Syverson Strege & Co Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$423.3M
Holdings
168
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (168 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $125.2M |
DFICDIMENSIONAL ETF TRUST | $69.2M |
DFEMDIMENSIONAL ETF TRUST | $24.3M |
DUHPDIMENSIONAL ETF TRUST | $18.1M |
DFAUDIMENSIONAL ETF TRUST | $14.0M |
DFGRDIMENSIONAL ETF TRUST | $13.4M |
DFASDIMENSIONAL ETF TRUST | $11.9M |
JPSTJ P MORGAN EXCHANGE TRADED F | $8.3M |
DFAIDIMENSIONAL ETF TRUST | $6.7M |
BONDPIMCO ETF TR | $6.1M |
DFISDIMENSIONAL ETF TRUST | $5.8M |
MSFTMICROSOFT CORP | $4.6M |
JPIEJ P MORGAN EXCHANGE TRADED F | $4.6M |
METAMETA PLATFORMS INC | $3.7M |
DFSUDIMENSIONAL ETF TRUST | $3.6M |
AAPLAPPLE INC | $3.4M |
USMVISHARES TR | $3.3M |
NVDANVIDIA CORPORATION | $3.2M |
DFUSDIMENSIONAL ETF TRUST | $3.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.1M |
WMTWALMART INC | $3.0M |
JMSTJ P MORGAN EXCHANGE TRADED F | $2.5M |
DFAWDIMENSIONAL ETF TRUST | $2.5M |
AOAISHARES TR | $1.9M |
AMZNAMAZON COM INC | $1.9M |
DFAEDIMENSIONAL ETF TRUST | $1.9M |
DFSIDIMENSIONAL ETF TRUST | $1.8M |
JPMJPMORGAN CHASE & CO. | $1.8M |
XOMEXXON MOBIL CORP | $1.8M |
NFLXNETFLIX INC | $1.7M |
ABTABBOTT LABS | $1.6M |
IBMINTERNATIONAL BUSINESS MACHS | $1.5M |
LLYELI LILLY & CO | $1.4M |
WFCWELLS FARGO CO NEW | $1.3M |
VIGVANGUARD SPECIALIZED FUNDS | $1.3M |
HDHOME DEPOT INC | $1.3M |
IWBISHARES TR | $1.3M |
LDURPIMCO ETF TR | $1.3M |
TAT&T INC | $1.2M |
RSPINVESCO EXCHANGE TRADED FD T | $1.2M |
USBUS BANCORP DEL | $1.2M |
COSTCOSTCO WHSL CORP NEW | $1.2M |
AVGOBROADCOM INC | $1.1M |
ABBVABBVIE INC | $1.1M |
MAMASTERCARD INCORPORATED | $1.1M |
VEUVANGUARD INTL EQUITY INDEX F | $1.1M |
JNJJOHNSON & JOHNSON | $997K |
NEARISHARES U S ETF TR | $916K |
GOOGLALPHABET INC | $912K |
UNHUNITEDHEALTH GROUP INC | $906K |
MUNIPIMCO ETF TR | $858K |
GOOGALPHABET INC | $840K |
VXFVANGUARD INDEX FDS | $786K |
VUGVANGUARD INDEX FDS | $780K |
GEGE AEROSPACE | $773K |
EMREMERSON ELEC CO | $772K |
TRVCCITIGROUP INC | $767K |
GSGOLDMAN SACHS GROUP INC | $753K |
BACBANK AMERICA CORP | $744K |
PGPROCTER AND GAMBLE CO | $665K |
HYMBSPDR SERIES TRUST | $627K |
PGRPROGRESSIVE CORP | $606K |
CSCOCISCO SYS INC | $605K |
BACVERIZON COMMUNICATIONS INC | $592K |
SOSOUTHERN CO | $589K |
CVXCHEVRON CORP NEW | $589K |
ORCLORACLE CORP | $585K |
DFSEDIMENSIONAL ETF TRUST | $563K |
COFCAPITAL ONE FINL CORP | $547K |
4I1PHILIP MORRIS INTL INC | $510K |
CSXCSX CORP | $505K |
VWOVANGUARD INTL EQUITY INDEX F | $485K |
INMUBLACKROCK ETF TRUST II | $465K |
CVSCVS HEALTH CORP | $450K |
CTVACORTEVA INC | $448K |
MCKMCKESSON CORP | $448K |
MPCMARATHON PETE CORP | $445K |
WSMWILLIAMS SONOMA INC | $442K |
DFAXDIMENSIONAL ETF TRUST | $437K |
PLTRPALANTIR TECHNOLOGIES INC | $432K |
VVISA INC | $430K |
VYMVANGUARD WHITEHALL FDS | $429K |
NOWSERVICENOW INC | $425K |
AGGISHARES TR | $405K |
TJXTJX COS INC NEW | $396K |
CITHE CIGNA GROUP | $390K |
PRFINVESCO EXCHANGE TRADED FD T | $390K |
SAPSAP SE | $387K |
KRKROGER CO | $385K |
PEPPEPSICO INC | $381K |
AMATAPPLIED MATLS INC | $379K |
MOALTRIA GROUP INC | $377K |
TRVTRAVELERS COMPANIES INC | $373K |
MCDMCDONALDS CORP | $373K |
LINLINDE PLC | $361K |
AXPAMERICAN EXPRESS CO | $359K |
CEGCONSTELLATION ENERGY CORP | $356K |
INTUINTUIT | $349K |
ELVELEVANCE HEALTH INC | $347K |
SHELSHELL PLC | $347K |
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