Syverson Strege & Co Top Holdings and 13F Report (2025) About Syverson Strege & CoInvestment ActivitySyverson Strege & Co has $299.90 million in total holdings as of December 31, 2024.Syverson Strege & Co owns shares of 78 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.30% of the portfolio was purchased this quarter.About 0.34% of the portfolio was sold this quarter.This quarter, Syverson Strege & Co has purchased 69 new stocks and bought additional shares in 47 stocks.Syverson Strege & Co sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $118,874,614Dimensional International Core Equity 2 ETF $51,785,219Dimensional US High Profitability ETF $16,866,052Dimensional Emerging Markets Core Equity 2 ETF $16,714,142Dimensional US Core Equity Market ETF $12,322,910 Largest New Holdings this Quarter NVIDIA $776,206 HoldingMeta Platforms $504,265 HoldingVanguard High Dividend Yield ETF $351,000 HoldingEli Lilly and Company $320,432 HoldingBroadcom $273,378 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 76,959 shares (about $1.99M)NVIDIA 5,780 shares (about $776.21K)Apple 2,305 shares (about $577.24K)Microsoft 1,216 shares (about $512.46K)Meta Platforms 861 shares (about $504.27K) Largest Sales this Quarter Dimensional U.S. Equity ETF 3,659 shares (about $233.26K)Dimensional US High Profitability ETF 6,106 shares (about $206.32K)U.S. Bancorp 3,982 shares (about $190.46K)iShares Core U.S. Aggregate Bond ETF 1,488 shares (about $144.19K)iShares MSCI USA Min Vol Factor ETF 566 shares (about $50.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSyverson Strege & Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$118,874,614$295,226 ▲0.2%3,436,67639.6%ETFDFICDimensional International Core Equity 2 ETF$51,785,219$1,989,006 ▲4.0%2,003,68417.3%ETFDUHPDimensional US High Profitability ETF$16,866,052$206,322 ▼-1.2%499,1435.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$16,714,142$374,334 ▲2.3%638,1885.6%ETFDFAUDimensional US Core Equity Market ETF$12,322,910$11,742 ▼-0.1%304,3454.1%ETFDFGRDimensional Global Real Estate ETF$12,241,050$418,397 ▲3.5%479,2894.1%ETFPIMCO ETF TR$5,851,494$220,081 ▲3.9%64,7152.0%ACTIVE BD ETFDFAIDimensional International Core Equity Market ETF$5,667,837$184,077 ▲3.4%194,1041.9%ETFJPIEJPMorgan Income ETF$4,101,736$123,813 ▲3.1%89,9111.4%ETFDFSUDimensional US Sustainability Core 1 ETF$3,280,484$38 ▲0.0%86,5561.1%ETFDFUSDimensional U.S. Equity ETF$2,967,303$233,261 ▼-7.3%46,5461.0%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,788,037$50,256 ▼-1.8%31,4000.9%ETFDFASDimensional U.S. Small Cap ETF$2,710,910$6,248 ▲0.2%41,6550.9%ETFDIMENSIONAL ETF TRUST$2,278,829$30,105 ▼-1.3%36,4850.8%WORLD EQUITY ETFAAPLApple$2,042,255$577,241 ▲39.4%8,1550.7%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$2,036,322$162,964 ▲8.7%40,3230.7%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,855,405$35,853 ▲2.0%24,2190.6%ETFDFAEDimensional Emerging Core Equity Market ETF$1,578,078$38,131 ▲2.5%62,2030.5%ETFDFSIDimensional International Sustainability Core 1 ETF$1,423,746$68,328 ▲5.0%43,3410.5%ETFUSBU.S. Bancorp$1,400,609$190,459 ▼-12.0%29,2830.5%FinanceMEARiShares Short Maturity Municipal Bond Active ETF$1,385,207$38,062 ▲2.8%27,7320.5%ETFBRK.BBerkshire Hathaway$1,363,920$171,793 ▲14.4%3,0090.5%FinanceVIGVanguard Dividend Appreciation ETF$1,240,7790.0%6,3360.4%ETFIWBiShares Russell 1000 ETF$1,210,382$967 ▲0.1%3,7570.4%ETFDFISDimensional International Small Cap ETF$1,204,796$7,907 ▲0.7%49,0650.4%ETFLDURPIMCO Low Duration Exchange-Traded Fund$1,163,627$22,608 ▼-1.9%12,2500.