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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Kolli Sreelakshmi
| SHM | ETF | 0 | -58,372 | 0 | -2,690,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EEMV | Common | 0 | -12,982 | 0 | -658,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 0 | -1,358 | 0 | -485,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFAV | Common | 0 | -8,155 | 0 | -465,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDX | Common | 0 | -9,612 | 0 | -459,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDA | Common | 0 | -9,197 | 0 | -391,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ALLIANT ENERGY CORP
| LNT | Common | 0 | -7,003 | 0 | -371,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Schwab Fundamental International Large Company Index
| FNDF | common | 0 | -12,946 | 0 | -326,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJR | S&P SMLCAP 600 | 0 | -2,916 | 0 | -254,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJH | Common | 0 | -1,083 | 0 | -237,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| QUAL | Common | 0 | -2,229 | 0 | -232,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PRINCIPAL FINANCIAL GROUP INC
| PFG | Common | 0 | -2,410 | 0 | -174,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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AMEREN CORP
| AEE | Common | 0 | -2,158 | 0 | -174,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ABBOTT LABORATORIES
| ABT | Common | 0 | -1,792 | 0 | -173,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CHEVRON CORP
| CVX | Common | 0 | -969 | 0 | -139,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CONOCOPHILLIPS
| COP | Common | 0 | -1,320 | 0 | -135,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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AMGEN INC
| AMGN | Common | 0 | -600 | 0 | -135,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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WILLIAMS SONOMA INC
| WSM | Common | 0 | -1,130 | 0 | -133,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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HOME DEPOT, INC.
| HD | Common | 0 | -444 | 0 | -122,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VOT | Common | 0 | -712 | 0 | -121,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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JOHNSON & JOHNSON
| JNJ | Common | 0 | -736 | 0 | -120,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FUNDS
| VTI | Common | 0 | -650 | 0 | -117,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDC | Common | 0 | -4,185 | 0 | -114,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWC | Common | 0 | -1,058 | 0 | -109,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IJJ | Common | 0 | -1,204 | 0 | -108,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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YUM BRANDS INC
| YUM | Common | 0 | -1,002 | 0 | -107,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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REALTY INCOME CORP
| O | COM | 0 | -1,844 | 0 | -107,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ELI LILLY & Co
| LLY | Common | 0 | -330 | 0 | -107,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PIMCO MUNICIPAL INCOME FUND
| PMF | COM | 0 | -10,905 | 0 | -106,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MCDONALDS CORP
| MCD | Common | 0 | -451 | 0 | -104,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ISHARES MSCI EAFE INDEX FUND
| EFA | ETF | 0 | -1,815 | 0 | -102,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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MAINSTAY DEFINEDTERM MN OPP
| MMD | COM | 0 | -6,283 | 0 | -98,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard Mid-Cap Value ETF
| VOE | common | 0 | -785 | 0 | -96,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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NEXTERA ENERGY INC
| FPL | common | 0 | -1,224 | 0 | -96,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 0 | -820 | 0 | -93,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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