Syverson Strege & Co Top Holdings and 13F Report (2026) About Syverson Strege & CoInvestment ActivitySyverson Strege & Co has $415.61 million in total holdings as of March 31, 2026.Syverson Strege & Co owns shares of 169 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 1.42% of the portfolio was purchased this quarter.About 2.91% of the portfolio was sold this quarter.This quarter, Syverson Strege & Co has purchased 166 new stocks and bought additional shares in 57 stocks.Syverson Strege & Co sold shares of 90 stocks and completely divested from 8 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $123,634,621Dimensional International Core Equity 2 ETF $72,116,429Dimensional Emerging Markets Core Equity 2 ETF $25,811,191Dimensional US High Profitability ETF $16,751,014Dimensional U.S. Small Cap ETF $12,852,219 Largest New Holdings this Quarter 30161N101 - Exelon $231,914 Holding088606108 - BHP Group $227,240 Holding31428X106 - FedEx $222,613 HoldingG54950103 - LINDE PLC $218,630 Holding882508104 - Texas Instruments $217,243 Holding Largest Purchases this Quarter JPMorgan Ultra-Short Income ETF 10,558 shares (about $534.34K)Dimensional US High Profitability ETF 12,677 shares (about $466.01K)NVIDIA 2,105 shares (about $367.11K)Dimensional U.S. Small Cap ETF 4,860 shares (about $345.69K)Alphabet 1,042 shares (about $298.91K) Largest Sales this Quarter Dimensional U.S. Core Equity 2 ETF 44,415 shares (about $1.73M)Dimensional International Core Equity 2 ETF 36,961 shares (about $1.31M)Dimensional US Core Equity Market ETF 28,722 shares (about $1.30M)Dimensional International Core Equity Market ETF 23,807 shares (about $927.52K)PIMCO ETF TR 8,577 shares (about $791.48K) 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$123,634,621$1,725,967 â–¼-1.4%3,181,53929.7%ETFDFICDimensional International Core Equity 2 ETF$72,116,429$1,313,225 â–¼-1.8%2,029,73317.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$25,811,191$327,327 â–¼-1.3%747,0686.2%ETFDUHPDimensional US High Profitability ETF$16,751,014$466,006 â–²2.9%455,6864.0%ETFDFASDimensional U.S. Small Cap ETF$12,852,219$345,692 â–²2.8%180,6863.1%ETFDFGRDimensional Global Real Estate ETF$12,654,379$16,214 â–²0.1%476,0863.0%ETFDFAUDimensional US Core Equity Market ETF$9,781,329$1,295,935 â–¼-11.7%216,7852.4%ETFJPSTJPMorgan Ultra-Short Income ETF$9,411,665$534,339 â–²6.0%185,9652.3%ETFDFISDimensional International Small Cap ETF$5,957,778$60,236 â–¼-1.0%176,9461.4%ETFDFAIDimensional International Core Equity Market ETF$5,137,521$927,518 â–¼-15.3%131,8671.2%ETFPIMCO ETF TR$4,752,377$791,478 â–¼-14.3%51,5001.1%ACTIVE BD ETFNVDANVIDIA$4,283,264$367,112 â–²9.4%24,5601.0%Computer and TechnologyAAPLApple$4,215,848$126,130 â–²3.1%16,6121.0%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$3,609,448$3,821 â–¼-0.1%87,8420.9%ETFJPIEJPMorgan Income ETF$3,547,541$584,861 