$223 Million is the total value of Syverson Strege & Co's 60 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 25.9% |
| ISHARES U S ETF TR | 12 | Q3 2023 | 18.0% |
| ISHARES U S ETF TR | 12 | Q3 2023 | 8.1% |
| PIMCO ETF TR | 12 | Q3 2023 | 4.6% |
| ISHARES INC | 12 | Q3 2023 | 4.9% |
| SPDR SER TR | 12 | Q3 2023 | 9.0% |
| ISHARES TR | 12 | Q3 2023 | 1.6% |
| INVESCO EXCHANGE TRADED FD T | 12 | Q3 2023 | 4.0% |
| US BANCORP DEL | 12 | Q3 2023 | 2.1% |
| ISHARES TR | 12 | Q3 2023 | 1.2% |
View Syverson Strege & Co's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-04-13 |
| 13F-HR | 2022-01-19 |
View Syverson Strege & Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.