Syverson Strege & Co Top Holdings and 13F Report (2024) → [FREE Ticket] 27 Crypto Experts Reveal Their #1 Picks (From Crypto 101 Media) (Ad) About Syverson Strege & CoInvestment ActivitySyverson Strege & Co has $277.41 million in total holdings as of March 31, 2024.Syverson Strege & Co owns shares of 71 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.17% of the portfolio was purchased this quarter.About 2.18% of the portfolio was sold this quarter.This quarter, Syverson Strege & Co has purchased 69 new stocks and bought additional shares in 39 stocks.Syverson Strege & Co sold shares of 19 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $110,548,265Dimensional International Core Equity 2 ETF $50,197,640Dimensional US High Profitability ETF $16,445,615Dimensional Emerging Markets Core Equity 2 ETF $14,474,818Dimensional Global Real Estate ETF $10,798,068 Largest New Holdings this Quarter Microsoft $636,931 HoldingMeta Platforms $273,897 HoldingEli Lilly and Company $262,173 HoldingHome Depot $251,967 HoldingJohnson & Johnson $225,497 Holding Largest Purchases this Quarter Dimensional Global Real Estate ETF 62,204 shares (about $1.59M)DIMENSIONAL ETF TRUST 24,942 shares (about $1.47M)Dimensional U.S. Core Equity 2 ETF 20,308 shares (about $648.84K)Microsoft 1,514 shares (about $636.93K)Dimensional International Core Equity 2 ETF 21,315 shares (about $570.18K) Largest Sales this Quarter iShares MSCI Global Min Vol Factor ETF 14,160 shares (about $1.49M)BlackRock Short Maturity Municipal Bond ETF 17,650 shares (about $884.63K)Dimensional US Core Equity Market ETF 11,141 shares (about $407.09K)Dimensional U.S. Small Cap ETF 2,775 shares (about $172.99K)BlackRock Short Duration Bond ETF 2,493 shares (about $125.80K) 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$110,548,265$648,841 ▲0.6%3,460,04039.8%ETFDFICDimensional International Core Equity 2 ETF$50,197,640$570,176 ▲1.1%1,876,54718.1%ETFDUHPDimensional US High Profitability ETF$16,445,615$164,846 ▲1.0%520,2665.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$14,474,818$533,429 ▲3.8%567,8635.2%ETFDFGRDimensional Global Real Estate ETF$10,798,068$1,588,068 ▲17.2%422,9563.9%ETFDFAUDimensional US Core Equity Market ETF$10,781,438$407,091 ▼-3.6%295,0593.9%ETFDFAIDimensional International Core Equity Market ETF$5,374,203$160,952 ▲3.1%177,8361.9%ETFPIMCO ETF TR$3,536,919$74,499 ▲2.2%38,5031.3%ACTIVE BD ETFJPIEJPMorgan Income ETF$3,486,791$131,304 ▲3.9%76,5321.3%ETFLDURPIMCO Low Duration Exchange-Traded Fund$3,420,315$34,624 ▲1.0%36,0561.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$3,357,986$26,913 ▼-0.8%40,1771.2%ETFDFSUDimensional US Sustainability Core 1 ETF$3,063,626$68,923 ▼-2.2%89,0331.1%ETFDFUSDimensional U.S. Equity ETF$2,855,182$1,311 ▲0.0%50,1081.0%ETFDFASDimensional U.S. Small Cap ETF$2,698,522$172,994 ▼-6.0%43,2871.0%ETFDIMENSIONAL ETF TRUST$2,332,678$1,474,820 ▲171.9%39,4500.8%WORLD EQUITY ETFAOAiShares Core Aggressive Allocation ETF$1,948,247$28,282 ▲1.5%26,5210.7%ETFNEARBlackRock Short Duration Bond ETF$1,926,333$125,798 ▼-6.1%38,1750.7%ETFUSBU.S. Bancorp$1,605,852$9,029 ▲0.6%35,9250.6%FinanceMEARBlackRock Short Maturity Municipal Bond ETF$1,452,852$884,632 ▼-37.8%28,9870.5%ETFDFSIDimensional International Sustainability Core 1 ETF$1,376,228$12,896 ▲0.9%40,8740.5%ETFDFAEDimensional Emerging Core Equity Market ETF$1,368,737$68,227 ▲5.2%55,3700.5%ETFBRK.BBerkshire Hathaway$1,213,200$80,740 ▲7.1%2,8850.4%FinanceAAPLApple$1,190,602$319,986 ▲36.8%6,9430.