Wealth Management Nebraska

Wealth Management Nebraska as of March 31, 2025

Portfolio Holdings for Wealth Management Nebraska

Wealth Management Nebraska holds 74 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
Spdr Ser Tr Portfolio Intrmd (SPIB) 22.0 $145M 4.4M 33.24
American Centy Etf Tr Avantis Us Small (AVSC) 9.1 $60M 689k 87.17
Dimensional Etf Trust Internatnal Val (DFIV) 6.6 $44M 1.1M 39.36
Dimensional Etf Trust Us Equity Market (DFUS) 6.3 $42M 686k 60.48
American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.2 $41M 621k 65.21
Spdr Ser Tr Portfolio S&p500 (SPLG) 5.7 $38M 573k 65.76
American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.6 $37M 527k 69.74
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.0 $33M 554k 59.75
Spdr Ser Tr Portfolio Agrgte (SPAB) 4.8 $32M 1.2M 25.54
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.5 $29M 712k 41.21
Dimensional Etf Trust World Equity Etf (DFAW) 3.7 $25M 399k 61.28
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.8 $18M 230k 78.94
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.4 $16M 136k 115.95
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.3 $15M 574k 25.89
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $12M 145k 81.76
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.6 $10M 398k 25.84
Dimensional Etf Trust Global Real Est (DFGR) 1.6 $10M 390k 26.26
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.6 $10M 199k 51.49
American Centy Etf Tr International Lr (AVIV) 0.7 $4.6M 81k 56.68
Ishares Tr Core S&p500 Etf (IVV) 0.5 $3.4M 6.0k 561.89
Spdr Ser Tr Portfolio Short (SPSB) 0.4 $2.4M 80k 30.10
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $2.4M 20k 117.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.1M 3.9k 532.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.5M 5.5k 274.84
Microsoft Corporation (MSFT) 0.2 $1.5M 3.9k 375.36
Apple (AAPL) 0.2 $1.3M 6.0k 222.14
Texas Instruments Incorporated (TXN) 0.2 $1.2M 6.9k 179.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.2M 2.6k 468.89
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.2M 11k 104.57
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $1.1M 15k 73.45
Axon Enterprise (AXON) 0.2 $1.1M 2.1k 525.95
Wal-Mart Stores (WMT) 0.2 $1.0M 12k 87.79
NVIDIA Corporation (NVDA) 0.2 $994k 9.2k 108.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $984k 1.9k 513.91
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $890k 9.0k 98.92
Amazon (AMZN) 0.1 $783k 4.1k 190.26
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $760k 8.2k 92.38
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $741k 6.6k 111.49
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $706k 17k 41.39
Ishares Tr National Mun Etf (MUB) 0.1 $683k 6.5k 105.44
Visa Com Cl A (V) 0.1 $549k 1.6k 350.53
Meta Platforms Cl A (META) 0.1 $537k 932.00 576.36
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $496k 1.9k 258.62
Vanguard Index Fds Small Cp Etf (VB) 0.1 $419k 1.9k 221.75
Alphabet Cap Stk Cl A (GOOGL) 0.1 $369k 2.4k 154.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $367k 7.4k 49.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $366k 7.2k 50.83
Equifax (EFX) 0.1 $341k 1.4k 243.56
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.0 $327k 4.2k 78.40
Nextera Energy (NEE) 0.0 $326k 4.6k 70.89
Southern Company (SO) 0.0 $325k 3.5k 91.96
Caterpillar (CAT) 0.0 $325k 984.00 329.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $317k 7.0k 45.26
Proshares Tr Bitcoin Etf (BITO) 0.0 $305k 17k 18.32
JPMorgan Chase & Co. (JPM) 0.0 $300k 1.2k 245.33
Eli Lilly & Co. (LLY) 0.0 $297k 359.00 825.91
Exxon Mobil Corporation (XOM) 0.0 $271k 2.3k 118.91
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $269k 3.3k 81.58
Home Depot (HD) 0.0 $267k 729.00 366.45
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $258k 1.4k 190.58
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $254k 3.1k 81.69
Alphabet Cap Stk Cl C (GOOG) 0.0 $236k 1.5k 156.23
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $235k 4.7k 50.32
American Express Company (AXP) 0.0 $227k 844.00 269.05
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $227k 3.9k 57.41
Vanguard Index Fds Growth Etf (VUG) 0.0 $219k 534.00 410.44
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $219k 1.3k 166.00
McDonald's Corporation (MCD) 0.0 $218k 698.00 312.40
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $215k 769.00 280.06
Bank of America Corporation (BAC) 0.0 $211k 5.1k 41.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $211k 584.00 361.09
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $208k 1.1k 186.29
Vanguard Index Fds Value Etf (VTV) 0.0 $204k 1.2k 172.74
Cornerstone Total Rtrn Fd In (CRF) 0.0 $138k 19k 7.18