Syverson Strege & Co Top Holdings and 13F Report (2025) About Syverson Strege & CoInvestment ActivitySyverson Strege & Co has $423.32 million in total holdings as of June 30, 2025.Syverson Strege & Co owns shares of 168 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 20.73% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Syverson Strege & Co has purchased 79 new stocks and bought additional shares in 59 stocks.Syverson Strege & Co sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $125,237,594Dimensional International Core Equity 2 ETF $69,241,089Dimensional Emerging Markets Core Equity 2 ETF $24,314,499Dimensional US High Profitability ETF $18,060,741Dimensional US Core Equity Market ETF $14,037,547 Largest New Holdings this Quarter 64110L106 - Netflix $1,667,217 Holding00206R102 - AT&T $1,217,585 Holding11135F101 - Broadcom $1,132,310 Holding369604301 - GE Aerospace $772,603 Holding172967424 - Citigroup $766,676 Holding Largest Purchases this Quarter Dimensional U.S. Small Cap ETF 143,365 shares (about $9.13M)Dimensional International Core Equity 2 ETF 187,510 shares (about $5.83M)Dimensional Emerging Markets Core Equity 2 ETF 159,985 shares (about $4.75M)Dimensional International Small Cap ETF 141,718 shares (about $4.23M)Meta Platforms 4,102 shares (about $3.03M) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 10,964 shares (about $555.65K)Dimensional International Core Equity Market ETF 4,223 shares (about $145.99K)U.S. Bancorp 3,093 shares (about $139.96K)iShares Core 80/20 Aggressive Allocation ETF 1,128 shares (about $94.07K)Vanguard High Dividend Yield ETF 670 shares (about $89.32K) 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$125,237,594$528,712 ▲0.4%3,494,35329.6%ETFDFICDimensional International Core Equity 2 ETF$69,241,089$5,829,685 ▲9.2%2,227,11816.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$24,314,499$4,748,353 ▲24.3%819,2225.7%ETFDUHPDimensional US High Profitability ETF$18,060,741$537,169 ▲3.1%507,8954.3%ETFDFAUDimensional US Core Equity Market ETF$14,037,547$894,516 ▲6.8%331,3873.3%ETFDFGRDimensional Global Real Estate ETF$13,395,459$121,620 ▲0.9%499,2723.2%ETFDFASDimensional U.S. Small Cap ETF$11,921,606$9,133,784 ▲327.6%187,1232.8%ETFJPSTJPMorgan Ultra-Short Income ETF$8,340,645$555,654 ▼-6.2%164,5752.0%ETFDFAIDimensional International Core Equity Market ETF$6,686,512$145,989 ▼-2.1%193,4191.6%ETFPIMCO ETF TR$6,108,352$50,699 ▲0.8%66,2651.4%ACTIVE BD ETFDFISDimensional International Small Cap ETF$5,777,121$4,228,871 ▲273.1%193,6031.4%ETFMSFTMicrosoft$4,602,747$2,840,342 ▲161.2%9,2531.1%Computer and TechnologyJPIEJPMorgan Income ETF$4,571,591$291,769 ▲6.8%98,6961.1%ETFMETAMeta Platforms$3,731,317$3,027,866 ▲430.4%5,0550.9%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$3,626,387$3,297 ▲0.1%92,3920.9%ETFAAPLApple$3,387,726$1,637,852 ▲93.6%16,5120.8%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$3,279,327$345,158 ▲11.8%34,9350.8%ETFNVDANVIDIA$3,180,831$2,366,388 ▲290.6%20,1330.8%Computer and TechnologyDFUSDimensional U.S. Equity ETF$3,101,395$4,155 ▲0.1%46,2760.7%ETFBRK.BBerkshire Hathaway$3,061,808$1,591,382 ▲108.2%6,3030.7%FinanceWMTWalmart$2,987,547$1,794,445 ▲150.4%30,5540.7%Retail/WholesaleJMSTJPMorgan Ultra-Short Municipal ETF$2,528,942$156,019 ▲6.6%49,6650.6%ETFDIMENSIONAL ETF TRUST$2,470,938$43,266 ▲1.8%36,8360.6%WORLD EQUITY ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,892,576$94,074 ▼-4.7%22,6930.4%ETFAMZNAmazon.com$1,889,825$1,341,789 ▲244.8%8,6140.4%Retail/WholesaleDFAEDimensional Emerging Core Equity Market ETF$1,882,725$8,888 ▲0.5%65,0340.4%ETFDFSIDimensional International Sustainability Core 1 ETF$1,849,310$33,971 ▼-1.8%46,9250.4%ETFJPMJPMorgan Chase & Co.$1,826,728$1,242,558 ▲212.7%6,3010.4%FinanceXOMExxon Mobil$1,806,329$1,283,166 ▲245.3%16,7560.4%EnergyNFLXNetflix$1,667,217$1,667,217 ▲New Holding1,2450.4%Consumer DiscretionaryABTAbbott Laboratories$1,642,154$370,348 ▲29.1%12,0740.4%MedicalIBMInternational Business Machines$1,473,702$797,727 ▲118.0%4,9990.3%Computer and TechnologyLLYEli Lilly and Company$1,394,695$1,054,012 ▲309.4%1,7890.3%MedicalWFCWells Fargo & Company$1,339,090$1,104,505 ▲470.8%16,7140.3%FinanceVIGVanguard Dividend Appreciation ETF$1,296,7890.0%6,3360.3%ETFHDHome Depot$1,295,089$913,749 ▲239.6%3,5320.3%Retail/WholesaleIWBiShares Russell 1000 ETF$1,277,980$2,037 ▲0.2%3,7640.3%ETFLDURPIMCO Low Duration Exchange-Traded Fund$1,251,800$37,181 ▲3.1%13,0630.3%ETFTAT&T$1,217,585$1,217,585 ▲New Holding42,0730.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,198,9390.0%6,5970.3%ETFUSBU.S. Bancorp$1,175,113$139,960 ▼-10.6%25,9690.3%FinanceCOSTCostco Wholesale$1,150,340$815,732 ▲243.8%1,1620.3%Retail/WholesaleAVGOBroadcom$1,132,310$1,132,310 ▲New Holding4,1080.3%Computer and TechnologyABBVAbbVie$1,114,834$262,467 ▲30.8%6,0060.3%MedicalMAMastercard$1,097,270$835,453 ▲319.1%1,9530.3%Business ServicesVEUVanguard FTSE All-World ex-US ETF$1,056,5640.0%15,7180.2%ETFJNJJohnson & Johnson$996,660$767,543 ▲335.0%6,5250.2%MedicalNEARiShares Short Duration Bond Active ETF$916,371$571,601 ▲165.8%17,9330.2%ETFGOOGLAlphabet$912,068$658,275 ▲259.4%5,1750.2%Computer and TechnologyUNHUnitedHealth Group$906,414$629,966 ▲227.9%2,9050.2%MedicalMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$857,721$26,245 ▲3.2%16,7000.2%ETFGOOGAlphabet$839,764$610,399 ▲266.1%4,7340.2%Computer and TechnologyVXFVanguard Extended Market ETF$786,0640.0%4,0790.2%ETFVUGVanguard Growth ETF$779,678$1,316 ▲0.2%1,7780.2%ETFGEGE Aerospace$772,603$772,603 ▲New Holding3,0020.2%AerospaceEMREmerson Electric$772,458$80,925 ▲11.7%5,7940.2%IndustrialsCCitigroup$766,676$766,676 ▲New Holding9,0070.2%Financial ServicesGSThe Goldman Sachs Group$753,046$753,046 ▲New