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CIK: 0001682057
Total reported value
$458.9M
$458.9M
79 檔
47.6%
The Q1 2025 SEC filing reveals that Syverson Strege & Co held a total portfolio value of $458.9M, covering 79 public equity positions.
In Q1 2025, Syverson Strege & Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFEM) accounted for 47.6% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 36.88% | +1.15% | +1.25% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 18.20% | -0.80% | +1.79% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.60% | +0.07% | +3.30% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 5.25% | +0.14% | -1.27% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 4.17% | -0.02% | +3.22% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.83% | -0.08% | +1.95% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.86% | +0.08% | — | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 1.98% | -0.08% | +1.82% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.95% | -0.10% | +1.55% | |
| 10 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.37% | -0.12% | +2.77% | |
| 11 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 1.06% | +0.02% | +6.65% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.94% | -0.07% | -0.45% | |
| 13 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.90% | +0.02% | -0.71% | |
| 14 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.84% | -0.91% | +5.05% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.76% | -0.02% | — | |
| 16 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.71% | — | -0.81% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.61% | +0.03% | +4.59% | |
| 18 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.59% | -0.04% | -1.64% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.54% | -0.01% | +4.06% | |
| 20 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.54% | -0.02% | +10.26% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.04% | +0.60% | |
| 22 | DFIS | Dimensional International Sm | ETF-Other | 0.43% | -0.42% | +5.75% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.17% | +103.50% | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 0.40% | -0.11% | +0.44% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | — | — | |
| 26 | USB | US Bancorp | Stock-Financials | 0.39% | — | -0.75% | |
| 27 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.39% | -0.03% | +3.47% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.37% | +0.01% | +0.03% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.37% | +0.01% | — | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.12% | +1.15% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | -0.02% | +0.83% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.31% | +0.01% | — | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.27% | -0.03% | +0.83% | |
| 34 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.23% | +0.02% | — | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.21% | — | — | |
| 36 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.20% | -0.02% | -3.60% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.19% | -0.17% | +3.56% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.18% | -0.01% | +3.29% | |
| 39 | EMR | Emerson Electric Co | Stock-Industrials | 0.18% | — | -8.78% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | -0.01% | -10.81% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.11% | +10.69% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.16% | — | +41.37% | |
| 43 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.16% | — | +18.09% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.16% | — | +3.02% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | -0.02% | +0.36% | |
| 46 | INMU | Ishares Intermediate Muni In | ETF-Other | 0.15% | -0.01% | — | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.15% | +0.03% | +2.07% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.14% | — | -12.28% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | — | — | |
| 50 | CSX | Csx CORP | Stock-Industrials | 0.13% | — | +0.69% |
According to official SEC Form 13F filings, Syverson Strege & Co reported a total U.S. public equity portfolio value of $458.9M across 79 disclosed positions in Q1 2025.
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Top New Position Initiated
DFAC
市值: $114.8M
During Q1 2025, Syverson Strege & Co's top holdings by market value included DFAC (36.9%)、DFIC (18.2%)、DFEM (5.6%). The largest single position, DFAC, represented 36.9% of total portfolio value.
In Q1 2025, Syverson Strege & Co made 50 total portfolio adjustments, initiating 50 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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