Syverson Strege & Co

Syverson Strege & Co as of March 31, 2026

Portfolio Holdings for Syverson Strege & Co

Syverson Strege & Co holds 169 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 29.7 $124M 3.2M 38.86
Dimensional Etf Trust Intl Core Equity (DFIC) 17.4 $72M 2.0M 35.53
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.2 $26M 747k 34.55
Dimensional Etf Trust Us High Profitab (DUHP) 4.0 $17M 456k 36.76
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.1 $13M 181k 71.13
Dimensional Etf Trust Global Real Est (DFGR) 3.0 $13M 476k 26.58
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.4 $9.8M 217k 45.12
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.3 $9.4M 186k 50.61
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.4 $6.0M 177k 33.67
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $5.1M 132k 38.96
Pimco Etf Tr Active Bd Etf (BOND) 1.1 $4.8M 52k 92.28
NVIDIA Corporation (NVDA) 1.0 $4.3M 25k 174.40
Apple (AAPL) 1.0 $4.2M 17k 253.78
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.9 $3.6M 88k 41.09
J P Morgan Exchange Traded F Income Etf (JPIE) 0.9 $3.5M 77k 46.07
Microsoft Corporation (MSFT) 0.8 $3.2M 8.5k 370.19
Ishares Tr Msci Usa Min Vol (USMV) 0.7 $3.1M 33k 92.74
Wal-Mart Stores (WMT) 0.7 $2.8M 22k 124.28
Exxon Mobil Corporation (XOM) 0.6 $2.7M 16k 169.66
Meta Platforms Cl A (META) 0.6 $2.6M 4.5k 572.13
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.5M 5.3k 479.20
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $2.5M 49k 50.98
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $2.0M 29k 70.91
Dimensional Etf Trust World Equity Etf (DFAW) 0.5 $1.9M 26k 73.78
Amazon (AMZN) 0.5 $1.9M 9.2k 208.27
Dimensional Etf Trust International (DFSI) 0.4 $1.8M 43k 42.40
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $1.7M 52k 33.86
Ishares Tr Core 80/20 Aggre (AOA) 0.4 $1.6M 19k 88.49
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.6M 5.7k 287.56
Johnson & Johnson (JNJ) 0.4 $1.6M 6.5k 244.42
JPMorgan Chase & Co. (JPM) 0.4 $1.6M 5.4k 294.14
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.6M 5.5k 286.86
Abbott Laboratories (ABT) 0.3 $1.5M 14k 102.67
Abbvie (ABBV) 0.3 $1.4M 6.5k 217.49
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.4M 6.3k 215.06
Us Bancorp Com New (USB) 0.3 $1.3M 26k 52.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.3M 6.6k 191.92
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.2M 16k 75.10
Broadcom (AVGO) 0.3 $1.2M 3.8k 309.51
At&t (T) 0.3 $1.1M 37k 28.99
International Business Machines (IBM) 0.2 $1.0M 4.2k 242.40
Chevron Corporation (CVX) 0.2 $981k 4.7k 206.92
Wells Fargo & Company (WFC) 0.2 $981k 12k 79.61
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $979k 10k 95.82
Costco Wholesale Corporation (COST) 0.2 $920k 923.00 996.43
Netflix (NFLX) 0.2 $911k 9.5k 96.15
Ishares Tr Rus 1000 Etf (IWB) 0.2 $902k 2.5k 356.56
Home Depot (HD) 0.2 $887k 2.7k 328.83
Citigroup Com New (C) 0.2 $870k 7.7k 113.41
Eli Lilly & Co. (LLY) 0.2 $856k 931.00 919.77
