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CIK: 0001682057
Total reported value
$458.9M
$458.9M
78 檔
47.2%
In Q4 2024, Syverson Strege & Co's U.S. equity holdings reached a combined market value of $458.9M, distributed across 78 disclosed stock positions.
In Q4 2024, Syverson Strege & Co displayed an active expansion posture, initiating 9 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 39.64% | +1.15% | +0.25% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 17.27% | -0.80% | +3.99% | |
| 3 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.62% | +0.14% | -1.21% | |
| 4 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.57% | +0.07% | +2.29% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.11% | -0.08% | -0.10% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.08% | -0.02% | +3.54% | |
| 7 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.95% | -0.10% | +3.91% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 1.89% | -0.08% | +3.36% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.37% | -0.12% | +3.11% | |
| 10 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.09% | +0.02% | +0.00% | |
| 11 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.99% | +0.02% | -7.29% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.93% | -0.07% | -1.77% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.90% | -0.91% | +0.23% | |
| 14 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.76% | — | -1.30% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.03% | +39.40% | |
| 16 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.68% | -0.02% | +8.70% | |
| 17 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.62% | -0.04% | +1.97% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.53% | -0.01% | +2.48% | |
| 19 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.47% | -0.02% | +5.04% | |
| 20 | USB | US Bancorp | Stock-Financials | 0.47% | — | -11.97% | |
| 21 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.46% | — | +2.83% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.04% | +14.41% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.41% | — | — | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.40% | +0.01% | +0.08% | |
| 25 | DFIS | Dimensional International Sm | ETF-Other | 0.40% | -0.42% | +0.66% | |
| 26 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.39% | -0.03% | -1.91% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | +0.01% | — | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.12% | +14.46% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | -0.11% | +13.73% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.30% | +0.01% | — | |
| 31 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.28% | -0.03% | +0.48% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.27% | -0.02% | +40.12% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | -0.01% | — | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.26% | +0.02% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.17% | +231.62% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | — | -3.69% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.23% | — | +3.14% | |
| 38 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.22% | -0.02% | +1.87% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | -0.02% | +46.15% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.17% | -0.11% | — | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.17% | +16.02% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.17% | — | -22.41% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.16% | -0.01% | +14.61% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | — | +39.61% | |
| 45 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.16% | -0.01% | — | |
| 46 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.15% | +0.02% | +3.68% | |
| 47 | CSX | Csx CORP | Stock-Industrials | 0.15% | — | -9.47% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.15% | +0.03% | +31.12% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | — | -0.08% | |
| 50 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.14% | — | +8.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.3% | NEW | New buy |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.3% | +0.25% | Add |
| 3 | AAPL | Apple Inc | +0.2% | +39.40% | Add |
| 4 | META | Meta Platforms Inc-class A | +0.2% | NEW | New buy |
| 5 | MSFT | Microsoft CORP | +0.2% | +231.62% | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.1% | NEW | New buy |
| 7 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 8 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 10 | WMT | Walmart Inc | +0.1% | +14.46% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +46.15% | Add |
| 12 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | NEW | New buy |
| 14 | WFC | Wells Fargo & Co | +0.1% | NEW | New buy |
| 15 | DFAU | Dimensional US Core Equity M | +0.1% | -0.10% | Trim |
| 16 | HD | Home Depot Inc | +0.1% | +87.95% | Add |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +39.61% | Add |
| 18 | ABBV | Abbvie Inc | +0.1% | +40.12% | Add |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +14.41% | Add |
| 20 | NEAR | Ishares Sh Dba ETF Usd Inc | 0% | +8.70% | Add |
| 21 | ABT | Abbott Laboratories | 0% | +13.73% | Add |
| 22 | EMR | Emerson Electric Co | 0% | +3.14% | Add |
| 23 | WSM | Williams-sonoma Inc | 0% | +3.68% | Add |
| 24 | IBM | Intl Business Machines CORP | 0% | +14.61% | Add |
| 25 | UNH | Unitedhealth Group Inc | 0% | +31.12% | Add |
| 26 | COST | Costco Wholesale CORP | 0% | +14.49% | Add |
| 27 | DFSU | Dimensional US Sus Core1 ETF | 0% | +0.00% | Add |
| 28 | JPIE | Jpmorgan Income ETF | 0% | +3.11% | Add |
| 29 | ORCL | Oracle CORP | 0% | +19.85% | Add |
| 30 | PG | Procter & Gamble Co/the | 0% | +19.55% | Add |
| 31 | LDUR | Pimco Enhanced Low Duration | 0% | -1.91% | Trim |
| 32 | CTVA | Corteva Inc | 0% | -7.29% | Trim |
| 33 | AOM | Ishares Core 40/60 Moderate | 0% | -12.09% | Trim |
| 34 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | +5.04% | Add |
| 35 | BOND | Pimco Active Bond Exchange-t | 0% | +3.91% | Add |
| 36 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.08% | Trim |
| 37 | VEU | Vanguard Ftse All-world Ex-u | 0% | — | Unchanged |
| 38 | DFAE | Dimensional Emerging Core Eq | 0% | +2.48% | Add |
| 39 | CSX | Csx CORP | 0% | -9.47% | Trim |
| 40 | DFAW | Dimensional World Eqty ETF | 0% | -1.30% | Trim |
| 41 | USB | US Bancorp | 0% | -11.97% | Trim |
| 42 | DFIS | Dimensional International Sm | 0% | +0.66% | Add |
| 43 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -1.77% | Trim |
| 44 | AGG | Ishares Core U.s. Aggregate | -0.1% | -22.41% | Trim |
| 45 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -7.29% | Trim |
| 46 | DFAI | Dimensional International Co | -0.1% | +3.36% | Add |
| 47 | DUHP | Dimensional US High Profi Et | -0.2% | -1.21% | Trim |
| 48 | DFEM | Dimensional Emrg Mrkt Core | -0.3% | +2.29% | Add |
| 49 | DFGR | Dim Global Real Estate ETF | -0.4% | +3.54% | Add |
| 50 | DFIC | Dimensional International Co | -0.9% | +3.99% | Add |
According to official SEC Form 13F filings, Syverson Strege & Co reported a total U.S. public equity portfolio value of $458.9M across 78 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DUHP) accounted for 47.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
NVDA
市值: $776.2K
Top Position Liquidated / Trimmed
DUHP
前期市值: $17.2M
During Q4 2024, Syverson Strege & Co's top holdings by market value included DFAC (39.6%)、DFIC (17.3%)、DUHP (5.6%). The largest single position, DFAC, represented 39.6% of total portfolio value.
In Q4 2024, Syverson Strege & Co made 49 total portfolio adjustments, initiating 9 new buys, adding to 28 positions, trimming 12 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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