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,157,0170.0%6,3360.4%ETFRSPInvesco S&P 500 Equal Weight ETF$1,117,3340.0%6,5970.4%ETFIWBiShares Russell 1000 ETF$1,079,682$864 ▲0.1%3,7490.4%ETFDFISDimensional International Small Cap ETF$1,017,179$3,759 ▲0.4%40,5900.4%ETFVEUVanguard FTSE All-World ex-US ETF$921,8610.0%15,7180.3%ETFVXFVanguard Extended Market ETF$732,453$17,527 ▲2.5%4,1790.3%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$721,011$23,875 ▼-3.2%13,7410.3%ETFVUGVanguard Growth ETF$719,214$64,007 ▲9.8%2,0900.3%ETFWMTWalmart$660,371$457,175 ▲225.0%10,9750.2%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$651,016$3,330 ▲0.5%6,6470.2%FinanceHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$642,194$18,471 ▼-2.8%24,9980.2%ETFMSFTMicrosoft$636,931$636,931 ▲New Holding1,5140.2%Computer and TechnologyEMREmerson Electric$629,712$64,310 ▼-9.3%5,5520.2%Industrial ProductsCSXCSX$582,382$15,607 ▲2.8%15,7100.2%TransportationXOMExxon Mobil$541,497$9,649 ▼-1.8%4,6580.2%Oils/EnergyINMUBlackRock Intermediate Muni Income Bond ETF$470,9710.0%19,8220.2%ETFAMZNAmazon.com$426,213$94,153 ▲28.4%2,3630.2%Retail/WholesaleAORiShares Core Growth Allocation ETF$417,929$40,473 ▲10.7%7,5070.2%ETFVWOVanguard FTSE Emerging Markets ETF$409,971$41,561 ▼-9.2%9,8150.1%ETFJPMJPMorgan Chase & Co.$406,204$83,724 ▲26.0%2,0280.1%FinanceIBMInternational Business Machines$398,774$34,186 ▲9.4%2,0880.1%Computer and TechnologyWSMWilliams-Sonoma$389,580$2,223 ▲0.6%1,2270.1%Retail/WholesalePRFInvesco FTSE RAFI US 1000 ETF$376,882$4,193 ▼-1.1%9,7970.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$373,485$585 ▼-0.2%14,6810.1%ETFCTVACorteva$364,904$6,633 ▲1.9%6,3270.1%Consumer StaplesSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$352,589$15,818 ▼-4.3%7,0660.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$352,558$13,331 ▲3.9%10,9490.1%ETFUNHUnitedHealth Group$349,013$64,266 ▲22.6%7060.1%MedicalDFATDimensional U.S. Targeted Value ETF$331,498$104,348 ▼-23.9%6,0900.1%ETFAOMiShares Core Moderate Allocation ETF$326,002$117,267 ▼-26.5%7,6200.1%ETFSOSouthern$297,175$7,103 ▲2.4%4,1420.1%UtilitiesPDIPIMCO Dynamic Income Fund$296,492$24,094 ▲8.8%15,3700.1%Financial ServicesMETAMeta Platforms$273,897$273,897 ▲New Holding5640.1%Computer and TechnologyACWViShares MSCI Global Min Vol Factor ETF$267,863$1,490,350 ▼-84.8%2,5450.1%ETFPGProcter & Gamble$266,640$37,489 ▲16.4%1,6430.1%Consumer StaplesLLYEli Lilly and Company$262,173$262,173 ▲New Holding3370.1%MedicalABTAbbott Laboratories$257,248$27,737 ▲12.1%2,2630.1%MedicalHDHome Depot$251,967$251,967 ▲New Holding6570.1%Retail/WholesaleWFCWells Fargo & Company$239,537$103,975 ▼-30.3%4,1330.1%FinanceSPABSPDR Portfolio Aggregate Bond ETF$238,875$1,441 ▲0.6%9,4490.1%ETFETYEaton Vance Tax-Managed Diversified Equity Income Fund$236,0040.0%17,6650.1%Financial ServicesVTVVanguard Value ETF$235,007$2,443 ▼-1.0%1,4430.1%ETFPEPPepsiCo$231,419$24,857 ▲12.0%1,3220.1%Consumer StaplesJNJJohnson & Johnson$225,497$225,497 ▲New Holding1,4250.1%MedicalCOSTCostco Wholesale$221,805$221,805 ▲New Holding3030.1%Retail/WholesaleETJEaton Vance Risk-Managed Diversified Equity Income Fund$216,2980.0%25,9040.1%Financial ServicesSUBiShares Short-Term National Muni Bond ETF$213,9630.0%2,0430.1%ETFEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$171,802$188 ▲0.1%21,0540.1%Financial ServicesVCSHVanguard Short-Term Corporate Bond ETF$0$1,066,015 ▼-100.0%00.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$0$584,286 ▼-100.0%00.0%ManufacturingIWViShares Russell 3000 ETF$0$443,439 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$257,730 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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