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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Syverson Strege & Co

Quarter ended Q1 2023 · Filed February 7, 2023 · Accession 0000870156-23-000013

Total Value
$220.6M
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7083,263,589$79.2M35.92%
2DIMENSIONAL ETF TRUST25434V7991,807,297$40.4M18.31%
3DIMENSIONAL ETF TRUST25434V831552,321$13.3M6.01%
4DIMENSIONAL ETF TRUST25434V732463,744$10.4M4.72%
5DIMENSIONAL ETF TRUST25434V104308,069$8.3M3.77%
6DIMENSIONAL ETF TRUST25434V203194,256$4.9M2.21%
7DIMENSIONAL ETF TRUST25434V50088,940$4.5M2.06%
8ISHARES TR46429B69762,037$4.5M2.03%
9ISHARES U S ETF TR46431W83871,746$3.6M1.62%
10ISHARES U S ETF TR46431W50770,908$3.5M1.58%
11PIMCO ETF TR72201R71835,946$3.4M1.54%
12PIMCO ETF TR72201R77537,214$3.4M1.53%
13J P MORGAN EXCHANGE TRADED F46641Q15968,179$3.1M1.39%
14DIMENSIONAL ETF TRUST25434V40150,024$2.1M0.94%
15ISHARES INC46428652517,608$1.7M0.76%
16US BANCORP DELUSB-PS35,663$1.6M0.71%
17ISHARES TR46428985924,371$1.5M0.66%
18DIMENSIONAL ETF TRUST25434V30257,213$1.3M0.57%
19VANGUARD SPECIALIZED FUNDS9219088446,336$962,1220.44%
20VANGUARD SCOTTSDALE FDS92206C40912,623$949,1280.43%
21INVESCO EXCHANGE TRADED FD TIVZ6,597$931,8260.42%
22ISHARES TR4642876224,402$926,6040.42%
23BERKSHIRE HATHAWAY INC DELBRK-A2,593$800,9780.36%
24VANGUARD INTL EQUITY INDEX F92204277515,718$788,1010.36%
25BLACKROCK ETF TRUST IIBLK33,699$779,1210.35%
26VANGUARD INDEX FDS9229085538,652$713,6290.32%
27PIMCO ETF TR72201R87414,318$705,7860.32%
28PIMCO ETF TR72201R86613,665$702,1170.32%
29SPDR SER TR78464A28414,044$687,7310.31%
30CSX CORPCSX20,257$627,5720.28%
31APPLE INCAAPL4,762$618,7380.28%
32EMERSON ELEC COEMR6,113$587,2210.27%
33SPDR SER TR78464A64921,781$547,3640.25%
34VANGUARD INDEX FDS9229086524,079$541,9360.25%
35WALMART INCWMT3,750$531,7830.24%
36ISHARES TR4642874576,487$526,5140.24%
37EXXON MOBIL CORPXOM4,700$518,4390.24%
38VANGUARD INDEX FDS9229087362,217$472,5100.21%
39ISHARES TR4642884144,463$470,9790.21%
40ISHARES TR4642898679,286$437,9210.20%
41VANGUARD INTL EQUITY INDEX F92204285810,991$428,4400.19%
42ISHARES TR4642876891,712$377,9040.17%
43ISHARES TR4642898759,648$366,7020.17%
44SCHWAB STRATEGIC TR8085247637,599$355,0290.16%
45INVESCO EXCHANGE TRADED FD TIVZ2,175$337,4850.15%
46DIMENSIONAL ETF TRUST25434V88014,769$319,0100.14%
47UNITEDHEALTH GROUP INCUNH580$307,3770.14%
48ISHARES TR4642872263,142$304,7000.14%
49SOUTHERN COSOMN3,932$280,7870.13%
50VANGUARD INDEX FDS9229087441,995$280,0560.13%
51ISHARES TR4642878042,916$275,9700.13%
52DIMENSIONAL ETF TRUST25434V6096,174$271,3380.12%
53ISHARES INC4642865335,013$265,9130.12%
54CORTEVA INCCTVA4,511$265,1800.12%
