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CIK: 0001682057
Total reported value
$458.9M
$458.9M
69 檔
47.9%
At the close of Q3 2024, Syverson Strege & Co disclosed equity holdings valued at approximately $458.9M, spread across 69 reported holdings.
In Q3 2024, Syverson Strege & Co adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFEM) accounted for 47.9% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 39.39% | +1.15% | -0.84% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 18.17% | -0.80% | -0.52% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.89% | +0.07% | -5.22% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.77% | +0.14% | -3.89% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.48% | -0.02% | -1.50% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.05% | -0.08% | +1.94% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 2.00% | -0.08% | +2.47% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.97% | -0.10% | -0.86% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.36% | -0.12% | +3.28% | |
| 10 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.08% | +0.02% | -6.08% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.05% | +0.02% | +0.13% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.98% | -0.07% | -16.74% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.90% | -0.91% | -52.14% | |
| 14 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.79% | — | -4.00% | |
| 15 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.64% | -0.02% | +2.53% | |
| 16 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.63% | -0.04% | -10.16% | |
| 17 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.56% | -0.01% | +4.16% | |
| 18 | USB | US Bancorp | Stock-Financials | 0.51% | — | -7.44% | |
| 19 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.49% | -0.02% | +5.15% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.03% | -26.50% | |
| 21 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.45% | — | +2.45% | |
| 22 | DFIS | Dimensional International Sm | ETF-Other | 0.44% | -0.42% | -48.15% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.42% | — | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.04% | -9.87% | |
| 25 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.40% | -0.03% | -8.17% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.40% | +0.01% | — | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.40% | +0.01% | +0.08% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.33% | +0.01% | — | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.11% | -16.32% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.12% | -22.50% | |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.28% | -0.03% | -5.75% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.25% | +0.02% | — | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | — | -5.44% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.23% | — | -3.18% | |
| 35 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.22% | -0.02% | +0.14% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.22% | -0.02% | -19.87% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.20% | — | -0.74% | |
| 38 | CSX | Csx CORP | Stock-Industrials | 0.18% | — | -2.54% | |
| 39 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.16% | -0.01% | — | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.16% | -0.17% | -19.72% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.16% | — | — | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | -0.01% | -7.50% | |
| 43 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.14% | — | +1.16% | |
| 44 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.13% | — | -0.01% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.13% | +0.03% | -47.91% | |
| 46 | DFAT | Dimensional US Target Value | ETF-Other | 0.13% | — | -4.98% | |
| 47 | SO | Southern Co/the | Stock-Utilities | 0.13% | -0.01% | -0.72% | |
| 48 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.13% | -0.01% | -6.23% | |
| 49 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.12% | +0.02% | +91.64% | |
| 50 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.12% | — | +2.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1.4% | -0.84% | Trim |
| 2 | DFIC | Dimensional International Co | +0.8% | -0.52% | Trim |
| 3 | DFGR | Dim Global Real Estate ETF | +0.5% | -1.50% | Trim |
| 4 | DFAU | Dimensional US Core Equity M | +0.2% | +1.94% | Add |
| 5 | DFAI | Dimensional International Co | +0.2% | +2.47% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.1% | NEW | New buy |
| 7 | JPIE | Jpmorgan Income ETF | +0.1% | +3.28% | Add |
| 8 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +5.15% | Add |
| 9 | DFAE | Dimensional Emerging Core Eq | +0.1% | +4.16% | Add |
| 10 | DUHP | Dimensional US High Profi Et | 0% | -3.89% | Trim |
| 11 | DFUS | Dimensional US Eq Mkt ETF | 0% | +0.13% | Add |
| 12 | VIG | Vanguard Dividend Apprec ETF | 0% | — | Unchanged |
| 13 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 14 | BOND | Pimco Active Bond Exchange-t | 0% | -0.86% | Trim |
| 15 | USB | US Bancorp | 0% | -7.44% | Trim |
| 16 | NEAR | Ishares Sh Dba ETF Usd Inc | 0% | +2.53% | Add |
| 17 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 18 | IBM | Intl Business Machines CORP | 0% | -7.50% | Trim |
| 19 | IWB | Ishares Russell 1000 ETF | 0% | +0.08% | Add |
| 20 | VXF | Vanguard Extended Market ETF | 0% | — | Unchanged |
| 21 | SO | Southern Co/the | 0% | -0.72% | Trim |
| 22 | DFAW | Dimensional World Eqty ETF | 0% | -4.00% | Trim |
| 23 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Unchanged |
| 24 | MEAR | Ishrs Short Mat Muni Act ETF | — | +2.45% | Add |
| 25 | WMT | Walmart Inc | 0% | -22.50% | Trim |
| 26 | PDI | Pimco Dynamic Income Fund | 0% | -24.95% | Trim |
| 27 | ABBV | Abbvie Inc | 0% | -19.87% | Trim |
| 28 | HD | Home Depot Inc | 0% | -44.84% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -30.68% | Trim |
| 30 | XOM | Exxon Mobil CORP | 0% | -19.72% | Trim |
| 31 | AOA | Ishares Core 80/20 Aggressiv | 0% | -10.16% | Trim |
| 32 | LDUR | Pimco Enhanced Low Duration | 0% | -8.17% | Trim |
| 33 | ABT | Abbott Laboratories | 0% | -16.32% | Trim |
| 34 | JNJ | Johnson & Johnson | -0.1% | -43.03% | Trim |
| 35 | COST | Costco Wholesale CORP | -0.1% | -42.24% | Trim |
| 36 | MA | Mastercard Inc - A | -0.1% | EXIT | Sold out |
| 37 | NFLX | Netflix Inc | -0.1% | EXIT | Sold out |
| 38 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | Sold out |
| 39 | AMAT | Applied Materials Inc | -0.1% | EXIT | Sold out |
| 40 | UNH | Unitedhealth Group Inc | -0.1% | -47.91% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.1% | EXIT | Sold out |
| 42 | AAPL | Apple Inc | -0.1% | -26.50% | Trim |
| 43 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -16.74% | Trim |
| 44 | AMZN | Amazon.com Inc | -0.2% | -57.23% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.2% | EXIT | Sold out |
| 46 | NVDA | Nvidia CORP | -0.2% | EXIT | Sold out |
| 47 | META | Meta Platforms Inc-class A | -0.2% | EXIT | Sold out |
| 48 | MSFT | Microsoft CORP | -0.3% | -79.24% | Trim |
| 49 | DFIS | Dimensional International Sm | -0.4% | -48.15% | Trim |
| 50 | DFAS | Dimensional US Small Cap ETF | -0.9% | -52.14% | Trim |
According to official SEC Form 13F filings, Syverson Strege & Co reported a total U.S. public equity portfolio value of $458.9M across 69 disclosed positions in Q3 2024.
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Top New Position Initiated
IJR
市值: $206.0K
Top Position Liquidated / Trimmed
META
前期市值: $687.8K
During Q3 2024, Syverson Strege & Co's top holdings by market value included DFAC (39.4%)、DFIC (18.2%)、DFEM (5.9%). The largest single position, DFAC, represented 39.4% of total portfolio value.
In Q3 2024, Syverson Strege & Co made 45 total portfolio adjustments, initiating 1 new buys, adding to 9 positions, trimming 27 holdings, and fully liquidating 8 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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