0001682057-23-000003.txt : 20231109
0001682057-23-000003.hdr.sgml : 20231109
20231109120125
ACCESSION NUMBER: 0001682057-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231109
DATE AS OF CHANGE: 20231109
EFFECTIVENESS DATE: 20231109
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: 231391278
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
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09-30-2023
09-30-2023
Syverson Strege & Co
4125 WESTOWN PKWY
SUITE 104
WEST DES MOINES
IA
50266
13F HOLDINGS REPORT
028-20548
N
Matt Roberts
Chief Compliance Officer
515-225-6000
Matt Roberts
West Des Moines
IA
11-09-2023
0
60
223497156
false
INFORMATION TABLE
2
informationtable.xml
APPLE INC
COM
037833100
852557
4980
SH
SOLE
0
0
4980
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
982592
2805
SH
SOLE
0
0
2805
BLACKROCK ETF TRUST II
INTERMEDIA MUNI
092528207
447383
19822
SH
SOLE
0
0
19822
CORTEVA INC
COM
22052L104
514934
10065
SH
SOLE
0
0
10065
CSX CORP
COM
126408103
474913
15444
SH
SOLE
0
0
15444
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
11872742
509341
SH
SOLE
0
0
509341
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
1167831
51743
SH
SOLE
0
0
51743
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
4523280
173239
SH
SOLE
0
0
173239
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
25434V799
44219561
1893771
SH
SOLE
0
0
1893771
DIMENSIONAL ETF TRUST
US CORE EQT MKT
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SH
SOLE
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0
304805
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
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3484322
SH
SOLE
0
0
3484322
DIMENSIONAL ETF TRUST
US EQUITY ETF
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SH
SOLE
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0
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DIMENSIONAL ETF TRUST
US HIGH PROFITAB
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DIMENSIONAL ETF TRUST
US SMALL CAP ETF
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DIMENSIONAL ETF TRUST
US TARGETED VLU
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DIMENSIONAL ETF TRUST
WORLD EX US CORE
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SOLE
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EATON VANCE RISK-MANAGED DIV
COM
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SOLE
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EATON VANCE TAX-MANAGED DIVE
COM
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SH
SOLE
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EATON VANCE TAX-MANAGED GLOB
COM
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SH
SOLE
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0
21012
EMERSON ELEC CO
COM
291011104
591523
6125
SH
SOLE
0
0
6125
EXXON MOBIL CORP
COM
30231G102
581386
4945
SH
SOLE
0
0
4945
INTERNATIONAL BUSINESS MACHS
COM
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271326
1934
SH
SOLE
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0
1934
INVESCO EXCHANGE TRADED FD T
FTSE RAFI 1000
46137V613
314733
9891
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SOLE
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9891
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
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6597
SH
SOLE
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6597
ISHARES INC
MSCI GBL MIN VOL
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1615597
16931
SH
SOLE
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16931
ISHARES TR
1 3 YR TREAS BD
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570013
7040
SH
SOLE
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7040
ISHARES TR
AGGRES ALLOC ETF
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1630477
25681
SH
SOLE
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0
25681
ISHARES TR
CORE US AGGBD ET
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660293
7021
SH
SOLE
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7021
ISHARES TR
GRWT ALLOCAT ETF
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469369
9499
SH
SOLE
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0
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ISHARES TR
MODERT ALLOC ETF
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400977
10300
SH
SOLE
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0
10300
ISHARES TR
MSCI USA MIN VOL
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3607080
49835
SH
SOLE
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0
49835
ISHARES TR
RUS 1000 ETF
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879947
3746
SH
SOLE
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ISHARES TR
RUSSELL 3000 ETF
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393812
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SOLE
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ISHARES U S ETF TR
BLACKROCK SHORT
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54036
SH
SOLE
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0
54036
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
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51687
SH
SOLE
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0
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J P MORGAN EXCHANGE TRADED F
INCOME ETF
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3156153
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SH
SOLE
0
0
71085
JPMORGAN CHASE & CO
COM
46625H100
247358
1706
SH
SOLE
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0
1706
PEPSICO INC
COM
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205248
1211
SH
SOLE
0
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1211
PIMCO DYNAMIC INCOME FD
SHS
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13816
SH
SOLE
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PIMCO ETF TR
ACTIVE BD ETF
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36986
SH
SOLE
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PIMCO ETF TR
ENHNCD LW DUR AC
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SH
SOLE
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35392
PIMCO ETF TR
INTER MUN BD ACT
72201R866
461298
9213
SH
SOLE
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0
9213
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
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SH
SOLE
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0
7266
PROCTER AND GAMBLE CO
COM
742718109
211991
1453
SH
SOLE
0
0
1453
SOUTHERN CO
COM
842587107
262202
4051
SH
SOLE
0
0
4051
SPDR SER TR
NUVEEN BLOOMBERG
78464A284
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19575
SH
SOLE
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0
19575
SPDR SER TR
PORTFOLIO AGRGTE
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SH
SOLE
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UNITEDHEALTH GROUP INC
COM
91324P102
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SOLE
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508
US BANCORP DEL
COM NEW
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SH
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VANGUARD INDEX FDS
EXTEND MKT ETF
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VANGUARD INDEX FDS
GROWTH ETF
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SH
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VANGUARD INDEX FDS
REAL ESTATE ETF
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SH
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VANGUARD INDEX FDS
VALUE ETF
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SH
SOLE
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VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
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SH
SOLE
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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SH
SOLE
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0
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VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
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SH
SOLE
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0
13618
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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SH
SOLE
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6336
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
218661
5001
SH
SOLE
0
0
5001
WALMART INC
COM
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SH
SOLE
0
0
3292
WELLS FARGO CO NEW
COM
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330336
8085
SH
SOLE
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