Syverson Strege & Co

CIK 0001682057 • 6 13F filings • May 13, 2025 – Aug 6, 2026

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Filer information

Filed by: Syverson Strege & Co, Chief Compliance Officer
Address: 4125 WESTOWN PKWY, SUITE 104, WEST DES MOINES, IA, 50266
Phone: 515-225-6000
AUM: $422.5M

AUM over time

$458.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $422.5M166 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.8M	0.4%Prev: 0.4%	14,534 SH	Increased+2,617 SH
ABBVIE INC	COM	$1.5M	0.4%Prev: 0.4%	6,574 SH	Decreased+76 SH
ADVANCED MICRO DEVICES INC	COM	$322K	0.1%Prev: 0.1%	1,503 SH	Increased-23 SH
ALLSTATE CORP	COM	$301K	0.1%Prev: 0.1%	1,448 SH	Decreased-89 SH
ALPHABET INC	CAP STK CL A	$1.7M	0.4%Prev: 0.3%	5,338 SH	Increased+330 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.3%Prev: 0.3%	4,444 SH	Increased-87 SH
ALTRIA GROUP INC	COM	$308K	0.1%Prev: 0.1%	5,334 SH	Decreased-654 SH
AMAZON COM INC	COM	$2.0M	0.5%Prev: 0.4%	8,635 SH	Increased+364 SH
AMEREN CORP	COM	$249K	0.1%Prev: 0.1%	2,496 SH	Decreased-14 SH
AMERICAN EXPRESS CO	COM	$358K	0.1%Prev: 0.1%	968 SH	Increased-53 SH
AMERICAN INTL GROUP INC	COM NEW	$284K	0.1%Prev: 0.1%	3,325 SH	Increased-59 SH
AMGEN INC	COM	$261K	0.1%Prev: 0.1%	797 SH	Increased+15 SH
AMPHENOL CORP NEW	CL A	$326K	0.1%Prev: 0.1%	2,414 SH	Increased+88 SH
APPLE INC	COM	$4.4M	1.0%Prev: 1.0%	16,115 SH	Increased-560 SH
APPLIED MATLS INC	COM	$508K	0.1%Prev: 0.1%	1,978 SH	Increased+105 SH
APPLOVIN CORP	COM CL A	$231K	0.1%Prev: 0.1%	343 SH	Decreased-17 SH
ARISTA NETWORKS INC	COM SHS	$292K	0.1%Prev: 0.1%	2,232 SH	Decreased+97 SH
AT&T INC	COM	$926K	0.2%Prev: 0.3%	37,262 SH	Decreased-1,076 SH
BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	$388K	0.1%Prev: 0.1%	16,648 SH	Increased-766 SH
BANCO SANTANDER SA	ADR	$330K	0.1%	28,110 SH	New
BANK AMERICA CORP	COM	$734K	0.2%Prev: 0.2%	13,353 SH	Increased-624 SH
BANK NEW YORK MELLON CORP	COM	$396K	0.1%Prev: 0.1%	3,407 SH	Increased+454 SH
BARCLAYS PLC	ADR	$354K	0.1%Prev: 0.1%	13,896 SH	Increased+720 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.7M	0.6%Prev: 0.7%	5,341 SH	Decreased-257 SH
BLACKROCK ETF TRUST II	ISHARES INTERMED	$477K	0.1%Prev: 0.1%	19,822 SH	Increased
BOOKING HOLDINGS INC	COM	$209K	0.0%Prev: 0.1%	39 SH	Decreased-13 SH
BRISTOL-MYERS SQUIBB CO	COM	$266K	0.1%	4,939 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$452K	0.1%Prev: 0.1%	7,984 SH	Increased+598 SH
BROADCOM INC	COM	$1.3M	0.3%Prev: 0.3%	3,766 SH	Increased-167 SH
CAPITAL ONE FINL CORP	COM	$501K	0.1%Prev: 0.1%	2,067 SH	Increased-62 SH
CARDINAL HEALTH INC	COM	$297K	0.1%	1,443 SH	New
