Wealth Management Nebraska

Latest statistics and disclosures from Wealth Management Nebraska's latest quarterly 13F-HR filing:

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Positions held by Wealth Management Nebraska consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealth Management Nebraska

Wealth Management Nebraska holds 71 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio Intrmd (SPIB) 22.2 $137M 4.2M 32.80
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American Centy Etf Tr Avantis Us Small (AVSC) 8.3 $51M 530k 96.54
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Spdr Ser Tr Nuveen Bloomberg (HYMB) 6.9 $42M 612k 68.94
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Dimensional Etf Trust Internatnal Val (DFIV) 6.8 $42M 1.2M 35.48
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Dimensional Etf Trust Us Equity Market (DFUS) 6.2 $38M 601k 63.75
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.9 $36M 557k 65.08
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.9 $36M 540k 66.77
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.3 $32M 498k 65.08
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Dimensional Etf Trust Us Mktwide Value (DFUV) 4.9 $30M 736k 40.92
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Spdr Ser Tr Portfolio Agrgte (SPAB) 4.9 $30M 1.2M 24.99
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Dimensional Etf Trust World Equity Etf (DFAW) 3.3 $21M 327k 62.46
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.0 $18M 233k 78.01
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.4 $15M 262k 55.66
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.3 $14M 559k 25.37
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.0 $12M 154k 80.27
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Dimensional Etf Trust Intl Small Cap E (DFIS) 1.6 $9.6M 390k 24.55
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Dimensional Etf Trust Global Real Est (DFGR) 1.5 $9.2M 360k 25.54
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Ishares Tr Core S&p500 Etf (IVV) 1.2 $7.1M 12k 585.08
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American Centy Etf Tr International Lr (AVIV) 0.7 $4.5M 87k 51.90
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Spdr Ser Tr Portfolio Short (SPSB) 0.4 $2.4M 81k 29.87
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.8M 3.9k 453.29
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Axon Enterprise (AXON) 0.2 $1.4M 2.3k 594.32
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.3M 19k 71.91
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Apple (AAPL) 0.2 $1.3M 5.0k 250.42
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Texas Instruments Incorporated (TXN) 0.2 $1.3M 6.7k 187.52
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.2M 2.2k 538.81
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Microsoft Corporation (MSFT) 0.2 $1.2M 2.8k 421.54
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.2M 4.0k 289.81
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NVIDIA Corporation (NVDA) 0.2 $1.0M 7.5k 134.29
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Wal-Mart Stores (WMT) 0.2 $969k 11k 90.35
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $942k 1.6k 586.12
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Ishares Tr National Mun Etf (MUB) 0.2 $937k 8.8k 106.55
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Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $703k 6.4k 110.28
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $688k 17k 40.57
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Amazon (AMZN) 0.1 $654k 3.0k 219.39
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $510k 2.6k 198.18
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Visa Com Cl A (V) 0.1 $490k 1.5k 316.04
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $488k 5.6k 87.25
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Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $487k 19k 26.21
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Vanguard Index Fds Small Cp Etf (VB) 0.1 $453k 1.9k 240.28
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Proshares Tr Bitcoin Etf (BITO) 0.1 $413k 15k 26.95
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $404k 1.5k 264.13
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Meta Platforms Cl A (META) 0.1 $386k 660.00 585.51
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $366k 7.3k 50.13
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Equifax (EFX) 0.1 $357k 1.4k 254.85
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $343k 671.00 511.43
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Caterpillar (CAT) 0.1 $340k 937.00 362.76
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $337k 7.0k 47.82
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $329k 1.7k 189.33
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Tesla Motors (TSLA) 0.1 $313k 776.00 403.84
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $308k 7.0k 44.04
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Ishares Tr Global Reit Etf (REET) 0.0 $295k 13k 22.04
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Southern Company (SO) 0.0 $291k 3.5k 82.33
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Alphabet Cap Stk Cl C (GOOG) 0.0 $281k 1.5k 190.44
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Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $269k 3.3k 81.58
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Hubbell (HUBB) 0.0 $252k 602.00 418.89
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Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $235k 4.7k 50.32
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Schwab Strategic Tr Crypto Thematic (STCE) 0.0 $231k 5.2k 44.78
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $227k 3.9k 57.41
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $225k 1.1k 197.49
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Home Depot (HD) 0.0 $221k 569.00 388.99
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Vanguard Index Fds Growth Etf (VUG) 0.0 $219k 534.00 410.44
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Nextera Energy (NEE) 0.0 $218k 3.0k 71.69
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $215k 769.00 280.06
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W.W. Grainger (GWW) 0.0 $211k 200.00 1054.05
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JPMorgan Chase & Co. (JPM) 0.0 $211k 879.00 239.71
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $207k 1.8k 115.22
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Bank of America Corporation (BAC) 0.0 $205k 4.7k 43.95
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Eli Lilly & Co. (LLY) 0.0 $203k 263.00 772.00
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Direxion Shs Etf Tr Daily Electric (EVAV) 0.0 $203k 9.4k 21.66
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Cornerstone Total Rtrn Fd In (CRF) 0.0 $164k 19k 8.69
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Past Filings by Wealth Management Nebraska

SEC 13F filings are viewable for Wealth Management Nebraska going back to 2024