Syverson Strege & Co Top Holdings and 13F Report (2025) About Syverson Strege & CoInvestment ActivitySyverson Strege & Co has $311.25 million in total holdings as of March 31, 2025.Syverson Strege & Co owns shares of 79 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 5.74% of the portfolio was purchased this quarter.About 1.43% of the portfolio was sold this quarter.This quarter, Syverson Strege & Co has purchased 78 new stocks and bought additional shares in 47 stocks.Syverson Strege & Co sold shares of 18 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $114,792,048Dimensional International Core Equity 2 ETF $56,639,906Dimensional Emerging Markets Core Equity 2 ETF $17,443,401Dimensional US High Profitability ETF $16,331,019Dimensional Global Real Estate ETF $12,991,859 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $8,887,528 Holding46641Q654 - JPMorgan Ultra-Short Municipal ETF $2,369,661 Holding023608102 - Ameren $223,292 Holding921946794 - Vanguard International High Dividend Yield ETF $223,281 Holding166764100 - Chevron $200,006 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 175,539 shares (about $8.89M)JPMorgan Ultra-Short Municipal ETF 46,601 shares (about $2.37M)Dimensional U.S. Core Equity 2 ETF 42,925 shares (about $1.42M)Dimensional International Core Equity 2 ETF 35,924 shares (about $997.61K)Microsoft 1,802 shares (about $676.42K) Largest Sales this Quarter iShares Short Duration Bond Active ETF 33,576 shares (about $1.71M)Dimensional US High Profitability ETF 6,354 shares (about $210.57K)NVIDIA 625 shares (about $67.74K)iShares Core U.S. Aggregate Bond ETF 633 shares (about $62.62K)Emerson Electric 499 shares (about $54.71K) 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$114,792,048$1,416,096 ▲1.2%3,479,60136.9%ETFDFICDimensional International Core Equity 2 ETF$56,639,906$997,609 ▲1.8%2,039,60818.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$17,443,401$556,956 ▲3.3%659,2375.6%ETFDUHPDimensional US High Profitability ETF$16,331,019$210,571 ▼-1.3%492,7895.2%ETFDFGRDimensional Global Real Estate ETF$12,991,859$405,717 ▲3.2%494,7394.2%ETFDFAUDimensional US Core Equity Market ETF$11,926,761$227,757 ▲1.9%310,2703.8%ETFJPSTJPMorgan Ultra-Short Income ETF$8,887,528$8,887,528 ▲New Holding175,5392.9%ETFDFAIDimensional International Core Equity Market ETF$6,172,364$110,492 ▲1.8%197,6422.0%ETFPIMCO ETF TR$6,076,667$92,470 ▲1.5%65,7152.0%ACTIVE BD ETFJPIEJPMorgan Income ETF$4,256,736$114,530 ▲2.8%92,3971.4%ETFDFSUDimensional US Sustainability Core 1 ETF$3,305,560$205,980 ▲6.6%92,3081.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,927,626$13,300 ▼-0.5%31,2580.9%ETFDFUSDimensional U.S. Equity ETF$2,794,993$20,079 ▼-0.7%46,2140.9%ETFDFASDimensional U.S. Small Cap ETF$2,614,538$125,654 ▲5.0%43,7580.8%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,369,661$2,369,661 ▲New Holding46,6010.8%ETFDIMENSIONAL ETF TRUST$2,217,803$18,016 ▼-0.8%36,1910.7%WORLD EQUITY ETFAAPLApple$1,894,492$83,074 ▲4.6%8,5290.6%Computer and TechnologyAOAiShares Core 80/20 Aggressive Allocation ETF$1,822,322$30,447 ▼-1.6%23,8210.6%ETFDFAEDimensional Emerging Core Equity Market ETF$1,675,792$65,347 ▲4.1%64,7270.5%ETFDFSIDimensional International Sustainability Core 1 ETF$1,667,286$155,121 ▲10.3%47,7870.5%ETFBRK.BBerkshire Hathaway$1,612,120$9,586 ▲0.6%3,0270.5%FinanceDFISDimensional International Small Cap ETF$1,340,704$72,869 ▲5.7%51,8850.4%ETFMSFTMicrosoft$1,329,945$676,421 ▲103.5%3,5430.4%Computer and TechnologyABTAbbott Laboratories$1,240,471$5,439 ▲0.4%9,3510.4%MedicalVIGVanguard Dividend Appreciation ETF$1,229,1210.0%6,3360.4%ETFUSBU.S. Bancorp$1,227,010$9,331 ▼-0.8%29,0620.4%FinanceLDURPIMCO Low Duration Exchange-Traded Fund$1,216,552$40,792 ▲3.5%12,6750.4%ETFIWBiShares Russell 1000 ETF$1,152,674$307 ▲0.0%3,7580.