Managing Director

0000870156-23-000013.txt : 20230207 0000870156-23-000013.hdr.sgml : 20230207 20230206181422 ACCESSION NUMBER: 0000870156-23-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230207 DATE AS OF CHANGE: 20230206 EFFECTIVENESS DATE: 20230207 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: 23591966 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 false false 0001682057 XXXXXXXX 12-31-2022 12-31-2022 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 02-06-2023 0 320 220576272 false INFORMATION TABLE 2 aci_13f.xml HOWARD HUGHES CORP COM 44267D107 688 9 SH SOLE 0 0 0 9 MCDONALDS CORP COM 580135101 118787 451 SH SOLE 0 0 0 451 3M CO COM 88579Y101 40405 337 SH SOLE 0 0 0 337 SELECT MED HLDGS CORP COM 81619Q105 122486 4933 SH SOLE 0 0 0 4933 NEVRO CORP COM 64157F103 1980 50 SH SOLE 0 0 0 50 ISHARES TR S&P 500 VAL ETF 464287408 25387 175 SH SOLE 0 0 0 175 POLARIS INC COM 731068102 606 6 SH SOLE 0 0 0 6 ENBRIDGE INC COM 29250N105 5859 150 SH SOLE 0 0 0 150 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 319010 14769 SH SOLE 0 0 0 14769 SPDR SER TR BBG CONV SEC ETF 78464A359 88918 1382 SH SOLE 0 0 0 1382 FASTENAL CO COM 311900104 1107 23 SH SOLE 0 0 0 23 INTEL CORP COM 458140100 53811 2036 SH SOLE 0 0 0 2036 WEC ENERGY GROUP INC COM 92939U106 15513 165 SH SOLE 0 0 0 165 ATLAS CORP SHARES Y0436Q109 602 39 SH SOLE 0 0 0 39 NISOURCE 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DEVICES INC COM 007903107 631 10 SH SOLE 0 0 0 10 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 79239929 3263589 SH SOLE 0 0 0 3263589 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 705786 14318 SH SOLE 0 0 0 14318 SPDR SER TR NUVEEN BLOOMBERG 78464A284 687731 14044 SH SOLE 0 0 0 14044 PIMCO MUN INCOME FD COM 72200R107 130280 12491 SH SOLE 0 0 0 12491 APPLIED MATLS INC COM 038222105 28532 293 SH SOLE 0 0 0 293 NEXTERA ENERGY INC COM 65339F101 102484 1226 SH SOLE 0 0 0 1226 BROOKFIELD CORP CL A LTD VT SH 11271J107 382 12 SH SOLE 0 0 0 12 PEMBINA PIPELINE CORP COM 706327103 28858 850 SH SOLE 0 0 0 850 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 67441 2705 SH SOLE 0 0 0 2705 LOCKHEED MARTIN CORP COM 539830109 1148 2 SH SOLE 0 0 0 2 SPDR S&P 500 ETF TR TR UNIT 78462F103 47757 125 SH SOLE 0 0 0 125 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 3388300 35946 SH SOLE 0 0 0 35946 ISHARES TR RUS 1000 ETF 464287622 926604 4402 SH SOLE 0 0 0 4402 PIMCO ETF TR INTER MUN BD ACT 72201R866 702117 13665 SH SOLE 0 0 0 13665 STAG INDL INC COM 85254J102 22965 711 SH SOLE 0 0 0 711 ISHARES TR S&P 500 GRWT ETF 464287309 59670 1020 SH SOLE 0 0 0 1020 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 81528 793 SH SOLE 0 0 0 793 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2081480 50024 SH SOLE 0 0 0 50024 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 10415696 463744 SH SOLE 0 0 0 463744 ISHARES TR EAFE VALUE ETF 464288877 1622 35 SH SOLE 0 0 0 35 ISHARES TR MICRO-CAP ETF 464288869 95322 884 SH SOLE 0 0 0 884 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 271338 6174 SH SOLE 0 0 0 6174 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 30569 1100 SH SOLE 0 0 0 1100 ISHARES TR AGGRES ALLOC ETF 464289859 1456158 24371 SH SOLE 0 0 0 24371 QUALCOMM INC COM 747525103 6596 60 SH SOLE 0 0 0 60 TARGET CORP COM 87612E106 19554 131 SH SOLE 0 0 0 131 MATTEL INC COM 577081102 18 1 SH SOLE 0 0 0 1 WELLS FARGO CO NEW COM 949746101 236693 5732 SH SOLE 0 0 0 5732 AMEREN CORP COM 023608102 191891 2158 SH SOLE 0 0 0 2158 SPDR SER TR PORTFOLIO AGRGTE 78464A649 547364 21781 SH SOLE 0 0 0 21781 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 106163 785 SH SOLE 0 0 0 785 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 264922 4957 SH SOLE 0 0 0 4957 UNION PAC CORP COM 907818108 39467 191 SH SOLE 0 0 0 191 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 99503 8237 SH SOLE 0 0 0 8237 PRINCIPAL FINANCIAL GROUP IN COM 74251V102 154122 1837 SH SOLE 0 0 0 1837 AMERICAN ELEC PWR CO INC COM 025537101 24740 261 SH SOLE 0 0 0 261 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 3567190 71746 SH SOLE 0 0 0 71746 COLUMBIA ETF TR I DIVERSIFID FXD 19761L508 22000 1272 SH SOLE 0 0 0 1272 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 169229 2248 SH SOLE 0 0 0 2248 SONY GROUP CORPORATION SPONSORED ADR 835699307 76 1 SH SOLE 0 0 0 1 XCEL ENERGY INC COM 98389B100 39663 566 SH SOLE 0 0 0 566 AT&T INC COM 00206R102 21211 1152 SH SOLE 0 0 0 1152 APPLE INC COM 037833100 618738 4762 SH SOLE 0 0 0 4762 AMERICAN WTR WKS CO INC NEW COM 030420103 7621 50 SH SOLE 0 0 0 50 ISHARES INC GLB ENR PROD ETF 464286343 31936 1317 SH SOLE 0 0 0 1317 DWS MUN INCOME TR COM 233368109 2583 300 SH SOLE 0 0 0 300 ALLETE INC COM NEW 018522300 635 10 SH SOLE 0 0 0 10 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 4864178 194256 SH SOLE 0 0 0 194256 ISHARES TR CORE S&P MCP ETF 464287507 166662 689 SH SOLE 0 0 0 689 EATON VANCE TAX-MANAGED GLOB COM 27829F108 158351 20974 SH SOLE 0 0 0 20974 HOST HOTELS & RESORTS INC COM 44107P104 2443 152 SH SOLE 0 0 0 152 SOUTHWEST AIRLS CO COM 844741108 6734 200 SH SOLE 0 0 0 200 ISHARES TR MSCI EAFE ETF 464287465 107715 1641 SH SOLE 0 0 0 1641 GUGGENHEIM STRATEGIC OPPORTU COM SBI 40167F101 54159 3558 SH SOLE 0 0 0 3558 REALTY INCOME CORP COM 756109104 97725 1541 SH SOLE 0 0 0 1541 INTERNATIONAL BUSINESS MACHS COM 459200101 263941 1873 SH SOLE 0 0 0 1873 ISHARES TR ESG AWARE AGGRSV 46436E668 2359 85 SH SOLE 0 0 0 85 WINNEBAGO INDS INC COM 974637100 11237 213 SH SOLE 0 0 0 213