Managing Director

0000870156-22-000020.txt : 20220413 0000870156-22-000020.hdr.sgml : 20220413 20220413124844 ACCESSION NUMBER: 0000870156-22-000020 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220413 DATE AS OF CHANGE: 20220413 EFFECTIVENESS DATE: 20220413 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: 22824214 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 03-31-2022 03-31-2022 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 04-13-2022 0 312 91956 false INFORMATION TABLE 2 aci_13f.xml SPDR SER TR BLMBRG BRC CNVRT 78464A359 106 1382 SH SOLE 0 0 0 1382 DISNEY WALT CO COM 254687106 22 160 SH SOLE 0 0 0 160 CHEMOURS CO COM 163851108 26 830 SH SOLE 0 0 0 830 ISHARES TR NATIONAL MUN ETF 464288414 924 8430 SH SOLE 0 0 0 8430 GENERAL ELECTRIC CO COM 369604103 20 220 SH SOLE 0 0 0 220 YUM CHINA HLDGS INC COM 98850P109 56 1340 SH SOLE 0 0 0 1340 KIMBERLY-CLARK CORP COM 494368103 30 245 SH SOLE 0 0 0 245 PFIZER INC COM 717081103 81 1570 SH SOLE 0 0 0 1570 ITT INC COM 45073V108 11 146 SH SOLE 0 0 0 146 MARATHON PETE CORP COM 56585A102 7 82 SH SOLE 0 0 0 82 PIMCO ETF TR ACTIVE BD ETF 72201R775 2701 26537 SH SOLE 0 0 0 26537 PEARSON PLC SPONSORED ADR 705015105 1 63 SH SOLE 0 0 0 63 XEROX HOLDINGS CORP COM NEW 98421M106 1 45 SH SOLE 0 0 0 45 SPDR S&P 500 ETF TR TR UNIT 78462F103 56 123 SH SOLE 0 0 0 123 MASTERCARD INCORPORATED CL A 57636Q104 43 119 SH SOLE 0 0 0 119 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 30 294 SH SOLE 0 0 0 294 BLACKROCK MUNIYIELD FD INC COM 09253W104 9 738 SH SOLE 0 0 0 738 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1040 6597 SH SOLE 0 0 0 6597 NETAPP INC COM 64110D104 10 115 SH SOLE 0 0 0 115 DEERE & CO COM 244199105 90 216 SH SOLE 0 0 0 216 AMEREN CORP COM 023608102 201 2144 SH SOLE 0 0 0 2144 NUVEEN AMT FREE QLTY MUN INC COM 670657105 53 4004 SH SOLE 0 0 0 4004 XYLEM INC COM 98419M100 25 296 SH SOLE 0 0 0 296 GLADSTONE LD CORP COM 376549101 9 255 SH SOLE 0 0 0 255 ISHARES TR TIPS BD ETF 464287176 65 520 SH SOLE 0 0 0 520 EATON VANCE TAX-MANAGED GLOB COM 27829F108 148 15193 SH SOLE 0 0 0 15193 BK OF AMERICA CORP COM 060505104 18 437 SH SOLE 0 0 0 437 ANNALY CAPITAL MANAGEMENT IN COM 035710409 3 358 SH SOLE 0 0 0 358 AMERICAN FINL GROUP INC OHIO COM 025932104 33 225 SH SOLE 0 0 0 225 ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 1 51 SH SOLE 0 0 0 51 KEMPHARM INC COM NEW 488445206 4 734 SH SOLE 0 0 0 734 PROSHARES TR PSHS ULT S&P 500 74347R107 10 156 SH SOLE 0 0 0 156 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 177 3691 SH SOLE 0 0 0 3691 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 9390 297916 SH SOLE 0 0 0 297916 PACER FDS TR US CASH COWS 100 69374H881 2 43 SH SOLE 0 0 0 43 CHURCH & DWIGHT INC COM 171340102 14 140 SH SOLE 0 0 0 140 ABBOTT LABS COM 002824100 211 1781 SH SOLE 0 0 0 1781 PEPSICO INC COM 713448108 209 1251 SH SOLE 0 0 0 1251 COSTCO WHSL CORP NEW COM 22160K105 88 152 SH SOLE 0 0 0 152 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 324 6480 SH SOLE 0 0 0 6480 NEXTERA ENERGY INC COM 65339F101 104 1224 SH SOLE 0 0 0 1224 PEMBINA PIPELINE CORP COM 706327103 32 850 SH SOLE 0 0 0 850 SOUTHWEST AIRLS CO COM 844741108 9 200 SH SOLE 0 0 0 200 NEXTERA ENERGY INC UNIT 99/99/9999 65339F739 29 556 SH SOLE 0 0 0 556 AMAZON COM INC COM 023135106 134 41 SH SOLE 0 0 0 41 XCEL ENERGY INC COM 98389B100 41 562 SH SOLE 0 0 0 562 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 64 3370 SH SOLE 0 0 0 3370 APPLE INC COM 037833100 825 4723 SH SOLE 0 0 0 4723 ALLETE INC COM NEW 018522300 1 10 SH SOLE 0 0 0 10 ISHARES TR MSCI USA MIN VOL 46429B697 17528 225957 SH SOLE 0 0 0 225957 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 3229 165663 SH SOLE 0 0 0 165663 MAINSTAY MACKAY DEFINDTRM MU COM 56064K100 93 4935 SH SOLE 0 0 0 4935 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 4392 88259 SH SOLE 0 0 0 88259 TARGET CORP COM 87612E106 26 122 SH SOLE 0 0 0 122 ISHARES TR MSCI USA QLT FCT 46432F339 353 2622 SH SOLE 0 0 0 2622 NVENT ELECTRIC PLC SHS G6700G107 8 244 SH SOLE 0 0 0 244 UNION PAC CORP COM 907818108 52 189 SH SOLE 0 0 0 189 INVESCO EXCH TRADED FD TR II FNDMNTL IG CRP 46138E693 1 54 SH SOLE 0 0 0 54 MERCK & CO. 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