Sponsored

The Analysis of Syverson Strege & Co's Holdings & P&L

Currently, Syverson Strege & Co holds 169 types of securities in its portfolio with a total value $415.6M. In the most recent quarter, they have increased their positions in JPST (+10.6K shares, valued at $534.3K), DUHP (+12.7K shares, valued at $466.0K), NVDA (+2.1K shares, valued at $367.1K); decreased their positions in DFAC (-44.4K shares, valued at $1.7M), DFIC (-37.0K shares, valued at $1.3M), DFAU (-28.7K shares, valued at $1.3M); initiated new positions in EXC (+4.7K shares, valued at $231.9K), BHP (+3.1K shares, valued at $227.2K), FDX (+625 shares, valued at $222.6K).

1M P&L

+14.9M+3.44%

3M P&L

+17.1M+3.98%

HY P&L

+54.2M+13.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A332.8M

82.6%

2Semiconductors6.8M

1.7%

3Drug Manufacturers - General5.6M

1.4%

Top Industries by Stock Count

1N/A41 stocks

26.6%

2Banks - Diversified11 stocks

7.1%

3Drug Manufacturers - General8 stocks

5.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST3.2M shares-1.38%2026-03-312026-05-04

DFIC DIMENSIONAL ETF TRUST2.0M shares-1.79%2026-03-312026-05-04

DFEM DIMENSIONAL ETF TRUST747.1K shares-1.25%2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST455.7K shares2.86%2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST180.7K shares2.76%2026-03-312026-05-04

DFGR DIMENSIONAL ETF TRUST476.1K shares0.13%2026-03-312026-05-04

DFAU DIMENSIONAL ETF TRUST216.8K shares-11.70%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F186.0K shares6.02%2026-03-312026-05-04

Sponsored

DFIS DIMENSIONAL ETF TRUST176.9K shares-1.00%2026-03-312026-05-04

DFAI DIMENSIONAL ETF TRUST131.9K shares-15.29%2026-03-312026-05-04

BOND PIMCO ETF TR51.5K shares-14.28%2026-03-312026-05-04

NVDA NVIDIA CORPORATION24.6K shares9.37%2026-03-312026-05-04

AAPL APPLE INC16.6K shares3.08%2026-03-312026-05-04

DFSU DIMENSIONAL ETF TRUST87.8K shares-0.11%2026-03-312026-05-04

JPIE J P MORGAN EXCHANGE TRADED F77.0K shares-14.15%2026-03-312026-05-04

MSFT MICROSOFT CORP8.5K shares-5.28%2026-03-312026-05-04

Sponsored

USMV ISHARES TR33.0K shares-1.85%2026-03-312026-05-04

WMT WALMART INC22.3K shares-1.64%2026-03-312026-05-04

XOM EXXON MOBIL CORP15.6K shares0.63%2026-03-312026-05-04

META META PLATFORMS INC4.5K shares-3.50%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.3K shares-0.86%2026-03-312026-05-04

JMST J P MORGAN EXCHANGE TRADED F49.4K shares-4.22%2026-03-312026-05-04

DFUS DIMENSIONAL ETF TRUST28.8K shares-2.45%2026-03-312026-05-04

DFAW DIMENSIONAL ETF TRUST26.2K shares-10.17%2026-03-312026-05-04

Sponsored

AMZN AMAZON COM INC9.2K shares6.39%2026-03-312026-05-04

DFSI DIMENSIONAL ETF TRUST43.1K shares-1.36%2026-03-312026-05-04

DFAE DIMENSIONAL ETF TRUST51.7K shares-12.25%2026-03-312026-05-04

AOA ISHARES TR18.5K shares-7.69%2026-03-312026-05-04

ALPHABET INC ALPHABET INC5.7K shares6.50%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON6.5K shares-1.16%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO5.4K shares-0.44%2026-03-312026-05-04

ALPHABET INC ALPHABET INC5.5K shares23.45%2026-03-312026-05-04

Sponsored

ABT ABBOTT LABORATORIES14.2K shares-2.61%2026-03-312026-05-04

ABBV ABBVIE INC6.5K shares-1.34%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS6.3K shares0.00%2026-03-312026-05-04

USB US BANCORP25.8K shares0.04%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.6K shares0.00%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F15.7K shares0.00%2026-03-312026-05-04