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,142,7980.0%6,5970.4%ETFWMTWalmart$1,071,245$12,203 ▲1.2%12,2020.3%Retail/WholesaleABBVAbbVie$962,116$7,962 ▲0.8%4,5920.3%MedicalVEUVanguard FTSE All-World ex-US ETF$953,4540.0%15,7180.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$834,536$6,856 ▲0.8%16,1890.3%ETFVXFVanguard Extended Market ETF$702,6490.0%4,0790.2%ETFVUGVanguard Growth ETF$658,3770.0%1,7750.2%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$618,718$23,127 ▼-3.6%24,5330.2%ETFXOMExxon Mobil$577,197$19,862 ▲3.6%4,8530.2%EnergyIBMInternational Business Machines$570,108$18,150 ▲3.3%2,2930.2%Computer and TechnologyEMREmerson Electric$568,657$54,706 ▼-8.8%5,1870.2%IndustrialsNVDANVIDIA$558,707$67,738 ▼-10.8%5,1550.2%Computer and TechnologyMETAMeta Platforms$549,449$53,042 ▲10.7%9530.2%Computer and TechnologyVYMVanguard High Dividend Yield ETF$501,525$146,756 ▲41.4%3,8890.2%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$497,910$76,283 ▲18.1%14,7840.2%ETFJPMJPMorgan Chase & Co.$494,362$14,475 ▲3.0%2,0150.2%FinanceAMZNAmazon.com$475,269$1,712 ▲0.4%2,4980.2%Retail/WholesaleINMUiShares Intermediate Muni Income Active ETF$468,8890.0%19,8220.2%ETFUNHUnitedHealth Group$464,003$9,427 ▲2.1%8860.1%MedicalAGGiShares Core U.S. Aggregate Bond ETF$447,114$62,616 ▼-12.3%4,5200.1%FinanceVWOVanguard FTSE Emerging Markets ETF$443,8480.0%9,8070.1%ETFCSXCSX$410,175$2,825 ▲0.7%13,9370.1%TransportationSOSouthern$397,751$5,701 ▲1.5%4,3260.1%UtilitiesDFAXDimensional World ex U.S. Core Equity 2 ETF$395,1020.0%15,0800.1%ETFWSMWilliams-Sonoma$392,723$5,692 ▲1.5%2,4840.1%Retail/WholesaleHDHome Depot$381,178$1,833 ▼-0.5%1,0400.1%Retail/WholesalePRFInvesco FTSE RAFI US 1000 ETF$372,192$202 ▼-0.1%9,2100.1%ETFLLYEli Lilly and Company$361,010$18,174 ▲5.3%4370.1%MedicalNEARiShares Short Duration Bond Active ETF$343,240$1,708,111 ▼-83.3%6,7470.1%ETFCOSTCostco Wholesale$319,651$13,240 ▲4.3%3380.1%Retail/WholesaleAOMiShares Core 40/60 Moderate Allocation ETF$319,104$16,631 ▲5.5%7,2720.1%ETFVTVVanguard Value ETF$305,186$54,060 ▲21.5%1,7670.1%ETFDFATDimensional U.S. Targeted Value ETF$300,753$50,100 ▼-14.3%5,8410.1%ETFPGProcter & Gamble$294,722$6,989 ▲2.4%1,7290.1%Consumer StaplesCTVACorteva$284,308$43,231 ▼-13.2%4,5180.1%Consumer StaplesAORiShares Core 60/40 Balanced Allocation ETF$271,940$5,641 ▲2.1%4,7240.1%ETFMAMastercard$255,688$29,629 ▲13.1%4660.1%Business ServicesETYEaton Vance Tax-Managed Diversified Equity Income Fund$251,9030.0%17,6650.1%Financial ServicesSPABSPDR Portfolio Aggregate Bond ETF$250,796$1,660 ▲0.7%9,8200.1%ETFJNJJohnson & Johnson$248,734$17,577 ▲7.6%1,5000.1%MedicalPDIPIMCO Dynamic Income Fund$247,604$7,306 ▲3.0%12,5050.1%Financial ServicesPEPPepsiCo$233,186$8,698 ▲3.9%1,5550.1%Consumer StaplesORCLOracle$226,785$280 ▼-0.1%1,6220.1%Computer and TechnologyAEEAmeren$223,292$223,292 ▲New Holding2,2240.1%UtilitiesVYMIVanguard International High Dividend Yield ETF$223,281$223,281 ▲New Holding3,0300.1%ETFGOOGLAlphabet$222,733$19,644 ▲9.7%1,4400.1%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$219,167$9,195 ▼-4.0%1,8830.1%ETFWFCWells Fargo & Company$210,185$1,436 ▼-0.7%2,9280.1%FinanceGOOGAlphabet$202,005$31,090 ▲18.2%1,2930.1%Computer and TechnologyCVXChevron$200,006$200,006 ▲New Holding1,1960.1%EnergyEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$172,063$179 ▲0.1%21,1380.1%Financial ServicesMEARiShares Short Maturity Municipal Bond Active ETF$0$1,385,207 ▼-100.0%00.0%ETFAVGOBroadcom$0$273,378 ▼-100.0%00.0%Computer and TechnologyETJEaton Vance Risk-Managed Diversified Equity Income Fund$0$241,166 ▼-100.0%00.0%Financial ServicesIJRiShares Core S&P Small-Cap ETF$0$216,373 ▼-100.0%00.0%ETFShowing 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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