Syverson Strege & Co Top Holdings and 13F Report (2026) About Syverson Strege & CoInvestment ActivitySyverson Strege & Co has $460.77 million in total holdings as of September 30, 2026.Syverson Strege & Co owns shares of 186 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 7.32% of the portfolio was purchased this quarter.About 6.69% of the portfolio was sold this quarter.This quarter, Syverson Strege & Co has purchased 186 new stocks and bought additional shares in 61 stocks.Syverson Strege & Co sold shares of 81 stocks and completely divested from 16 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $144,769,259Dimensional International Core Equity 2 ETF $77,548,002Dimensional Emerging Markets Core Equity 2 ETF $28,723,588DFA INVT DIMENSIONS GROUP IN $18,722,722Dimensional Global Real Estate ETF $13,406,332 Largest New Holdings this Quarter 25239Y196 - DFA INVT DIMENSIONS GROUP IN $18,722,722 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $2,379,242 Holding464287689 - iShares Russell 3000 ETF $510,222 Holding921943858 - Vanguard FTSE Developed Markets ETF $408,338 Holding03743Q108 - APA $307,396 Holding Largest Purchases this Quarter DFA INVT DIMENSIONS GROUP IN 446,736 shares (about $18.72M)Dimensional U.S. Core Equity 2 ETF 60,168 shares (about $2.67M)EXXONMOBIL HOLDINGS CORP 14,619 shares (about $2.38M)JPMorgan Ultra-Short Income ETF 24,722 shares (about $1.25M)NVIDIA 4,902 shares (about $1.12M) Largest Sales this Quarter Dimensional US Core Equity Market ETF 27,723 shares (about $1.45M)Dimensional International Core Equity Market ETF 16,809 shares (about $696.39K)Pimco Total Return ETF 7,217 shares (about $627.81K)JPMorgan Income ETF 11,786 shares (about $529.07K)Meta Platforms 465 shares (about $337.21K) 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$144,769,259$2,674,468 ▲1.9%3,256,90131.4%ETFDFICDimensional International Core Equity 2 ETF$77,548,002$902,377 ▲1.2%2,061,89816.8%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$28,723,588$551,035 ▲2.0%723,1526.2%ETFDFA INVT DIMENSIONS GROUP IN$18,722,722$18,722,722 ▲New Holding446,7364.1%U.S. HIGH RELATIDFGRDimensional Global Real Estate ETF$13,406,332$467,722 ▲3.6%495,6132.9%ETFJPSTJPMorgan Ultra-Short Income ETF$11,932,523$1,245,249 ▲11.7%236,8972.6%ETFDFASDimensional U.S. Small Cap ETF$9,362,607$54,194 ▼-0.6%120,9332.0%ETFDFAUDimensional US Core Equity Market ETF$9,107,468$1,451,580 ▼-13.7%173,9392.0%ETFNVDANVIDIA$6,450,821$1,119,519 ▲21.0%28,2461.4%TechnologyAAPLApple$5,565,763$70,600 ▲1.3%16,7131.2%TechnologyDFISDimensional International Small Cap ETF$4,706,443$70,974 ▼-1.5%129,9051.0%ETFDFAIDimensional International Core Equity Market ETF$4,653,195$696,395 ▼-13.0%112,3151.0%ETFDFSUDimensional US Sustainability Core 1 ETF$4,129,969$11,226 ▼-0.3%87,5550.9%ETFMSFTMicrosoft$3,935,995$188,234 ▲5.0%7,6740.9%TechnologyBONDPimco Total Return ETF$3,858,607$627,805 ▼-14.0%44,3570.8%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,988,090$108,061 ▼-3.5%30,6660.6%ETFJ P MORGAN EXCHANGE TRADED F$2,930,710$250,474 ▲9.3%57,9650.6%ULTRA SHT MUNCPLJPIEJPMorgan Income ETF$2,733,069$529,071 ▼-16.2%60,8840.6%ETFMETAMeta Platforms$2,659,235$337,209 ▼-11.3%3,6670.6%Communication ServicesBRK.BBerkshire Hathaway$2,560,459$29,379 ▼-1.1%5,1420.6%FinanceMUMicron Technology$2,539,222$92,665 ▼-3.5%2,3840.6%TechnologyDFUSDimensional U.S. Equity ETF$2,392,376$1,328 ▲0.1%28,8130.5%ETFEXXONMOBIL HOLDINGS CORP$2,379,242$2,379,242 ▲New Holding14,6190.5%COM SHSWALMART INC$2,308,271$4,572 ▼-0.2%22,2120.5%COMAMZNAmazon.com$2,173,335$73,998 ▲3.5%8,7230.5%Consumer DiscretionaryGOOGLAlphabet$2,169,424$147,266 ▲7.3%6,3050.5%Communication ServicesDFSIDimensional International Sustainability Core 1 ETF$1,946,601$1,084 ▼-0.1%43,0950.4%ETFDIMENSIONAL ETF TRUST$1,857,901$219,274 ▼-10.6%22,5720.4%WORLD EQUITY ETFJPMJPMorgan Chase & Co.$1,762,001$1,654 ▼-0.1%5,3260.4%FinanceGOOGAlphabet$1,722,781$142,089 ▼-7.6%5,0560.4%Communication ServicesJNJJohnson & Johnson$1,706,273$37,594 ▲2.3%6,4450.4%HealthcareABBVAbbVie$1,633,630$98,096 ▲6.4%6,2450.4%HealthcareINTCIntel$1,574,893$125,280 ▼-7.4%13,0990.3%TechnologyDFAEDimensional Emerging Core Equity Market ETF$1,556,989$269,155 ▼-14.7%39,6080.3%ETFVIGVanguard Dividend Appreciation ETF$1,478,2520.0%6,3360.3%ETFUSBU.S. Bancorp$1,402,413$693 ▲0.0%24,2800.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,372,3080.0%6,5970.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,344,926$238,988 ▼-15.1%13,8270.3%ETFVEUVanguard FTSE All-World ex-US ETF$1,304,1220.0%15,7180.3%ETFAVGOBroadcom$1,228,111$65,673 ▼-5.1%3,4970.3%TechnologyABTAbbott Laboratories$1,075,765$112,172 ▼-9.4%10,8850.2%HealthcareLLYEli Lilly and Company$1,073,770$4,628 ▼-0.4%9280.2%HealthcareAMDAdvanced Micro Devices$1,068,745$99,105 ▲10.2%1,7470.2%TechnologyIWBiShares Russell 1000 ETF$1,052,3930.0%2,5290.2%ETFCCitigroup$973,949$4,402 ▲0.5%7,5220.2%FinanceVXFVanguard Extended Market ETF$944,8190.0%4,0790.2%ETFMPCMarathon Petroleum$932,005$1,186 ▼-0.1%2,3570.2%EnergyCSCOCisco Systems$924,128$11,409 ▼-1.2%8,5860.2%TechnologyWFCWells Fargo & Company$921,215$11,847 ▼-1.3%11,5080.2%FinanceTAT&T$908,656$30,232 ▲3.4%37,2400.2%Communication ServicesSTXSeagate Technology$896,514$17,524 ▼-1.9%9720.2%TechnologyLDURPIMCO Low Duration Exchange-Traded Fund$885,841$74,071 ▼-7.7%9,4120.2%ETFCOSTCostco Wholesale$838,423$1,821 ▼-0.2%9210.2%Consumer StaplesCVXChevron$836,853$98,225 ▼-10.5%4,0980.2%EnergyLAM RESEARCH CORP$831,459$28,580 ▼-3.3%2,5310.2%COM NEWMAMastercard$805,698$8,272 ▲1.0%1,4610.2%FinanceEMREmerson Electric$793,802$155 ▼0.0%5,1180.2%IndustrialsAMATApplied Materials$786,502$2,046 ▼-0.3%1,5380.2%TechnologyGSThe Goldman Sachs Group$778,8110.0%8650.2%FinanceCATCaterpillar$770,251$14,594 ▲1.9%9500.2%IndustrialsIBMInternational Business Machines$765,375$89,954 ▼-10.5%3,4800.2%TechnologyPALANTIR TECHNOLOGIES INC$741,279$112,230 ▲17.8%3,9630.2%CL ABMYBristol Myers Squibb$729,269$169,042 ▲30.2%11,6870.2%HealthcareBACBank of America$700,1880.0%12,8640.2%FinanceVWOVanguard FTSE Emerging Markets ETF$699,120$117,489 ▲20.2%11,7880.2%ETFMRKMerck & Co., Inc.$659,333$7,847 ▲1.2%4,5370.1%HealthcareUNHUnitedHealth Group$655,605$40,379 ▼-5.8%1,7860.1%HealthcareGEGE Aerospace$654,2480.0%2,0950.1%IndustrialsDFSEDimensional Emerging Markets Sustainability Core 1 ETF$644,699$1,402 ▼-0.2%13,3340.1%ETFPMPhilip Morris International$642,300$1,145 ▼-0.2%3,3660.1%Consumer StaplesMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$641,234$63,204 ▼-9.0%12,9050.1%ETFWSMWilliams-Sonoma$606,3200.0%2,6600.1%Consumer DiscretionaryHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$600,476$3,544 ▼-0.6%25,5850.1%ETFNEARiShares Short Duration Bond Active ETF$592,835$9,224 ▼-1.5%11,8900.1%ETFMOAltria Group$586,329$3,704 ▲0.6%8,7070.1%Consumer StaplesDFAXDimensional World ex U.S. Core Equity 2 ETF$583,4010.0%15,7590.1%ETFNFLXNetflix$581,828$51,420 ▼-8.1%8,3620.1%Communication ServicesKLACKLA$548,923$3,899 ▼-0.7%2,8160.1%TechnologyVLOValero Energy$541,879$775 ▼-0.1%1,3980.1%EnergyWDCWestern Digital$541,716$6,362 ▼-1.2%1,1920.1%TechnologyGMGeneral Motors$539,385$4,466 ▲0.8%7,0050.1%Consumer DiscretionaryGILDGilead Sciences$532,109$34,132 ▲6.9%3,5700.1%HealthcareMCKMcKesson$531,070$854 ▼-0.2%6220.1%HealthcareIWViShares Russell 3000 ETF$510,222$510,222 ▲New Holding1,1820.1%ETFHPEHewlett Packard Enterprise$508,820$2,556 ▼-0.5%7,9640.1%TechnologyVZVerizon Communications$496,726$78,346 ▼-13.6%10,8290.1%Communication ServicesPGProcter & Gamble$488,867$11,768 ▼-2.4%3,3650.1%Consumer StaplesVVisa$487,611$13,295 ▲2.8%1,3570.1%FinanceHDHome Depot$469,124$107,253 ▼-18.6%1,6490.1%Consumer DiscretionaryBANK OF NY MELLON CORP$465,709$10,992 ▼-2.3%3,2200.1%COMSOSouthern$464,737$6,548 ▼-1.4%5,6070.1%UtilitiesVYMVanguard High Dividend Yield ETF$459,702$23,590 ▼-4.9%2,9620.1%ETFSANDISK CORP$457,591$38,278 ▼-7.7%2630.1%COMINMUiShares Intermediate Muni Income Active ETF$453,7260.0%19,8220.1%ETFCTVACorteva$447,1860.0%5,7590.1%MaterialsTSMTaiwan Semiconductor Manufacturing$443,873$26,459 ▲6.3%9730.1%TechnologyCVSCVS Health$443,703$14,310 ▲3.3%5,1780.1%HealthcareTJXTJX Companies$431,463$15,745 ▼-3.5%3,2610.1%Consumer DiscretionaryTRVTravelers Companies$427,8120.0%1,2000.1%FinancePRFInvesco RAFI US 1000 ETF$426,110$54 ▲0.0%7,8290.1%ETFShowing largest 100 holdings. 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