Syverson Strege & Co Q3 2025 Filing
Filed December 1, 2025
Portfolio Value
$417.3B
Holdings
165
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (165 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 3,255,533 | $125.6B | 30.09% | |
| 2 | DFICDIMENSIONAL ETF TRUST | 2,079,307 | $68.2B | 16.34% | |
| 3 | DFEMDIMENSIONAL ETF TRUST | 764,056 | $24.5B | 5.87% | |
| 4 | DUHPDIMENSIONAL ETF TRUST | 466,177 | $17.6B | 4.22% | |
| 5 | DFGRDIMENSIONAL ETF TRUST | 472,990 | $12.9B | 3.10% | |
| 6 | DFASDIMENSIONAL ETF TRUST | 178,004 | $12.2B | 2.92% | |
| 7 | DFAUDIMENSIONAL ETF TRUST | 260,203 | $11.9B | 2.85% | |
| 8 | JPSTJ P MORGAN EXCHANGE TRADED F | 170,790 | $8.7B | 2.08% | |
| 9 | DFISDIMENSIONAL ETF TRUST | 187,909 | $5.9B | 1.42% | |
| 10 | DFAIDIMENSIONAL ETF TRUST | 161,708 | $5.9B | 1.41% | |
| 11 | BONDPIMCO ETF TR | 60,793 | $5.7B | 1.36% | |
| 12 | MSFTMICROSOFT CORP | 9,070 | $4.7B | 1.13% | |
| 13 | JPIEJ P MORGAN EXCHANGE TRADED F | 91,827 | $4.3B | 1.02% | |
| 14 | AAPLAPPLE INC | 16,675 | $4.2B | 1.02% | |
| 15 | DFSUDIMENSIONAL ETF TRUST | 91,882 | $3.9B | 0.94% | |
| 16 | NVDANVIDIA CORPORATION | 19,968 | $3.7B | 0.89% | |
| 17 | METAMETA PLATFORMS INC | 4,765 | $3.5B | 0.84% | |
| 18 | USMVISHARES TR | 33,706 | $3.2B | 0.77% | |
| 19 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,598 | $2.8B | 0.67% | |
| 20 | JMSTJ P MORGAN EXCHANGE TRADED F | 49,722 | $2.5B | 0.61% | |
| 21 | WMTWALMART INC | 24,503 | $2.5B | 0.61% | |
| 22 | DFUSDIMENSIONAL ETF TRUST | 31,543 | $2.3B | 0.55% | |
| 23 | DFAWDIMENSIONAL ETF TRUST | 29,931 | $2.2B | 0.52% | |
| 24 | DFAEDIMENSIONAL ETF TRUST | 62,277 | $2.0B | 0.47% | |
| 25 | AOAISHARES TR | 21,778 | $1.9B | 0.46% | |
| 26 | DFSIDIMENSIONAL ETF TRUST | 45,937 | $1.9B | 0.45% | |
| 27 | AMZNAMAZON COM INC | 8,271 | $1.8B | 0.44% | |
| 28 | XOMEXXON MOBIL CORP | 15,973 | $1.8B | 0.43% | |
| 29 | JPMJPMORGAN CHASE & CO. | 5,550 | $1.8B | 0.42% | |
| 30 | ABTABBOTT LABS | 11,917 | $1.6B | 0.38% | |
| 31 | ABBVABBVIE INC | 6,498 | $1.5B | 0.36% | |
| 32 | NFLXNETFLIX INC | 1,159 | $1.4B | 0.33% | |
| 33 | VIGVANGUARD SPECIALIZED FUNDS | 6,336 | $1.4B | 0.33% | |
| 34 | HDHOME DEPOT INC | 3,279 | $1.3B | 0.32% | |
| 35 | IBMINTERNATIONAL BUSINESS MACHS | 4,659 | $1.3B | 0.32% | |
| 36 | AVGOBROADCOM INC | 3,933 | $1.3B | 0.31% | |
| 37 | IWBISHARES TR | 3,482 | $1.3B | 0.30% | |
| 38 | RSPINVESCO EXCHANGE TRADED FD T | 6,597 | $1.3B | 0.30% | |
| 39 | USBUS BANCORP DEL | 25,763 | $1.2B | 0.30% | |
| 40 | GOOGLALPHABET INC | 5,008 | $1.2B | 0.29% | |
| 41 | JNJJOHNSON & JOHNSON | 6,398 | $1.2B | 0.28% | |
| 42 | ORCLORACLE CORP | 4,062 | $1.1B | 0.27% | |
| 43 | VEUVANGUARD INTL EQUITY INDEX F | 15,718 | $1.1B | 0.27% | |
| 44 | GOOGALPHABET INC | 4,531 | $1.1B | 0.26% | |
| 45 | TAT&T INC | 38,338 | $1.1B | 0.26% | |
| 46 | MAMASTERCARD INCORPORATED | 1,898 | $1.1B | 0.26% | |
| 47 | WFCWELLS FARGO CO NEW | 12,804 | $1.1B | 0.26% | |
| 48 | LDURPIMCO ETF TR | 10,863 | $1.0B | 0.25% | |
| 49 | COSTCOSTCO WHSL CORP NEW | 1,042 | $964.5M | 0.23% | |