55SCHWAB STRATEGIC TR8085247714,957$264,9220.12%
56INTERNATIONAL BUSINESS MACHSINTR1,873$263,9410.12%
57ISHARES TR46432F3392,233$254,4160.12%
58WELLS FARGO CO NEW9497461015,732$236,6930.11%
59PIMCO DYNAMIC INCOME FD72201Y10112,427$229,6440.10%
60VANGUARD TAX-MANAGED FDS9219438585,266$221,0250.10%
61PROCTER AND GAMBLE CO7427181091,455$220,5790.10%
62JPMORGAN CHASE & COVYLD1,605$215,2660.10%
63PEPSICO INCPEP1,165$210,4660.10%
64ABBOTT LABSABLZF1,798$197,4510.09%
65EATON VANCE RISK-MANAGED DIVETN25,904$194,2800.09%
66AMEREN CORPAEE2,158$191,8910.09%
67EATON VANCE TAX-MANAGED DIVEETN17,665$191,8420.09%
68ALLIANT ENERGY CORPLNT3,094$170,8270.08%
69VANGUARD BD INDEX FDS9219378272,248$169,2290.08%
70CHEVRON CORP NEWCVX936$167,9910.08%
71ISHARES TR464287507689$166,6620.08%
72EATON VANCE TAX-MANAGED GLOBETN20,974$158,3510.07%
73AMGEN INCAMGN600$157,5840.07%
74CONOCOPHILLIPSCOP1,320$155,7600.07%
75PRINCIPAL FINANCIAL GROUP INPFG1,837$154,1220.07%
76HOME DEPOT INCHD448$141,6100.06%
77WILLIAMS SONOMA INCWSM1,137$130,6380.06%
78PIMCO MUN INCOME FD72200R10712,491$130,2800.06%
79YUM BRANDS INCYUM1,002$128,3360.06%
80ISHARES TR4642882811,491$126,1240.06%
81SELECT MED HLDGS CORP81619Q1054,933$122,4860.06%
82LILLY ELI & COLLY330$120,7270.05%
83JOHNSON & JOHNSONJNJ680$120,0710.05%
84MCDONALDS CORPMCD451$118,7870.05%
85VANGUARD INDEX FDS922908538642$115,4060.05%
86VANGUARD INDEX FDS922908769596$113,9030.05%
87ORACLE CORPORCL-PD1,322$108,0340.05%
88ISHARES TR4642874651,641$107,7150.05%
89VANGUARD INDEX FDS922908512785$106,1630.05%
90ISHARES TR4642877051,035$104,3280.05%
91NEXTERA ENERGY INCNEE-PW1,226$102,4840.05%
92DUPONT DE NEMOURS INCDD1,488$102,1050.05%
93MAINSTAY MACKAY DEFINEDTERMMMD6,283$100,9050.05%
94NUVEEN MUNICIPAL CREDIT INCNU8,237$99,5030.05%
95REALTY INCOME CORPO1,541$97,7250.04%
96VANGUARD WHITEHALL FDS921946406887$95,9820.04%
97ISHARES TR464288869884$95,3220.04%
98DEERE & CODE216$92,6640.04%
99SPDR SER TR78464A3591,382$88,9180.04%
100WISDOMTREE TRWT1,870$87,9710.04%
101SHELL PLCRYDAF1,541$87,7350.04%
102DOW INCDOW1,726$86,9600.04%
103ISHARES TR46429B6891,295$82,3620.04%
104ISHARES TR46434V8781,645$82,3160.04%
105VANGUARD INTL EQUITY INDEX F922042718793$81,5280.04%
106MERCK & CO INCMRK683$75,7600.03%
107BRISTOL-MYERS SQUIBB COCELG-RI1,042$74,9720.03%
108YUM CHINA HLDGS INCYUMC1,340$73,2310.03%
109PFIZER INCPFE1,392$71,3440.03%
110AMAZON COM INCAMZN843$70,8000.03%
111COSTCO WHSL CORP NEW22160K105152$69,3880.03%
112CASEYS GEN STORES INC147528103306$68,7090.03%
113ISHARES TR4642898832,022$67,9620.03%
114DIMENSIONAL ETF TRUST25434V7162,705$67,4410.03%
115DIMENSIONAL ETF TRUST25434V7241,886$63,1430.03%
116PHILLIPS 66PSX604$62,8720.03%
117ISHARES TR4642873091,020$59,6700.03%
