Syverson Strege
WEST DES MOINES, IAfiles as Syverson Strege & Co
$459m in 186 US stocks at the end of 30 June 2026. The top 10 are 69.9% of the money. It changed about 4.9% of the portfolio this quarter.
Value
$459m
Stocks
186
Top 10 share
69.9%
Turnover
4.9%
What changed this quarter
New
Bought for the first time this quarter.
- SandiskSNDK0.1% of the fund
- ASML Holding NVASML<0.1% of the fund
- General MillsGIS<0.1% of the fund
- TeradyneTER<0.1% of the fund
- Principal Financial GroupPFG<0.1% of the fund
- Unum GroupUNM<0.1% of the fund
- Monster BeverageMNST<0.1% of the fund
- FlexFLEX<0.1% of the fund
- Qnity ElectronicsQ<0.1% of the fund
- Dell TechnologiesDELL<0.1% of the fund
- Prudential FinancialPRU<0.1% of the fund
- CumminsCMI<0.1% of the fund
- Ishares TRQUAL<0.1% of the fund
- Consolidated EdisonED<0.1% of the fund
- AflacAFL<0.1% of the fund
- Elevance HealthELV<0.1% of the fund
- DeereDE<0.1% of the fund
- Canadian Imperial Bank of Commerce /canCM<0.1% of the fund
- Howmet AerospaceHWM<0.1% of the fund
- Union PacificUNP<0.1% of the fund
- Alliant EnergyLNT<0.1% of the fund
- eBayEBAY<0.1% of the fund
Added
Bought more of a stock they already held.
- J P Morgan Exchange Traded FJPST2.3% of the fund+14%
- J P Morgan Exchange Traded FJMST0.6% of the fund+7%
- AlphabetGOOGL0.5% of the fund+3%
- IntelINTC0.4% of the fund+6%
- Advanced Micro DevicesAMD0.2% of the fund+6%
- Altria GroupMO0.1% of the fund+45%
- Philip Morris InternationalPM0.1% of the fund+33%
- Verizon CommunicationsVZ0.1% of the fund+18%
- British American Tobacco p.l.c.BTI0.1% of the fund+8%
- Bristol-Myers SquibbBMY0.1% of the fund+60%
- Taiwan Semiconductor ManufacturingTSM<0.1% of the fund+11%
- Gilead SciencesGILD<0.1% of the fund+4%
- Palantir TechnologiesPLTR<0.1% of the fund+29%
- BarclaysBCS<0.1% of the fund+5%
- Valero EnergyVLO<0.1% of the fund+3%
- Devon EnergyDVN<0.1% of the fund+110%
- Morgan StanleyMS<0.1% of the fund+12%
- NewmontNEM<0.1% of the fund+27%
- YUM BrandsYUM<0.1% of the fund+4%
- Eaton Vance Tax-Managed DiveXETYX<0.1% of the fund+8%
- Vanguard Whitehall FDSVYMI<0.1% of the fund+9%
- PIMCO Dynamic Income FundPDI<0.1% of the fund+3%
- ViatrisVTRS<0.1% of the fund+10%
- LG DisplayLPL<0.1% of the fund+2%
Cut
Sold some of their stake.
- Dimensional ETF TrustDFEM6.3% of the fund-5%
- Dimensional ETF TrustDFAU2.3% of the fund-7%
- Dimensional ETF TrustDFAS2.2% of the fund-33%
- Dimensional ETF TrustDFAI1.2% of the fund-2%
- NvidiaNVDA1.0% of the fund-5%
- Dimensional ETF TrustDFIS1.0% of the fund-25%
- J P Morgan Exchange Traded FJPIE0.7% of the fund-6%
- Ishares TRUSMV0.7% of the fund-4%
- MicrosoftMSFT0.6% of the fund-14%
- Meta PlatformsMETA0.5% of the fund-8%
- Dimensional World EquityDFAW0.5% of the fund-4%
- Amazon.comAMZN0.4% of the fund-8%
- Dimensional ETF TrustDFAE0.4% of the fund-10%
- Johnson & JohnsonJNJ0.3% of the fund-4%
- Ishares TRAOA0.3% of the fund-12%
- AbbVieABBV0.3% of the fund-10%
- US BancorpUSB0.3% of the fund-6%
- BroadcomAVGO0.3% of the fund-3%
- Applied MaterialsAMAT0.2% of the fund-4%
- International Business MachinesIBM0.2% of the fund-8%
- Abbott LaboratoriesABT0.2% of the fund-15%
- CitigroupC0.2% of the fund-2%
- Cisco SystemsCSCO0.2% of the fund-4%
- Wells Fargo & CompanyWFC0.2% of the fund-5%
- Seagate Technology HoldingsSTX0.2% of the fund-4%
Sold out
Sold their entire stake.