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,155,9920.0%6,5970.4%ETFWMTWalmart$1,089,852$137,688 ▲14.5%12,0630.4%Retail/WholesaleABTAbbott Laboratories$1,053,053$127,136 ▲13.7%9,3100.4%MedicalVEUVanguard FTSE All-World ex-US ETF$902,3700.0%15,7180.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$830,561$3,983 ▲0.5%16,0560.3%ETFABBVAbbVie$809,246$231,721 ▲40.1%4,5540.3%MedicalNVDANVIDIA$776,206$776,206 ▲New Holding5,7800.3%Computer and TechnologyVXFVanguard Extended Market ETF$774,9280.0%4,0790.3%ETFMSFTMicrosoft$733,707$512,457 ▲231.6%1,7410.2%Computer and TechnologyVUGVanguard Growth ETF$728,607$27,913 ▼-3.7%1,7750.2%ETFEMREmerson Electric$704,614$21,438 ▲3.1%5,6860.2%Industrial ProductsHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$651,019$11,972 ▲1.9%25,4500.2%ETFAMZNAmazon.com$546,062$172,441 ▲46.2%2,4890.2%Retail/WholesaleMETAMeta Platforms$504,265$504,265 ▲New Holding8610.2%Computer and TechnologyXOMExxon Mobil$504,061$69,596 ▲16.0%4,6860.2%Oils/EnergyAGGiShares Core U.S. Aggregate Bond ETF$499,337$144,190 ▼-22.4%5,1530.2%FinanceIBMInternational Business Machines$488,004$62,210 ▲14.6%2,2200.2%Computer and TechnologyJPMJPMorgan Chase & Co.$468,953$133,062 ▲39.6%1,9560.2%FinanceINMUiShares Intermediate Muni Income Active ETF$467,7990.0%19,8220.2%ETFWSMWilliams-Sonoma$453,401$16,114 ▲3.7%2,4480.2%Retail/WholesaleCSXCSX$446,660$46,728 ▼-9.5%13,8410.1%TransportationUNHUnitedHealth Group$439,051$104,199 ▲31.1%8680.1%MedicalVWOVanguard FTSE Emerging Markets ETF$431,883$352 ▼-0.1%9,8070.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$414,764$30,812 ▲8.0%12,5190.1%ETFHDHome Depot$406,516$190,226 ▲87.9%1,0450.1%Retail/WholesaleDFATDimensional U.S. Targeted Value ETF$379,271$724 ▼-0.2%6,8140.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$374,881$4,922 ▲1.3%15,0800.1%ETFPRFInvesco FTSE RAFI US 1000 ETF$371,737$645 ▲0.2%9,2150.1%ETFVYMVanguard High Dividend Yield ETF$351,000$351,000 ▲New Holding2,7510.1%ETFSOSouthern$350,997$9,631 ▲2.8%4,2640.1%UtilitiesLLYEli Lilly and Company$320,432$320,432 ▲New Holding4150.1%MedicalAOMiShares Core 40/60 Moderate Allocation ETF$299,440$41,182 ▼-12.1%6,8930.1%ETFCOSTCostco Wholesale$296,805$37,559 ▲14.5%3240.1%Retail/WholesaleCTVACorteva$296,492$23,298 ▼-7.3%5,2050.1%Consumer StaplesPGProcter & Gamble$283,058$46,282 ▲19.5%1,6880.1%Consumer StaplesAVGOBroadcom$273,378$273,378 ▲New Holding1,1790.1%Computer and TechnologyORCLOracle$270,651$44,831 ▲19.9%1,6240.1%Computer and TechnologyAORiShares Core 60/40 Balanced Allocation ETF$265,142$27,626 ▲11.6%4,6260.1%ETFETYEaton Vance Tax-Managed Diversified Equity Income Fund$264,0920.0%17,6650.1%Financial ServicesGOOGLAlphabet$248,592$248,592 ▲New Holding1,3130.1%Computer and TechnologyVTVVanguard Value ETF$246,222$508 ▲0.2%1,4540.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$243,773$3,099 ▲1.3%9,7550.1%ETFETJEaton Vance Risk-Managed Diversified Equity Income Fund$241,1660.0%25,9040.1%Financial ServicesPEPPepsiCo$227,677$44,410 ▲24.2%1,4970.1%Consumer StaplesPDIPIMCO Dynamic Income Fund$222,570$6,419 ▲3.0%12,1360.1%Financial ServicesMAMastercard$217,116$217,116 ▲New Holding4120.1%Business ServicesIJRiShares Core S&P Small-Cap ETF$216,373$13,480 ▲6.6%1,8780.1%ETFACWViShares MSCI Global Min Vol Factor ETF$214,223$5,023 ▼-2.3%1,9620.1%ETFGOOGAlphabet$208,341$208,341 ▲New Holding1,0940.1%Computer and TechnologyWFCWells Fargo & Company$207,052$207,052 ▲New Holding2,9480.1%FinanceJNJJohnson & Johnson$201,623$9,401 ▲4.9%1,3940.1%MedicalEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$172,519$172 ▲0.1%21,1160.1%Financial ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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