Managing Director

0000870156-21-000028.txt : 20210507 0000870156-21-000028.hdr.sgml : 20210507 20210507132532 ACCESSION NUMBER: 0000870156-21-000028 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210507 DATE AS OF CHANGE: 20210507 EFFECTIVENESS DATE: 20210507 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: 21901560 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 03-31-2021 03-31-2021 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 05-06-2021 0 279 96185 false INFORMATION TABLE 2 aci_13f.xml CHEMOURS CO COM 163851108 20 728 SH SOLE 0 0 0 728 SPDR SER TR BLMBRG BRC CNVRT 78464A359 115 1382 SH SOLE 0 0 0 1382 DISNEY WALT CO COM 254687106 1 8 SH SOLE 0 0 0 8 ISHARES TR NATIONAL MUN ETF 464288414 1474 12700 SH SOLE 0 0 0 12700 BLACKROCK MUNIYIELD FD INC COM 09253W104 10 705 SH SOLE 0 0 0 705 GENERAL ELECTRIC CO COM 369604103 23 1766 SH SOLE 0 0 0 1766 YUM CHINA HLDGS INC COM 98850P109 79 1340 SH SOLE 0 0 0 1340 KIMBERLY-CLARK CORP COM 494368103 34 243 SH SOLE 0 0 0 243 PFIZER INC COM 717081103 49 1339 SH SOLE 0 0 0 1339 MARATHON PETE CORP COM 56585A102 4 79 SH SOLE 0 0 0 79 PIMCO ETF TR ACTIVE BD ETF 72201R775 4467 40806 SH SOLE 0 0 0 40806 ITT INC COM 45073V108 13 145 SH SOLE 0 0 0 145 PEARSON PLC SPONSORED ADR 705015105 1 61 SH SOLE 0 0 0 61 SPDR S&P 500 ETF TR TR UNIT 78462F103 48 122 SH SOLE 0 0 0 122 MASTERCARD INCORPORATED CL A 57636Q104 42 119 SH SOLE 0 0 0 119 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 24 243 SH SOLE 0 0 0 243 NETAPP INC COM 64110D104 8 112 SH SOLE 0 0 0 112 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 935 6597 SH SOLE 0 0 0 6597 DEERE & CO COM 244199105 38 103 SH SOLE 0 0 0 103 XYLEM INC COM 98419M100 31 293 SH SOLE 0 0 0 293 PIMCO CORPORATE & INCOME OPP COM 72201B101 202 11055 SH SOLE 0 0 0 11055 NUVEEN AMT FREE QLTY MUN INC COM 670657105 95 6434 SH SOLE 0 0 0 6434 KEMPHARM INC COM NEW 488445206 7 734 SH SOLE 0 0 0 734 BK OF AMERICA CORP COM 060505104 7 187 SH SOLE 0 0 0 187 ANNALY CAPITAL MANAGEMENT IN COM 035710409 3 323 SH SOLE 0 0 0 323 EATON VANCE TAX-MANAGED GLOB COM 27829F108 6 663 SH SOLE 0 0 0 663 AMERICAN FINL GROUP INC OHIO COM 025932104 26 225 SH SOLE 0 0 0 225 ABBOTT LABS COM 002824100 314 2616 SH SOLE 0 0 0 2616 CHURCH & DWIGHT INC COM 171340102 12 140 SH SOLE 0 0 0 140 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 166 3386 SH SOLE 0 0 0 3386 AMEREN CORP COM 023608102 172 2119 SH SOLE 0 0 0 2119 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 236 8357 SH SOLE 0 0 0 8357 ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 2 104 SH SOLE 0 0 0 104 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 165 3205 SH SOLE 0 0 0 3205 PEPSICO INC COM 713448108 296 2095 SH SOLE 0 0 0 2095 NEXTERA ENERGY INC COM 65339F101 190 2513 SH SOLE 0 0 0 2513 COSTCO WHSL CORP NEW COM 22160K105 54 152 SH SOLE 0 0 0 152 AMAZON COM INC COM 023135106 124 40 SH SOLE 0 0 0 40 XCEL ENERGY INC COM 98389B100 37 558 SH SOLE 0 0 0 558 SOUTHWEST AIRLS CO COM 844741108 16 256 SH SOLE 0 0 0 256 APPLE INC COM 037833100 558 4570 SH SOLE 0 0 0 4570 ALLETE INC COM NEW 018522300 1 9 SH SOLE 0 0 0 9 ISHARES TR MSCI USA MIN VOL 46429B697 16673 240974 SH SOLE 0 0 0 240974 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 17341 345104 SH SOLE 0 0 0 345104 MAINSTAY MACKAY DEFINDTRM MU COM 56064K100 53 2399 SH SOLE 0 0 0 2399 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 75 3553 SH SOLE 0 0 0 3553 VANECK VECTORS ETF TR SOCIAL SENTIMENT 92189H839 5 207 SH SOLE 0 0 0 207 TARGET CORP COM 87612E106 19 98 SH SOLE 0 0 0 98 NVENT ELECTRIC PLC SHS G6700G107 0 1 SH SOLE 0 0 0 1 ISHARES TR MSCI USA QLT FCT 46432F339 113 928 SH SOLE 0 0 0 928 INVESCO EXCH TRADED FD TR II FNDMNTL IG CRP 46138E693 250 9366 SH SOLE 0 0 0 9366 UNION PAC CORP COM 907818108 33 151 SH SOLE 0 0 0 151 MERCK & CO. 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