Syverson Strege & Co

Syverson Strege & Co as of June 30, 2026

Portfolio Holdings for Syverson Strege & Co

Syverson Strege & Co holds 186 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 30.9 $142M 3.2M 44.36
Dimensional Etf Trust Intl Core Equity (DFIC) 16.5 $76M 2.0M 37.26
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $29M 709k 40.64
Dimensional Etf Trust Us High Prof Etf (DUHP) 4.2 $19M 458k 41.73
Dimensional Etf Trust Global Real Est (DFGR) 3.0 $14M 478k 28.97
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.3 $11M 212k 50.57
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.3 $10M 202k 51.69
Dimensional Etf Trust Us Small Cap Etf (DFAS) 2.2 $10M 122k 82.34
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.2 $5.3M 129k 41.25
Apple (AAPL) 1.0 $4.8M 17k 289.36
Pimco Etf Tr Active Bd Etf (BOND) 1.0 $4.8M 52k 92.21
NVIDIA Corporation (NVDA) 1.0 $4.7M 23k 200.09
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.0 $4.6M 132k 35.03
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.9 $4.1M 88k 46.63
J P Morgan Exchange Traded F Income Etf (JPIE) 0.7 $3.3M 73k 46.05
Ishares Tr Msci Usa Min Etf (USMV) 0.7 $3.1M 32k 96.46
Micron Technology (MU) 0.6 $2.9M 2.5k 1154.29
Microsoft Corporation (MSFT) 0.6 $2.7M 7.3k 373.02
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $2.7M 53k 51.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $2.6M 5.2k 500.39
Wal-Mart Stores (WMT) 0.5 $2.5M 22k 113.26
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 0.5 $2.4M 29k 81.94
Meta Platforms Cl A (META) 0.5 $2.3M 4.1k 563.29
Exxon Mobil Corporation (XOM) 0.5 $2.1M 16k 136.72
Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.1M 5.9k 357.37
Dimensional Etf Trust World Equity Etf (DFAW) 0.5 $2.1M 25k 82.79
Amazon (AMZN) 0.4 $2.0M 8.4k 238.34
Intel Corporation (INTC) 0.4 $2.0M 14k 139.63
Dimensional Etf Trust International (DFSI) 0.4 $1.9M 43k 45.10
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.9M 5.5k 353.33
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.4 $1.9M 47k 40.21
JPMorgan Chase & Co. (JPM) 0.4 $1.7M 5.3k 327.33
Johnson & Johnson (JNJ) 0.3 $1.6M 6.3k 253.97
Ishares Tr Core 80 20 Etf (AOA) 0.3 $1.6M 16k 97.60
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $1.5M 6.3k 236.62
Abbvie (ABBV) 0.3 $1.5M 5.9k 251.64
Us Bancorp Com New (USB) 0.3 $1.5M 24k 60.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $1.4M 6.6k 212.77
Broadcom (AVGO) 0.3 $1.4M 3.7k 377.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.3M 16k 83.75
Lam Research Corp Com New (LRCX) 0.2 $1.1M 2.6k 433.33
Eli Lilly & Co. (LLY) 0.2 $1.1M 932.00 1199.43
Applied Materials (AMAT) 0.2 $1.1M 1.5k 723.00
International Business Machines (IBM) 0.2 $1.1M 3.9k 281.18
Abbott Laboratories (ABT) 0.2 $1.1M 12k 90.74
Citigroup Com New (C) 0.2 $1.0M 7.5k 139.96
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.0M 2.5k 409.50
Cisco Systems (CSCO) 0.2 $1.0M 8.7k 117.46
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $1.0M 4.1k 246.21
Caterpillar (CAT) 0.2 $993k 932.00 1064.90
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.2 $975k 10k 95.61
Wells Fargo & Company (WFC) 0.2 $963k 12k 82.64
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $956k 991.00 965.00
Advanced Micro Devices (AMD) 0.2 $921k 1.6k 580.91