BROADCOM INC BROADCOM INC3.8K shares1.09%2026-03-312026-05-04

T AT&T INC37.1K shares-0.42%2026-03-312026-05-04

Sponsored

IBM INTERNATIONAL BUSINESS MACHS4.2K shares-9.66%2026-03-312026-05-04

CVX CHEVRON CORPORATION4.7K shares27.43%2026-03-312026-05-04

WFC WELLS FARGO & CO12.3K shares-0.06%2026-03-312026-05-04

LDUR PIMCO ETF TR10.2K shares-6.35%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION923 shares-5.53%2026-03-312026-05-04

NFLX NETFLIX INC.9.5K shares-12.00%2026-03-312026-05-04

IWB ISHARES TR2.5K shares0.12%2026-03-312026-05-04

HD HOME DEPOT INC2.7K shares-9.16%2026-03-312026-05-04

Sponsored

CITIGROUP INC CITIGROUP INC7.7K shares-2.19%2026-03-312026-05-04

LLY ELI LILLY & CO931 shares-2.10%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC2.5K shares15.69%2026-03-312026-05-04

VXF VANGUARD INDEX FDS4.1K shares0.00%2026-03-312026-05-04

MA MASTERCARD INCORPORATED1.6K shares-6.20%2026-03-312026-05-04

MUNI PIMCO ETF TR15.1K shares0.90%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC893 shares-2.40%2026-03-312026-05-04

CSCO CISCO SYS INC9.1K shares0.35%2026-03-312026-05-04

Sponsored

HYMB SPDR SERIES TRUST27.4K shares2.61%2026-03-312026-05-04

EMR EMERSON ELEC CO5.1K shares-5.51%2026-03-312026-05-04

CAT CATERPILLAR INC925 shares9.99%2026-03-312026-05-04

BAC BANK AMERICA CORP13.0K shares-2.80%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE2.2K shares-9.05%2026-03-312026-05-04

NEAR ISHARES U S ETF TR12.1K shares0.01%2026-03-312026-05-04

MPC MARATHON PETE CORP2.4K shares-0.49%2026-03-312026-05-04

INTC INTEL CORP13.3K shares6.97%2026-03-312026-05-04

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.7K shares29.36%2026-03-312026-05-04

DFSE DIMENSIONAL ETF TRUST13.4K shares-2.35%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC2.1K shares-16.08%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC4.6K shares11.49%2026-03-312026-05-04

AMAT APPLIED MATLS INC1.6K shares-18.66%2026-03-312026-05-04

MCK MCKESSON CORP634 shares3.26%2026-03-312026-05-04

TJX TJX COS INC NEW3.4K shares2.97%2026-03-312026-05-04

SO SOUTHERN CO5.7K shares-5.97%2026-03-312026-05-04

Sponsored

PG PROCTER & GAMBLE CO3.8K shares-0.26%2026-03-312026-05-04

DFAX DIMENSIONAL ETF TRUST16.0K shares7.51%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC10.6K shares-6.32%2026-03-312026-05-04

GM GENERAL MTRS CO7.1K shares3.32%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F9.8K shares0.00%2026-03-312026-05-04

WSM WILLIAMS SONOMA INC2.7K shares-1.05%2026-03-312026-05-04

CTVA CORTEVA INC5.8K shares-0.40%2026-03-312026-05-04

INMU BLACKROCK ETF TRUST II19.8K shares0.00%2026-03-312026-05-04

Sponsored

PEP PEPSICO INC3.0K shares12.22%2026-03-312026-05-04

KR KROGER CO6.4K shares6.65%2026-03-312026-05-04

BTI BRITISH AMERN TOB PLC7.9K shares-1.13%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS3.1K shares0.00%2026-03-312026-05-04

GILD GILEAD SCIENCES INC3.2K shares3.32%2026-03-312026-05-04

KLAC KLA CORP300 shares-2.60%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC2.5K shares4.26%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.8K shares0.06%2026-03-312026-05-04

Sponsored

GLW CORNING INC3.1K shares2.27%2026-03-312026-05-04

V VISA INC1.4K shares11.99%2026-03-312026-05-04

BK BANK NEW YORK MELLON CORP3.4K shares0.09%2026-03-312026-05-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares3.20%2026-03-312026-05-04

