News + Filings Holdings
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Syverson Strege & Co
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 4,428 | -5,169 | 204,485,000 | 204,136,000 | 0.09 | |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTV | Common | 1,456 | -416 | 206,963,000 | 206,732,000 | 0.09 | |
Hist
| 06/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 443 | -135 | 212,835,000 | 212,543,000 | 0.09 | 0.00 |
Hist
| 06/30/2023 |
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PEPSICO INC
| PEP | Common | 1,195 | -67 | 221,399,000 | 221,193,000 | 0.09 | |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| PRF | Common | 1,979 | -654 | 323,782,000 | 323,417,000 | 0.14 | |
Hist
| 06/30/2023 |
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MUBADALA INFRASTRUCTURE PARTNERS LP
| MUB | ETF | 4,521 | -5,574 | 482,513,000 | 481,477,000 | 0.21 | |
Hist
| 06/30/2023 |
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Walmart Inc.
| WMT | Common | 3,261 | -489 | 512,630,000 | 512,144,000 | 0.22 | 0.00 |
Hist
| 06/30/2023 |
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CSX CORP
| CSX | Common | 15,378 | -4,975 | 524,401,000 | 523,859,000 | 0.22 | |
Hist
| 06/30/2023 |
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Vanguard Growth ETF
| VUG | ETF | 1,904 | -245 | 538,853,000 | 538,393,000 | 0.23 | |
Hist
| 06/30/2023 |
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EMERSON ELECTRIC CO
| EMR | Common | 6,117 | -523 | 552,945,000 | 552,459,000 | 0.24 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| AGG | LEHMAN AGG BND | 6,942 | -330 | 679,979,000 | 679,278,000 | 0.29 | |
Hist
| 06/30/2023 |
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Dimensional ETF Trust
| DFAE | Common | 51,290 | -3,551 | 1,203,256,000 | 1,202,154,000 | 0.52 | |
Hist
| 06/30/2023 |
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iShares, Inc.
| ACWV | Common | 16,647 | -5,186 | 1,632,363,000 | 1,630,429,000 | 0.70 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| NEAR | Common | 57,817 | -14,181 | 2,874,660,000 | 2,871,113,000 | 1.23 | |
Hist
| 06/30/2023 |
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PIMCO ETF Trust
| LDUR | Common | 34,758 | -374 | 3,258,246,000 | 3,254,919,000 | 1.40 | |
Hist
| 06/30/2023 |
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PIMCO ETF TR TTL RTN ACTV
| BOND | STOCK | 36,072 | -2,369 | 3,304,956,000 | 3,301,507,000 | 1.42 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| MEAR | Common | 69,636 | -13,966 | 3,474,163,000 | 3,470,013,000 | 1.49 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| USMV | Common | 54,110 | -20,188 | 4,022,010,000 | 4,017,099,000 | 1.72 | |
Hist
| 06/30/2023 |
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