Managing Director

0000870156-21-000012.txt : 20210203 0000870156-21-000012.hdr.sgml : 20210203 20210203151154 ACCESSION NUMBER: 0000870156-21-000012 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210203 DATE AS OF CHANGE: 20210203 EFFECTIVENESS DATE: 20210203 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Syverson Strege & Co CENTRAL INDEX KEY: 0001682057 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: 21585924 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 13F-HR LIVE false false false 0001682057 XXXXXXXX 12-31-2020 12-31-2020 Syverson Strege & Co

4125 WESTOWN PKWY SUITE 104 WEST DES MOINES IA 50266

13F HOLDINGS REPORT 028-20548 N Lance Gunkel Managing Director (515) 225-6000 Lance Gunkel West Des Moines IA 02-03-2021 0 261 104788 false INFORMATION TABLE 2 aci_13f.xml DISNEY WALT CO COM 254687106 1 8 SH SOLE 0 0 0 0 CHEMOURS CO COM 163851108 18 727 SH SOLE 0 0 0 0 SPDR SER TR BLMBRG BRC CNVRT 78464A359 114 1382 SH SOLE 0 0 0 0 ISHARES TR NATIONAL MUN ETF 464288414 1483 12651 SH SOLE 0 0 0 0 GENERAL ELECTRIC CO COM 369604103 19 1766 SH SOLE 0 0 0 0 KIMBERLY-CLARK CORP COM 494368103 33 242 SH SOLE 0 0 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 45 121 SH SOLE 0 0 0 0 PEARSON PLC SPONSORED ADR 705015105 1 61 SH SOLE 0 0 0 0 PFIZER INC COM 717081103 49 1329 SH SOLE 0 0 0 0 MARATHON PETE CORP COM 56585A102 3 78 SH SOLE 0 0 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 4838 42771 SH SOLE 0 0 0 0 GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 36465A109 0 72 SH SOLE 0 0 0 0 ITT INC COM 45073V108 11 145 SH SOLE 0 0 0 0 DEERE & CO COM 244199105 28 102 SH SOLE 0 0 0 0 NETAPP INC COM 64110D104 7 111 SH SOLE 0 0 0 0 MASTERCARD INCORPORATED CL A 57636Q104 42 119 SH SOLE 0 0 0 0 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 22 242 SH SOLE 0 0 0 0 YUM CHINA HLDGS INC COM 98850P109 77 1340 SH SOLE 0 0 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 841 6597 SH SOLE 0 0 0 0 PIMCO CORPORATE & INCOME OPP COM 72201B101 196 10997 SH SOLE 0 0 0 0 AMEREN CORP COM 023608102 165 2112 SH SOLE 0 0 0 0 XYLEM INC COM 98419M100 30 292 SH SOLE 0 0 0 0 NUVEEN AMT FREE QLTY MUN INC COM 670657105 149 9900 SH SOLE 0 0 0 0 ANNALY CAPITAL MANAGEMENT IN COM 035710409 3 314 SH SOLE 0 0 0 0 EATON VANCE TAX-MANAGED GLOB COM 27829F108 6 649 SH SOLE 0 0 0 0 BK OF AMERICA CORP COM 060505104 6 187 SH SOLE 0 0 0 0 AMERICAN FINL GROUP INC OHIO COM 025932104 20 225 SH SOLE 0 0 0 0 ABBOTT LABS COM 002824100 285 2608 SH SOLE 0 0 0 0 PEPSICO INC COM 713448108 307 2071 SH SOLE 0 0 0 0 NEXTERA ENERGY INC COM 65339F101 194 2517 SH SOLE 0 0 0 0 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 169 3588 SH SOLE 0 0 0 0 COSTCO WHSL CORP NEW COM 22160K105 57 152 SH SOLE 0 0 0 0 ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 1 104 SH SOLE 0 0 0 0 WORKIVA INC COM CL A 98139A105 1213 13240 SH SOLE 0 0 0 0 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 165 3200 SH SOLE 0 0 0 0 XCEL ENERGY INC COM 98389B100 37 557 SH SOLE 0 0 0 0 AMAZON COM INC COM 023135106 130 40 SH SOLE 0 0 0 0 SOUTHWEST AIRLS CO COM 844741108 12 256 SH SOLE 0 0 0 0 AT&T INC COM 00206R102 35 1203 SH SOLE 0 0 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 27126 399620 SH SOLE 0 0 0 0 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 12113 241124 SH SOLE 0 0 0 0 BAIDU INC SPON ADR REP A 056752108 86 400 SH SOLE 0 0 0 0 MAINSTAY MACKAY DEFINDTRM MU COM 56064K100 52 2399 SH SOLE 0 0 0 0 APPLE INC COM 037833100 606 4569 SH SOLE 0 0 0 0 ALLETE INC COM NEW 018522300 1 9 SH SOLE 0 0 0 0 UNION PAC CORP COM 907818108 31 151 SH SOLE 0 0 0 0 TARGET CORP COM 87612E106 17 98 SH SOLE 0 0 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 78 675 SH SOLE 0 0 0 0 NVENT ELECTRIC PLC SHS G6700G107 0 1 SH SOLE 0 0 0 0 INVESCO EXCH TRADED FD TR II FNDMNTL IG CRP 46138E693 277 10095 SH SOLE 0 0 0 0 PIMCO MUN INCOME FD III COM 72201A103 24 1993 SH SOLE 0 0 0 0 MERCK & CO. 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