Goldman Sachs (GS) 0.2 $875k 865.00 1011.37
Costco Wholesale Corporation (COST) 0.2 $863k 923.00 935.47
Kla Corp Com New (KLAC) 0.2 $856k 2.8k 301.71
UnitedHealth (UNH) 0.2 $788k 1.9k 415.66
Ge Aerospace Com New (GE) 0.2 $783k 2.1k 373.73
Western Digital (WDC) 0.2 $770k 1.2k 638.72
Chevron Corporation (CVX) 0.2 $759k 4.6k 165.75
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $746k 14k 52.60
At&t (T) 0.2 $745k 36k 20.70
Mastercard Incorporated Cl A (MA) 0.2 $743k 1.4k 513.60
Bank of America Corporation (BAC) 0.2 $733k 13k 56.98
Emerson Electric (EMR) 0.2 $733k 5.1k 143.14
Home Depot (HD) 0.2 $715k 2.0k 352.68
Corning Incorporated (GLW) 0.2 $707k 2.8k 255.43
Spdr Series Trust St Nuve High Etf (HYMB) 0.1 $655k 26k 25.44
Dimensional Etf Trust Emer Mark Su Etf (DFSE) 0.1 $653k 13k 48.88
Netflix (NFLX) 0.1 $650k 9.1k 71.40
Sandisk Corp (SNDK) 0.1 $648k 285.00 2273.73
Altria (MO) 0.1 $623k 8.7k 71.95
Williams-Sonoma (WSM) 0.1 $620k 2.7k 233.10
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.1 $612k 12k 50.66
Philip Morris International (PM) 0.1 $610k 3.4k 180.91
Marathon Petroleum Corp (MPC) 0.1 $603k 2.4k 255.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $585k 9.8k 59.69
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $581k 16k 36.84
Merck & Co (MRK) 0.1 $576k 4.5k 128.50
Southern Company (SO) 0.1 $544k 5.7k 95.70
General Motors Company (GM) 0.1 $536k 6.9k 77.08
Verizon Communications (VZ) 0.1 $531k 13k 42.34
British Amern Tob Sponsored Adr (BTI) 0.1 $526k 8.5k 61.76
CVS Caremark Corporation (CVS) 0.1 $518k 5.0k 103.45
Bristol Myers Squibb (BMY) 0.1 $517k 9.0k 57.62
TJX Companies (TJX) 0.1 $512k 3.4k 151.50
Procter & Gamble Company (PG) 0.1 $505k 3.4k 146.64
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $492k 3.1k 158.03
Corteva (CTVA) 0.1 $488k 5.8k 84.69
Blackrock Etf Trust Ii Ishar Inter Etf (INMU) 0.1 $481k 20k 24.25
Bank of New York Mellon Corporation (BNY) 0.1 $477k 3.3k 144.61
McKesson Corporation (MCK) 0.1 $471k 623.00 755.60
Visa Com Cl A (V) 0.1 $453k 1.3k 343.09
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $437k 915.00 477.57
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $423k 7.8k 54.03
Gilead Sciences (GILD) 0.1 $422k 3.3k 126.34
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $415k 5.9k 69.90
Travelers Companies (TRV) 0.1 $396k 1.2k 330.12
Palantir Technologies Cl A (PLTR) 0.1 $392k 3.4k 116.67
Coca-Cola Company (KO) 0.1 $386k 4.7k 81.27
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.1 $383k 15k 25.06
Capital One Financial (COF) 0.1 $382k 1.9k 200.62
Barclays Adr (BCS) 0.1 $378k 14k 26.86
Ge Vernova (GEV) 0.1 $376k 320.00 1174.86
Jabil Circuit (JBL) 0.1 $374k 970.00 385.48
Amphenol Corp Cl A (APH) 0.1 $369k 2.1k 176.32
Valero Energy Corporation (VLO) 0.1 $365k 1.4k 260.44
Hewlett Packard Enterprise (HPE) 0.1 $361k 8.0k 45.11
Mizuho Financial Group Sponsored Adr (MFG) 0.1 $360k 38k 9.58
CSX Corporation (CSX) 0.1 $359k 7.5k 47.53
Cardinal Health (CAH) 0.1 $355k 1.5k 237.56
Devon Energy Corporation (DVN) 0.1 $354k 8.6k 41.32
Banco Santander Sa Adr (SAN) 0.1 $350k 25k 13.80
Ford Motor Company (F) 0.1 $349k 25k 13.90
Arista Networks Com Shs (ANET) 0.1 $347k 2.0k 169.88
Oracle Corporation (ORCL) 0.1 $347k 2.4k 146.57
Raytheon Technologies Corp (RTX) 0.1 $343k 1.8k 189.73
Kroger (KR) 0.1 $343k 6.2k 55.53