- HCA HealthcareHCA-100%
- FedExFDX-100%
- Imperial OilIMO-100%
- GSKGSK-100%
- NRG EnergyNRG-100%
Holdings
- Dimensional ETF TrustDFAC
- Share
- 30.9%
- Value
- $142m
- Shares
- 3,196,733
Held
- Dimensional ETF TrustDFIC
- Share
- 16.5%
- Value
- $76m
- Shares
- 2,037,905
Held
- Dimensional ETF TrustDFEM
- Share
- 6.3%
- Value
- $29m
- Shares
- 709,279
-5%
- Dimensional ETF TrustDUHP
- Share
- 4.2%
- Value
- $19m
- Shares
- 458,250
Held
- Dimensional ETF TrustDFGR
- Share
- 3.0%
- Value
- $14m
- Shares
- 478,322
Held
- J P Morgan Exchange Traded FJPST
- Share
- 2.3%
- Value
- $11m
- Shares
- 212,175
+14%
- Dimensional ETF TrustDFAU
- Share
- 2.3%
- Value
- $10m
- Shares
- 201,662
-7%
- Dimensional ETF TrustDFAS
- Share
- 2.2%
- Value
- $10m
- Shares
- 121,633
-33%
- Dimensional ETF TrustDFAI
- Share
- 1.2%
- Value
- $5m
- Shares
- 129,124
-2%
- Pimco ETF TRBOND
- Share
- 1.0%
- Value
- $5m
- Shares
- 51,574
Held
- Dimensional ETF TrustDFIS
- Share
- 1.0%
- Value
- $5m
- Shares
- 131,864
-25%
- Dimensional ETF TrustDFSU
- Share
- 0.9%
- Value
- $4m
- Shares
- 87,793
Held
- J P Morgan Exchange Traded FJPIE
- Share
- 0.7%
- Value
- $3m
- Shares
- 72,670
-6%
- Ishares TRUSMV
- Share
- 0.7%
- Value
- $3m
- Shares
- 31,775
-4%
- J P Morgan Exchange Traded FJMST
- Share
- 0.6%
- Value
- $3m
- Shares
- 53,011
+7%
- Dimensional ETF TrustDFUS
- Share
- 0.5%
- Value
- $2m
- Shares
- 28,797
Held
- Dimensional World EquityDFAW
- Share
- 0.5%
- Value
- $2m
- Shares
- 25,236
-4%
- Dimensional ETF TrustDFSI
- Share
- 0.4%
- Value
- $2m
- Shares
- 43,119
Held
- Dimensional ETF TrustDFAE
- Share
- 0.4%
- Value
- $2m
- Shares
- 46,455
-10%
- Ishares TRAOA
- Share
- 0.3%
- Value
- $2m
- Shares
- 16,284
-12%
- Vanguard Specialized FundsVIG
- Share
- 0.3%
- Value
- $1m
- Shares
- 6,336
Held
- Invesco Exchange Traded FD TRSP
- Share
- 0.3%
- Value
- $1m
- Shares
- 6,597
Held
- Vanguard Intl Equity Index FVEU
- Share
- 0.3%
- Value
- $1m
- Shares
- 15,718
Held
- Ishares TRIWB
- Share
- 0.2%
- Value
- $1m
- Shares
- 2,529
Held
- Vanguard Index FDSVXF
- Share
- 0.2%
- Value
- $1m
- Shares
- 4,079
Held
- Pimco ETF TRLDUR
- Share
- 0.2%
- Value
- $975,171
- Shares
- 10,199
Held
- Pimco ETF TRMUNI
- Share
- 0.2%
- Value
- $745,721
- Shares
- 14,177
-6%
- Spdr Series TrustHYMB
- Share
- 0.1%
- Value
- $654,718
- Shares
- 25,736
-6%
- Dimensional ETF TrustDFSE
- Share
- 0.1%
- Value
- $653,178
- Shares
- 13,363
Held
- Ishares U S ETF TRNEAR
- Share
- 0.1%
- Value
- $611,743
- Shares
- 12,075
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.1%
- Value
- $585,395
- Shares
- 9,807
Held
- Dimensional ETF TrustDFAX
- Share
- 0.1%
- Value
- $580,564
- Shares
- 15,759
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.1%
- Value
- $492,105
- Shares
- 3,114
Held
- Blackrock ETF Trust IIINMU
- Share
- 0.1%
- Value
- $480,684
- Shares
- 19,822
Held
- Invesco Exchange Traded FD TPRF
- Share
- <0.1%
- Value
- $422,944
- Shares
- 7,828
-11%
- Dimensional ETF TrustDFAT
- Share
