Portfolio (Quarterly)
Guide ↗
Syverson Strege & Co
· CIK 0001682057| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | BERKSHIRE HATHAWAY INC DEL | — | 5,295.0 | $2.5M | 0.61% | -46.0 | -0.9% | $479.20 | — |
| 22 | JMST | J P MORGAN EXCHANGE TRADED F | — | 49,377.0 | $2.5M | 0.61% | -2K | -4.2% | $50.98 | -0.1% |
| 23 | DFUS | DIMENSIONAL ETF TRUST | — | 28,764.0 | $2.0M | 0.49% | -722.0 | -2.5% | $70.91 | +18.8% |
| 24 | DFAW | DIMENSIONAL ETF TRUST | — | 26,170.0 | $1.9M | 0.47% | -3K | -10.2% | $73.78 | +16.0% |
| 25 | AMZN | AMAZON COM INC | Consumer Cyclical | 9,187.0 | $1.9M | 0.46% | +552.0 | +6.4% | $208.27 | +23.0% |
| 26 | DFSI | DIMENSIONAL ETF TRUST | — | 43,120.0 | $1.8M | 0.44% | -594.0 | -1.4% | $42.40 | +11.9% |
| 27 | DFAE | DIMENSIONAL ETF TRUST | — | 51,682.0 | $1.7M | 0.42% | -7K | -12.2% | $33.86 | +18.1% |
| 28 | AOA | ISHARES TR | — | 18,543.0 | $1.6M | 0.40% | -2K | -7.7% | $88.49 | +12.4% |
| 29 | GOOGL | ALPHABET INC | Communication Services | 5,685.0 | $1.6M | 0.39% | +347.0 | +6.5% | $287.56 | +18.5% |
| 30 | JNJ | JOHNSON & JOHNSON | Healthcare | 6,539.0 | $1.6M | 0.39% | -77.0 | -1.2% | $244.42 | +8.7% |
| 31 | JPM | JPMORGAN CHASE & CO | Financial Services | 5,388.0 | $1.6M | 0.38% | — | — | $294.14 | +20.4% |
| 32 | GOOG | ALPHABET INC | — | 5,486.0 | $1.6M | 0.38% | +1K | +23.4% | $286.86 | — |
| 33 | ABT | ABBOTT LABORATORIES | Healthcare | 14,155.0 | $1.5M | 0.35% | -379.0 | -2.6% | $102.67 | +8.7% |
| 34 | ABBV | ABBVIE INC | Healthcare | 6,486.0 | $1.4M | 0.34% | -88.0 | -1.3% | $217.49 | +18.6% |
| 35 | VIG | VANGUARD SPECIALIZED FUNDS | — | 6,336.0 | $1.4M | 0.33% | — | — | $215.06 | +13.1% |
| 36 | USB | US BANCORP | Financial Services | 25,760.0 | $1.3M | 0.32% | — | — | $52.01 | +20.0% |
| 37 | RSP | INVESCO EXCHANGE TRADED FD T | — | 6,597.0 | $1.3M | 0.30% | — | — | $191.92 | +15.4% |
| 38 | VEU | VANGUARD INTL EQUITY INDEX F | — | 15,718.0 | $1.2M | 0.28% | — | — | $75.10 | +14.3% |
| 39 | AVGO | BROADCOM INC | Technology | 3,807.0 | $1.2M | 0.28% | +41.0 | +1.1% | $309.51 | +20.0% |
| 40 | T | AT&T INC | Communication Services | 37,104.0 | $1.1M | 0.26% | — | — | $28.99 | -12.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.2%
Financial Services
17.1%
Healthcare
13.0%
Consumer Defensive
8.8%
Communication Services
8.7%
Energy
7.8%
Consumer Cyclical
7.1%
Industrials
4.7%
Utilities
2.7%
Basic Materials
1.9%