Institutions / Syverson Strege & Co

Syverson Strege & Co

CIK 1682057 · Institution · as of Dec 31, 2025
Portfolio value
$422.53M
Positions
166
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 166 →
CompanyClassValueShares% of portfolio
Dimensional ETF Trust—$127.72M3,225,95430.2%
Dimensional ETF Trust—$71.22M2,066,69416.9%
Dimensional ETF Trust—$25.03M756,5425.9%
Dimensional ETF Trust—$16.85M443,0094.0%
Dimensional ETF Trust—$12.56M475,4763.0%
Dimensional ETF Trust—$12.25M175,8262.9%
Dimensional ETF Trust—$11.49M245,5072.7%
J P Morgan Exchange Traded F—$8.87M175,4072.1%
Dimensional ETF Trust—$5.93M155,6741.4%
Dimensional ETF Trust—$5.89M178,7351.4%
PIMCO ETF Tr—$5.59M60,0771.3%
Apple Inc.—$4.38M16,1151.0%
Microsoft Corp—$4.35M9,0021.0%
NVIDIA Corp—$4.19M22,4551.0%
J P Morgan Exchange Traded F—$4.15M89,6981.0%
Dimensional ETF Trust—$3.82M87,9350.9%
iShares MSCI UAE ETF—$3.17M33,6400.7%
Meta Platforms Inc—$3.07M4,6520.7%
Warren E. Buffett—$2.68M5,3410.6%
J P Morgan Exchange Traded F—$2.63M51,5530.6%
Walmart Inc.—$2.52M22,6230.6%
Dimensional ETF Trust—$2.19M29,4860.5%
Dimensional ETF Trust—$2.16M29,1340.5%
Amazon.com Inc—$1.99M8,6350.5%
Dimensional ETF Trust—$1.92M58,8990.5%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.