MO ALTRIA GROUP INC6.0K shares11.92%2026-03-312026-05-04

ORCL ORACLE CORP2.6K shares-28.16%2026-03-312026-05-04

SHEL SHELL PLC4.1K shares-0.22%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC2.6K shares-7.07%2026-03-312026-05-04

Sponsored

PFE PFIZER INC13.5K shares-4.32%2026-03-312026-05-04

PGR PROGRESSIVE CORP1.9K shares0.64%2026-03-312026-05-04

CVS CVS HEALTH CORP5.2K shares-11.11%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST5.9K shares0.27%2026-03-312026-05-04

SU SUNCOR ENERGY INC NEW5.5K shares-0.04%2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC1.2K shares-1.28%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP2.0K shares-4.50%2026-03-312026-05-04

KO COCA COLA CO4.7K shares3.71%2026-03-312026-05-04

Sponsored

MCD MCDONALDS CORP1.1K shares-0.27%2026-03-312026-05-04

BBVA BANCO BILBAO VIZCAYA ARGENTA16.2K shares-2.80%2026-03-312026-05-04

RTX RTX CORPORATION1.8K shares-0.93%2026-03-312026-05-04

WDC WESTERN DIGITAL CORP1.3K shares-4.09%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO5.6K shares13.65%2026-03-312026-05-04

VLO VALERO ENERGY CORP1.4K shares-0.07%2026-03-312026-05-04

CENCORA INC CENCORA INC1.1K shares6.15%2026-03-312026-05-04

CAH CARDINAL HEALTH INC1.5K shares6.86%2026-03-312026-05-04

Sponsored

F FORD MTR CO27.7K shares3.91%2026-03-312026-05-04

CSX CSX CORP7.6K shares-13.87%2026-03-312026-05-04

MFG MIZUHO FINANCIAL GROUP INC39.2K shares-4.14%2026-03-312026-05-04

APH AMPHENOL CORP2.5K shares1.74%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP341 shares21.35%2026-03-312026-05-04

AOM ISHARES TR6.4K shares-28.10%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC1.5K shares-0.86%2026-03-312026-05-04

NVS NOVARTIS AG2.0K shares4.12%2026-03-312026-05-04

Sponsored

SAN BANCO SANTANDER SA26.4K shares-5.91%2026-03-312026-05-04

HSBC HSBC HLDGS PLC3.6K shares-7.04%2026-03-312026-05-04

GEV GE VERNOVA INC336 shares-1.75%2026-03-312026-05-04

COP CONOCOPHILLIPS2.1K shares-3.30%2026-03-312026-05-04

BCS BARCLAYS PLC13.3K shares-4.06%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO929 shares-4.03%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC824 shares21.89%2026-03-312026-05-04

