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CIK: 0001682057
Total reported value
$458.9M
$458.9M
76 檔
45.4%
During the Q2 2024 filing period, Syverson Strege & Co (CIK: 0001682057) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $458.9M across 76 reported positions.
During Q2 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, DFEM) accounted for 45.4% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 37.99% | +1.15% | -0.08% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 17.35% | -0.80% | +3.21% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 6.00% | +0.07% | +15.92% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.73% | +0.14% | +1.05% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.00% | -0.02% | +11.12% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.82% | -0.08% | +1.28% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.95% | -0.10% | +63.17% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 1.85% | -0.08% | +3.06% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.78% | -0.91% | +100.61% | |
| 10 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.31% | -0.12% | +10.31% | |
| 11 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 1.10% | -0.07% | -4.44% | |
| 12 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.09% | +0.02% | +3.51% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.01% | +0.02% | +0.07% | |
| 14 | DFIS | Dimensional International Sm | ETF-Other | 0.79% | -0.42% | +131.61% | |
| 15 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.78% | — | -2.39% | |
| 16 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.67% | -0.04% | -0.32% | |
| 17 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.62% | -0.02% | -5.22% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.57% | +0.03% | +14.63% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.51% | -0.01% | +5.25% | |
| 20 | USB | US Bancorp | Stock-Financials | 0.49% | — | +0.04% | |
| 21 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.45% | — | -9.19% | |
| 22 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.44% | -0.02% | -4.00% | |
| 23 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.44% | -0.03% | -62.28% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.04% | +1.14% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | — | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.17% | +67.04% | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.38% | +0.01% | +0.05% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.37% | +0.01% | — | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | -0.11% | +332.30% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.31% | +0.01% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.12% | +23.91% | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.30% | -0.03% | +23.38% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | -0.02% | +68.51% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.25% | — | -6.75% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.24% | -0.02% | — | |
| 36 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.23% | +0.02% | -2.39% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.11% | +141.84% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | — | +3.19% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | +0.03% | +80.03% | |
| 40 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.22% | -0.02% | -0.21% | |
| 41 | EMR | Emerson Electric Co | Stock-Industrials | 0.21% | — | +0.04% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.01% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.17% | +8.01% | |
| 44 | CSX | Csx CORP | Stock-Industrials | 0.18% | — | -0.15% | |
| 45 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.16% | -0.01% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | — | — | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.15% | +0.03% | +40.36% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.14% | -0.03% | +61.72% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | — | -0.35% | |
| 50 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.13% | — | +4.63% |
According to official SEC Form 13F filings, Syverson Strege & Co reported a total U.S. public equity portfolio value of $458.9M across 76 disclosed positions in Q2 2024.
During Q2 2024, Syverson Strege & Co's top holdings by market value included DFAC (38.0%)、DFIC (17.4%)、DFEM (6.0%). The largest single position, DFAC, represented 38.0% of total portfolio value.
In Q2 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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