Dimensional Etf Trust Global Real Est (DFGR) 3.1 $13M 473k 27.31
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.9 $12M 178k 68.46
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.9 $12M 260k 45.76
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.1 $8.7M 171k 50.73
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.4 $5.9M 188k 31.63
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.4 $5.9M 162k 36.35
Pimco Etf Tr Active Bd Etf (BOND) 1.4 $5.7M 61k 93.35
Microsoft Corporation (MSFT) 1.1 $4.7M 9.1k 517.98
J P Morgan Exchange Traded F Income Etf (JPIE) 1.0 $4.3M 92k 46.41
Apple (AAPL) 1.0 $4.2M 17k 254.62
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.9 $3.9M 92k 42.47
NVIDIA Corporation (NVDA) 0.9 $3.7M 20k 186.58
Meta Platforms Cl A (META) 0.8 $3.5M 4.8k 734.38
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $3.2M 34k 95.14
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.8M 5.6k 502.74
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $2.5M 50k 51.04
Wal-Mart Stores (WMT) 0.6 $2.5M 25k 103.06
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $2.3M 32k 72.44
Dimensional Etf Trust World Equity Etf (DFAW) 0.5 $2.2M 30k 71.86
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.5 $2.0M 62k 31.53
Ishares Tr Core 80/20 Aggre (AOA) 0.5 $1.9M 22k 88.14
Dimensional Etf Trust International (DFSI) 0.5 $1.9M 46k 40.95
Amazon (AMZN) 0.4 $1.8M 8.3k 219.57
Exxon Mobil Corporation (XOM) 0.4 $1.8M 16k 112.75
JPMorgan Chase & Co. (JPM) 0.4 $1.8M 5.6k 315.44
Abbott Laboratories (ABT) 0.4 $1.6M 12k 133.94
Abbvie (ABBV) 0.4 $1.5M 6.5k 231.54
Netflix (NFLX) 0.3 $1.4M 1.2k 1198.92
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.4M 6.3k 215.79
Home Depot (HD) 0.3 $1.3M 3.3k 405.16
International Business Machines (IBM) 0.3 $1.3M 4.7k 282.18
Broadcom (AVGO) 0.3 $1.3M 3.9k 329.91
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.3M 3.5k 365.49
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.3M 6.6k 189.70
Us Bancorp Del Com New (USB) 0.3 $1.2M 26k 48.33
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.2M 5.0k 243.10
Johnson & Johnson (JNJ) 0.3 $1.2M 6.4k 185.43
Oracle Corporation (ORCL) 0.3 $1.1M 4.1k 281.24
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.1M 16k 71.37
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 4.5k 243.55
At&t (T) 0.3 $1.1M 38k 28.24
Mastercard Incorporated Cl A (MA) 0.3 $1.1M 1.9k 568.75
Wells Fargo & Company (WFC) 0.3 $1.1M 13k 83.82
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $1.0M 11k 96.15
Costco Wholesale Corporation (COST) 0.2 $965k 1.0k 925.63
UnitedHealth (UNH) 0.2 $961k 2.8k 345.24
Ishares U S Etf Tr Short Duration B (NEAR) 0.2 $920k 18k 51.28
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $854k 4.1k 209.34
Ge Aerospace Com New (GE) 0.2 $789k 2.6k 300.79
Citigroup Com New (C) 0.2 $785k 7.7k 101.50
Eli Lilly & Co. (LLY) 0.2 $783k 1.0k 763.00
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $780k 15k 52.28
Goldman Sachs (GS) 0.2 $759k 953.00 796.35
Bank of America Corporation (BAC) 0.2 $721k 14k 51.59
Emerson Electric (EMR) 0.2 $718k 5.5k 131.17
Spdr Series Trust Nuveen Ice High (HYMB) 0.2 $648k 26k 24.93
Procter & Gamble Company (PG) 0.1 $622k 4.0k 153.67
Cisco Systems (CSCO) 0.1 $605k 8.8k 68.42
Chevron Corporation (CVX) 0.1 $595k 3.8k 155.30
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $584k 14k 41.09
Southern Company (SO) 0.1 $577k 6.1k 94.77
Williams-Sonoma (WSM) 0.1 $538k 2.8k 195.45
Palantir Technologies Cl A (PLTR) 0.1 $537k 2.9k 182.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $531k 9.8k 54.18
Verizon Communications (VZ) 0.1 $525k 12k 43.95
Progressive Corporation (PGR) 0.1 $513k 2.1k 246.95
Marathon Petroleum Corp (MPC) 0.1 $493k 2.6k 192.75
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.1 $474k 20k 23.93
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $467k 15k 31.38
TJX Companies (TJX) 0.1 $463k 3.2k 144.54
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $456k 3.2k 140.95
Visa Com Cl A (V) 0.1 $456k 1.3k 341.34
Capital One Financial (COF) 0.1 $453k 2.1k 212.58
McKesson Corporation (MCK) 0.1 $443k 573.00 772.54
Intel Corporation (INTC) 0.1 $437k 13k 33.55
CVS Caremark Corporation (CVS) 0.1 $431k 5.7k 75.39
