Institutional Manager · CIK 0001682057

Syverson Strege & Co

WEST DES MOINES, IA · File #028-20548

Latest AUM

$417.3M

Positions

165

Top-10 Concentration

78.5%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
REDUCE	NETFLIX INC	NFLX	-9,611	-$11.5M	+$11.9M
ADD	DIMENSIONAL ETF TRUST	25434V708	+29,579	+$1.1M	-$3.3M
REDUCE	SERVICENOW INC	NOW	-1,098	-$1.0M	+$1.1M
ADD	DIMENSIONAL ETF TRUST	25434V831	+23,168	+$875,056	-$115,156
ADD	DIMENSIONAL ETF TRUST	25434V104	+14,696	+$672,490	-$255,326
REDUCE	NVIDIA CORPORATION	NVDA	-2,487	-$464,025	+$1,796
ADD	DIMENSIONAL ETF TRUST	25434V799	+12,613	+$413,580	-$3.5M
REDUCE	ABBOTT LABS	ABLZF	-2,617	-$350,529	+$125,740
ADD	ISHARES TR	464287622	+956	+$349,407	-$20,084
NEW	LINDE PLC	LIN	+693	+$329,175	$0

Sector Allocation

Technology

4.4%$18.5M

Healthcare

1.7%$7.2M

Financials

1.6%$6.9M

Communication Services

1.4%$5.7M

Consumer Discretionary

1.2%$4.9M

0.9%$3.9M

0.7%$3.1M

0.6%$2.7M

0.3%$1.2M

0.2%$958,007

Filing History

Feb 9, 202613F HOLDINGS REPORTQ/E Dec 2025166 pos · $422.5M
Dec 1, 202513F HOLDINGS REPORTQ/E Dec 2025165 pos · $417.3M
Aug 4, 202513F HOLDINGS REPORTQ/E Jun 2025168 pos · $472.3M
May 13, 202513F HOLDINGS REPORTQ/E Mar 202579 pos · $311.3M
Feb 11, 202513F HOLDINGS REPORTQ/E Dec 202478 pos · $299.9M
Nov 12, 202413F HOLDINGS REPORTQ/E Sep 202469 pos · $307.6M
Aug 7, 202413F HOLDINGS REPORTQ/E Jun 202476 pos · $293.4M
Apr 30, 202413F HOLDINGS REPORTQ/E Mar 202471 pos · $277.4M
Nov 9, 202313F HOLDINGS REPORTQ/E Dec 202360 pos · $223.5M

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	DIMENSIONAL ETF TRUST	25434V708	3,225,954	$127.7M	33.66%
2	DIMENSIONAL ETF TRUST	25434V799	2,066,694	$71.2M	18.77%
3	DIMENSIONAL ETF TRUST	25434V732	756,542	$25.0M	6.60%
4	DIMENSIONAL ETF TRUST	25434V831	443,009	$16.8M	4.44%
5	DIMENSIONAL ETF TRUST	25434V658	475,476	$12.6M	3.31%
6	DIMENSIONAL ETF TRUST	25434V500	175,826	$12.2M	3.23%
7	DIMENSIONAL ETF TRUST	25434V104	245,507	$11.5M	3.03%
8	J P MORGAN EXCHANGE TRADED F	46641Q837	175,407	$8.9M	2.34%
9	DIMENSIONAL ETF TRUST	25434V203	155,674	$5.9M	1.56%
10	DIMENSIONAL ETF TRUST	25434V773	178,735	$5.9M	1.55%
11	PIMCO ETF TR	72201R775	60,077	$5.6M	1.47%
12	APPLE INC	AAPL	16,115	$4.4M	1.15%
13	MICROSOFT CORP	MSFT	9,002	$4.4M	1.15%
14	NVIDIA CORPORATION	NVDA	22,455	$4.2M	1.10%
15	J P MORGAN EXCHANGE TRADED F	46641Q159	89,698	$4.2M	1.09%
16	DIMENSIONAL ETF TRUST	25434V716	87,935	$3.8M	1.01%
17	ISHARES TR	46429B697	33,640	$3.2M	0.83%
18	META PLATFORMS INC	META	4,652	$3.1M	0.81%
19	BERKSHIRE HATHAWAY INC DEL	BRK-A	5,341	$2.7M	0.71%
20	J P MORGAN EXCHANGE TRADED F	46641Q654	51,553	$2.6M	0.69%