AI Portfolio Summary
In 2025 Q4, Syverson Strege & Co maintained a portfolio of 178 distinct positions. They heavily accumulated shares in DIMENSIONAL ETF TRUS, increasing their position by 0.5%. Conversely, Syverson Strege & Co completely exited their position in LINDE PLC.
Total Positions
178
Quarter
2025 Q4
Top Holding
DFAC (30.2%)
Top 10 Concentration
70.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 178
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 30.23% | 30.09% |
#1
Prev: #1
|
10.0 | -29,579 | -0.9% |
P
S
|
3,225,954 | $127,715,516 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 16.86% | 16.34% |
#2
Prev: #2
|
6.7 | -12,613 | -0.6% |
P
S
|
2,066,694 | $71,218,281 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 5.92% | 5.87% |
#3
Prev: #3
|
2.4 | -7,514 | -1.0% |
P
S
|
756,542 | $25,026,407 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 3.99% | 4.22% |
#4
Prev: #4
|
1.6 | -23,168 | -5.0% |
P
S
|
443,009 | $16,847,619 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 2.97% | 3.10% |
#5
Prev: #5
|
3.2 | 2,486 | 0.5% |
P
S
|
475,476 | $12,562,086 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 2.90% | 2.92% |
#6
Prev: #6
|
1.2 | -2,178 | -1.2% |
P
S
|
175,826 | $12,249,767 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 2.72% | 2.85% |
#7
Prev: #7
|
1.1 | -14,696 | -5.6% |
P
S
|
245,507 | $11,489,743 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 2.10% | 2.08% |
#8
Prev: #8
|
2.8 | 4,617 | 2.7% |
P
S
|
175,407 | $8,873,856 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 1.40% | 1.41% |
#9
1
Prev: #10
|
0.6 | -6,034 | -3.7% |
P
S
|
155,674 | $5,932,754 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 1.39% | 1.42% |
#10
1
Prev: #9
|
0.6 | -9,174 | -4.9% |
P
S
|
178,735 | $5,887,527 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BOND
PIMCO ETF TR
|
ETF | 1.32% | 1.36% |
#11
Prev: #11
|
0.5 | -716 | -1.2% |
P
S
|
60,077 | $5,591,952 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 1.04% | 1.02% |
#12
2
Prev: #14
|
0.4 | -560 | -3.4% |
P
S
|
16,115 | $4,381,094 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.03% | 1.13% |
#13
1
Prev: #12
|
0.4 | -68 | -0.7% |
P
S
|
9,002 | $4,353,782 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.99% | 0.89% |
#14
2
Prev: #16
|
2.4 | 2,487 | 12.5% |
P
S
|
22,455 | $4,187,860 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPIE
J P MORGAN EXCH...
|
ETF | 0.98% | 1.02% |
#15
2
Prev: #13
|
0.4 | -2,129 | -2.3% |
P
S
|
89,698 | $4,152,134 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFSU
DIMENSIONAL ETF...
|
ETF | 0.90% | 0.94% |
#16
1
Prev: #15
|
0.4 | -3,947 | -4.3% |
P
S
|
87,935 | $3,819,018 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
USMV
ISHARES TR
|
ETF | 0.75% | 0.77% |
#17
1
Prev: #18
|
0.3 | -66 | -0.2% |
P
S
|
33,640 | $3,167,543 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.73% | 0.84% |
#18
1
Prev: #17
|
0.3 | -113 | -2.4% |
P
S
|
4,652 | $3,070,753 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.64% | 0.67% |
#19
Prev: #19
|
0.3 | -257 | -4.6% |
P
S
|
5,341 | $2,684,654 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JMST
J P MORGAN EXCH...
|
ETF | 0.62% | 0.61% |
#20
Prev: #20
|
2.3 | 1,831 | 3.7% |
P
S
|
51,553 | $2,626,110 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.60% | 0.61% |
#21
Prev: #21
|
0.3 | -1,880 | -7.7% |
P
S
|
22,623 | $2,520,395 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 0.52% | 0.55% |
#22
Prev: #22
|
0.2 | -2,057 | -6.5% |
P
S
|
29,486 | $2,187,000 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.51% | 0.52% |
#23
Prev: #23
|
0.2 | -797 | -2.7% |
P
S
|
29,134 | $2,155,310 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.47% | 0.44% |
#24
3
Prev: #27
|
2.2 | 364 | 4.4% |
P
S
|
8,635 | $1,993,131 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.45% | 0.47% |
#25
1
Prev: #24
|
0.2 | -3,378 | -5.4% |
P
S
|
58,899 | $1,918,348 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LIN
LINDE PLC
|
Basic Materials | 0.00% | 0.08% |
Sold All 😨
(Was: #103) |
0.3 | -693 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QUAL
ISHARES TR
|
ETF | 0.00% | 0.06% |
Sold All 😨
(Was: #128) |
0.3 | -1,379 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.00% | 0.06% |
Sold All 😨
(Was: #134) |
0.3 | -565 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPAB
SPDR SERIES TRU...
|
ETF | 0.00% | 0.06% |
Sold All 😨
(Was: #135) |
0.3 | -9,820 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DD
DUPONT DE NEMOU...
|
Basic Materials | 0.00% | 0.06% |
Sold All 😨
(Was: #143) |
0.3 | -2,991 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CASY
CASEYS GEN STOR...
|
Consumer Cyclical | 0.00% | 0.05% |
Sold All 😨
(Was: #150) |
0.3 | -392 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 0.00% | 0.05% |
Sold All 😨
(Was: #153) |
0.3 | -1,200 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AFL
AFLAC INC
|
Financial Services | 0.00% | 0.05% |
Sold All 😨
(Was: #158) |
0.3 | -1,903 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FAST
FASTENAL CO
|
Industrials | 0.00% | 0.05% |
Sold All 😨
(Was: #159) |
0.3 | -4,280 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 0.00% | 0.05% |
Sold All 😨
(Was: #161) |
0.3 | -6,399 | -100.0% |
CLOSED
|
— | $— | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AOD
ABRDN TOTAL DYN...
|
Bond/Debt | 0.00% | 0.02% |
Sold All 😨
(Was: #163) |
0.3 | -10,260 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LPL
LG DISPLAY CO L...
|
Technology | 0.00% | 0.02% |
Sold All 😨
(Was: #165) |
0.3 | -12,218 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 178 holdings