CATERPILLAR INC	COM	$482K	0.1%Prev: 0.1%	841 SH	Increased+45 SH
CENCORA INC	COM	$335K	0.1%Prev: 0.1%	992 SH	Increased+134 SH
CHEVRON CORP NEW	COM	$567K	0.1%Prev: 0.1%	3,722 SH	Decreased-106 SH
CHUBB LIMITED	COM	$242K	0.1%Prev: 0.1%	774 SH	Increased-66 SH
CISCO SYS INC	COM	$696K	0.2%Prev: 0.1%	9,033 SH	Increased+192 SH
CITIGROUP INC	COM NEW	$916K	0.2%Prev: 0.2%	7,846 SH	Increased+115 SH
COCA COLA CO	COM	$317K	0.1%Prev: 0.1%	4,530 SH	Increased+393 SH
CONOCOPHILLIPS	COM	$207K	0.0%Prev: 0.1%	2,212 SH	Decreased-92 SH
CONSTELLATION ENERGY CORP	COM	$337K	0.1%Prev: 0.1%	955 SH	Increased-33 SH
CORNING INC	COM	$262K	0.1%Prev: 0.1%	2,995 SH	Decreased-408 SH
CORTEVA INC	COM	$387K	0.1%Prev: 0.1%	5,779 SH	Decreased-74 SH
COSTCO WHSL CORP NEW	COM	$843K	0.2%Prev: 0.2%	977 SH	Decreased-65 SH
CSX CORP	COM	$321K	0.1%Prev: 0.1%	8,863 SH	Decreased-219 SH
CVS HEALTH CORP	COM	$462K	0.1%Prev: 0.1%	5,816 SH	Increased+94 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$569K	0.1%Prev: 0.1%	13,706 SH	Decreased-506 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$25.0M	5.9%Prev: 5.9%	756,542 SH	Increased-7,514 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.9M	0.5%Prev: 0.5%	58,899 SH	Decreased-3,378 SH
DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$12.6M	3.0%Prev: 3.1%	475,476 SH	Decreased+2,486 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.9M	0.4%Prev: 0.5%	43,714 SH	Decreased-2,223 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$5.9M	1.4%Prev: 1.4%	155,674 SH	Increased-6,034 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$71.2M	16.9%Prev: 16.3%	2,066,694 SH	Increased-12,613 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$234K	0.1%Prev: 0.1%	7,396 SH	Increased
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$5.9M	1.4%Prev: 1.4%	178,735 SH	Decreased-9,174 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$11.5M	2.7%Prev: 2.9%	245,507 SH	Decreased-14,696 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$127.7M	30.2%Prev: 30.1%	3,225,954 SH	Increased-29,579 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.2M	0.5%Prev: 0.5%	29,486 SH	Decreased-2,057 SH
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$16.8M	4.0%Prev: 4.2%	443,009 SH	Decreased-23,168 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$12.2M	2.9%Prev: 2.9%	175,826 SH	Increased-2,178 SH
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$3.8M	0.9%Prev: 0.9%	87,935 SH	Decreased-3,947 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$352K	0.1%Prev: 0.1%	5,910 SH	Increased+21 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$2.2M	0.5%Prev: 0.5%	29,134 SH	Increased-797 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$487K	0.1%Prev: 0.1%	14,885 SH	Increased
