0001682057-24-000001.txt : 20240214 0001682057-24-000001.hdr.sgml : 20240214 20240214165516 ACCESSION NUMBER: 0001682057-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Syverson Strege & Co CENTRAL INDEX KEY: 0001682057 ORGANIZATION NAME: IRS NUMBER: 391906446 STATE OF INCORPORATION: IA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20548 FILM NUMBER: 24639901 BUSINESS ADDRESS: STREET 1: 4125 WESTOWN PKWY STREET 2: SUITE 104 CITY: WEST DES MOINES STATE: IA ZIP: 50266 BUSINESS PHONE: 5152256000 MAIL ADDRESS: STREET 1: 4125 WESTOWN PKWY STREET 2: SUITE 104 CITY: WEST DES MOINES STATE: IA ZIP: 50266 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001682057 XXXXXXXX 12-31-2023 12-31-2023 Syverson Strege & Co

4125 WESTOWN PKWY SUITE 104 WEST DES MOINES IA 50266

13F HOLDINGS REPORT 028-20548 N Matt Roberts 515-225-6000 Matt Roberts West Des Moines IA 02-14-2024 0 69 257791234 false INFORMATION TABLE 2 informationtable.xml ABBOTT LABS COM 002824100 222178 2019 SH SOLE 0 0 2019 AMAZON COM INC COM 023135106 279700 1841 SH SOLE 0 0 1841 APPLE INC COM 037833100 977539 5077 SH SOLE 0 0 5077 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 960485 2693 SH SOLE 0 0 2693 BLACKROCK ETF TRUST II INTERMEDIA MUNI 092528207 471169 19822 SH SOLE 0 0 19822 CORTEVA INC COM 22052L104 297672 6212 SH SOLE 0 0 6212 CSX CORP COM 126408103 530081 15289 SH SOLE 0 0 15289 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 333169 10535 SH SOLE 0 0 10535 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 13651526 546936 SH SOLE 0 0 546936 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1268421 52610 SH SOLE 0 0 52610 DIMENSIONAL ETF TRUST GLOBAL REAL EST 25434V658 9372342 360752 SH SOLE 0 0 360752 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 1297012 40491 SH SOLE 0 0 40491 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