Nabity-Jensen Investment Management

Nabity-Jensen Investment Management as of March 31, 2025

Portfolio Holdings for Nabity-Jensen Investment Management

Nabity-Jensen Investment Management holds 66 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 15.1 $19M 110k 172.74
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 10.4 $13M 120k 110.08
Vanguard Index Fds Growth Etf (VUG) 7.2 $9.1M 25k 370.82
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $6.6M 14k 468.93
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.2 $6.5M 35k 186.29
NVIDIA Corporation (NVDA) 3.3 $4.2M 39k 108.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.3 $4.1M 7.8k 532.58
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.2 $4.1M 162k 25.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $3.7M 133k 27.96
Apple (AAPL) 2.9 $3.7M 17k 222.13
Vanguard Index Fds Sml Cp Grw Etf (VBK) 2.9 $3.6M 14k 251.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.7 $3.4M 67k 50.83
Vanguard Bd Index Fds Intermed Term (BIV) 2.1 $2.7M 35k 76.57
Microsoft Corporation (MSFT) 2.0 $2.5M 6.8k 375.39
Vanguard Index Fds Total Stk Mkt (VTI) 1.9 $2.3M 8.5k 274.84
JPMorgan Chase & Co. (JPM) 1.4 $1.7M 7.0k 245.30
Amazon (AMZN) 1.3 $1.7M 8.9k 190.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $1.5M 34k 45.26
Valmont Industries (VMI) 1.2 $1.5M 5.3k 285.37
Ishares Tr Rus 1000 Val Etf (IWD) 1.2 $1.5M 7.8k 188.16
Costco Wholesale Corporation (COST) 1.2 $1.5M 1.5k 945.78
UnitedHealth (UNH) 1.1 $1.4M 2.8k 523.75
Alphabet Cap Stk Cl A (GOOGL) 1.1 $1.3M 8.6k 154.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $1.3M 16k 78.94
salesforce (CRM) 1.0 $1.2M 4.5k 268.36
Eli Lilly & Co. (LLY) 0.9 $1.1M 1.4k 825.91
Vanguard Index Fds Small Cp Etf (VB) 0.9 $1.1M 5.0k 221.73
Caterpillar (CAT) 0.8 $976k 3.0k 329.80
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.8 $957k 13k 76.62
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $915k 15k 62.10
Charles Schwab Corporation (SCHW) 0.7 $864k 11k 78.28
Schwab Strategic Tr Fundamental Us L (FNDX) 0.7 $838k 36k 23.61
Meta Platforms Cl A (META) 0.6 $786k 1.4k 576.36
Johnson & Johnson (JNJ) 0.6 $767k 4.6k 165.84
Starbucks Corporation (SBUX) 0.6 $764k 7.8k 98.09
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $743k 6.1k 122.01
Visa Com Cl A (V) 0.6 $710k 2.0k 350.46
Union Pacific Corporation (UNP) 0.6 $703k 3.0k 236.24
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $697k 1.9k 361.09
Exxon Mobil Corporation (XOM) 0.5 $686k 5.8k 118.93
Simon Property (SPG) 0.5 $675k 4.1k 166.08
Vertex Pharmaceuticals Incorporated (VRTX) 0.5 $654k 1.3k 484.82
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 0.5 $591k 5.9k 100.89
Adobe Systems Incorporated (ADBE) 0.5 $578k 1.5k 383.53
Walt Disney Company (DIS) 0.5 $570k 5.8k 98.70
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $458k 4.4k 104.57
General Dynamics Corporation (GD) 0.3 $419k 1.5k 272.58
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $406k 8.2k 49.62
Comcast Corp Cl A (CMCSA) 0.3 $402k 11k 36.90
Boeing Company (BA) 0.3 $378k 2.2k 170.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $361k 7.0k 51.42
Linde SHS (LIN) 0.3 $357k 766.00 465.64
Procter & Gamble Company (PG) 0.3 $342k 2.0k 170.42
Home Depot (HD) 0.3 $338k 921.00 366.49
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $333k 4.5k 73.45
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $332k 4.2k 78.28
Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $316k 4.1k 77.92
Pfizer (PFE) 0.2 $306k 12k 25.34
Alphabet Cap Stk Cl C (GOOG) 0.2 $304k 1.9k 156.23
Dominion Resources (D) 0.2 $299k 5.3k 56.07
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $275k 3.5k 78.85
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $264k 4.5k 58.35
Paypal Holdings (PYPL) 0.2 $219k 3.4k 65.25
Broadcom (AVGO) 0.2 $216k 1.3k 167.43
CVS Caremark Corporation (CVS) 0.2 $213k 3.1k 67.75
Select Sector Spdr Tr Energy (XLE) 0.2 $206k 2.2k 93.45