HoldingsChannel.com
All Stocks Held By Syverson Strege & Co
As of  12/31/2023, we find all stocks held by Syverson Strege & Co to be as follows, presented in the table below with each row detailing each Syverson Strege & Co position, ordered by largest to smallest position size. The all-stocks-held-by-Syverson Strege & Co table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Syverson Strege & Co as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC) 3,439,732 -44,590 $100,543
     DFAC3,439,732-44,590$100,543
DIMENSIONAL ETF TRUST (DFIC) 1,855,232 -38,539 $47,364
     DFIC1,855,232-38,539$47,364
DIMENSIONAL ETF TRUST (DUHP) 515,051 -11,520 $14,736
     DUHP515,051-11,520$14,736
DIMENSIONAL ETF TRUST (DFEM) 546,936 +37,595 $13,652
     DFEM546,936+37,595$13,652
DIMENSIONAL ETF TRUST (DFAU) 306,200 +1,395 $10,181
     DFAU306,200+1,395$10,181
DIMENSIONAL ETF TRUST (DFGR) 360,752 +360,752 $9,372
     DFGR360,752+360,752$9,372
DIMENSIONAL ETF TRUST (DFAI) 172,510 -729 $4,941
     DFAI172,510-729$4,941
PIMCO ETF TR (BOND) 37,692 +706 $3,485
     BOND37,692+706$3,485
PIMCO ETF TR (LDUR) 35,691 +299 $3,382
     LDUR35,691+299$3,382
J P MORGAN EXCHANGE TRADED F (JPIE) 73,650 +2,565 $3,359
     JPIE73,650+2,565$3,359
ISHARES TR (USMV) 40,499 -9,336 $3,160
     USMV40,499-9,336$3,160
DIMENSIONAL ETF TRUST (DFSU) 91,036 +91,036 $2,834
     DFSU91,036+91,036$2,834
DIMENSIONAL ETF TRUST (DFAS) 46,062 -3,110 $2,746
     DFAS46,062-3,110$2,746
DIMENSIONAL ETF TRUST (DFUS) 50,085 +92 $2,596
     DFUS50,085+92$2,596
ISHARES U S ETF TR (MEAR) 46,637 -7,399 $2,331
     MEAR46,637-7,399$2,331
ISHARES U S ETF TR (NEAR) 40,668 -11,019 $2,055
     NEAR40,668-11,019$2,055
ISHARES TR (AOA) 26,136 +455 $1,805
     AOA26,136+455$1,805
ISHARES INC (ACWV) 16,705 -226 $1,676
     ACWV16,705-226$1,676
US BANCORP DEL 35,723 -56 $1,546
     USB35,723-56$1,546
DIMENSIONAL ETF TRUST (DFSI) 40,491 +40,491 $1,297
     DFSI40,491+40,491$1,297
DIMENSIONAL ETF TRUST (DFAE) 52,610 +867 $1,268
     DFAE52,610+867$1,268
VANGUARD SPECIALIZED FUNDS (VIG) 6,336 UNCH $1,080
     VIG6,336UNCH$1,080
VANGUARD SCOTTSDALE FDS (VCSH) 13,778 +160 $1,066
     VCSH13,778+160$1,066
INVESCO EXCHANGE TRADED FD T (RSP) 6,597 UNCH $1,041
     RSP6,597UNCH$1,041
ISHARES TR (IWB) 3,746 UNCH $982
     IWB3,746UNCH$982
APPLE INC 5,077 +97 $978
     AAPL5,077+97$978
DIMENSIONAL ETF TRUST (DFIS) 40,440 +40,440 $977
     DFIS40,440+40,440$977
BERKSHIRE HATHAWAY INC DEL      $960
     BRK.B2,693-112$960
VANGUARD INTL EQUITY INDEX F (VEU) 15,718 UNCH $882
     VEU15,718UNCH$882
DIMENSIONAL ETF TRUST (DFAW) 14,508 +14,508 $797
     DFAW14,508+14,508$797
PIMCO ETF TR (MUNI) 14,196 +4,983 $750
     MUNI14,196+4,983$750
VANGUARD INDEX FDS (VXF) 4,079 UNCH $671
     VXF4,079UNCH$671
ISHARES TR (AGG) 6,613 -408 $656
     AGG6,613-408$656
SPDR SER TR (HYMB) 25,717 +6,142 $651
     HYMB25,717+6,142$651
EMERSON ELEC CO 6,119 -6 $596
     EMR6,119-6$596
VANGUARD INDEX FDS (VUG) 1,904 UNCH $592
     VUG1,904UNCH$592
ISHARES TR (SHY) 7,122 +82 $584
     SHY7,122+82$584
WALMART INC 3,377 +85 $532
     WMT3,377+85$532
CSX CORP 15,289 -155 $530
     CSX15,289-155$530
EXXON MOBIL CORP 4,741 -204 $474
     XOM4,741-204$474
BLACKROCK ETF TRUST II (INMU) 19,822 UNCH $471
     INMU19,822UNCH$471
VANGUARD INTL EQUITY INDEX F (VWO) 10,810 +8 $444
     VWO10,810+8$444
ISHARES TR (IWV) 1,620 +13 $443
     IWV1,620+13$443
ISHARES TR (AOM) 10,361 +61 $430
     AOM10,361+61$430
DIMENSIONAL ETF TRUST (DFAT) 8,007 +521 $419
     DFAT8,007+521$419
PIMCO ETF TR (SMMU) 7,383 +117 $369
     SMMU7,383+117$369
ISHARES TR (AOR) 6,780 -2,719 $361
     AOR6,780-2,719$361
DIMENSIONAL ETF TRUST (DFAX) 14,704 UNCH $359
     DFAX14,704UNCH$359
INVESCO EXCHANGE TRADED FD T (PRF) 9,906 +15 $349
     PRF9,906+15$349
DIMENSIONAL ETF TRUST (DFSE) 10,535 +10,535 $333
     DFSE10,535+10,535$333
INTERNATIONAL BUSINESS MACHS 1,909 -25 $312
     IBM1,909-25$312
UNITEDHEALTH GROUP INC 576 +68 $303
     UNH576+68$303
CORTEVA INC 6,212 -3,853 $298
     CTVA6,212-3,853$298
WELLS FARGO CO NEW 5,927 -2,158 $292
     WFC5,927-2,158$292
SOUTHERN CO 4,043 -8 $284
     SO4,043-8$284
AMAZON COM INC 1,841 +1,841 $280
     AMZN1,841+1,841$280
JPMORGAN CHASE & CO 1,610 -96 $274
     JPM1,610-96$274
VANGUARD TAX MANAGED FDS (VEA) 5,381 +380 $258
     VEA5,381+380$258
PIMCO DYNAMIC INCOME FD 14,121 +305 $253
     PDI14,121+305$253
WILLIAMS SONOMA INC 1,220 +1,220 $246
     WSM1,220+1,220$246
SPDR SER TR (SPAB) 9,392 +116 $241
     SPAB9,392+116$241
ABBOTT LABS 2,019 +2,019 $222
     ABT2,019+2,019$222
VANGUARD INDEX FDS (VTV) 1,458 +1 $218
     VTV1,458+1$218
EATON VANCE TAX MANAGED DIVE 17,665 UNCH $215
     ETY17,665UNCH$215
ISHARES TR (SUB) 2,043 +2,043 $215
     SUB2,043+2,043$215
PROCTER AND GAMBLE CO 1,412 -41 $207
     PG1,412-41$207
EATON VANCE RISK MANAGED DIV 25,904 UNCH $203
     ETJ25,904UNCH$203
PEPSICO INC 1,180 -31 $200
     PEP1,180-31$200
EATON VANCE TAX MANAGED GLOB 21,031 +19 $162
     EXG21,031+19$162
VANGUARD INDEX FDS 0 -9,251 $0 (exited)
     VNQ0-9,251$0