| 50 | UNHUNITEDHEALTH GROUP INC | 2,783 | $960.8M | 0.23% | |
| 51 | NEARISHARES U S ETF TR | 17,935 | $919.7M | 0.22% | |
| 52 | VXFVANGUARD INDEX FDS | 4,079 | $853.9M | 0.20% | |
| 53 | GEGE AEROSPACE | 2,623 | $789.0M | 0.19% | |
| 54 | TRVCCITIGROUP INC | 7,731 | $784.7M | 0.19% | |
| 55 | LLYELI LILLY & CO | 1,026 | $782.8M | 0.19% | |
| 56 | MUNIPIMCO ETF TR | 14,916 | $779.8M | 0.19% | |
| 57 | GSGOLDMAN SACHS GROUP INC | 953 | $758.9M | 0.18% | |
| 58 | BACBANK AMERICA CORP | 13,977 | $721.1M | 0.17% | |
| 59 | EMREMERSON ELEC CO | 5,473 | $717.9M | 0.17% | |
| 60 | HYMBSPDR SERIES TRUST | 25,976 | $647.6M | 0.16% | |
| 61 | PGPROCTER AND GAMBLE CO | 4,049 | $622.2M | 0.15% | |
| 62 | CSCOCISCO SYS INC | 8,841 | $604.9M | 0.14% | |
| 63 | CVXCHEVRON CORP NEW | 3,828 | $594.5M | 0.14% | |
| 64 | DFSEDIMENSIONAL ETF TRUST | 14,212 | $584.0M | 0.14% | |
| 65 | SOSOUTHERN CO | 6,083 | $576.5M | 0.14% | |
| 66 | WSMWILLIAMS SONOMA INC | 2,754 | $538.3M | 0.13% | |
| 67 | PLTRPALANTIR TECHNOLOGIES INC | 2,941 | $536.5M | 0.13% | |
| 68 | VWOVANGUARD INTL EQUITY INDEX F | 9,807 | $531.3M | 0.13% | |
| 69 | BACVERIZON COMMUNICATIONS INC | 11,939 | $524.7M | 0.13% | |
| 70 | PGRPROGRESSIVE CORP | 2,077 | $512.9M | 0.12% | |
| 71 | MPCMARATHON PETE CORP | 2,555 | $492.5M | 0.12% | |
| 72 | INMUBLACKROCK ETF TRUST II | 19,822 | $474.4M | 0.11% | |
| 73 | DFAXDIMENSIONAL ETF TRUST | 14,885 | $467.1M | 0.11% | |
| 74 | TJXTJX COS INC NEW | 3,204 | $463.1M | 0.11% | |
| 75 | VYMVANGUARD WHITEHALL FDS | 3,238 | $456.4M | 0.11% | |
| 76 | VVISA INC | 1,336 | $456.0M | 0.11% | |
| 77 | COFCAPITAL ONE FINL CORP | 2,129 | $452.6M | 0.11% | |
| 78 | MCKMCKESSON CORP | 573 | $442.7M | 0.11% | |
| 79 | INTCINTEL CORP | 13,018 | $436.8M | 0.10% | |
| 80 | CVSCVS HEALTH CORP | 5,722 | $431.4M | 0.10% | |
| 81 | AGGISHARES TR | 4,094 | $410.4M | 0.10% | |
| 82 | PRFINVESCO EXCHANGE TRADED FD T | 8,783 | $397.1M | 0.10% | |
| 83 | CTVACORTEVA INC | 5,853 | $395.9M | 0.09% | |
| 84 | MOALTRIA GROUP INC | 5,988 | $395.6M | 0.09% | |
| 85 | BMTABRITISH AMERN TOB PLC | 7,386 | $392.0M | 0.09% | |
| 86 | GMGENERAL MTRS CO | 6,318 | $385.2M | 0.09% | |
| 87 | AMATAPPLIED MATLS INC | 1,873 | $383.4M | 0.09% | |
| 88 | PEPPEPSICO INC | 2,707 | $380.1M | 0.09% | |
| 89 | CATCATERPILLAR INC | 796 | $380.0M | 0.09% | |
| 90 | MCDMCDONALDS CORP | 1,242 | $377.5M | 0.09% | |
| 91 | 4I1PHILIP MORRIS INTL INC | 2,240 | $363.3M | 0.09% | |
| 92 | TRVTRAVELERS COMPANIES INC | 1,296 | $361.9M | 0.09% | |
| 93 | KRKROGER CO | 5,223 | $352.1M | 0.08% | |
| 94 | KLACKLA CORP | 324 | $349.5M | 0.08% | |
| 95 | PFEPFIZER INC | 13,467 | $343.1M | 0.08% | |
| 96 | DFATDIMENSIONAL ETF TRUST | 5,889 | $342.8M | 0.08% | |
| 97 | MUMICRON TECHNOLOGY INC | 2,033 | $340.2M | 0.08% | |
| 98 | MRKMERCK & CO INC | 4,052 | $340.1M | 0.08% | |
| 99 | AXPAMERICAN EXPRESS CO | 1,021 | $339.1M | 0.08% | |
| 100 | BBVABANCO BILBAO VIZCAYA ARGENTA | 17,414 | $335.2M | 0.08% |
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