Micron Technology (MU) 0.2 $842k 2.5k 337.84
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $840k 4.1k 205.80
Mastercard Incorporated Cl A (MA) 0.2 $824k 1.6k 499.66
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $786k 15k 52.19
Goldman Sachs (GS) 0.2 $756k 893.00 845.99
Cisco Systems (CSCO) 0.2 $703k 9.1k 77.59
Spdr Series Trust State Street Spd (HYMB) 0.2 $681k 27k 24.80
Emerson Electric (EMR) 0.2 $674k 5.1k 131.01
Caterpillar (CAT) 0.2 $656k 925.00 708.74
Bank of America Corporation (BAC) 0.2 $633k 13k 48.75
Ge Aerospace Com New (GE) 0.1 $622k 2.2k 283.77
Ishares U S Etf Tr Short Duration B (NEAR) 0.1 $614k 12k 50.84
Marathon Petroleum Corp (MPC) 0.1 $590k 2.4k 244.18
Intel Corporation (INTC) 0.1 $589k 13k 44.13
Lam Research Corp Com New (LRCX) 0.1 $569k 2.7k 213.66
Dimensional Etf Trust Emerging Markets (DFSE) 0.1 $567k 13k 42.37
UnitedHealth (UNH) 0.1 $564k 2.1k 270.65
Merck & Co (MRK) 0.1 $556k 4.6k 120.30
Applied Materials (AMAT) 0.1 $550k 1.6k 341.79
McKesson Corporation (MCK) 0.1 $549k 634.00 865.36
TJX Companies (TJX) 0.1 $549k 3.4k 159.70
Southern Company (SO) 0.1 $548k 5.7k 96.52
Procter & Gamble Company (PG) 0.1 $544k 3.8k 144.46
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $544k 16k 33.97
Verizon Communications (VZ) 0.1 $533k 11k 50.20
General Motors Company (GM) 0.1 $533k 7.1k 74.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $530k 9.8k 54.05
Williams-Sonoma (WSM) 0.1 $496k 2.7k 182.33
Corteva (CTVA) 0.1 $482k 5.8k 83.71
Blackrock Etf Trust Ii Ishares Intermed (INMU) 0.1 $474k 20k 23.91
Pepsi (PEP) 0.1 $467k 3.0k 155.29
Kroger (KR) 0.1 $463k 6.4k 72.36
British Amern Tob Sponsored Adr (BTI) 0.1 $462k 7.9k 58.47
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $461k 3.1k 148.10
Gilead Sciences (GILD) 0.1 $447k 3.2k 139.37
Kla Corp Com New (KLAC) 0.1 $442k 300.00 1472.41
Philip Morris International (PM) 0.1 $421k 2.5k 165.34
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $418k 8.8k 47.53
Corning Incorporated (GLW) 0.1 $417k 3.1k 135.97
Visa Com Cl A (V) 0.1 $415k 1.4k 302.24
Bank of New York Mellon Corporation (BK) 0.1 $405k 3.4k 118.63
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $404k 1.0k 391.76
Altria (MO) 0.1 $394k 6.0k 65.99
Oracle Corporation (ORCL) 0.1 $386k 2.6k 147.13
Shell Spon Ads (SHEL) 0.1 $385k 4.1k 93.00
Palantir Technologies Cl A (PLTR) 0.1 $381k 2.6k 146.28
Pfizer (PFE) 0.1 $378k 14k 28.08
Progressive Corporation (PGR) 0.1 $377k 1.9k 198.24
CVS Caremark Corporation (CVS) 0.1 $371k 5.2k 71.82
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $370k 5.9k 62.45
Suncor Energy (SU) 0.1 $361k 5.5k 66.11
Travelers Companies (TRV) 0.1 $361k 1.2k 291.68
Capital One Financial (COF) 0.1 $360k 2.0k 182.43
Coca-Cola Company (KO) 0.1 $357k 4.7k 76.06
McDonald's Corporation (MCD) 0.1 $351k 1.1k 310.93
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $351k 16k 21.66
Raytheon Technologies Corp (RTX) 0.1 $349k 1.8k 192.95
Western Digital (WDC) 0.1 $342k 1.3k 270.49
Bristol Myers Squibb (BMY) 0.1 $340k 5.6k 60.65
