Syverson Strege & Co

Institutional manager (13F) · CIK 1682057

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $371M

#	Issuer	Value	Shares
1	DIMENSIONAL ETF TRUST	$124M	3,181,539
2	DIMENSIONAL ETF TRUST	$72M	2,029,733
3	DIMENSIONAL ETF TRUST	$26M	747,068
4	DIMENSIONAL ETF TRUST	$17M	455,686
5	DIMENSIONAL ETF TRUST	$13M	180,686
6	DIMENSIONAL ETF TRUST	$13M	476,086
7	DIMENSIONAL ETF TRUST	$10M	216,785
8	J P MORGAN EXCHANGE TRADED F	$9M	185,965
9	DIMENSIONAL ETF TRUST	$6M	176,946
10	DIMENSIONAL ETF TRUST	$5M	131,867
11	PIMCO ETF TR	$5M	51,500
12	NVIDIA CORPORATION	$4M	24,560
13	APPLE INC	$4M	16,612
14	DIMENSIONAL ETF TRUST	$4M	87,842
15	J P MORGAN EXCHANGE TRADED F	$4M	77,003
16	MICROSOFT CORP	$3M	8,527
17	ISHARES TR	$3M	33,016
18	WALMART INC	$3M	22,252
19	EXXON MOBIL CORP	$3M	15,624
20	META PLATFORMS INC	$3M	4,489
21	BERKSHIRE HATHAWAY INC DEL	$3M	5,295
22	J P MORGAN EXCHANGE TRADED F	$3M	49,377
23	DIMENSIONAL ETF TRUST	$2M	28,764
24	DIMENSIONAL ETF TRUST	$2M	26,170
25	AMAZON COM INC	$2M	9,187
26	DIMENSIONAL ETF TRUST	$2M	43,120
27	DIMENSIONAL ETF TRUST	$2M	51,682
28	ISHARES TR	$2M	18,543
29	ALPHABET INC	$2M	5,685
30	JOHNSON & JOHNSON	$2M	6,539
31	JPMORGAN CHASE & CO	$2M	5,388
32	ALPHABET INC	$2M	5,486
33	ABBOTT LABORATORIES	$1M	14,155
34	ABBVIE INC	$1M	6,486
35	VANGUARD SPECIALIZED FUNDS	$1M	6,336
36	US BANCORP	$1M	25,760
37	INVESCO EXCHANGE TRADED FD T	$1M	6,597
38	VANGUARD INTL EQUITY INDEX F	$1M	15,718
39	BROADCOM INC	$1M	3,807
40	AT&T INC	$1M	37,104
41	INTERNATIONAL BUSINESS MACHS	$1M	4,207
42	CHEVRON CORPORATION	$981k	4,743
43	WELLS FARGO & CO	$981k	12,326
44	PIMCO ETF TR	$979k	10,220
45	COSTCO WHOLESALE CORPORATION	$920k	923
46	NETFLIX INC.	$911k	9,478
47	ISHARES TR	$902k	2,529
48	HOME DEPOT INC	$887k	2,698
49	CITIGROUP INC	$870k	7,674
50	ELI LILLY & CO	$856k	931

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.