DISNEY WALT CO	COM	$217K	0.1%Prev: 0.1%	1,908 SH	Decreased-175 SH
EATON VANCE TAX-MANAGED DIVE	COM	$271K	0.1%Prev: 0.1%	17,665 SH	Decreased
ELEVANCE HEALTH INC FORMERLY	COM	$257K	0.1%Prev: 0.1%	734 SH	Increased+63 SH
ELI LILLY & CO	COM	$1.0M	0.2%Prev: 0.2%	951 SH	Increased-75 SH
EMERSON ELEC CO	COM	$723K	0.2%Prev: 0.2%	5,447 SH	Increased-26 SH
EXXON MOBIL CORP	COM	$1.9M	0.4%Prev: 0.4%	15,526 SH	Increased-447 SH
FORD MTR CO	COM	$349K	0.1%Prev: 0.1%	26,632 SH	Increased+1,832 SH
FREEPORT-MCMORAN INC	CL B	$209K	0.0%	4,113 SH	New
GE AEROSPACE	COM NEW	$742K	0.2%Prev: 0.2%	2,409 SH	Decreased-214 SH
GE VERNOVA INC	COM	$224K	0.1%Prev: 0.1%	342 SH	Increased-18 SH
GENERAL MTRS CO	COM	$563K	0.1%Prev: 0.1%	6,918 SH	Increased+600 SH
GILEAD SCIENCES INC	COM	$381K	0.1%Prev: 0.1%	3,105 SH	Increased+436 SH
GOLDMAN SACHS GROUP INC	COM	$804K	0.2%Prev: 0.2%	915 SH	Increased-38 SH
HCA HEALTHCARE INC	COM	$242K	0.1%Prev: 0.1%	518 SH	Increased-21 SH
HEWLETT PACKARD ENTERPRISE C	COM	$221K	0.1%Prev: 0.1%	9,213 SH	Decreased-18 SH
HOME DEPOT INC	COM	$1.0M	0.2%Prev: 0.3%	2,970 SH	Decreased-309 SH
HSBC HLDGS PLC	SPON ADR NEW	$303K	0.1%Prev: 0.1%	3,852 SH	Increased-52 SH
ING GROEP N.V.	SPONSORED ADR	$244K	0.1%Prev: 0.1%	8,703 SH	Increased-185 SH
INTEL CORP	COM	$460K	0.1%Prev: 0.1%	12,471 SH	Increased-547 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.4M	0.3%Prev: 0.3%	4,657 SH	Increased-2 SH
INTUIT	COM	$254K	0.1%Prev: 0.1%	384 SH	Decreased-49 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$412K	0.1%Prev: 0.1%	8,791 SH	Increased+8 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.3M	0.3%Prev: 0.3%	6,597 SH	Increased
ISHARES TR	CORE 40/60 MODER	$426K	0.1%Prev: 0.1%	8,928 SH	Increased+2,179 SH
ISHARES TR	CORE 60/40 BALAN	$304K	0.1%Prev: 0.1%	4,672 SH	Decreased-163 SH
ISHARES TR	CORE 80/20 AGGRE	$1.8M	0.4%Prev: 0.5%	20,088 SH	Decreased-1,690 SH
ISHARES TR	CORE US AGGBD ET	$351K	0.1%Prev: 0.1%	3,510 SH	Decreased-584 SH
ISHARES TR	MSCI USA MIN VOL	$3.2M	0.7%Prev: 0.8%	33,640 SH	Decreased-66 SH
ISHARES TR	RUS 1000 ETF	$943K	0.2%Prev: 0.3%	2,526 SH	Decreased-956 SH
ISHARES U S ETF TR	SHORT DURATION B	$617K	0.1%Prev: 0.2%	12,076 SH	Decreased-5,859 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$4.2M	1.0%Prev: 1.0%	89,698 SH	Decreased-2,129 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$8.9M	2.1%Prev: 2.1%	175,407 SH	Increased+4,617 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$2.6M	0.6%Prev: 0.6%	51,553 SH	Increased+1,831 SH
JABIL INC	COM	$225K	0.1%	985 SH	New
JOHNSON & JOHNSON	COM	$1.4M	0.3%Prev: 0.3%	6,616 SH	Increased+218 SH
