Syverson Strege & Co Portfolio Holdings - 13F Filings | 13F Fund Database
Syverson Strege & Co 13F Holdings
CIK 0001682057 · WEST DES MOINES, IA
As of Jun 30, 2025, Syverson Strege & Co reported
168 positions worth $423.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 3,494,353 |
|
25.2M29.58% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 2,227,118 | $69.2M | 16.36% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 819,222 | $24.3M | 5.74% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 507,895 |
8.1M | 4.27% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 331,387 |
4.0M | 3.32% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 499,272 |
3.4M | 3.16% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 187,123 |
1.9M | 2.82% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 164,575 | $8.3M | 1.97% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 193,419 | $6.7M | 1.58% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 66,265 | $6.1M | 1.44% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | — | 193,603 | $5.8M | 1.36% |
| MICROSOFT CORP | MSFT | Technology | 9,253 | $4.6M | 1.09% |
| JPMORGAN INCOME ETF | JPIE | — | 98,696 | $4.6M | 1.08% |
| META PLATFORMS INC | META | Communication Services | 5,055 | $3.7M | 0.88% |
| DIMENSIONAL ETF TRUST | DFSU | — | 92,392 | $3.6M | 0.86% |
| APPLE INC | AAPL | Technology | 16,512 | $3.4M | 0.80% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 34,935 | $3.3M | 0.77% |
| NVIDIA CORP | NVDA | Technology | 20,133 | $3.2M | 0.75% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 46,276 | $3.1M | 0.73% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,303 | $3.1M | 0.72% |
| WALMART INC | WMT | Consumer Defensive | 30,554 | $3.0M | 0.71% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 49,665 | $2.5M | 0.60% |
| DIMENSIONAL WORLD EQUITY ETF | DFAW | — | 36,836 | $2.5M | 0.58% |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | AOA | — | 22,693 |
.9M | 0.45% |
| AMAZON.COM INC | AMZN | Equity | 8,614 |
.9M | 0.45% |