Syverson Strege & Co Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$422.5M
Holdings
166
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (166 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL ETF TRUST | $127.7M |
DFICDIMENSIONAL ETF TRUST | $71.2M |
DFEMDIMENSIONAL ETF TRUST | $25.0M |
DUHPDIMENSIONAL ETF TRUST | $16.8M |
DFGRDIMENSIONAL ETF TRUST | $12.6M |
DFASDIMENSIONAL ETF TRUST | $12.2M |
DFAUDIMENSIONAL ETF TRUST | $11.5M |
JPSTJ P MORGAN EXCHANGE TRADED F | $8.9M |
DFAIDIMENSIONAL ETF TRUST | $5.9M |
DFISDIMENSIONAL ETF TRUST | $5.9M |
BONDPIMCO ETF TR | $5.6M |
AAPLAPPLE INC | $4.4M |
MSFTMICROSOFT CORP | $4.4M |
NVDANVIDIA CORPORATION | $4.2M |
JPIEJ P MORGAN EXCHANGE TRADED F | $4.2M |
DFSUDIMENSIONAL ETF TRUST | $3.8M |
USMVISHARES TR | $3.2M |
METAMETA PLATFORMS INC | $3.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.7M |
JMSTJ P MORGAN EXCHANGE TRADED F | $2.6M |
WMTWALMART INC | $2.5M |
DFUSDIMENSIONAL ETF TRUST | $2.2M |
DFAWDIMENSIONAL ETF TRUST | $2.2M |
AMZNAMAZON COM INC | $2.0M |
DFAEDIMENSIONAL ETF TRUST | $1.9M |
DFSIDIMENSIONAL ETF TRUST | $1.9M |
XOMEXXON MOBIL CORP | $1.9M |
ABTABBOTT LABS | $1.8M |
AOAISHARES TR | $1.8M |
JPMJPMORGAN CHASE & CO. | $1.7M |
GOOGLALPHABET INC | $1.7M |
ABBVABBVIE INC | $1.5M |
GOOGALPHABET INC | $1.4M |
VIGVANGUARD SPECIALIZED FUNDS | $1.4M |
IBMINTERNATIONAL BUSINESS MACHS | $1.4M |
USBUS BANCORP DEL | $1.4M |
JNJJOHNSON & JOHNSON | $1.4M |
AVGOBROADCOM INC | $1.3M |
RSPINVESCO EXCHANGE TRADED FD T | $1.3M |
VEUVANGUARD INTL EQUITY INDEX F | $1.2M |
WFCWELLS FARGO CO NEW | $1.1M |
LDURPIMCO ETF TR | $1.0M |
LLYELI LILLY & CO | $1.0M |
HDHOME DEPOT INC | $1.0M |
NFLXNETFLIX INC | $1.0M |
MAMASTERCARD INCORPORATED | $1.0M |
IWBISHARES TR | $943K |
TAT&T INC | $925K |
TRVCCITIGROUP INC | $915K |
VXFVANGUARD INDEX FDS | $853K |
COSTCOSTCO WHSL CORP NEW | $842K |
UNHUNITEDHEALTH GROUP INC | $818K |
GSGOLDMAN SACHS GROUP INC | $804K |
MUNIPIMCO ETF TR | $781K |
GEGE AEROSPACE | $742K |
BACBANK AMERICA CORP | $734K |
EMREMERSON ELEC CO | $722K |
ORCLORACLE CORP | $712K |
CSCOCISCO SYS INC | $695K |
HYMBSPDR SERIES TRUST | $667K |
NEARISHARES U S ETF TR | $617K |
MUMICRON TECHNOLOGY INC | $614K |
DFSEDIMENSIONAL ETF TRUST | $568K |
CVXCHEVRON CORP NEW | $567K |
GMGENERAL MTRS CO | $562K |
PGPROCTER AND GAMBLE CO | $540K |
VWOVANGUARD INTL EQUITY INDEX F | $527K |
SOSOUTHERN CO | $526K |
TJXTJX COS INC NEW | $512K |
AMATAPPLIED MATLS INC | $508K |
MCKMCKESSON CORP | $503K |
COFCAPITAL ONE FINL CORP | $500K |
PLTRPALANTIR TECHNOLOGIES INC | $498K |
WSMWILLIAMS SONOMA INC | $491K |
DFAXDIMENSIONAL ETF TRUST | $487K |
CATCATERPILLAR INC | $481K |
INMUBLACKROCK ETF TRUST II | $476K |
CVSCVS HEALTH CORP | $461K |
BACVERIZON COMMUNICATIONS INC | $461K |
INTCINTEL CORP | $460K |
BMTABRITISH AMERN TOB PLC | $452K |
VYMVANGUARD WHITEHALL FDS | $446K |
MRKMERCK & CO INC | $436K |
VVISA INC | $429K |
PGRPROGRESSIVE CORP | $429K |
AOMISHARES TR | $426K |
PRFINVESCO EXCHANGE TRADED FD T | $412K |
BKBANK NEW YORK MELLON CORP | $395K |
MPCMARATHON PETE CORP | $394K |
4I1PHILIP MORRIS INTL INC | $391K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $388K |
CTVACORTEVA INC | $387K |
PEPPEPSICO INC | $384K |
GILDGILEAD SCIENCES INC | $381K |
KRKROGER CO | $374K |
KLACKLA CORP | $374K |
TRVTRAVELERS COMPANIES INC | $363K |
AXPAMERICAN EXPRESS CO | $358K |
BCSBARCLAYS PLC | $353K |
LRCXLAM RESEARCH CORP | $352K |
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