â–¼-14.2%77,0030.9%ETFMSFTMicrosoft$3,156,619$175,841 â–¼-5.3%8,5270.8%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$3,061,945$57,871 â–¼-1.9%33,0160.7%ETFWALMART INC$2,765,520$46,109 â–¼-1.6%22,2520.7%COMXOMExxonMobil$2,650,842$16,627 â–²0.6%15,6240.6%EnergyMETAMeta Platforms$2,568,292$93,257 â–¼-3.5%4,4890.6%Computer and TechnologyBRK.BBerkshire Hathaway$2,537,364$22,043 â–¼-0.9%5,2950.6%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$2,517,239$110,932 â–¼-4.2%49,3770.6%ETFDFUSDimensional U.S. Equity ETF$2,039,678$51,198 â–¼-2.4%28,7640.5%ETFDIMENSIONAL ETF TRUST$1,930,841$218,686 â–¼-10.2%26,1700.5%WORLD EQUITY ETFAMZNAmazon.com$1,913,376$114,965 â–²6.4%9,1870.5%Retail/WholesaleDFSIDimensional International Sustainability Core 1 ETF$1,828,288$25,186 â–¼-1.4%43,1200.4%ETFDFAEDimensional Emerging Core Equity Market ETF$1,749,952$244,368 â–¼-12.3%51,6820.4%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,640,858$136,716 â–¼-7.7%18,5430.4%ETFGOOGLAlphabet$1,634,779$99,783 â–²6.5%5,6850.4%Computer and TechnologyJNJJohnson & Johnson$1,598,292$18,821 â–¼-1.2%6,5390.4%MedicalJPMJPMorgan Chase & Co.$1,584,831$7,059 â–¼-0.4%5,3880.4%FinanceGOOGAlphabet$1,573,714$298,908 â–²23.4%5,4860.4%Computer and TechnologyABTAbbott Laboratories$1,453,344$38,913 â–¼-2.6%14,1550.3%MedicalABBVAbbVie$1,410,640$19,139 â–¼-1.3%6,4860.3%MedicalVIGVanguard Dividend Appreciation ETF$1,362,6200.0%6,3360.3%ETFUSBU.S. Bancorp$1,339,759$520 â–²0.0%25,7600.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,266,0960.0%6,5970.3%ETFVEUVanguard FTSE All-World ex-US ETF$1,180,4220.0%15,7180.3%ETFAVGOBroadcom$1,178,305$12,690 â–²1.1%3,8070.3%Computer and TechnologyTAT&T$1,075,649$4,580 â–¼-0.4%37,1040.3%Computer and TechnologyIBMInternational Business Machines$1,019,781$109,080 â–¼-9.7%4,2070.2%Computer and TechnologyCVXChevron$981,414$211,264 â–²27.4%4,7430.2%EnergyWFCWells Fargo & Company$981,237$637 â–¼-0.1%12,3260.2%FinanceLDURPIMCO Low Duration Exchange-Traded Fund$979,321$66,406 â–¼-6.4%10,2200.2%ETFCOSTCostco Wholesale$919,705$53,807 â–¼-5.5%9230.2%Retail/WholesaleNFLXNetflix$911,310$124,226 â–¼-12.0%9,4780.2%Consumer DiscretionaryIWBiShares Russell 1000 ETF$901,740$1,070 â–²0.1%2,5290.2%ETFHDHome Depot$887,183$89,442 â–¼-9.2%2,6980.2%Retail/WholesaleCCitigroup$870,308$19,507 â–¼-2.2%7,6740.2%Financial ServicesLLYEli Lilly and Company$856,306$18,395 â–¼-2.1%9310.2%MedicalMUMicron Technology$841,897$114,190 â–²15.7%2,4920.2%Computer and TechnologyVXFVanguard Extended Market ETF$839,4580.0%4,0790.2%ETFMAMastercard$823,939$54,463 â–¼-6.2%1,6490.2%Business ServicesMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$785,497$6,993 â–²0.9%15,0510.2%ETFGSThe Goldman Sachs Group$755,469$18,612 â–¼-2.4%8930.2%FinanceCSCOCisco Systems$703,328$2,483 â–²0.4%9,0650.2%Computer and TechnologyHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$680,700$17,310 