See Summary: Syverson Strege & Co Top Holdings
See Details: Top 10 Stocks Held By Syverson Strege & Co

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
DFGR +360,752+$9,372
DFSU +91,036+$2,834
DFSI +40,491+$1,297
DFIS +40,440+$977
DFAW +14,508+$797
DFSE +10,535+$333
AMZN +1,841+$280
WSM +1,220+$246
ABT +2,019+$222
SUB +2,043+$215
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
VNQ -9,251-$700
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFEM +37,595+$1,779
HYMB +6,142+$185
MUNI +4,983+$289
JPIE +2,565+$203
DFAU +1,395+$1,052
DFAE +867+$100
BOND +706+$234
DFAT +521+$77
AOA +455+$175
VEA +380+$39
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
DFAC -44,590+$9,254
DFIC -38,539+$3,144
DUHP -11,520+$1,208
NEAR -11,019-$524
USMV -9,336-$447
MEAR -7,399-$361
CTVA -3,853-$217
DFAS -3,110+$165
AOR -2,719-$108
Syverson Strege & Co Info
Size ($ in 1000's)
At 12/31/2023: $257,789
At 09/30/2023: $223,499

Syverson Strege & Co holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Syverson Strege & Co 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Syverson Strege & Co | www.HoldingsChannel.com

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