JPMORGAN CHASE & CO.	COM	$1.7M	0.4%Prev: 0.4%	5,412 SH	Decreased-138 SH
KLA CORP	COM NEW	$374K	0.1%Prev: 0.1%	308 SH	Increased-16 SH
KROGER CO	COM	$375K	0.1%Prev: 0.1%	5,997 SH	Increased+774 SH
LAM RESEARCH CORP	COM NEW	$352K	0.1%Prev: 0.0%	2,057 SH	Increased+502 SH
MARATHON PETE CORP	COM	$395K	0.1%Prev: 0.1%	2,427 SH	Decreased-128 SH
MASTERCARD INCORPORATED	CL A	$1.0M	0.2%Prev: 0.3%	1,758 SH	Decreased-140 SH
MCDONALDS CORP	COM	$346K	0.1%Prev: 0.1%	1,131 SH	Decreased-111 SH
MCKESSON CORP	COM	$504K	0.1%Prev: 0.1%	614 SH	Increased+41 SH
MERCK & CO INC	COM	$436K	0.1%Prev: 0.1%	4,142 SH	Increased+90 SH
META PLATFORMS INC	CL A	$3.1M	0.7%Prev: 0.8%	4,652 SH	Decreased-113 SH
MICRON TECHNOLOGY INC	COM	$615K	0.1%Prev: 0.1%	2,154 SH	Increased+121 SH
MICROSOFT CORP	COM	$4.4M	1.0%Prev: 1.1%	9,002 SH	Decreased-68 SH
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$300K	0.1%Prev: 0.1%	40,928 SH	Increased-758 SH
MORGAN STANLEY	COM NEW	$260K	0.1%Prev: 0.1%	1,462 SH	Increased-110 SH
NETFLIX INC	COM	$1.0M	0.2%Prev: 0.3%	10,770 SH	Decreased+9,611 SH
NEWMONT CORP	COM	$244K	0.1%	2,442 SH	New
NEXTERA ENERGY INC	COM	$236K	0.1%Prev: 0.1%	2,942 SH	Increased+104 SH
NOKIA CORP	SPONSORED ADR	$117K	0.0%Prev: 0.0%	18,113 SH	Increased-126 SH
NOMURA HLDGS INC	SPONSORED ADR	$116K	0.0%Prev: 0.0%	13,771 SH	Increased-222 SH
NOVARTIS AG	SPONSORED ADR	$261K	0.1%	1,895 SH	New
NRG ENERGY INC	COM NEW	$215K	0.1%	1,350 SH	New
NVIDIA CORPORATION	COM	$4.2M	1.0%Prev: 0.9%	22,455 SH	Increased+2,487 SH
ORACLE CORP	COM	$712K	0.2%Prev: 0.3%	3,654 SH	Decreased-408 SH
PALANTIR TECHNOLOGIES INC	CL A	$498K	0.1%Prev: 0.1%	2,802 SH	Decreased-139 SH
PARKER-HANNIFIN CORP	COM	$247K	0.1%Prev: 0.1%	281 SH	Increased-23 SH
PEPSICO INC	COM	$384K	0.1%Prev: 0.1%	2,677 SH	Increased-30 SH
PFIZER INC	COM	$351K	0.1%Prev: 0.1%	14,083 SH	Increased+616 SH
PHILIP MORRIS INTL INC	COM	$392K	0.1%Prev: 0.1%	2,441 SH	Increased+201 SH
PIMCO DYNAMIC INCOME FD	SHS	$238K	0.1%Prev: 0.1%	13,437 SH	Decreased+151 SH
PIMCO ETF TR	ACTIVE BD ETF	$5.6M	1.3%Prev: 1.4%	60,077 SH	Decreased-716 SH
PIMCO ETF TR	ENHNCD LW DUR AC	$1.0M	0.2%Prev: 0.3%	10,913 SH	Increased+50 SH
PIMCO ETF TR	INTER MUN BD ACT	$782K	0.2%Prev: 0.2%	14,917 SH	Increased+1 SH
PROCTER AND GAMBLE CO	COM	$541K	0.1%Prev: 0.1%	3,774 SH	Decreased-275 SH
PROGRESSIVE CORP	COM	$430K	0.1%Prev: 0.1%	1,887 SH	Decreased-190 SH
QUALCOMM INC	COM	$350K	0.1%Prev: 0.1%	2,044 SH	Increased+194 SH
RTX CORPORATION	COM	$335K	0.1%Prev: 0.1%	1,826 SH	Increased-46 SH
SAP SE	SPON ADR	$259K	0.1%Prev: 0.1%	1,067 SH	Decreased-130 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$275K	0.1%Prev: 0.1%	999 SH	Increased-159 SH