Pepsi (PEP) 0.1 $340k 2.5k 135.40
Texas Instruments Incorporated (TXN) 0.1 $333k 1.1k 298.07
Morgan Stanley Com New (MS) 0.1 $331k 1.6k 209.04
Parker-Hannifin Corporation (PH) 0.1 $330k 337.00 978.12
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $326k 164.00 1989.44
Progressive Corporation (PGR) 0.1 $325k 1.5k 218.45
HSBC HLDGS Spon Adr New (HSBC) 0.1 $317k 3.3k 95.09
American Express Company (AXP) 0.1 $312k 921.00 338.25
Shell Spon Ads (SHEL) 0.1 $310k 4.0k 77.54
Novartis Sponsored Adr (NVS) 0.1 $308k 2.0k 156.72
Ishares Tr Core 40 Mode Etf (AOM) 0.1 $307k 6.2k 49.89
Pfizer (PFE) 0.1 $306k 13k 24.08
Allstate Corporation (ALL) 0.1 $305k 1.3k 237.94
Newmont Mining Corporation (NEM) 0.1 $301k 3.2k 93.40
W.W. Grainger (GWW) 0.1 $295k 217.00 1360.40
General Mills (GIS) 0.1 $284k 8.2k 34.80
McDonald's Corporation (MCD) 0.1 $284k 1.1k 270.31
Yum! Brands (YUM) 0.1 $283k 1.8k 159.86
Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.1 $283k 12k 23.58
Suncor Energy (SU) 0.1 $280k 5.2k 53.68
Eaton Vance Tax Managed Diversified Eq. (ETY) 0.1 $278k 19k 14.54
Ameren Corporation (AEE) 0.1 $273k 2.4k 113.03
Qualcomm (QCOM) 0.1 $268k 1.4k 184.79
Ishares Tr Core 60 Bala Etf (AOR) 0.1 $264k 3.8k 69.51
Amgen (AMGN) 0.1 $264k 728.00 362.12
Teradyne (TER) 0.1 $263k 543.00 483.84
AmerisourceBergen (COR) 0.1 $261k 921.00 282.98
Freeport Mcmoran CL B (FCX) 0.1 $257k 4.1k 62.89
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $254k 2.6k 98.97
Dimensional Etf Trust Intl High Profit (DIHP) 0.1 $252k 7.4k 34.13
Bhp Billiton Sponsored Ads (BHP) 0.1 $250k 3.0k 83.31
Nextera Energy (NEE) 0.1 $250k 2.8k 87.77
Ing Groep Sponsored Adr (ING) 0.1 $249k 7.9k 31.38
Chubb (CB) 0.1 $249k 732.00 340.74
Ubs Group SHS (UBS) 0.1 $249k 5.0k 49.56
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $241k 2.5k 98.20
Pimco Dynamic Income SHS (PDI) 0.1 $240k 14k 16.70
Principal Financial (PFG) 0.1 $236k 2.2k 107.76
American Intl Group Com New (AIG) 0.1 $235k 3.2k 74.53
Unum (UNM) 0.1 $231k 2.6k 89.40
Monster Beverage Corp (MNST) 0.1 $231k 2.4k 96.12
Linde SHS (LIN) 0.0 $229k 442.00 518.94
Flex Ord (FLEX) 0.0 $228k 1.4k 162.07
Qnity Electronics Common Stock (Q) 0.0 $228k 1.4k 163.31
Viatris (VTRS) 0.0 $228k 14k 15.88
Nokia Corp Sponsored Adr (NOK) 0.0 $225k 17k 13.28
Fastenal Company (FAST) 0.0 $222k 4.6k 48.03
Casey's General Stores (CASY) 0.0 $221k 278.00 795.16
Dell Technologies CL C (DELL) 0.0 $220k 510.00 431.46
Prudential Financial (PRU) 0.0 $219k 2.0k 107.93
Synchrony Financial (SYF) 0.0 $218k 2.9k 76.05
ConocoPhillips (COP) 0.0 $215k 2.1k 103.96
Cummins (CMI) 0.0 $215k 301.00 713.21
Exelon Corporation (EXC) 0.0 $213k 4.6k 46.62
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $213k 970.00 219.43
Consolidated Edison (ED) 0.0 $210k 1.9k 110.63
AFLAC Incorporated (AFL) 0.0 $209k 1.8k 117.25
Anthem (ELV) 0.0 $208k 538.00 386.73
Deere & Company (DE) 0.0 $208k 328.00 634.33
Cibc Cad (CM) 0.0 $205k 1.8k 115.00
Howmet Aerospace (HWM) 0.0 $205k 762.00 268.86
Constellation Energy (CEG) 0.0 $202k 814.00 248.37
Union Pacific Corporation (UNP) 0.0 $202k 741.00 272.00
Alliant Energy Corporation (LNT) 0.0 $201k 2.6k 76.30
eBay (EBAY) 0.0 $201k 1.8k 111.75
Nomura Hldgs Sponsored Adr (NMR) 0.0 $108k 12k 8.78
Lg Display Spons Adr Rep (LPL) 0.0 $55k 14k 3.89