- <0.1%
- Value
- $415,330
- Shares
- 5,942
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Dimensional ETF TrustDFAC | 30.9% | $142m | 3,196,733 | Held |
| Dimensional ETF TrustDFIC | 16.5% | $76m | 2,037,905 | Held |
| Dimensional ETF TrustDFEM | 6.3% | $29m | 709,279 | -5% |
| Dimensional ETF TrustDUHP | 4.2% | $19m | 458,250 | Held |
| Dimensional ETF TrustDFGR | 3.0% | $14m | 478,322 | Held |
| J P Morgan Exchange Traded FJPST | 2.3% | $11m | 212,175 | +14% |
| Dimensional ETF TrustDFAU | 2.3% | $10m | 201,662 | -7% |
| Dimensional ETF TrustDFAS | 2.2% | $10m | 121,633 | -33% |
| Dimensional ETF TrustDFAI | 1.2% | $5m | 129,124 | -2% |
| AppleAAPL | 1.0% | $5m | 16,501 | Held |
| Pimco ETF TRBOND | 1.0% | $5m | 51,574 | Held |
| NvidiaNVDA | 1.0% | $5m | 23,344 | -5% |
| Dimensional ETF TrustDFIS | 1.0% | $5m | 131,864 | -25% |
| Dimensional ETF TrustDFSU | 0.9% | $4m | 87,793 | Held |
| J P Morgan Exchange Traded FJPIE | 0.7% | $3m | 72,670 | -6% |
| Ishares TRUSMV | 0.7% | $3m | 31,775 | -4% |
| Micron TechnologyMU | 0.6% | $3m | 2,471 | Held |
| MicrosoftMSFT | 0.6% | $3m | 7,307 | -14% |
| J P Morgan Exchange Traded FJMST | 0.6% | $3m | 53,011 | +7% |
| Berkshire HathawayBRK-B | 0.6% | $3m | 5,201 | Held |
| WalmartWMT | 0.5% | $3m | 22,256 | Held |
| Dimensional ETF TrustDFUS | 0.5% | $2m | 28,797 | Held |
| Meta PlatformsMETA | 0.5% | $2m | 4,132 | -8% |
| ExxonMobil HoldingsXOM | 0.5% | $2m | 15,691 | Held |
| AlphabetGOOGL | 0.5% | $2m | 5,877 | +3% |
| Dimensional World EquityDFAW | 0.5% | $2m | 25,236 | -4% |
| Amazon.comAMZN | 0.4% | $2m | 8,426 | -8% |
| IntelINTC | 0.4% | $2m | 14,141 | +6% |
| Dimensional ETF TrustDFSI | 0.4% | $2m | 43,119 | Held |
| AlphabetGOOG | 0.4% | $2m | 5,473 | Held |
| Dimensional ETF TrustDFAE | 0.4% | $2m | 46,455 | -10% |
| JPMorgan ChaseJPM | 0.4% | $2m | 5,331 | Held |
| Johnson & JohnsonJNJ | 0.3% | $2m | 6,303 | -4% |
| Ishares TRAOA | 0.3% | $2m | 16,284 | -12% |
| Vanguard Specialized FundsVIG | 0.3% | $1m | 6,336 | Held |
| AbbVieABBV | 0.3% | $1m | 5,870 | -10% |
| US BancorpUSB | 0.3% | $1m | 24,268 | -6% |
| Invesco Exchange Traded FD TRSP | 0.3% | $1m | 6,597 | Held |
| BroadcomAVGO | 0.3% | $1m | 3,684 | -3% |
| Vanguard Intl Equity Index FVEU | 0.3% | $1m | 15,718 | Held |
| Lam ResearchLRCX | 0.2% | $1m | 2,618 | Held |
| Eli LillyLLY | 0.2% | $1m | 932 | Held |
| Applied MaterialsAMAT | 0.2% | $1m | 1,542 | -4% |
| International Business MachinesIBM | 0.2% | $1m | 3,889 | -8% |
| Abbott LaboratoriesABT | 0.2% | $1m | 12,020 | -15% |
| CitigroupC | 0.2% | $1m | 7,488 | -2% |
| Ishares TRIWB | 0.2% | $1m | 2,529 | Held |
| Cisco SystemsCSCO | 0.2% | $1m | 8,692 | -4% |
| Vanguard Index FDSVXF | 0.2% | $1m | 4,079 | Held |
| CaterpillarCAT | 0.2% | $992,487 | 932 | Held |
| Pimco ETF TRLDUR | 0.2% | $975,171 | 10,199 | Held |
| Wells Fargo & CompanyWFC | 0.2% | $963,234 | 11,656 | -5% |
| Seagate Technology HoldingsSTX | 0.2% | $956,315 | 991 | -4% |
