Portfolio (Quarterly)
Guide ↗
Syverson Strege & Co
· CIK 0001682057| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | GE | GE AEROSPACE | Industrials | 2,191.0 | $622K | 0.15% | -218.0 | -9.1% | $283.77 | +20.8% |
| 62 | NEAR | ISHARES U S ETF TR | — | 12,077.0 | $614K | 0.15% | — | — | $50.84 | -0.5% |
| 63 | MPC | MARATHON PETE CORP | Energy | 2,415.0 | $590K | 0.14% | — | — | $244.18 | +48.9% |
| 64 | INTC | INTEL CORP | Technology | 13,340.0 | $589K | 0.14% | +869.0 | +7.0% | $44.13 | +108.7% |
| 65 | LRCX | LAM RESEARCH CORP | Technology | 2,661.0 | $569K | 0.14% | +604.0 | +29.4% | $213.66 | +49.1% |
| 66 | DFSE | DIMENSIONAL ETF TRUST | — | 13,384.0 | $567K | 0.14% | -322.0 | -2.4% | $42.37 | +16.5% |
| 67 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 2,082.0 | $563K | 0.14% | -399.0 | -16.1% | $270.65 | +46.0% |
| 68 | MRK | MERCK & CO INC | Healthcare | 4,618.0 | $556K | 0.13% | +476.0 | +11.5% | $120.30 | +24.3% |
| 69 | AMAT | APPLIED MATLS INC | Technology | 1,609.0 | $550K | 0.13% | -369.0 | -18.7% | $341.79 | +41.1% |
| 70 | MCK | MCKESSON CORP | Healthcare | 634.0 | $549K | 0.13% | +20.0 | +3.3% | $865.36 | +2.9% |
| 71 | TJX | TJX COS INC NEW | Consumer Cyclical | 3,435.0 | $549K | 0.13% | +99.0 | +3.0% | $159.70 | -16.0% |
| 72 | SO | SOUTHERN CO | Utilities | 5,681.0 | $548K | 0.13% | -361.0 | -6.0% | $96.52 | -7.7% |
| 73 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 3,764.0 | $544K | 0.13% | — | — | $144.46 | -0.9% |
| 74 | DFAX | DIMENSIONAL ETF TRUST | — | 16,003.0 | $544K | 0.13% | +1K | +7.5% | $33.97 | +13.1% |
| 75 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 10,616.0 | $533K | 0.13% | -716.0 | -6.3% | $50.20 | -1.5% |
| 76 | GM | GENERAL MTRS CO | Consumer Cyclical | 7,148.0 | $533K | 0.13% | +230.0 | +3.3% | $74.50 | +15.7% |
| 77 | VWO | VANGUARD INTL EQUITY INDEX F | — | 9,807.0 | $530K | 0.13% | — | — | $54.05 | +12.9% |
| 78 | WSM | WILLIAMS SONOMA INC | Consumer Cyclical | 2,721.0 | $496K | 0.12% | -29.0 | -1.1% | $182.33 | +30.8% |
| 79 | CTVA | CORTEVA INC | Basic Materials | 5,756.0 | $482K | 0.12% | — | — | $83.71 | -1.6% |
| 80 | INMU | BLACKROCK ETF TRUST II | — | 19,822.0 | $474K | 0.11% | — | — | $23.91 | -0.8% |
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%