118GUGGENHEIM STRATEGIC OPPORTUGOF3,558$54,1590.02%
119INTEL CORPINTC2,036$53,8110.02%
120VANGUARD WORLD FDS92204A504216$53,5430.02%
121INVESCO EXCHANGE TRADED FD TIVZ671$52,6180.02%
122WEST BANCORPORATION INCWTBA2,000$51,1000.02%
123ISHARES TR464287770321$50,5050.02%
124INVESCO EXCHANGE TRADED FD TIVZ316$50,0530.02%
125AMETEK INCAME355$49,6010.02%
126UNITED RENTALS INCURI135$47,9820.02%
127SPDR S&P 500 ETF TRSPY125$47,7570.02%
128VANGUARD WHITEHALL FDS921946794801$47,7160.02%
129HARTFORD FINL SVCS GROUP INCHIG-PG610$46,2480.02%
130NUVEEN AMT FREE QLTY MUN INCNU4,056$46,1140.02%
131COCA COLA COKO697$44,3590.02%
132BLACKROCK MUNICIPAL INCOMEBLK3,853$43,6570.02%
133MASTERCARD INCORPORATEDMA120$41,7040.02%
134MONDELEZ INTL INC609207105616$41,0430.02%
135WHIRLPOOL CORPWHR-PA289$40,9030.02%
136VANGUARD CHARLOTTE FDS92203J407859$40,7430.02%
1373M COMMM337$40,4050.02%
138ISHARES TR464287598265$40,1870.02%
139XCEL ENERGY INCXELLL566$39,6630.02%
140UNION PAC CORPUNP191$39,4670.02%
141COLGATE PALMOLIVE COCL483$38,0930.02%
142VANGUARD INTL EQUITY INDEX F922042742426$36,7500.02%
143VISA INCV176$36,6100.02%
144KIMBERLY-CLARK CORPKMB247$33,5490.02%
145XYLEM INCXYL299$33,0790.01%
146SCHWAB STRATEGIC TR8085247551,100$31,9680.01%
147ISHARES INC4642863431,317$31,9360.01%
148VANGUARD BD INDEX FDS921937819419$31,1400.01%
149MERCURY GENL CORP NEW589400100910$31,1090.01%
150AMERICAN FINL GROUP INC OHIO025932104225$30,8880.01%
151ISHARES TR464287499456$30,7580.01%
152DIMENSIONAL ETF TRUST25434V6901,100$30,5690.01%
153ISHARES TR46434V621591$29,5400.01%
154INVESCO EXCH TRADED FD TR IIIVZ550$29,4180.01%
155ISHARES TR464287234771$29,2210.01%
156PEMBINA PIPELINE CORPPPLOF850$28,8580.01%
157APPLIED MATLS INC038222105293$28,5320.01%
158INVESCO QQQ TRIVZ102$27,0930.01%
159RAYTHEON TECHNOLOGIES CORPRTX268$27,0250.01%
160MEDTRONIC PLCMDT341$26,5030.01%
161ISHARES TR46434V6471,163$26,4120.01%
162CHEMOURS COCC833$25,5100.01%
163ISHARES TR464287408175$25,3870.01%
164AMERICAN ELEC PWR CO INC025537101261$24,7400.01%
165INVESCO EXCH TRADED FD TR IIIVZ1,359$23,9450.01%
166STAG INDL INC85254J102711$22,9650.01%
167GLOBAL X FDS37954Y4831,420$22,5920.01%
168ISHARES TR464287879244$22,2800.01%
169COLUMBIA ETF TR I19761L5081,272$22,0000.01%
170ISHARES TR46434V456672$21,7690.01%
171AT&T INCT-PC1,152$21,2110.01%
172TARGET CORPTGT131$19,5540.01%
173MICROSOFT CORPMSFT79$18,9240.01%
174GENERAL ELECTRIC CO369604301220$18,4500.01%
175SPDR SER TR78468R739383$17,9930.01%
176ISHARES TR464288224868$17,2300.01%
177NISOURCE INCNI628$17,2160.01%
178BOX INCBXCAP548$17,0590.01%
179CALAMOS CONV & HIGH INCOME F12811P1081,614$17,0280.01%
180CONAGRA BRANDS INCCAG429$16,6030.01%
181SPDR INDEX SHS FDS78463X871550$16,1710.01%
