Syverson Strege & Co

Est. AUM

$415.6M

13F long equity, this entity only

Positions

169

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$123.6M	3181539	29.75%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$72.1M	2029733	17.35%	SOLE
3	DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$25.8M	747068	6.21%	SOLE
4	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$16.8M	455686	4.03%	SOLE
5	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$12.9M	180686	3.09%	SOLE
6	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$12.7M	476086	3.04%	SOLE
7	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$9.8M	216785	2.35%	SOLE
8	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$9.4M	185965	2.26%	SOLE
9	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$6.0M	176946	1.43%	SOLE
10	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$5.1M	131867	1.24%	SOLE
11	PIMCO ETF TR	ACTIVE BD ETF	$4.8M	51500	1.14%	SOLE
12	NVIDIA CORPORATION	COM	$4.3M	24560	1.03%	SOLE
13	APPLE INC	COM	$4.2M	16612	1.01%	SOLE
14	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$3.6M	87842	0.87%	SOLE
15	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$3.5M	77003	0.85%	SOLE
16	MICROSOFT CORP	COM	$3.2M	8527	0.76%	SOLE
17	ISHARES TR	MSCI USA MIN VOL	$3.1M	33016	0.74%	SOLE
18	WALMART INC	COM	$2.8M	22252	0.67%	SOLE
19	EXXON MOBIL CORP	COM	$2.7M	15624	0.64%	SOLE
20	META PLATFORMS INC	CL A	$2.6M	4489	0.62%	SOLE
21	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	5295	0.61%	SOLE
22	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$2.5M	49377	0.61%	SOLE
23	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.0M	28764	0.49%	SOLE
24	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$1.9M	26170	0.46%	SOLE
25	AMAZON COM INC	COM	$1.9M	9187	0.46%	SOLE
26	DIMENSIONAL ETF TRUST	INTERNATIONAL	$1.8M	43120	0.44%	SOLE
27	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$1.8M	51682	0.42%	SOLE
28	ISHARES TR	CORE 80/20 AGGRE	$1.6M	18543	0.39%	SOLE
29	ALPHABET INC	CAP STK CL A	$1.6M	5685	0.39%	SOLE
30	JOHNSON & JOHNSON	COM	$1.6M	6539	0.38%	SOLE
31	JPMORGAN CHASE & CO	COM	$1.6M	5388	0.38%	SOLE
32	ALPHABET INC	CAP STK CL C	$1.6M	5486	0.38%	SOLE
33	ABBOTT LABORATORIES	COM	$1.5M	14155	0.35%	SOLE
34	ABBVIE INC	COM	$1.4M	6486	0.34%	SOLE
35	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	6336	0.33%	SOLE
36	US BANCORP	COM NEW	$1.3M	25760	0.32%	SOLE
37	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.3M	6597	0.30%	SOLE
38	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.2M	15718	0.28%	SOLE
39	BROADCOM INC	COM	$1.2M	3807	0.28%	SOLE
40	AT&T INC	COM	$1.1M	37104	0.26%	SOLE
41	INTERNATIONAL BUSINESS MACHS	COM	$1.0M	4207	0.25%	SOLE
42	CHEVRON CORPORATION	COM	$981K	4743	0.24%	SOLE
43	WELLS FARGO & CO	COM	$981K	12326	0.24%	SOLE
44	PIMCO ETF TR	ENHNCD LW DUR AC	$979K	10220	0.24%	SOLE
45	COSTCO WHOLESALE CORPORATION	COM	$920K	923	0.22%	SOLE
46	NETFLIX INC.	COM	$911K	9478	0.22%	SOLE
47	ISHARES TR	RUS 1000 ETF	$902K	2529	0.22%	SOLE
48	HOME DEPOT INC	COM	$887K	2698	0.21%	SOLE
49	CITIGROUP INC	COM NEW	$870K	7674	0.21%	SOLE
50	ELI LILLY & CO	COM	$856K	931	0.21%	SOLE

1–50 of 169

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.