JBL JABIL INC1.0K shares5.38%2026-03-312026-05-04

Sponsored

NEM NEWMONT CORP2.5K shares3.97%2026-03-312026-05-04

NEE NEXTERA ENERGY INC2.9K shares-0.58%2026-03-312026-05-04

ALL ALLSTATE CORP1.3K shares-10.08%2026-03-312026-05-04

GWW WW GRAINGER INC246 shares10.31%2026-03-312026-05-04

AMGN AMGEN INC756 shares-5.14%2026-03-312026-05-04

AEE AMEREN CORP2.4K shares-3.29%2026-03-312026-05-04

YUM YUM BRANDS INC1.7K shares7.30%2026-03-312026-05-04

ARISTA NETWORKS INC ARISTA NETWORKS INC2.1K shares-3.90%2026-03-312026-05-04

Sponsored

AGG ISHARES TR2.5K shares-27.55%2026-03-312026-05-04

AOR ISHARES TR3.9K shares-17.12%2026-03-312026-05-04

AIG AMERICAN INTL GROUP INC3.3K shares-1.17%2026-03-312026-05-04

CB CHUBB LTD SWITZ754 shares-2.58%2026-03-312026-05-04

ETY EATON VANCE TAX-MANAGED DIVE17.7K shares0.00%2026-03-312026-05-04

FCX FREEPORT MCMORAN INC4.1K shares0.07%2026-03-312026-05-04

CEG CONSTELLATION ENERGY CORP863 shares-9.63%2026-03-312026-05-04

QCOM QUALCOMM INC1.9K shares-8.95%2026-03-312026-05-04

Sponsored

HCA HCA HEALTHCARE INC504 shares-2.70%2026-03-312026-05-04

DIHP DIMENSIONAL ETF TRUST7.4K shares0.00%2026-03-312026-05-04

PDI PIMCO DYNAMIC INCOME FD13.9K shares3.30%2026-03-312026-05-04

SMFG SUMITOMO MITSUI FIN GRP INC12.0K shares0.00%2026-03-312026-05-04

MS MORGAN STANLEY1.4K shares-3.01%2026-03-312026-05-04

EXC EXELON CORP4.7K sharesnew addition2026-03-312026-05-04

BHP BHP BILLITON LIMITED3.1K sharesnew addition2026-03-312026-05-04

FDX FEDEX CORP625 sharesnew addition2026-03-312026-05-04

Sponsored

ING ING GROEP N.V.8.4K shares-3.56%2026-03-312026-05-04

LINDE PLC LINDE PLC441 sharesnew addition2026-03-312026-05-04

TXN TEXAS INSTRS INC1.1K sharesnew addition2026-03-312026-05-04

FAST FASTENAL CO4.7K sharesnew addition2026-03-312026-05-04

IMO IMPERIAL OIL LTD1.6K sharesnew addition2026-03-312026-05-04

GSK PLC GSK PLC3.8K sharesnew addition2026-03-312026-05-04

VYMI VANGUARD WHITEHALL FDS2.3K shares0.00%2026-03-312026-05-04

HPE HEWLETT PACKARD ENTERPRISE C8.8K shares-4.32%2026-03-312026-05-04

Sponsored

UBS UBS GROUP AG5.3K shares-6.83%2026-03-312026-05-04

SYF SYNCHRONY FINANCIAL3.1K shares1.76%2026-03-312026-05-04

NRG NRG ENERGY INC1.4K shares4.15%2026-03-312026-05-04

DVN DEVON ENERGY CORP NEW4.1K sharesnew addition2026-03-312026-05-04

CASY CASEYS GEN STORES INC279 sharesnew addition2026-03-312026-05-04

VTRS VIATRIS INC13.0K shares12.98%2026-03-312026-05-04

NOK NOKIA CORP17.0K shares-6.28%2026-03-312026-05-04

NMR NOMURA HLDGS INC12.7K shares-7.45%2026-03-312026-05-04

Sponsored

LPL LG DISPLAY CO LTD13.7K sharesnew addition2026-03-312026-05-04

DFAC

DIMENSIONAL ETF TRUST

-1.38%

Shares3.2M

Event2026-03-31

Filed2026-05-04

DFIC

DIMENSIONAL ETF TRUST

-1.79%

Shares2.0M

Event2026-03-31

Filed2026-05-04

DFEM

DIMENSIONAL ETF TRUST

-1.25%

Shares747.1K

Event2026-03-31

Filed2026-05-04

DUHP

DIMENSIONAL ETF TRUST

2.86%

Shares455.7K

Event2026-03-31

Filed2026-05-04

DFAS

DIMENSIONAL ETF TRUST

2.76%

Shares180.7K

Event2026-03-31

Filed2026-05-04

DFGR

DIMENSIONAL ETF TRUST

0.13%

Shares476.1K

Event2026-03-31

Filed2026-05-04

DFAU

DIMENSIONAL ETF TRUST

-11.70%

Shares216.8K

Event2026-03-31

Filed2026-05-04

JPST

J P MORGAN EXCHANGE TRADED F

6.02%

Shares186.0K

Event2026-03-31

Filed2026-05-04

DFIS

DIMENSIONAL ETF TRUST

-1.00%

Shares176.9K

Event2026-03-31

Filed2026-05-04

DFAI

DIMENSIONAL ETF TRUST

-15.29%

Shares131.9K

Event2026-03-31

Filed2026-05-04

BOND

PIMCO ETF TR

-14.28%

Shares51.5K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

9.37%

Shares24.6K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

3.08%

Shares16.6K

Event2026-03-31

Filed2026-05-04

DFSU

DIMENSIONAL ETF TRUST

-0.11%

Shares87.8K

Event2026-03-31

Filed2026-05-04

JPIE

J P MORGAN EXCHANGE TRADED F

-14.15%

Shares77.0K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-5.28%

Shares8.5K

Event2026-03-31

Filed2026-05-04

USMV

ISHARES TR

-1.85%

Shares33.0K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-1.64%

Shares22.3K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

0.63%

Shares15.6K

Event2026-03-31

Filed2026-05-04