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CIK: 0001682057
Total reported value
$458.9M
$458.9M
71 檔
44.1%
In Q1 2024, Syverson Strege & Co's U.S. equity holdings reached a combined market value of $458.9M, distributed across 71 disclosed stock positions.
During Q1 2024, Syverson Strege & Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DUHP) accounted for 44.1% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 39.85% | +1.15% | +0.59% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 18.09% | -0.80% | +1.15% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.93% | +0.14% | +1.01% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.22% | +0.07% | +3.83% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.89% | -0.02% | +17.24% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.89% | -0.08% | -3.64% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 1.94% | -0.08% | +3.09% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.27% | -0.10% | +2.15% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.26% | -0.12% | +3.91% | |
| 10 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 1.23% | -0.03% | +1.02% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.21% | -0.07% | -0.80% | |
| 12 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.10% | +0.02% | -2.20% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.03% | +0.02% | +0.05% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.97% | -0.91% | -6.02% | |
| 15 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.84% | — | +171.92% | |
| 16 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.70% | -0.04% | +1.47% | |
| 17 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.69% | -0.02% | -6.13% | |
| 18 | USB | US Bancorp | Stock-Financials | 0.58% | — | +0.57% | |
| 19 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.52% | — | -37.85% | |
| 20 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.50% | -0.02% | +0.95% | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.49% | -0.01% | +5.25% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.04% | +7.13% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.43% | +0.03% | +36.75% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.42% | — | — | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | +0.01% | — | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.39% | +0.01% | +0.08% | |
| 27 | DFIS | Dimensional International Sm | ETF-Other | 0.37% | -0.42% | +0.37% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.33% | +0.01% | — | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.26% | +0.02% | +2.45% | |
| 30 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.26% | -0.03% | -3.21% | |
| 31 | VUG | Vanguard Growth ETF | ETF-Other | 0.26% | — | +9.77% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | -0.12% | +224.99% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | — | +0.51% | |
| 34 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.23% | -0.02% | -2.80% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | -0.17% | — | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.23% | — | -9.27% | |
| 37 | CSX | Csx CORP | Stock-Industrials | 0.21% | — | +2.75% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.17% | -1.75% | |
| 39 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.17% | -0.01% | — | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | -0.02% | +28.35% | |
| 41 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.15% | — | +10.72% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | — | -9.20% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | — | +25.96% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | -0.01% | +9.38% | |
| 45 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.14% | +0.02% | +0.57% | |
| 46 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.14% | -0.01% | -1.10% | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.13% | — | -0.16% | |
| 48 | CTVA | Corteva Inc | Stock-Materials | 0.13% | -0.01% | +1.85% | |
| 49 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.13% | — | -4.29% | |
| 50 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | — | +3.93% |
According to official SEC Form 13F filings, Syverson Strege & Co reported a total U.S. public equity portfolio value of $458.9M across 71 disclosed positions in Q1 2024.
During Q1 2024, Syverson Strege & Co's top holdings by market value included DFAC (39.9%)、DFIC (18.1%)、DUHP (5.9%). The largest single position, DFAC, represented 39.9% of total portfolio value.
In Q1 2024, Syverson Strege & Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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