182BOOKING HOLDINGS INCBKNG8$16,1220.01%
183DUKE ENERGY CORP NEWDUKB154$15,8530.01%
184WEC ENERGY GROUP INCWEC165$15,5130.01%
185SSGA ACTIVE TR78470P309384$15,4490.01%
186WALGREENS BOOTS ALLIANCE INC931427108383$14,3160.01%
187DIMENSIONAL ETF TRUST25434V682506$14,2580.01%
188SPIRE INCSRJN205$14,1160.01%
189SPDR GOLD TRGLD78$13,2320.01%
190ITT INCITT149$12,0500.01%
191KB HOMEKBH355$11,3070.01%
192CHURCH & DWIGHT CO INCCHD140$11,2850.01%
193TRACTOR SUPPLY COTSCO50$11,2490.01%
194WINNEBAGO INDS INC974637100213$11,2370.01%
195UNITED PARCEL SERVICE INCUPS61$10,6040.00%
196FORD MTR CO DEL345370860902$10,4870.00%
197FIRST TR EXCHANGE TRADED FD33734X192171$9,8640.00%
198REGIONS FINANCIAL CORP NEWRF-PF451$9,7290.00%
199MARATHON PETE CORPMARA83$9,7060.00%
200VANGUARD INDEX FDS92290875153$9,6430.00%
201DISNEY WALT CO254687106110$9,5570.00%
202KBR INCKBR163$8,6150.00%
203IMPACT SHS TR I45259A209310$8,2330.00%
204AMERICAN WTR WKS CO INC NEW03042010350$7,6210.00%
205VANGUARD INDEX FDS92290863742$7,3160.00%
206NETAPP INCNTAP117$7,0360.00%
207ISHARES TR46432F39648$7,0050.00%
208BOEING COBA-PA36$6,7890.00%
209EATON VANCE TAX-MANAGED GLOBETN870$6,7530.00%
210SOUTHWEST AIRLS CO844741108200$6,7340.00%
211QUALCOMM INCQCOM60$6,5960.00%
212CISCO SYS INCCSCO133$6,3180.00%
213BANK AMERICA CORP060505104187$6,1930.00%
214BP PLCBPPFF172$5,9930.00%
215WHEATON PRECIOUS METALS CORPWPM150$5,8620.00%
216ENBRIDGE INCENNPF150$5,8590.00%
217PIMCO HIGH INCOME FD7220141071,188$5,6210.00%
218META PLATFORMS INCMETA45$5,4150.00%
219FIRST TR EXCH TRD ALPHDX FD33737J307139$5,3990.00%
220PHILIP MORRIS INTL INC71817210950$5,0610.00%
221NUVEEN REAL ESTATE INCOME FDNU667$5,0390.00%
222RAYONIER INCRYN149$4,8970.00%
223BLACKROCK MULTI SECTOR INC TBLK344$4,8820.00%
224HERSHEY COHSY21$4,7570.00%
225ANNALY CAPITAL MANAGEMENT INNLY-PJ224$4,7320.00%
226GLADSTONE LD CORP376549101255$4,6790.00%
227CION INVT CORP17259U204478$4,6610.00%
228BLACKROCK ETF TRUST IIBLK220$4,6430.00%
229ALTRIA GROUP INCMO100$4,5710.00%
230VANGUARD INDEX FDS92290859522$4,4360.00%
231PLUG POWER INCPLUG352$4,3540.00%
232SPDR SER TR78468R74755$4,3200.00%
233ISHARES TR46428827376$4,2740.00%
234PACER FDS TR69374H857118$4,2420.00%
235ETSY INCETSY35$4,1920.00%
236IMPACT SHS TR I45259A100155$4,1130.00%
237ISHARES TR46435G67286$4,0860.00%
238PROSHARES TR74347G440389$4,0570.00%
239TC ENERGY CORPTRPRF100$3,9860.00%
240SALESFORCE INCCRM28$3,7130.00%
241UNUM GROUPUNMA89$3,6590.00%
242ALPHABET INCGOOG40$3,5490.00%
243VERIZON COMMUNICATIONS INCVZ89$3,5180.00%
244KEMPHARM INCZVRA734$3,3690.00%
245METLIFE INCMET-PF45$3,2810.00%
246ISHARES TR46434V40778$3,1740.00%
247TOTALENERGIES SETTE50$3,1040.00%
248WEYERHAEUSER CO MTN BEWY100$3,1000.00%
