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Nabity-Jensen Investment Management

Latest statistics and disclosures from Nabity-Jensen Investment Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002044851

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Positions held by Nabity-Jensen Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Nabity-Jensen Investment Management

Nabity-Jensen Investment Management holds 69 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	14.8	$19M	111k	174.57	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	10.5	$14M	122k	112.94	View chart
Vanguard Index Fds Growth Etf (VUG)	7.3	$9.6M	25k	383.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	5.4	$7.1M	35k	200.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.1	$6.7M	14k	488.08	View chart
NVIDIA Corporation (NVDA)	3.7	$4.8M	39k	121.44	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.6	$4.7M	88k	52.81	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.2	$4.2M	41k	104.18	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.1	$4.1M	49k	84.53	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.9	$3.8M	14k	267.37	View chart
Apple (AAPL)	2.8	$3.7M	16k	233.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.7	$3.6M	7.8k	460.26	View chart
Microsoft Corporation (MSFT)	2.1	$2.8M	6.5k	430.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$2.5M	8.8k	283.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.8	$2.3M	29k	78.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.3	$1.6M	34k	47.85	View chart
Amazon (AMZN)	1.3	$1.6M	8.8k	186.33	View chart
Valmont Industries (VMI)	1.2	$1.6M	5.6k	289.95	View chart
UnitedHealth (UNH)	1.2	$1.6M	2.7k	584.68	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.1	$1.5M	7.8k	189.80	View chart
JPMorgan Chase & Co. (JPM)	1.1	$1.5M	6.9k	210.86	View chart
Costco Wholesale Corporation (COST)	1.0	$1.4M	1.5k	886.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$1.3M	7.9k	165.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$1.3M	16k	79.42	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$1.2M	5.3k	237.21	View chart
salesforce (CRM)	0.9	$1.2M	4.4k	273.71	View chart
Caterpillar (CAT)	0.9	$1.1M	2.9k	391.12	View chart
Eli Lilly & Co. (LLY)	0.8	$1.1M	1.2k	885.94	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$957k	15k	64.74	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.7	$859k	11k	76.59	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$782k	6.2k	125.62	View chart
Adobe Systems Incorporated (ADBE)	0.6	$778k	1.5k	517.78	View chart
Meta Platforms Cl A (META)	0.6	$764k	1.3k	572.44	View chart
Starbucks Corporation (SBUX)	0.6	$760k	7.8k	97.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$725k	1.9k	375.38	View chart
Charles Schwab Corporation (SCHW)	0.6	$720k	11k	64.81	View chart
Johnson & Johnson (JNJ)	0.5	$709k	4.4k	162.06	View chart
Simon Property (SPG)	0.5	$687k	4.1k	169.02	View chart
Exxon Mobil Corporation (XOM)	0.5	$667k	5.7k	117.22	View chart
Union Pacific Corporation (UNP)	0.5	$640k	2.6k	246.48	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.5	$635k	8.8k	71.76	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.5	$627k	1.3k	465.08	View chart
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)	0.5	$607k	5.9k	103.58	View chart
Walt Disney Company (DIS)	0.4	$550k	5.7k	96.19	View chart
Visa Com Cl A (V)	0.4	$544k	2.0k	274.95	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$512k	10k	51.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$512k	4.4k	116.96	View chart
Comcast Corp Cl A (CMCSA)	0.3	$455k	11k	41.77	View chart
General Dynamics Corporation (GD)	0.3	$432k	1.4k	302.20	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.3	$412k	5.2k	78.69	View chart
Boeing Company (BA)	0.3	$392k	2.6k	152.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$358k	678.00	527.68	View chart
Linde SHS (LIN)	0.3	$356k	746.00	476.86	View chart
Pfizer (PFE)	0.3	$347k	12k	28.94	View chart
Procter & Gamble Company (PG)	0.3	$339k	2.0k	173.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$325k	1.9k	167.19	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$311k	4.1k	76.70	View chart
Dominion Resources (D)	0.2	$308k	5.3k	57.79	View chart
Home Depot (HD)	0.2	$304k	750.00	405.20	View chart
Target Corporation (TGT)	0.2	$292k	1.9k	155.86	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.2	$282k	3.5k	80.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$282k	4.5k	62.32	View chart
CVS Caremark Corporation (CVS)	0.2	$263k	4.2k	62.88	View chart
Novo-nordisk A S Adr (NVO)	0.2	$259k	2.2k	119.07	View chart
Paypal Holdings (PYPL)	0.2	$230k	2.9k	78.03	View chart
Pepsi (PEP)	0.2	$215k	1.3k	170.05	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$205k	1.0k	198.06	View chart
Broadcom (AVGO)	0.2	$205k	1.2k	172.50	View chart
Advanced Micro Devices (AMD)	0.2	$201k	1.2k	164.08	View chart

Past Filings by Nabity-Jensen Investment Management

SEC 13F filings are viewable for Nabity-Jensen Investment Management going back to 2024

Nabity-Jensen Investment Management 2024 Q3 filed Nov. 15, 2024

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