Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Dimensional ETF TrustUS COR EQU 2 ETF | US COR EQU 2 ETF | $142M | 30.9% |
| Dimensional ETF TrustINTL CORE EQUITY | INTL CORE EQUITY | $75.9M | 16.5% |
| Dimensional ETF TrustEMERGING MKTS CO | EMERGING MKTS CO | $28.8M | 6.3% |
| Dimensional ETF TrustUS HIGH PROF ETF | US HIGH PROF ETF | $19.1M | 4.2% |
| Dimensional ETF TrustGLOBAL REAL EST | GLOBAL REAL EST | $13.9M | 3.0% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $10.7M | 2.3% |
| Dimensional ETF TrustUS CORE EQT MKT | US CORE EQT MKT | $10.4M | 2.3% |
| Dimensional ETF TrustUS SMALL CAP ETF | US SMALL CAP ETF | $10M | 2.2% |
| Dimensional ETF TrustINTL CORE EQT MK | INTL CORE EQT MK | $5.33M | 1.2% |
| Apple Inc.COM | COM | $4.77M | 1.0% |
| Pimco ETF TRACTIVE BD ETF | ACTIVE BD ETF | $4.76M | 1.0% |
| Nvidia CorporationCOM | COM | $4.67M | 1.0% |
| Dimensional ETF TrustINTL SMALL CAP E | INTL SMALL CAP E | $4.62M | 1.0% |
| Dimensional ETF TrustUS SUSTAINABILTY | US SUSTAINABILTY | $4.09M | 0.9% |
| J P Morgan Exchange Traded FINCOME ETF | INCOME ETF | $3.35M | 0.7% |
| iShares TRMSCI USA MIN ETF | MSCI USA MIN ETF | $3.07M | 0.7% |
| Micron Technology Inc.COM | COM | $2.85M | 0.6% |
| Microsoft Corp.COM | COM | $2.73M | 0.6% |
| J P Morgan Exchange Traded FULTRA SHT MUNCPL | ULTRA SHT MUNCPL | $2.7M | 0.6% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $2.6M | 0.6% |
| Walmart Inc.COM | COM | $2.52M | 0.5% |
| Dimensional ETF TrustUS EQUI MARK ETF | US EQUI MARK ETF | $2.36M | 0.5% |
| Meta Platforms Inc.CL A | CL A | $2.33M | 0.5% |
| Exxon Mobil Corp.COM | COM | $2.15M | 0.5% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $2.1M | 0.5% |
| Dimensional ETF TrustWORLD EQUITY ETF | WORLD EQUITY ETF | $2.09M | 0.5% |
| Amazon Com Inc.COM | COM | $2.01M | 0.4% |
| Intel Corp.COM | COM | $1.97M | 0.4% |
| Dimensional ETF TrustINTERNATIONAL | INTERNATIONAL | $1.94M | 0.4% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.93M | 0.4% |
| Dimensional ETF TrustEMGR CRE EQT MNG | EMGR CRE EQT MNG | $1.87M | 0.4% |
| JPMORGAN Chase & COCOM | COM | $1.74M | 0.4% |
| Johnson & JohnsonCOM | COM | $1.6M | 0.3% |
| iShares TRCORE 80 20 ETF | CORE 80 20 ETF | $1.59M | 0.3% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $1.5M | 0.3% |
| Abbvie Inc.COM | COM | $1.48M | 0.3% |
| US BancorpCOM NEW | COM NEW | $1.47M | 0.3% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $1.4M | 0.3% |
| Broadcom Inc.COM | COM | $1.39M | 0.3% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $1.32M | 0.3% |
| Lam Research Corp.COM NEW | COM NEW | $1.13M | 0.2% |
| Eli Lilly & COCOM | COM | $1.12M | 0.2% |
| Applied Matls Inc.COM | COM | $1.11M | 0.2% |
| International Business MachsCOM | COM | $1.09M | 0.2% |
| Abbott LaboratoriesCOM | COM | $1.09M | 0.2% |
| Citigroup Inc.COM NEW | COM NEW | $1.05M | 0.2% |
| iShares TRRUS 1000 ETF | RUS 1000 ETF | $1.04M | 0.2% |
| Cisco Sys Inc.COM | COM | $1.02M | 0.2% |
| Vanguard Index FdsEXTEND MKT ETF | EXTEND MKT ETF | $1M | 0.2% |
| Caterpillar Inc.COM | COM | $992K | 0.2% |
Dimensional ETF TrustUS COR EQU 2 ETF$142M
- Class
- US COR EQU 2 ETF
- Share
- 30.9%
Dimensional ETF TrustINTL CORE EQUITY$75.9M
- Class
- INTL CORE EQUITY
- Share
- 16.5%
Dimensional ETF TrustEMERGING MKTS CO$28.8M
- Class
- EMERGING MKTS CO
- Share
- 6.3%
Dimensional ETF TrustUS HIGH PROF ETF$19.1M
- Class
- US HIGH PROF ETF
- Share
- 4.2%
Dimensional ETF TrustGLOBAL REAL EST$13.9M
- Class
- GLOBAL REAL EST
- Share
- 3.0%
J P Morgan Exchange Traded FULTRA SHRT ETF$10.7M
- Class
- ULTRA SHRT ETF
- Share
- 2.3%
Dimensional ETF TrustUS CORE EQT MKT$10.4M
- Class
- US CORE EQT MKT
- Share
- 2.3%
Dimensional ETF TrustUS SMALL CAP ETF$10M
- Class
- US SMALL CAP ETF
- Share
- 2.2%
Dimensional ETF TrustINTL CORE EQT MK$5.33M
- Class
- INTL CORE EQT MK
