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  Name: Syverson Strege & Co
  City: WEST DES MOINES
  State: IA
  Zip: 50266
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $277,413,000
  Total Value Change : $19,624,000
  Securities Held Change : 2
   
All Securities Held : 71
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 75     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... - $31.01 $110,548,000 3,460,040 % 10,005,000 20,308 0    N/A
   (DFIC)1 Year Chart         DFIC Dfa Dimensional Internation... - $0.00 $50,198,000 1,876,547 % 2,834,000 21,315 0    N/A
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... - $0.00 $16,446,000 520,266 % 1,710,000 5,215 0    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... - $0.00 $14,475,000 567,863 % 823,000 20,927 0    N/A
   (DFGR)1 Year Chart         DFGR Dfa Dimensional Global Real... - $0.00 $10,798,000 422,956 % 1,426,000 62,204 0    N/A
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... - $0.00 $10,781,000 295,059 % 600,000 -11,141 0    N/A
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... - $0.00 $5,374,000 177,836 % 433,000 5,326 0    N/A
   (BOND)1 Year Chart         BOND Pimco Total Return Exchange... - $89.43 $3,537,000 38,503 % 52,000 811 0    N/A
   (JPIE)1 Year Chart         JPIE Jpmorgan Income Etf - $0.00 $3,487,000 76,532 % 128,000 2,882 0    N/A
   (LDUR)1 Year Chart         LDUR Pimco Low Duration Active E... - $0.00 $3,420,000 36,056 % 38,000 365 0    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... - $0.00 $3,358,000 40,177 % 198,000 -322 0    N/A
   (DFSU)1 Year Chart         DFSU Dimensional Us Sustainabili... - $0.00 $3,064,000 89,033 % 230,000 -2,003 0    N/A
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf - $55.66 $2,855,000 50,108 % 259,000 23 0    N/A
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf - $60.09 $2,699,000 43,287 % -47,000 -2,775 0    N/A
   (DFAW)1 Year Chart         DFAW Dimensional World Equity Etf - $0.00 $2,333,000 39,450 % 1,536,000 24,942 0    N/A
   (AOA)1 Year Chart         AOA iShares Trust - $72.19 $1,948,000 26,521 % 143,000 385 0    N/A
   (NEAR)1 Year Chart         NEAR Ishares Short Maturity Bond... - $0.00 $1,926,000 38,175 % -129,000 -2,493 0    N/A
   (USB)1 Year Chart         USB US Bancorp Delaware - $41.41 $1,606,000 35,925 % 60,000 202 0    N/A
   (MEAR)1 Year Chart         MEAR Ishares Short Maturity Muni... - $0.00 $1,453,000 28,987 % -878,000 -17,650 0    N/A
   (DFSI)1 Year Chart         DFSI Dimensional Intl Sustainabi... - $0.00 $1,376,000 40,874 % 79,000 383 0    N/A
   (DFAE)1 Year Chart         DFAE Dfa Dimensional Emerging Co... - $0.00 $1,369,000 55,370 % 101,000 2,760 0    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B - $400.87 $1,213,000 2,885 % 253,000 192 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $183.38 $1,191,000 6,943 % 213,000 1,866 0    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... - $176.94 $1,157,000 6,336 % 77,000 0 0    N/A
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... - $162.79 $1,117,000 6,597 % 76,000 0 0    N/A
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 - $281.14 $1,080,000 3,749 % 98,000 3 0    N/A
   (DFIS)1 Year Chart         DFIS Dfa Dimensional Internation... - $0.00 $1,017,000 40,590 % 40,000 150 0    N/A
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF - $57.31 $922,000 15,718 % 40,000 0 0    N/A
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... - $168.48 $732,000 4,179 % 61,000 100 0    N/A
   (MUNI)1 Year Chart         MUNI PIMCO Intermediate Municipa... - $51.92 $721,000 13,741 % -29,000 -455 0    N/A
   (VUG)1 Year Chart         VUG Vanguard Growth VIPERS - $338.99 $719,000 2,090 % 127,000 186 0    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc - $60.24 $660,000 10,975 % 128,000 7,598 0    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond - $96.19 $651,000 6,647 % -5,000 34 0    N/A
   (HYMB)1 Year Chart         HYMB Spdr Nuveen S&p High Yi... - $25.35 $642,000 24,998 % -9,000 -719 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp New $406.66 $637,000 1,514 % 637,000 1,514 0    N/A