| Advanced Micro DevicesAMD | 0.2% | $920,742 | 1,585 | +6% |
| Goldman Sachs GroupGS | 0.2% | $874,835 | 865 | -3% |
| Costco WholesaleCOST | 0.2% | $863,439 | 923 | Held |
| KLAKLAC | 0.2% | $855,650 | 2,836 | -5% |
| UnitedHealth GroupUNH | 0.2% | $788,088 | 1,896 | -9% |
| General ElectricGE | 0.2% | $782,964 | 2,095 | -4% |
| Western DigitalWDC | 0.2% | $770,296 | 1,206 | -5% |
| ChevronCVX | 0.2% | $758,990 | 4,579 | -3% |
| Pimco ETF TRMUNI | 0.2% | $745,721 | 14,177 | -6% |
| AT&TT | 0.2% | $745,217 | 36,001 | -3% |
| MastercardMA | 0.2% | $742,666 | 1,446 | -12% |
| Bank of AmericaBAC | 0.2% | $732,991 | 12,864 | Held |
| Emerson ElectricEMR | 0.2% | $732,725 | 5,119 | Held |
| Home DepotHD | 0.2% | $714,530 | 2,026 | -25% |
| CorningGLW | 0.2% | $706,519 | 2,766 | -10% |
| Spdr Series TrustHYMB | 0.1% | $654,718 | 25,736 | -6% |
| Dimensional ETF TrustDFSE | 0.1% | $653,178 | 13,363 | Held |
| NetflixNFLX | 0.1% | $649,811 | 9,101 | -4% |
| SandiskSNDK | 0.1% | $648,013 | 285 | New |
| Altria GroupMO | 0.1% | $622,511 | 8,652 | +45% |
| Williams SonomaWSM | 0.1% | $620,046 | 2,660 | -2% |
| Ishares U S ETF TRNEAR | 0.1% | $611,743 | 12,075 | Held |
| Philip Morris InternationalPM | 0.1% | $610,029 | 3,372 | +33% |
| Marathon PetroleumMPC | 0.1% | $603,381 | 2,360 | -2% |
| Vanguard Intl Equity Index FVWO | 0.1% | $585,395 | 9,807 | Held |
| Dimensional ETF TrustDFAX | 0.1% | $580,564 | 15,759 | Held |
| MerckMRK | 0.1% | $576,050 | 4,483 | -3% |
| Southern CompanySO | 0.1% | $544,171 | 5,686 | Held |
| General MotorsGM | 0.1% | $535,475 | 6,947 | -3% |
| Verizon CommunicationsVZ | 0.1% | $530,817 | 12,537 | +18% |
| British American Tobacco p.l.c.BTI | 0.1% | $526,442 | 8,524 | +8% |
| CVS HealthCVS | 0.1% | $518,388 | 5,011 | -3% |
| Bristol-Myers SquibbBMY | 0.1% | $517,312 | 8,978 | +60% |
| TJX CompaniesTJX | 0.1% | $512,070 | 3,380 | Held |
| Procter & GamblePG | 0.1% | $505,321 | 3,446 | -8% |
| Vanguard Whitehall FDSVYM | 0.1% | $492,105 | 3,114 | Held |
| CortevaCTVA | 0.1% | $487,730 | 5,759 | Held |
| Blackrock ETF Trust IIINMU | 0.1% | $480,684 | 19,822 | Held |
| Bank of New York MellonBNY | 0.1% | $476,635 | 3,296 | -3% |
| MckessonMCK | 0.1% | $470,739 | 623 | Held |
| VisaV | <0.1% | $452,879 | 1,320 | -4% |
| Taiwan Semiconductor ManufacturingTSM | <0.1% | $436,977 | 915 | +11% |
| Invesco Exchange Traded FD TPRF | <0.1% | $422,944 | 7,828 | -11% |
| Gilead SciencesGILD | <0.1% | $422,102 | 3,341 | +4% |
| Dimensional ETF TrustDFAT | <0.1% | $415,330 | 5,942 | Held |
| Travelers CompaniesTRV | <0.1% | $396,144 | 1,200 | -3% |
| Palantir TechnologiesPLTR | <0.1% | $392,361 | 3,363 | +29% |
Showing the largest 100 of 186.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 8.4% since 30 June 2025.
Where the money is
Technology6.9%
Financial services3.8%
Health care2.3%
Media & telecom1.8%
Everyday goods1.6%
Industrials1.2%
Retail & consumer1.2%
Energy1.0%
Utilities0.4%
Materials0.3%
Other79.4%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.