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CIK: 0001682057
Total reported value
$458.9M
$458.9M
168 檔
54.7%
According to the latest 13F quarterly dataset, Syverson Strege & Co managed an equity portfolio of $458.9M at the end of Q2 2025, spanning 168 distinct U.S. exchange-listed positions.
In Q2 2025, Syverson Strege & Co displayed an active expansion posture, initiating 19 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFEM) accounted for 54.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
NFLX
市值: $1.7M
Top Position Liquidated / Trimmed
JPST
前期市值: $8.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 29.58% | +1.15% | +0.42% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 16.36% | -0.80% | +9.19% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.74% | +0.07% | +24.27% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 4.27% | +0.14% | +3.07% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.32% | -0.08% | +6.81% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 3.16% | -0.02% | +0.92% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.82% | -0.91% | +327.63% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.97% | +0.08% | -6.25% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 1.58% | -0.08% | -2.14% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.44% | -0.10% | +0.84% | |
| 11 | DFIS | Dimensional International Sm | ETF-Other | 1.36% | -0.42% | +273.14% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.17% | +161.16% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.08% | -0.12% | +6.82% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.88% | -0.11% | +430.43% | |
| 15 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.86% | +0.02% | +0.09% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.80% | +0.03% | +93.60% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.77% | -0.07% | +11.76% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | -0.01% | +290.55% | |
| 19 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.73% | +0.02% | +0.13% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.04% | +108.23% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.71% | -0.12% | +150.40% | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.60% | -0.02% | +6.58% | |
| 23 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.58% | — | +1.78% | |
| 24 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.45% | -0.04% | -4.74% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | -0.02% | +244.84% | |
| 26 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.44% | -0.01% | +0.47% | |
| 27 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.44% | -0.02% | -1.80% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | — | +212.70% | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.17% | +245.27% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.39% | -0.08% | — | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.11% | +29.12% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 0.35% | -0.01% | +118.01% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.33% | +0.03% | +309.38% | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.32% | -0.03% | +470.83% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | — | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | -0.05% | +239.62% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.30% | +0.01% | +0.16% | |
| 38 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.30% | -0.03% | +3.06% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.29% | -0.10% | — | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.28% | +0.01% | — | |
| 41 | USB | US Bancorp | Stock-Financials | 0.28% | — | -10.64% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.27% | -0.03% | +243.79% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.27% | +0.02% | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | -0.02% | +30.79% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.26% | -0.04% | +319.10% | |
| 46 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.25% | +0.01% | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | -0.03% | +335.00% | |
| 48 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.22% | -0.02% | +165.79% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.07% | +259.38% | |
| 50 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.21% | +0.03% | +227.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAS | Dimensional US Small Cap ETF | +2% | +327.63% | Add |
| 2 | DFIS | Dimensional International Sm | +0.9% | +273.14% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.7% | +430.43% | Add |
| 4 | MSFT | Microsoft CORP | +0.7% | +161.16% | Add |
| 5 | NVDA | Nvidia CORP | +0.6% | +290.55% | Add |
| 6 | NFLX | Netflix Inc | +0.4% | NEW | New buy |
| 7 | WMT | Walmart Inc | +0.4% | +150.40% | Add |
| 8 | AMZN | Amazon.com Inc | +0.3% | +244.84% | Add |
| 9 | T | At&t Inc | +0.3% | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | +212.70% | Add |
| 11 | AVGO | Broadcom Inc | +0.3% | NEW | New buy |
| 12 | WFC | Wells Fargo & Co | +0.3% | +470.83% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.2% | +245.27% | Add |
| 14 | LLY | Eli Lilly & Co | +0.2% | +309.38% | Add |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +108.23% | Add |
| 16 | AAPL | Apple Inc | +0.2% | +93.60% | Add |
| 17 | HD | Home Depot Inc | +0.2% | +239.62% | Add |
| 18 | MA | Mastercard Inc - A | +0.2% | +319.10% | Add |
| 19 | GE | General Electric | +0.2% | NEW | New buy |
| 20 | C | Citigroup Inc | +0.2% | NEW | New buy |
| 21 | GS | Goldman Sachs Group Inc | +0.2% | NEW | New buy |
| 22 | BAC | Bank Of America CORP | +0.2% | NEW | New buy |
| 23 | IBM | Intl Business Machines CORP | +0.2% | +118.01% | Add |
| 24 | COST | Costco Wholesale CORP | +0.2% | +243.79% | Add |
| 25 | JNJ | Johnson & Johnson | +0.2% | +335.00% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | +0.2% | +259.38% | Add |
| 27 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +24.27% | Add |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | +266.13% | Add |
| 29 | PGR | Progressive CORP | +0.1% | NEW | New buy |
| 30 | CSCO | Cisco Systems Inc | +0.1% | NEW | New buy |
| 31 | VZ | Verizon Communications Inc | +0.1% | NEW | New buy |
| 32 | COF | Capital One Financial CORP | +0.1% | NEW | New buy |
| 33 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 34 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.1% | +165.79% | Add |
| 35 | CVS | Cvs Health CORP | +0.1% | NEW | New buy |
| 36 | MCK | Mckesson CORP | +0.1% | NEW | New buy |
| 37 | MPC | Marathon Petroleum CORP | +0.1% | NEW | New buy |
| 38 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 39 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 40 | NOW | Servicenow Inc | +0.1% | NEW | New buy |
| 41 | TJX | Tjx Companies Inc | +0.1% | NEW | New buy |
| 42 | UNH | Unitedhealth Group Inc | +0.1% | +227.88% | Add |
| 43 | ABT | Abbott Laboratories | 0% | +29.12% | Add |
| 44 | DFAI | Dimensional International Co | -0.4% | -2.14% | Trim |
| 45 | DFAU | Dimensional US Core Equity M | -0.5% | +6.81% | Add |
| 46 | JPST | Jpmorgan Ultra-short Income | -0.9% | -6.25% | Trim |
| 47 | DUHP | Dimensional US High Profi Et | -1% | +3.07% | Add |
| 48 | DFGR | Dim Global Real Estate ETF | -1% | +0.92% | Add |
| 49 | DFIC | Dimensional International Co | -1.8% | +9.19% | Add |
| 50 | DFAC | Dimensional US Core Equity 2 | -7.3% | +0.42% | Add |
According to official SEC Form 13F filings, Syverson Strege & Co reported a total U.S. public equity portfolio value of $458.9M across 168 disclosed positions in Q2 2025.
During Q2 2025, Syverson Strege & Co's top holdings by market value included DFAC (29.6%)、DFIC (16.4%)、DFEM (5.7%). The largest single position, DFAC, represented 29.6% of total portfolio value.
In Q2 2025, Syverson Strege & Co made 50 total portfolio adjustments, initiating 19 new buys, adding to 29 positions, trimming 2 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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