- Share
- 1.2%
Apple Inc.COM$4.77M
- Class
- COM
- Share
- 1.0%
Pimco ETF TRACTIVE BD ETF$4.76M
- Class
- ACTIVE BD ETF
- Share
- 1.0%
Nvidia CorporationCOM$4.67M
- Class
- COM
- Share
- 1.0%
Dimensional ETF TrustINTL SMALL CAP E$4.62M
- Class
- INTL SMALL CAP E
- Share
- 1.0%
Dimensional ETF TrustUS SUSTAINABILTY$4.09M
- Class
- US SUSTAINABILTY
- Share
- 0.9%
J P Morgan Exchange Traded FINCOME ETF$3.35M
- Class
- INCOME ETF
- Share
- 0.7%
iShares TRMSCI USA MIN ETF$3.07M
- Class
- MSCI USA MIN ETF
- Share
- 0.7%
Micron Technology Inc.COM$2.85M
- Class
- COM
- Share
- 0.6%
Microsoft Corp.COM$2.73M
- Class
- COM
- Share
- 0.6%
J P Morgan Exchange Traded FULTRA SHT MUNCPL$2.7M
- Class
- ULTRA SHT MUNCPL
- Share
- 0.6%
Berkshire Hathaway Inc. DelCL B NEW$2.6M
- Class
- CL B NEW
- Share
- 0.6%
Walmart Inc.COM$2.52M
- Class
- COM
- Share
- 0.5%
Dimensional ETF TrustUS EQUI MARK ETF$2.36M
- Class
- US EQUI MARK ETF
- Share
- 0.5%
Meta Platforms Inc.CL A$2.33M
- Class
- CL A
- Share
- 0.5%
Exxon Mobil Corp.COM$2.15M
- Class
- COM
- Share
- 0.5%
Alphabet Inc.CAP STK CL A$2.1M
- Class
- CAP STK CL A
- Share
- 0.5%
Dimensional ETF TrustWORLD EQUITY ETF$2.09M
- Class
- WORLD EQUITY ETF
- Share
- 0.5%
Amazon Com Inc.COM$2.01M
- Class
- COM
- Share
- 0.4%
Intel Corp.COM$1.97M
- Class
- COM
- Share
- 0.4%
Dimensional ETF TrustINTERNATIONAL$1.94M
- Class
- INTERNATIONAL
- Share
- 0.4%
Alphabet Inc.CAP STK CL C$1.93M
- Class
- CAP STK CL C
- Share
- 0.4%
Dimensional ETF TrustEMGR CRE EQT MNG$1.87M
- Class
- EMGR CRE EQT MNG
- Share
- 0.4%
JPMORGAN Chase & COCOM$1.74M
- Class
- COM
- Share
- 0.4%
Johnson & JohnsonCOM$1.6M
- Class
- COM
- Share
- 0.3%
iShares TRCORE 80 20 ETF$1.59M
- Class
- CORE 80 20 ETF
- Share
- 0.3%
Vanguard Specialized FundsDIV APP ETF$1.5M
- Class
- DIV APP ETF
- Share
- 0.3%
Abbvie Inc.COM$1.48M
- Class
- COM
- Share
- 0.3%
US BancorpCOM NEW$1.47M
- Class
- COM NEW
- Share
- 0.3%
Invesco Exchange Traded FD TS&P500 EQL WGT$1.4M
- Class
- S&P500 EQL WGT
- Share
- 0.3%
Broadcom Inc.COM$1.39M
- Class
- COM
- Share
- 0.3%
Vanguard Intl Equity Index FALLWRLD EX US$1.32M
- Class
- ALLWRLD EX US
- Share
- 0.3%
Lam Research Corp.COM NEW$1.13M
- Class
- COM NEW
- Share
- 0.2%
Eli Lilly & COCOM$1.12M
- Class
- COM
- Share
- 0.2%
Applied Matls Inc.COM$1.11M
- Class
- COM
- Share
- 0.2%
International Business MachsCOM$1.09M
- Class
- COM
- Share
- 0.2%
Abbott LaboratoriesCOM$1.09M
- Class
- COM
- Share
- 0.2%
Citigroup Inc.COM NEW$1.05M
- Class
- COM NEW
- Share
- 0.2%
iShares TRRUS 1000 ETF$1.04M
- Class
- RUS 1000 ETF
- Share
- 0.2%
Cisco Sys Inc.COM$1.02M
- Class
- COM
- Share
- 0.2%
Vanguard Index FdsEXTEND MKT ETF$1M
- Class
- EXTEND MKT ETF
- Share
- 0.2%
Caterpillar Inc.COM$992K
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 186 positions by value, with holdings of the same security combined. The 186 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1682057
- File number
- 028-20548
- Options
- 0 call, 0 put
- In the 25 largest
- 80.1%
- Prior quarter
- $416M at 31 March 2026
- Positions opened
- 22
- Positions closed
- 5
Common questions
What are Syverson Strege & Company’s 13F holdings worth?
$459 million across 186 positions for the quarter ended 30 June 2026.
What is Syverson Strege & Company’s largest 13F holding?
DIMENSIONAL ETF TRUST (US COR EQU 2 ETF) was the largest position at $142 million, or 30.9% of reported 13F value, as of 30 June 2026.
How concentrated is Syverson Strege & Company’s 13F portfolio?
The ten largest positions accounted for 69.9% of reported value and the twenty-five largest for 80.1%, across 186 positions as of 30 June 2026.
Does Form 13F show everything Syverson Strege & Company manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Syverson Strege & Company file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.