Valero Energy Corporation (VLO) 0.1 $335k 1.4k 247.08
AmerisourceBergen (COR) 0.1 $331k 1.1k 314.14
Cardinal Health (CAH) 0.1 $326k 1.5k 211.31
Ford Motor Company (F) 0.1 $319k 28k 11.54
CSX Corporation (CSX) 0.1 $313k 7.6k 41.05
Mizuho Financial Group Sponsored Adr (MFG) 0.1 $312k 39k 7.94
Amphenol Corp Cl A (APH) 0.1 $310k 2.5k 126.35
Parker-Hannifin Corporation (PH) 0.1 $305k 341.00 895.24
Ishares Tr Core 40/60 Moder (AOM) 0.1 $304k 6.4k 47.37
Advanced Micro Devices (AMD) 0.1 $303k 1.5k 203.43
Novartis Sponsored Adr (NVS) 0.1 $301k 2.0k 152.75
Banco Santander Sa Adr (SAN) 0.1 $298k 26k 11.28
HSBC HLDGS Spon Adr New (HSBC) 0.1 $295k 3.6k 82.49
Ge Vernova (GEV) 0.1 $293k 336.00 872.90
ConocoPhillips (COP) 0.1 $282k 2.1k 131.99
Barclays Adr (BCS) 0.1 $282k 13k 21.16
American Express Company (AXP) 0.1 $281k 929.00 302.48
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $279k 824.00 337.95
Jabil Circuit (JBL) 0.1 $276k 1.0k 265.63
Newmont Mining Corporation (NEM) 0.1 $275k 2.5k 108.25
Nextera Energy (NEE) 0.1 $272k 2.9k 92.89
Allstate Corporation (ALL) 0.1 $270k 1.3k 207.34
W.W. Grainger (GWW) 0.1 $268k 246.00 1090.81
Amgen (AMGN) 0.1 $266k 756.00 351.85
Ameren Corporation (AEE) 0.1 $265k 2.4k 109.92
Yum! Brands (YUM) 0.1 $265k 1.7k 155.48
Arista Networks Com Shs (ANET) 0.1 $263k 2.1k 122.78
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $252k 2.5k 99.27
Ishares Tr Core 60/40 Balan (AOR) 0.1 $249k 3.9k 64.35
American Intl Group Com New (AIG) 0.1 $247k 3.3k 75.25
Chubb (CB) 0.1 $246k 754.00 325.93
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.1 $244k 18k 13.79
Freeport Mcmoran CL B (FCX) 0.1 $242k 4.1k 58.78
Constellation Energy (CEG) 0.1 $241k 863.00 279.25
Qualcomm (QCOM) 0.1 $240k 1.9k 128.78
Hca Holdings (HCA) 0.1 $239k 504.00 473.24
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $238k 7.4k 32.22
Pimco Dynamic Income SHS (PDI) 0.1 $238k 14k 17.11
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.1 $238k 12k 19.75
Morgan Stanley Com New (MS) 0.1 $233k 1.4k 164.57
Exelon Corporation (EXC) 0.1 $232k 4.7k 49.02
Bhp Billiton Sponsored Ads (BHP) 0.1 $227k 3.1k 72.74
FedEx Corporation (FDX) 0.1 $223k 625.00 356.18
Ing Groep Sponsored Adr (ING) 0.1 $219k 8.4k 26.05
Linde SHS (LIN) 0.1 $219k 441.00 495.76
Texas Instruments Incorporated (TXN) 0.1 $217k 1.1k 194.14
Fastenal Company (FAST) 0.1 $217k 4.7k 46.40
Imperial Oil Com New (IMO) 0.1 $213k 1.6k 130.82
GSK Sponsored Adr (GSK) 0.1 $212k 3.8k 55.19
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $212k 2.3k 94.24
Hewlett Packard Enterprise (HPE) 0.1 $210k 8.8k 23.81
Ubs Group SHS (UBS) 0.1 $209k 5.3k 39.07
Synchrony Financial (SYF) 0.1 $208k 3.1k 68.02
Nrg Energy Com New (NRG) 0.0 $206k 1.4k 146.14
Devon Energy Corporation (DVN) 0.0 $205k 4.1k 50.32
Casey's General Stores (CASY) 0.0 $203k 279.00 728.11
Viatris (VTRS) 0.0 $176k 13k 13.51
Nokia Corp Sponsored Adr (NOK) 0.0 $137k 17k 8.04
Nomura Hldgs Sponsored Adr (NMR) 0.0 $101k 13k 7.89
Lg Display Spons Adr Rep (LPL) 0.0 $53k 14k 3.88