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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

Institutional Manager · CIK 0001682057

Syverson Strege & Co

WEST DES MOINES, IA · File #028-20548

Latest AUM
$422.5M
Positions
166
Top-10 Concentration
78.5%
Filings
12

Sector Allocation

Technology
4.6%$19.4M
Healthcare
2.0%$8.4M
Financials
1.6%$6.6M
Energy
0.7%$3.1M
Industrials
0.6%$2.6M
Utilities
0.3%$1.3M
Materials
0.1%$596,258

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V7083,225,954$127.7M33.66%
2DIMENSIONAL ETF TRUST25434V7992,066,694$71.2M18.77%
3DIMENSIONAL ETF TRUST25434V732756,542$25.0M6.60%
4DIMENSIONAL ETF TRUST25434V831443,009$16.8M4.44%
5DIMENSIONAL ETF TRUST25434V658475,476$12.6M3.31%
6DIMENSIONAL ETF TRUST25434V500175,826$12.2M3.23%
7DIMENSIONAL ETF TRUST25434V104245,507$11.5M3.03%
8J P MORGAN EXCHANGE TRADED F46641Q837175,407$8.9M2.34%
9DIMENSIONAL ETF TRUST25434V203155,674$5.9M1.56%
10DIMENSIONAL ETF TRUST25434V773178,735$5.9M1.55%
11PIMCO ETF TR72201R77560,077$5.6M1.47%
12APPLE INCAAPL16,115$4.4M1.15%
13MICROSOFT CORPMSFT9,002$4.4M1.15%
14NVIDIA CORPORATIONNVDA22,455$4.2M1.10%
15J P MORGAN EXCHANGE TRADED F46641Q15989,698$4.2M1.09%
16DIMENSIONAL ETF TRUST25434V71687,935$3.8M1.01%
17ISHARES TR46429B69733,640$3.2M0.83%
18META PLATFORMS INCMETA4,652$3.1M0.81%
19BERKSHIRE HATHAWAY INC DELBRK-A5,341$2.7M0.71%
20J P MORGAN EXCHANGE TRADED F46641Q65451,553$2.6M0.69%