SERVICENOW INC	COM	$224K	0.1%Prev: 0.1%	1,460 SH	Decreased+1,098 SH
SHELL PLC	SPON ADS	$305K	0.1%Prev: 0.1%	4,150 SH	Increased-83 SH
SOUTHERN CO	COM	$527K	0.1%Prev: 0.1%	6,042 SH	Decreased-41 SH
SPDR SERIES TRUST	STATE STREET SPD	$667K	0.2%	26,750 SH	New
SUMITOMO MITSUI FINL GROUP I	SPONSORED ADR	$232K	0.1%Prev: 0.1%	12,024 SH	Increased-805 SH
SUNCOR ENERGY INC NEW	COM	$243K	0.1%Prev: 0.1%	5,468 SH	Increased-9 SH
SYNCHRONY FINANCIAL	COM	$251K	0.1%	3,008 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$205K	0.0%	676 SH	New
THE CIGNA GROUP	COM	$206K	0.0%Prev: 0.1%	750 SH	Decreased-231 SH
TJX COS INC NEW	COM	$512K	0.1%Prev: 0.1%	3,336 SH	Increased+132 SH
TRAVELERS COMPANIES INC	COM	$364K	0.1%Prev: 0.1%	1,254 SH	Increased-42 SH
UBS GROUP AG	SHS	$266K	0.1%Prev: 0.1%	5,741 SH	Increased-137 SH
UNITEDHEALTH GROUP INC	COM	$819K	0.2%Prev: 0.2%	2,481 SH	Decreased-302 SH
US BANCORP DEL	COM NEW	$1.4M	0.3%Prev: 0.3%	25,750 SH	Increased-13 SH
VALERO ENERGY CORP	COM	$221K	0.1%Prev: 0.1%	1,355 SH	Decreased-51 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$853K	0.2%Prev: 0.2%	4,079 SH	Decreased
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.2M	0.3%Prev: 0.3%	15,718 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$527K	0.1%Prev: 0.1%	9,807 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	0.3%Prev: 0.3%	6,336 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$447K	0.1%Prev: 0.1%	3,114 SH	Decreased-124 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$203K	0.0%	2,251 SH	New
VERIZON COMMUNICATIONS INC	COM	$462K	0.1%Prev: 0.1%	11,332 SH	Decreased-607 SH
VIATRIS INC	COM	$143K	0.0%	11,516 SH	New
VISA INC	COM CL A	$430K	0.1%Prev: 0.1%	1,226 SH	Decreased-110 SH
WALMART INC	COM	$2.5M	0.6%Prev: 0.6%	22,623 SH	Decreased-1,880 SH
WELLS FARGO CO NEW	COM	$1.1M	0.3%Prev: 0.3%	12,334 SH	Increased-470 SH
WESTERN DIGITAL CORP	COM	$227K	0.1%	1,320 SH	New
WILLIAMS SONOMA INC	COM	$491K	0.1%Prev: 0.1%	2,750 SH	Decreased-4 SH
WW GRAINGER INC	COM	$225K	0.1%	223 SH	New
YUM BRANDS INC	COM	$240K	0.1%Prev: 0.1%	1,588 SH	Increased+41 SH

Sold (vs prior filing)

ABRDN TOTAL DYNAMIC DIVIDEND — $97K
AFLAC INC — $213K
BANCO SANTANDER S.A. — $311K
CASEYS GEN STORES INC — $222K
COMCAST CORP NEW — $201K
DUPONT DE NEMOURS INC — $233K
FASTENAL CO — $210K
ISHARES TR — $268K
LG DISPLAY CO LTD — $64K
LINDE PLC — $329K
MOTOROLA SOLUTIONS INC — $258K
SPDR SERIES TRUST — $648K
SPDR SERIES TRUST — $254K
TEXAS INSTRS INC — $220K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001682057-26-000001	$422.5M	View
Dec 1, 2025	Q3 2025	13F-HR	0001682057-25-000007	$417.3M	View
Aug 6, 2026	Q2 2026