   (EMR)1 Year Chart         EMR Emerson Electric Co - $106.54 $630,000 5,552 % 34,000 -567 0    N/A
   (CSX)1 Year Chart         CSX CSX Corp - $33.85 $582,000 15,710 % 52,000 421 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp - $116.00 $541,000 4,658 % 67,000 -83 0    N/A
   (INMU)1 Year Chart         INMU Blackrock Intermediate Muni... - $0.00 $471,000 19,822 % 0 0 0    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc - $186.21 $426,000 2,363 % 146,000 522 0    N/A
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... - $54.74 $418,000 7,507 % 57,000 727 0    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... - $43.63 $410,000 9,815 % -34,000 -995 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $190.51 $406,000 2,028 % 132,000 418 0    N/A
   (IBM)1 Year Chart         IBM International Business Mach... - $165.71 $399,000 2,088 % 87,000 179 0    N/A
   (WSM)1 Year Chart         WSM Williams Sonoma Inc - $304.70 $390,000 1,227 % 144,000 7 0    N/A
   (PRF)1 Year Chart         PRF Invesco FTSE RAFI US - $36.69 $377,000 9,797 % 28,000 -109 0    N/A
   (DFAX)1 Year Chart         DFAX Dimensional Funds plc - Wor... - $25.56 $373,000 14,681 % 14,000 -23 0    N/A
   (CTVA)1 Year Chart         CTVA Corteva, Inc. - $57.16 $365,000 6,327 % 67,000 115 0    N/A
   (DFSE)1 Year Chart         DFSE Dimensional Emg Mkts Sustai... - $0.00 $353,000 10,949 % 20,000 414 0    N/A
   (SMMU)1 Year Chart         SMMU Pimco Short Term Municipal ... - $49.68 $353,000 7,066 % -16,000 -317 0    N/A
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc - $492.45 $349,000 706 % 46,000 130 0    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... - $52.49 $331,000 6,090 % -88,000 -1,917 0    N/A
   (AOM)1 Year Chart         AOM iShares Trust - $42.04 $326,000 7,620 % -104,000 -2,741 0    N/A
   (SO)1 Year Chart         SO Southern Co - $75.85 $297,000 4,142 % 13,000 99 0    N/A
   (PDI)1 Year Chart         PDI Pimco Dynamic Income Fund - $0.00 $296,000 15,370 % 43,000 1,249 0    N/A
   (FB)1 Year Chart         FB Meta Platforms Inc New $451.96 $274,000 564 % 274,000 564 0    N/A
   (ACWV)1 Year Chart         ACWV Ishares Msci All Country Wo... - $0.00 $268,000 2,545 % -1,408,000 -14,160 0    N/A
   (PG)1 Year Chart         PG Procter & Gamble Co - $164.46 $267,000 1,643 % 60,000 231 0    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co New $734.97 $262,000 337 % 262,000 337 0    N/A
   (ABT)1 Year Chart         ABT Abbott Laboratories - $105.90 $257,000 2,263 % 35,000 244 0    N/A
   (HD)1 Year Chart         HD Home Depot Inc New $342.85 $252,000 657 % 252,000 657 0    N/A
   (WFC)1 Year Chart         WFC Wells Fargo & Co - $59.94 $240,000 4,133 % -52,000 -1,794 0    N/A
   (LAG)1 Year Chart         LAG Lagardere S.C.A - $24.82 $239,000 9,449 % -2,000 57 0    N/A
   (ETY)1 Year Chart         ETY Eaton Vance Tax-Managed Div... - $13.40 $236,000 17,665 % 21,000 0 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS - $157.76 $235,000 1,443 % 17,000 -15 0    N/A
   (PEP)1 Year Chart         PEP Pepsico Inc - $176.15 $231,000 1,322 % 31,000 142 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson New $149.27 $225,000 1,425 % 225,000 1,425 0    N/A
   (COST)1 Year Chart         COST Costco Wholesale Corp New $743.90 $222,000 303 % 222,000 303 0    N/A
   (ETJ)1 Year Chart         ETJ Eaton Vance Risk-Managed Di... - $8.32 $216,000 25,904 % 13,000 0 0    N/A
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... - $104.50 $214,000 2,043 % -1,000 0 0    N/A
   (EXG)1 Year Chart         EXG Eaton Vance Tax-Managed Glo... - $8.14 $172,000 21,054 % 10,000 23 0    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... Closed $81.30 $0 0 0% -584,000 -7,122 0    Closed - End Fund - E...
   (IWV)1 Year Chart         IWV iShares Tr Russell 3000 Indx Closed $292.33 $0 0 0% -443,000 -1,620 0    Closed - End Fund - E...
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF Closed $49.56 $0 0 0% -258,000 -5,381 0    Closed - End Fund - F...
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds Closed $76.93 $0 0 0% -1,066,000 -13,778 0    N/A
      75 Records Found
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