0001682057-23-000002.txt : 20230804 0001682057-23-000002.hdr.sgml : 20230804 20230804101728 ACCESSION NUMBER: 0001682057-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230804 DATE AS OF CHANGE: 20230804 EFFECTIVENESS DATE: 20230804 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: 231142522 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 06-30-2023 06-30-2023 Syverson Strege & Co

4125 WESTOWN PKWY SUITE 104 WEST DES MOINES IA 50266

13F HOLDINGS REPORT 028-20548 N Lance Gunkel 515-225-6000 Lance Gunkel West Des Moines IA 08-04-2023 0 62 233560848 false INFORMATION TABLE 2 informationtable.xml 13F TABLE APPLE INC COM 037833100 936528 4828 SH SOLE 0 0 4828 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 878416 2576 SH SOLE 0 0 2576 BLACKROCK ETF TRUST II INTERMEDIA MUNI 092528207 465222 19822 SH SOLE 0 0 19822 CORTEVA INC COM 22052L104 296824 5180 SH SOLE 0 0 5180 CSX CORP COM 126408103 524401 15378 SH SOLE 0 0 15378 DEERE & CO COM 244199105 232223 573 SH SOLE 0 0 573 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 12032637 500318 SH SOLE 0 0 500318 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1203256 51290 SH SOLE 0 0 51290 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 4964756 181726 SH SOLE 0 0 181726 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 46447866 1913798 SH SOLE 0 0 1913798 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 9412597 303730 SH SOLE 0 0 303730 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 93981867 3461579 SH SOLE 0 0 3461579 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2404339 49924 SH SOLE 0 0 49924 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 14439460 544064 SH SOLE 0 0 544064 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3170732 57860 SH SOLE 0 0 57860 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 341543 7362 SH SOLE 0 0 7362 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 342827 14707 SH SOLE 0 0 14707 EATON VANCE RISK-MANAGED DIV COM 27829G106 212931 25904 SH SOLE 0 0 25904 EATON VANCE TAX-MANAGED DIVE COM 27828N102 220106 17665 SH SOLE 0 0 17665 EATON VANCE TAX-MANAGED GLOB COM 27829F108 166374 21007 SH SOLE 0 0 21007 EMERSON ELEC CO COM 291011104 552945 6117 SH SOLE 0 0 6117 EXXON MOBIL CORP COM 30231G102 531702 4958 SH SOLE 0 0 4958 INTERNATIONAL BUSINESS MACHS COM 459200101 256768 1919 SH SOLE 0 0 1919 INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 46137V613 323782 1979 SH SOLE 0 0 1979 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 987175 6597 SH SOLE 0 0 6597 ISHARES INC MSCI GBL MIN VOL 464286525 1632363 16647 SH SOLE 0 0 16647 ISHARES TR 1 3 YR TREAS BD 464287457 500215 6169 SH SOLE 0 0 6169 ISHARES TR AGGRES ALLOC ETF 464289859 1548887 23348 SH SOLE 0 0 23348 ISHARES TR CORE US AGGBD ET 464287226 679979 6942 SH SOLE 0 0 6942 ISHARES TR GRWT ALLOCAT ETF 464289867 477767 9286 SH SOLE 0 0 9286 ISHARES TR MODERT ALLOC ETF 464289875 413593 10235 SH SOLE 0 0 10235 ISHARES TR MSCI USA MIN VOL 46429B697 4022010 54110 SH SOLE 0 0 54110 ISHARES TR NATIONAL MUN ETF 464288414 482513 4521 SH SOLE 0 0 4521 ISHARES TR RUS 1000 ETF 464287622 1074290 4408 SH SOLE 0 0 4408 ISHARES TR RUSSELL 3000 ETF 464287689 396226 1557 SH SOLE 0 0 1557 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 3474163 69636 SH SOLE 0 0 69636 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 2874660 57817 SH SOLE 0 0 57817 J P MORGAN EXCHANGE TRADED F INCOME ETF 46641Q159 3179693 70347 SH SOLE 0 0 70347 JPMORGAN CHASE & CO COM 46625H100 241085 1658 SH SOLE 0 0 1658 PEPSICO INC COM 713448108 221399 1195 SH SOLE 0 0 1195 PIMCO DYNAMIC INCOME FD SHS 72201Y101 266185 14197 SH SOLE 0 0 14197 PIMCO ETF TR ACTIVE BD ETF 72201R775 3304956 36072 SH SOLE 0 0 36072 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 3258246 34758 SH SOLE 0 0 34758 PIMCO ETF TR INTER MUN BD ACT 72201R866 453296 8744 SH SOLE 0 0 8744 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 346765 7001 SH SOLE 0 0 7001 PROCTER AND GAMBLE CO COM 742718109 223875 1475 SH SOLE 0 0 1475 SOUTHERN CO COM 842587107 283834 4040 SH SOLE 0 0 4040 SPDR SER TR NUVEEN BLOOMBERG 78464A284 467982 18712 SH SOLE 0 0 18712 SPDR SER TR PORTFOLIO AGRGTE 78464A649 555619 21901 SH SOLE 0 0 21901 UNITEDHEALTH GROUP INC COM 91324P102 212835 443 SH SOLE 0 0 443 US BANCORP DEL COM NEW 902973304 1180888 35741 SH SOLE 0 0 35741 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 607078 4079 SH SOLE 0 0 4079 VANGUARD INDEX FDS GROWTH ETF 922908736 538853 1904 SH SOLE 0 0 1904 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 754434 9029 SH SOLE 0 0 9029 VANGUARD INDEX FDS VALUE ETF 922908744 206963 1456 SH SOLE 0 0 1456 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 855216 15718 SH SOLE 0 0 15718 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 439087 10794 SH SOLE 0 0 10794 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 906565 11982 SH SOLE 0 0 11982 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1029156 6336 SH SOLE 0 0 6336 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 204485 4428 SH SOLE 0 0 4428 WALMART INC COM 931142103 512630 3261 SH SOLE 0 0 3261 WELLS FARGO CO NEW COM 949746101 405780 9508 SH SOLE 0 0 9508