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CIK: 0001682057
Total reported value
$458.9M
$458.9M
166 檔
55.2%
The Q4 2025 SEC filing reveals that Syverson Strege & Co held a total portfolio value of $458.9M, covering 166 public equity positions.
Syverson Strege & Co executed strategic sector rebalancing during Q4 2025, establishing 13 new positions while fully exiting 10 holdings and trimming 16 positions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFEM) accounted for 55.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
CAH
市值: $296.5K
Top Position Liquidated / Trimmed
LIN
前期市值: $329.2K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 30.23% | +1.15% | -0.91% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 16.86% | -0.80% | -0.61% | |
| 3 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 5.92% | +0.07% | -0.98% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.99% | +0.14% | -4.97% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.97% | -0.02% | +0.53% | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.90% | -0.91% | -1.22% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.72% | -0.08% | -5.65% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.10% | +0.08% | +2.70% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 1.40% | -0.08% | -3.73% | |
| 10 | DFIS | Dimensional International Sm | ETF-Other | 1.39% | -0.42% | -4.88% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.32% | -0.10% | -1.18% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.03% | -3.36% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.17% | -0.75% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | -0.01% | +12.45% | |
| 15 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.98% | -0.12% | -2.32% | |
| 16 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.90% | +0.02% | -4.30% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.75% | -0.07% | -0.20% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.11% | -2.37% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.04% | -4.59% | |
| 20 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.62% | -0.02% | +3.68% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.12% | -7.67% | |
| 22 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.52% | +0.02% | -6.52% | |
| 23 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.51% | — | -2.66% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | -0.02% | +4.40% | |
| 25 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.45% | -0.01% | -5.42% | |
| 26 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.44% | -0.02% | -4.84% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.17% | -2.80% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.11% | +21.96% | |
| 29 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.43% | -0.04% | -7.76% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.41% | — | -2.49% | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.07% | +6.59% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.36% | -0.02% | +1.17% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.04% | -1.92% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | — | — | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | -0.01% | -0.04% | |
| 36 | USB | US Bancorp | Stock-Financials | 0.33% | — | -0.05% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.32% | -0.03% | +3.41% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.02% | -4.25% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.30% | +0.01% | — | |
| 40 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.27% | +0.01% | — | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.27% | -0.03% | -3.67% | |
| 42 | LDUR | Pimco Enhanced Low Duration | ETF-Other | 0.25% | -0.03% | +0.46% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.03% | -7.31% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.05% | -9.42% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.24% | -0.08% | +829.25% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.24% | -0.04% | -7.38% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.22% | +0.01% | -27.46% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.22% | -0.10% | -2.81% | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.22% | +0.02% | +1.49% | |
| 50 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.20% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | +0.5% | -0.61% | Trim |
| 2 | DFAC | Dimensional US Core Equity 2 | +0.1% | -0.91% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.59% | Add |
| 4 | NVDA | Nvidia CORP | +0.1% | +12.45% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.1% | -1.92% | Trim |
| 6 | MU | Micron Technology Inc | +0.1% | +5.95% | Add |
| 7 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | -0.98% | Trim |
| 8 | LLY | Eli Lilly & Co | +0.1% | -7.31% | Trim |
| 9 | ABT | Abbott Laboratories | +0.1% | +21.96% | Add |
| 10 | JNJ | Johnson & Johnson | 0% | +3.41% | Add |
| 11 | GM | General Motors Co | 0% | +9.50% | Add |
| 12 | AMZN | Amazon.com Inc | 0% | +4.40% | Add |
| 13 | LRCX | Lam Research CORP | 0% | +32.28% | Add |
| 14 | JPST | Jpmorgan Ultra-short Income | 0% | +2.70% | Add |
| 15 | AAPL | Apple Inc | 0% | -3.36% | Trim |
| 16 | T | At&t Inc | 0% | -2.81% | Trim |
| 17 | UNH | Unitedhealth Group Inc | 0% | -10.85% | Trim |
| 18 | NEAR | Ishares Sh Dba ETF Usd Inc | -0.1% | -32.67% | Trim |
| 19 | IWB | Ishares Russell 1000 ETF | -0.1% | -27.46% | Trim |
| 20 | HD | Home Depot Inc | -0.1% | -9.42% | Trim |
| 21 | NFLX | Netflix Inc | -0.1% | +829.25% | Add |
| 22 | ORCL | Oracle CORP | -0.1% | -10.04% | Trim |
| 23 | MSFT | Microsoft CORP | -0.1% | -0.75% | Trim |
| 24 | META | Meta Platforms Inc-class A | -0.1% | -2.37% | Trim |
| 25 | DFAU | Dimensional US Core Equity M | -0.1% | -5.65% | Trim |
| 26 | DFGR | Dim Global Real Estate ETF | -0.1% | +0.53% | Add |
| 27 | DUHP | Dimensional US High Profi Et | -0.2% | -4.97% | Trim |
| 28 | LIN | Linde plc | — | EXIT | Sold out |
| 29 | CAH | Cardinal Health Inc | — | NEW | New buy |
| 30 | QUAL | Ishares Msci USA Quality Fac | — | EXIT | Sold out |
| 31 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 32 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 33 | MSI | Motorola Solutions Inc | — | EXIT | Sold out |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | — | EXIT | Sold out |
| 35 | SYF | Synchrony Financial | — | NEW | New buy |
| 36 | NEM | Newmont CORP | — | NEW | New buy |
| 37 | 6D8 | Dupont De Nemours Inc | — | EXIT | Sold out |
| 38 | WDC | Western Digital CORP | — | NEW | New buy |
| 39 | GWW | Ww Grainger Inc | — | NEW | New buy |
| 40 | JBL | Jabil Inc | — | NEW | New buy |
| 41 | CASY | Casey's General Stores Inc | — | EXIT | Sold out |
| 42 | TXN | Texas Instruments Inc | — | EXIT | Sold out |
| 43 | NRG | Nrg Energy Inc | — | NEW | New buy |
| 44 | AFL | Aflac Inc | — | EXIT | Sold out |
| 45 | FAST | Fastenal Co | — | EXIT | Sold out |
| 46 | FCX | Freeport-mcmoran Inc | — | NEW | New buy |
| 47 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 48 | VYMI | Vanguard Int High Dvd Yld In | — | NEW | New buy |
| 49 | CMCSA | Comcast Corp-class A | — | EXIT | Sold out |
| 50 | VTRS | Viatris Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Syverson Strege & Co reported a total U.S. public equity portfolio value of $458.9M across 166 disclosed positions in Q4 2025.
During Q4 2025, Syverson Strege & Co's top holdings by market value included DFAC (30.2%)、DFIC (16.9%)、DFEM (5.9%). The largest single position, DFAC, represented 30.2% of total portfolio value.
In Q4 2025, Syverson Strege & Co made 50 total portfolio adjustments, initiating 13 new buys, adding to 11 positions, trimming 16 holdings, and fully liquidating 10 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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