249INVESCO LTDIVZ171$3,0760.00%
250PPL CORPPPLC100$2,9220.00%
251TESLA INCTSLA23$2,8920.00%
252DWS MUN INCOME TR233368109300$2,5830.00%
253HOST HOTELS & RESORTS INCHST152$2,4430.00%
254ISHARES TR46428815823$2,3980.00%
255ISHARES TR46436E66885$2,3590.00%
256ARES CAPITAL CORPARCC127$2,3460.00%
257KYNDRYL HLDGS INCKD207$2,3020.00%
258HP INCHPQ83$2,2410.00%
259PACER FDS TR69374H88143$1,9890.00%
260NEVRO CORP64157F10350$1,9800.00%
261ORGANON & COOGN67$1,8830.00%
262AIRBNB INCABNB20$1,7100.00%
263CITIUS PHARMACEUTICALS INCCTXR2,145$1,6950.00%
264ORION OFFICE REIT INCONL197$1,6790.00%
265ISHARES TR46428887735$1,6220.00%
266MAGELLAN MIDSTREAM PRTNRS LP55908010630$1,5230.00%
267DEXCOM INCDXCM13$1,5080.00%
268CHUBB LIMITEDCB6$1,4250.00%
269PROSHARES TR74348A14530$1,4130.00%
270VANECK ETF TRUST92189H30057$1,3900.00%
271DNP SELECT INCOME FD INC23325P104123$1,3840.00%
272HEWLETT PACKARD ENTERPRISE CHPE-PC84$1,3340.00%
273RIVIAN AUTOMOTIVE INCRIVN71$1,3090.00%
274STARBUCKS CORPSBUX13$1,2690.00%
275MANNATECH INCMTEX70$1,2530.00%
276LOCKHEED MARTIN CORPLMT2$1,1480.00%
277FASTENAL COFAST23$1,1070.00%
278UNDER ARMOUR INCUA100$1,0160.00%
279CARNIVAL CORPCUKPF121$9750.00%
280ISHARES TR46428888511$9170.00%
281VANGUARD STAR FDS92190976817$8620.00%
282WOLVERINE WORLD WIDE INCWWW74$8090.00%
283AVANOS MED INCAVNS29$7850.00%
284CVS HEALTH CORPCVS8$7440.00%
285HOWARD HUGHES CORPHHH9$6880.00%
286CARRIER GLOBAL CORPORATIONCARR16$6600.00%
287XEROX HOLDINGS CORPXRXDW45$6570.00%
288DOLLAR GEN CORP NEW2566771053$6400.00%
289ALLETE INC01852230010$6350.00%
290ADVANCED MICRO DEVICES INCAMD10$6310.00%
291WARNER BROS DISCOVERY INCWBD66$6260.00%
292OTIS WORLDWIDE CORPOTIS8$6260.00%
293VIATRIS INCVTRS56$6230.00%
294V2X INCVVX15$6190.00%
295POLARIS INCPII6$6060.00%
296AMES NATL CORP03100110026$6040.00%
297ATLAS CORPY0436Q10939$6020.00%
298CITIGROUP INCC-PR12$5360.00%
299WABTEC9297401085$5020.00%
300SCHWAB CHARLES CORPSCHW-PJ6$5000.00%
301DIVERSIFIED HEALTHCARE TRDHCNL737$4770.00%
302RAYONIER ADVANCED MATLS INCRYN42$4040.00%
303BEST BUY INCBBY5$4010.00%
304BROOKFIELD CORP11271J10712$3820.00%
305MALIBU BOATS INCMBUU7$3730.00%
306TRANSOCEAN LTDRIG69$3150.00%
307SPDR SER TR78464A51612$2690.00%
308ETF MANAGERS TR26924G50851$2170.00%
309IMMUNOGEN INC45253H10142$2080.00%
310RMR GROUP INCRMR6$1830.00%
311DXC TECHNOLOGY CODXC6$1670.00%
312ISHARES TR4642886462$1130.00%
313LUMOS PHARMA INC55028X10922$790.00%
314SONY GROUP CORPORATIONSNEJF1$760.00%
315BROOKFIELD ASSET MANAGMT LTD1130041052$570.00%
316MICRO FOCUS INTL PLC5948374038$500.00%
317INVESCO EXCH TRADED FD TR IIIVZ2$370.00%
318ALERISLIFE INC33832D20548$260.00%
319CTI BIOPHARMA CORP12648L6013$180.00%
320MATTEL INCMAT1$180.00%