â–²2.6%27,4480.2%ETFEMREmerson Electric$674,305$39,303 â–¼-5.5%5,1470.2%IndustrialsCATCaterpillar$655,588$59,534 â–²10.0%9250.2%IndustrialsBACBank of America$632,726$18,232 â–¼-2.8%12,9790.2%FinanceGEGE Aerospace$621,740$61,862 â–¼-9.0%2,1910.1%AerospaceNEARiShares Short Duration Bond Active ETF$613,955$51 â–²0.0%12,0770.1%ETFMPCMarathon Petroleum$589,695$2,930 â–¼-0.5%2,4150.1%EnergyINTCIntel$588,694$38,349 â–²7.0%13,3400.1%Computer and TechnologyLAM RESEARCH CORP$568,549$129,051 â–²29.4%2,6610.1%COM NEWDFSEDimensional Emerging Markets Sustainability Core 1 ETF$567,092$13,643 â–¼-2.3%13,3840.1%ETFUNHUnitedHealth Group$563,494$107,989 â–¼-16.1%2,0820.1%MedicalMRKMerck & Co., Inc.$555,532$57,261 â–²11.5%4,6180.1%MedicalAMATApplied Materials$549,940$126,120 â–¼-18.7%1,6090.1%Computer and TechnologyMCKMcKesson$548,638$17,307 â–²3.3%6340.1%MedicalTJXTJX Companies$548,570$15,810 â–²3.0%3,4350.1%Retail/WholesaleSOSouthern$548,348$34,845 â–¼-6.0%5,6810.1%UtilitiesPGProcter & Gamble$543,742$1,445 â–¼-0.3%3,7640.1%Consumer StaplesDFAXDimensional World ex U.S. Core Equity 2 ETF$543,624$37,979 â–²7.5%16,0030.1%ETFVZVerizon Communications$532,917$35,943 â–¼-6.3%10,6160.1%Computer and TechnologyGMGeneral Motors$532,526$17,135 â–²3.3%7,1480.1%Auto/Tires/TrucksVWOVanguard FTSE Emerging Markets ETF$530,0800.0%9,8070.1%ETFWSMWilliams-Sonoma$496,120$5,288 â–¼-1.1%2,7210.1%Retail/WholesaleCTVACorteva$481,835$1,925 â–¼-0.4%5,7560.1%Consumer StaplesINMUiShares Intermediate Muni Income Active ETF$473,9440.0%19,8220.1%ETFPEPPepsiCo$466,491$50,780 â–²12.2%3,0040.1%Consumer StaplesKRKroger$462,815$28,872 â–²6.7%6,3960.1%Retail/WholesaleBTIBritish American Tobacco$461,562$5,262 â–¼-1.1%7,8940.1%Consumer StaplesVYMVanguard High Dividend Yield ETF$461,1830.0%3,1140.1%Financial ServicesGILDGilead Sciences$447,099$14,355 â–²3.3%3,2080.1%MedicalKLACKLA$441,723$11,779 â–¼-2.6%3000.1%Computer and TechnologyPMPhilip Morris International$420,790$17,195 â–²4.3%2,5450.1%Consumer StaplesPRFInvesco RAFI US 1000 ETF$418,083$238 â–²0.1%8,7960.1%ETFGLWCorning$416,476$9,246 â–²2.3%3,0630.1%Computer and TechnologyVVisa$414,976$44,429 â–²12.0%1,3730.1%Business ServicesBANK NEW YORK MELLON CORP$404,528$356 â–²0.1%3,4100.1%COMSTXSeagate Technology$403,905$12,536 â–²3.2%1,0310.1%Computer and TechnologyMOAltria Group$393,960$41,970 â–²11.9%5,9700.1%Consumer StaplesORCLOracle$386,210$151,394 â–¼-28.2%2,6250.1%Computer and TechnologySHELShell$385,113$837 â–¼-0.2%4,1410.1%EnergyPALANTIR TECHNOLOGIES INC$380,913$28,963 â–¼-7.1%2,6040.1%CL APFEPfizer$378,379$17,073 â–¼-4.3%13,4750.1%MedicalPGRProgressive$376,458$2,379 â–²0.6%1,8990.1%FinanceCVSCVS Health$371,309$46,396 â–¼-11.1%5,1700.1%MedicalDFATDimensional U.S. Targeted Value ETF$370,058$999 â–²0.3%5,9260.1%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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