Holding1,0640.2%FinanceBACBank of America$743,634$743,634 ▲New Holding15,7150.2%FinancePGProcter & Gamble$665,238$389,742 ▲141.5%4,1750.2%Consumer StaplesHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$627,428$19,502 ▲3.2%25,3200.1%ETFPGRProgressive$606,306$606,306 ▲New Holding2,2720.1%FinanceCSCOCisco Systems$604,666$604,666 ▲New Holding8,7150.1%Computer and TechnologyVZVerizon Communications$591,811$591,811 ▲New Holding13,6770.1%Computer and TechnologySOSouthern$589,332$192,098 ▲48.4%6,4180.1%UtilitiesCVXChevron$588,842$417,574 ▲243.8%4,1120.1%EnergyORCLOracle$584,649$230,011 ▲64.9%2,6740.1%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$562,893$228 ▲0.0%14,7900.1%ETFCOFCapital One Financial$546,793$546,793 ▲New Holding2,5700.1%FinancePMPhilip Morris International$509,587$509,587 ▲New Holding2,7980.1%Consumer StaplesCSXCSX$505,025$50,251 ▲11.0%15,4770.1%TransportationVWOVanguard FTSE Emerging Markets ETF$485,0390.0%9,8070.1%ETFINMUiShares Intermediate Muni Income Active ETF$464,5150.0%19,8220.1%ETFCVSCVS Health$449,822$449,822 ▲New Holding6,5210.1%MedicalCTVACorteva$448,471$111,726 ▲33.2%6,0170.1%Consumer StaplesMCKMcKesson$447,729$447,729 ▲New Holding6110.1%MedicalMPCMarathon Petroleum$444,962$444,962 ▲New Holding2,6790.1%EnergyWSMWilliams-Sonoma$441,886$36,102 ▲8.9%2,7050.1%Retail/WholesaleDFAXDimensional World ex U.S. Core Equity 2 ETF$437,226$5,668 ▼-1.3%14,8870.1%ETFPALANTIR TECHNOLOGIES INC$431,589$431,589 ▲New Holding3,1660.1%CL AVVisa$429,798$429,798 ▲New Holding1,2110.1%Business ServicesVYMVanguard High Dividend Yield ETF$429,125$89,318 ▼-17.2%3,2190.1%ETFNOWServiceNow$424,597$424,597 ▲New Holding4130.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$404,890$43,445 ▼-9.7%4,0820.1%FinanceTJXTJX Companies$395,785$395,785 ▲New Holding3,2050.1%Retail/WholesaleCICigna Group$390,084$390,084 ▲New Holding1,1800.1%MedicalPRFInvesco RAFI US 1000 ETF$389,897$592 ▲0.2%9,2240.1%ETFSAPSAP$386,815$386,815 ▲New Holding1,2720.1%Computer and TechnologyKRKroger$384,975$384,975 ▲New Holding5,3670.1%Retail/WholesalePEPPepsiCo$380,833$175,495 ▲85.5%2,8840.1%Consumer StaplesAMATApplied Materials$378,568$378,568 ▲New Holding2,0680.1%Computer and TechnologyMOAltria Group$377,489$377,489 ▲New Holding6,4390.1%Consumer StaplesTRVTravelers Companies$372,683$372,683 ▲New Holding1,3930.1%FinanceMCDMcDonald's$372,521$372,521 ▲New Holding1,2750.1%Retail/WholesaleLINDE PLC$360,799$360,799 ▲New Holding7690.1%SHSAXPAmerican Express$359,171$359,171 ▲New Holding1,1260.1%FinanceCEGConstellation Energy$355,682$355,682 ▲New Holding1,1020.1%EnergyINTUIntuit$348,920$348,920 ▲New Holding4430.1%Computer and TechnologyELVElevance Health$347,341$347,341 ▲New Holding8930.1%MedicalSHELShell$347,333$347,333 ▲New Holding4,9330.1%EnergyShowing 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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