Syverson Strege & Co Q3 2025 Filing
Filed December 1, 2025
Portfolio Value
$417.3M
Holdings
165
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (165 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $125.6M |
DFICDIMENSIONAL ETF TRUST | $68.2M |
DFEMDIMENSIONAL ETF TRUST | $24.5M |
DUHPDIMENSIONAL ETF TRUST | $17.6M |
DFGRDIMENSIONAL ETF TRUST | $12.9M |
DFASDIMENSIONAL ETF TRUST | $12.2M |
DFAUDIMENSIONAL ETF TRUST | $11.9M |
JPSTJ P MORGAN EXCHANGE TRADED F | $8.7M |
DFISDIMENSIONAL ETF TRUST | $5.9M |
DFAIDIMENSIONAL ETF TRUST | $5.9M |
BONDPIMCO ETF TR | $5.7M |
MSFTMICROSOFT CORP | $4.7M |
JPIEJ P MORGAN EXCHANGE TRADED F | $4.3M |
AAPLAPPLE INC | $4.2M |
DFSUDIMENSIONAL ETF TRUST | $3.9M |
NVDANVIDIA CORPORATION | $3.7M |
METAMETA PLATFORMS INC | $3.5M |
USMVISHARES TR | $3.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.8M |
JMSTJ P MORGAN EXCHANGE TRADED F | $2.5M |
WMTWALMART INC | $2.5M |
DFUSDIMENSIONAL ETF TRUST | $2.3M |
DFAWDIMENSIONAL ETF TRUST | $2.2M |
DFAEDIMENSIONAL ETF TRUST | $2.0M |
AOAISHARES TR | $1.9M |
DFSIDIMENSIONAL ETF TRUST | $1.9M |
AMZNAMAZON COM INC | $1.8M |
XOMEXXON MOBIL CORP | $1.8M |
JPMJPMORGAN CHASE & CO. | $1.8M |
ABTABBOTT LABS | $1.6M |
ABBVABBVIE INC | $1.5M |
NFLXNETFLIX INC | $1.4M |
VIGVANGUARD SPECIALIZED FUNDS | $1.4M |
HDHOME DEPOT INC | $1.3M |
IBMINTERNATIONAL BUSINESS MACHS | $1.3M |
AVGOBROADCOM INC | $1.3M |
IWBISHARES TR | $1.3M |
RSPINVESCO EXCHANGE TRADED FD T | $1.3M |
USBUS BANCORP DEL | $1.2M |
GOOGLALPHABET INC | $1.2M |
JNJJOHNSON & JOHNSON | $1.2M |
ORCLORACLE CORP | $1.1M |
VEUVANGUARD INTL EQUITY INDEX F | $1.1M |
GOOGALPHABET INC | $1.1M |
TAT&T INC | $1.1M |
MAMASTERCARD INCORPORATED | $1.1M |
WFCWELLS FARGO CO NEW | $1.1M |
LDURPIMCO ETF TR | $1.0M |
COSTCOSTCO WHSL CORP NEW | $965K |
UNHUNITEDHEALTH GROUP INC | $961K |
NEARISHARES U S ETF TR | $920K |
VXFVANGUARD INDEX FDS | $854K |
GEGE AEROSPACE | $789K |
TRVCCITIGROUP INC | $785K |
LLYELI LILLY & CO | $783K |
MUNIPIMCO ETF TR | $780K |
GSGOLDMAN SACHS GROUP INC | $759K |
BACBANK AMERICA CORP | $721K |
EMREMERSON ELEC CO | $718K |
HYMBSPDR SERIES TRUST | $648K |
PGPROCTER AND GAMBLE CO | $622K |
CSCOCISCO SYS INC | $605K |
CVXCHEVRON CORP NEW | $594K |
DFSEDIMENSIONAL ETF TRUST | $584K |
SOSOUTHERN CO | $576K |
WSMWILLIAMS SONOMA INC | $538K |
PLTRPALANTIR TECHNOLOGIES INC | $536K |
VWOVANGUARD INTL EQUITY INDEX F | $531K |
BACVERIZON COMMUNICATIONS INC | $525K |
PGRPROGRESSIVE CORP | $513K |
MPCMARATHON PETE CORP | $492K |
INMUBLACKROCK ETF TRUST II | $474K |
DFAXDIMENSIONAL ETF TRUST | $467K |
TJXTJX COS INC NEW | $463K |
VYMVANGUARD WHITEHALL FDS | $456K |
VVISA INC | $456K |
COFCAPITAL ONE FINL CORP | $453K |
MCKMCKESSON CORP | $443K |
INTCINTEL CORP | $437K |
CVSCVS HEALTH CORP | $431K |
AGGISHARES TR | $410K |
PRFINVESCO EXCHANGE TRADED FD T | $397K |
CTVACORTEVA INC | $396K |
MOALTRIA GROUP INC | $396K |
BMTABRITISH AMERN TOB PLC | $392K |
GMGENERAL MTRS CO | $385K |
AMATAPPLIED MATLS INC | $383K |
PEPPEPSICO INC | $380K |
CATCATERPILLAR INC | $380K |
MCDMCDONALDS CORP | $377K |
4I1PHILIP MORRIS INTL INC | $363K |
TRVTRAVELERS COMPANIES INC | $362K |
KRKROGER CO | $352K |
KLACKLA CORP | $349K |
PFEPFIZER INC | $343K |
DFATDIMENSIONAL ETF TRUST | $343K |
MUMICRON TECHNOLOGY INC | $340K |
MRKMERCK & CO INC | $340K |
AXPAMERICAN EXPRESS CO | $339K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $335K |
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