Syverson Strege & Co
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $127.72M | 30.2% |
| DIMENSIONAL ETF TRUST | $71.22M | 16.9% |
| DIMENSIONAL ETF TRUST | $25.03M | 5.9% |
| DIMENSIONAL ETF TRUST | $16.85M | 4.0% |
| DIMENSIONAL ETF TRUST | $12.56M | 3.0% |
| DIMENSIONAL ETF TRUST | $12.25M | 2.9% |
| DIMENSIONAL ETF TRUST | $11.49M | 2.7% |
| J P MORGAN EXCHANGE TRADED F | $8.87M | 2.1% |
| DIMENSIONAL ETF TRUST | $5.93M | 1.4% |
| DIMENSIONAL ETF TRUST | $5.89M | 1.4% |
| PIMCO ETF TR | $5.59M | 1.3% |
| Apple Inc. | $4.38M | 1.0% |
| MICROSOFT CORP | $4.35M | 1.0% |
| NVIDIA Corp | $4.19M | 1.0% |
| J P MORGAN EXCHANGE TRADED F | $4.15M | 1.0% |
| DIMENSIONAL ETF TRUST | $3.82M | 0.9% |
| iShares MSCI UAE ETF | $3.17M | 0.7% |
| Meta Platforms Inc | $3.07M | 0.7% |
| Warren E. Buffett | $2.68M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $2.63M | 0.6% |
| Walmart Inc. | $2.52M | 0.6% |
| DIMENSIONAL ETF TRUST | $2.19M | 0.5% |
| DIMENSIONAL ETF TRUST | $2.16M | 0.5% |
| Amazon.com Inc | $1.99M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.92M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.87M | 0.4% |
| EXXON MOBIL CORP | $1.87M | 0.4% |
| ABBOTT LABORATORIES | $1.82M | 0.4% |
| ISHARES TR | $1.80M | 0.4% |
| JPMORGAN CHASE & CO | $1.74M | 0.4% |
| Alphabet Inc. | $1.67M | 0.4% |
| AbbVie Inc. | $1.50M | 0.4% |
| Alphabet Inc. | $1.39M | 0.3% |
| VANGUARD SPECIALIZED FUNDS | $1.39M | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.38M | 0.3% |
| US BANCORP \DE | $1.37M | 0.3% |
| JOHNSON & JOHNSON | $1.37M | 0.3% |
| Broadcom Inc. | $1.30M | 0.3% |
| INVESCO EXCHANGE TRADED FD T | $1.26M | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $1.16M | 0.3% |
| WELLS FARGO & COMPANY/MN | $1.15M | 0.3% |
| PIMCO ETF TR | $1.05M | 0.2% |
| ELI LILLY & Co | $1.02M | 0.2% |
| HOME DEPOT, INC. | $1.02M | 0.2% |
| Netflix Inc | $1.01M | 0.2% |
| Mastercard Inc | $1.00M | 0.2% |
| ISHARES TR | $943.3K | 0.2% |
| AT&T INC. | $925.6K | 0.2% |
| CITIGROUP INC | $915.5K | 0.2% |
| VANGUARD INDEX FDS | $853.0K | 0.2% |