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $410k 4.1k 100.24
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $397k 8.8k 45.21
Corteva (CTVA) 0.1 $396k 5.9k 67.63
Altria (MO) 0.1 $396k 6.0k 66.06
British Amern Tob Sponsored Adr (BTI) 0.1 $392k 7.4k 53.08
General Motors Company (GM) 0.1 $385k 6.3k 60.97
Applied Materials (AMAT) 0.1 $383k 1.9k 204.71
Pepsi (PEP) 0.1 $380k 2.7k 140.43
Caterpillar (CAT) 0.1 $380k 796.00 477.37
McDonald's Corporation (MCD) 0.1 $378k 1.2k 303.93
Philip Morris International (PM) 0.1 $363k 2.2k 162.20
Travelers Companies (TRV) 0.1 $362k 1.3k 279.22
Kroger (KR) 0.1 $352k 5.2k 67.41
Kla Corp Com New (KLAC) 0.1 $350k 324.00 1078.60
Pfizer (PFE) 0.1 $343k 14k 25.48
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $343k 5.9k 58.21
Micron Technology (MU) 0.1 $340k 2.0k 167.32
Merck & Co (MRK) 0.1 $340k 4.1k 83.92
American Express Company (AXP) 0.1 $339k 1.0k 332.16
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $335k 17k 19.25
Servicenow (NOW) 0.1 $333k 362.00 920.28
Allstate Corporation (ALL) 0.1 $330k 1.5k 214.65
Linde SHS (LIN) 0.1 $329k 693.00 475.00
Constellation Energy (CEG) 0.1 $325k 988.00 329.07
CSX Corporation (CSX) 0.1 $323k 9.1k 35.51
Bank of New York Mellon Corporation (BK) 0.1 $322k 3.0k 108.96
Ishares Tr Core 40/60 Moder (AOM) 0.1 $321k 6.7k 47.58
Sap Se Spon Adr (SAP) 0.1 $320k 1.2k 267.21
Raytheon Technologies Corp (RTX) 0.1 $313k 1.9k 167.37
Ishares Tr Core 60/40 Balan (AOR) 0.1 $311k 4.8k 64.38
Arista Networks Com Shs (ANET) 0.1 $311k 2.1k 145.71
Banco Santander Adr (SAN) 0.1 $311k 30k 10.48
Qualcomm (QCOM) 0.1 $308k 1.9k 166.33
Shell Spon Ads (SHEL) 0.1 $303k 4.2k 71.53
Ford Motor Company (F) 0.1 $297k 25k 11.96
Gilead Sciences (GILD) 0.1 $296k 2.7k 111.00
Intuit (INTU) 0.1 $296k 433.00 682.91
Amphenol Corp Cl A (APH) 0.1 $288k 2.3k 123.75
Cigna Corp (CI) 0.1 $283k 981.00 288.25
Booking Holdings (BKNG) 0.1 $281k 52.00 5411.00
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.1 $281k 18k 15.90
Mizuho Financial Group Sponsored Adr (MFG) 0.1 $279k 42k 6.70
Corning Incorporated (GLW) 0.1 $279k 3.4k 82.03
HSBC HLDGS Spon Adr New (HSBC) 0.1 $277k 3.9k 70.98
Coca-Cola Company (KO) 0.1 $274k 4.1k 66.33
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $273k 1.2k 236.06
Barclays Adr (BCS) 0.1 $272k 13k 20.67
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $268k 1.4k 194.50
AmerisourceBergen (COR) 0.1 $268k 858.00 312.53
American Intl Group Com New (AIG) 0.1 $266k 3.4k 78.54
Pimco Dynamic Income SHS (PDI) 0.1 $263k 13k 19.80
Ameren Corporation (AEE) 0.1 $262k 2.5k 104.38
Applovin Corp Com Cl A (APP) 0.1 $259k 360.00 718.54
Motorola Solutions Com New (MSI) 0.1 $258k 565.00 457.29
Spdr Series Trust Portfolio Agrgte (SPAB) 0.1 $254k 9.8k 25.85
Morgan Stanley Com New (MS) 0.1 $250k 1.6k 158.96
Advanced Micro Devices (AMD) 0.1 $247k 1.5k 161.79
Ubs Group SHS (UBS) 0.1 $241k 5.9k 41.00
Valero Energy Corporation (VLO) 0.1 $239k 1.4k 170.26
Walt Disney Company (DIS) 0.1 $239k 2.1k 114.48
Chubb (CB) 0.1 $237k 840.00 282.25
Yum! Brands (YUM) 0.1 $235k 1.5k 152.00
Dupont De Nemours (DD) 0.1 $233k 3.0k 77.89
Ing Groep Sponsored Adr (ING) 0.1 $232k 8.9k 26.08
Parker-Hannifin Corporation (PH) 0.1 $231k 304.00 758.15
Hca Holdings (HCA) 0.1 $230k 539.00 426.20
Suncor Energy (SU) 0.1 $229k 5.5k 41.81
Hewlett Packard Enterprise (HPE) 0.1 $227k 9.2k 24.56
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $225k 7.4k 30.39
Casey's General Stores (CASY) 0.1 $222k 392.00 565.78
Ge Vernova (GEV) 0.1 $221k 360.00 614.90
Amgen (AMGN) 0.1 $221k 782.00 282.20
Texas Instruments Incorporated (TXN) 0.1 $221k 1.2k 183.73
ConocoPhillips (COP) 0.1 $218k 2.3k 94.58
Anthem (ELV) 0.1 $217k 671.00 323.12
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.1 $215k 13k 16.74
Nextera Energy (NEE) 0.1 $214k 2.8k 75.50
AFLAC Incorporated (AFL) 0.1 $213k 1.9k 111.70
Fastenal Company (FAST) 0.1 $210k 4.3k 49.04
Lam Research Corp Com New (LRCX) 0.0 $208k 1.6k 133.90
Comcast Corp Cl A (CMCSA) 0.0 $201k 6.4k 31.42
Nomura Hldgs Sponsored Adr (NMR) 0.0 $102k 14k 7.27
Abrdn Total Dynamic Dividend Com Sh Ben Int (AOD) 0.0 $97k 10k 9.46
Nokia Corp Sponsored Adr (NOK) 0.0 $88k 18k 4.81
Lg Display Spons Adr Rep (LPL) 0.0 $64k 12k 5.22