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| Name: |
Syverson Strege & Co |
| City: |
WEST DES MOINES |
| State: |
IA |
| Zip: |
50266 |
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data |
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| Holdings
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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 |
|
DFAU |
Dfa Dimensional Us Core Equ... |
6 |
- |
$0.00 |
$10,781,000 |
295,059 |
3.89% |
600,000 |
-11,141 |
0.328 |
N/A |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
11 |
- |
$0.00 |
$3,358,000 |
40,177 |
1.21% |
198,000 |
-322 |
0.001 |
N/A |
|
|
DFSU |
Dimensional Us Sustainabili... |
12 |
- |
$0.00 |
$3,064,000 |
89,033 |
1.1% |
230,000 |
-2,003 |
0.099 |
N/A |
|
|
DFAS |
Dimensional U S Small Cap Etf |
14 |
- |
$62.04 |
$2,699,000 |
43,287 |
0.97% |
-47,000 |
-2,775 |
0.048 |
N/A |
|
|
NEAR |
Ishares Short Maturity Bond... |
17 |
- |
$0.00 |
$1,926,000 |
38,175 |
0.69% |
-129,000 |
-2,493 |
0.044 |
N/A |
|
|
MEAR |
Ishares Short Maturity Muni... |
19 |
- |
$0.00 |
$1,453,000 |
28,987 |
0.52% |
-878,000 |
-17,650 |
0.032 |
N/A |
|
|
MUNI |
PIMCO Intermediate Municipa... |
30 |
- |
$52.16 |
$721,000 |
13,741 |
0.26% |
-29,000 |
-455 |
0.015 |
Closed - End Fund - Debt |
|
|
HYMB |
Spdr Nuveen S&p High Yi... |
34 |
- |
$25.51 |
$642,000 |
24,998 |
0.23% |
-9,000 |
-719 |
0.012 |
N/A |
|
|
EMR |
Emerson Electric Co |
36 |
- |
$112.88 |
$630,000 |
5,552 |
0.23% |
34,000 |
-567 |
0.001 |
Industrial Electrical... |
|
|
XOM |
Exxon Mobil Corp |
38 |
- |
$119.64 |
$541,000 |
4,658 |
0.2% |
67,000 |
-83 |
0 |
Integrated Oil & Gas |
|
|
VWO |
Vanguard Emerging Markets S... |
42 |
- |
$44.89 |
$410,000 |
9,815 |
0.15% |
-34,000 |
-995 |
0 |
Closed - End Fund - E... |
|
|
PRF |
Invesco FTSE RAFI US |
46 |
- |
$36.69 |
$377,000 |
9,797 |
0.14% |
28,000 |
-109 |
0.005 |
Closed - End Fund - E... |
|
|
DFAX |
Dimensional Funds plc - Wor... |
47 |
- |
$26.36 |
$373,000 |
14,681 |
0.13% |
14,000 |
-23 |
0.002 |
N/A |
|
|
SMMU |
Pimco Short Term Municipal ... |
49 |
- |
$49.78 |
$353,000 |
7,066 |
0.13% |
-16,000 |
-317 |
0.13 |
Closed - End Fund - E... |
|
|
DFAT |
Dimensional U S Targeted Va... |
52 |
- |
$54.33 |
$331,000 |
6,090 |
0.12% |
-88,000 |
-1,917 |
0.001 |
N/A |
|
|
AOM |
iShares Trust |
53 |
- |
$42.77 |
$326,000 |
7,620 |
0.12% |
-104,000 |
-2,741 |
0.024 |
Closed - End Fund - Debt |
|
|
ACWV |
Ishares Msci All Country Wo... |
57 |
- |
$0.00 |
$268,000 |
2,545 |
0.1% |
-1,408,000 |
-14,160 |
0.004 |
N/A |
|
|
WFC |
Wells Fargo & Co |
62 |
- |
$61.08 |
$240,000 |
4,133 |
0.09% |
-52,000 |
-1,794 |
0 |
Domestic Money Center... |
|
|
VTV |
Vanguard Value VIPERS |
65 |
- |
$163.65 |
$235,000 |
1,443 |
0.08% |
17,000 |
-15 |
0 |
Closed - End Fund - E... |
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