Wealth Management Nebraska

Wealth Management Nebraska as of June 30, 2025

Portfolio Holdings for Wealth Management Nebraska

Wealth Management Nebraska holds 82 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio Intrmd (SPIB) 19.9 $147M 4.4M 33.51
American Centy Etf Tr Avantis Us Small (AVSC) 10.2 $76M 828k 91.21
Dimensional Etf Trust Internatnal Val (DFIV) 6.7 $50M 1.2M 42.79
Dimensional Etf Trust Us Equity Market (DFUS) 6.5 $48M 721k 66.73
American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.3 $47M 686k 68.10
American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.8 $43M 540k 78.86
Spdr Series Trust Portfolio S&p500 (SPLG) 5.6 $42M 576k 72.32
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.5 $41M 657k 61.79
Dimensional Etf Trust World Equity Etf (DFAW) 4.4 $33M 488k 66.81
Spdr Series Trust Portfolio Agrgte (SPAB) 4.4 $32M 1.3M 25.51
Dimensional Etf Trust Us Mktwide Value (DFUV) 4.1 $30M 714k 42.15
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.3 $17M 602k 28.83
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.3 $17M 213k 79.40
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 2.2 $16M 127k 128.00
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.7 $13M 425k 29.71
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.6 $12M 143k 82.59
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.6 $12M 215k 53.97
Dimensional Etf Trust Global Real Est (DFGR) 1.5 $11M 420k 26.69
American Centy Etf Tr International Lr (AVIV) 0.7 $5.0M 81k 62.09
Ishares Tr Core S&p500 Etf (IVV) 0.5 $3.9M 6.3k 617.49
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $3.0M 27k 112.65
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $3.0M 22k 137.42
Spdr Series Trust Portfolio Short (SPSB) 0.3 $2.4M 78k 30.15
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $2.0M 4.0k 485.69
Microsoft Corporation (MSFT) 0.3 $2.0M 3.9k 495.93
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.8M 14k 132.52
Axon Enterprise (AXON) 0.2 $1.6M 1.9k 818.60
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $1.5M 6.8k 225.59
Texas Instruments Incorporated (TXN) 0.2 $1.4M 6.9k 207.09
NVIDIA Corporation (NVDA) 0.2 $1.4M 8.8k 157.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.4M 4.6k 303.31
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.3M 12k 109.49
Apple (AAPL) 0.2 $1.3M 6.3k 201.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.3M 2.2k 566.95
Wal-Mart Stores (WMT) 0.2 $1.1M 12k 97.27
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $1.0M 16k 64.77
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $986k 1.6k 614.96
Amazon (AMZN) 0.1 $918k 4.1k 223.30
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $855k 12k 73.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $845k 1.5k 548.18
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $828k 8.2k 100.43
Ishares Tr National Mun Etf (MUB) 0.1 $648k 6.2k 104.33
Meta Platforms Cl A (META) 0.1 $648k 883.00 733.63
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $606k 15k 41.47
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $597k 2.1k 279.06
Visa Com Cl A (V) 0.1 $546k 1.6k 348.68
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $522k 6.8k 77.09
Vanguard Index Fds Small Cp Etf (VB) 0.1 $467k 2.0k 237.37
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $458k 8.1k 56.83
Spdr Gold Tr Gold Shs (GLD) 0.1 $452k 1.5k 301.22
Alphabet Cap Stk Cl A (GOOGL) 0.1 $426k 2.4k 178.55
Proshares Tr Bitcoin Etf (BITO) 0.1 $413k 19k 21.37
Caterpillar (CAT) 0.1 $379k 984.00 384.77
Nextera Energy (NEE) 0.0 $365k 5.1k 70.89
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $362k 7.4k 48.97
Equifax (EFX) 0.0 $358k 1.4k 256.14
JPMorgan Chase & Co. (JPM) 0.0 $351k 1.2k 287.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $346k 7.0k 49.39
Schwab Strategic Tr Crypto Thematic (STCE) 0.0 $341k 7.1k 48.02
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.0 $334k 4.2k 80.12
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $333k 14k 23.31
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $329k 11k 30.93
Southern Company (SO) 0.0 $321k 3.5k 90.91
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $302k 1.3k 228.57
Vanguard World Mega Grwth Ind (MGK) 0.0 $282k 773.00 364.72
Eli Lilly & Co. (LLY) 0.0 $278k 359.00 775.45
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $277k 3.1k 89.04
Alphabet Cap Stk Cl C (GOOG) 0.0 $273k 1.5k 178.27
Oracle Corporation (ORCL) 0.0 $269k 1.3k 210.23
Home Depot (HD) 0.0 $251k 682.00 368.69
Direxion Shs Etf Tr Daily Electric (EVAV) 0.0 $248k 12k 21.16
Hubbell (HUBB) 0.0 $245k 602.00 406.62
American Express Company (AXP) 0.0 $244k 768.00 317.19
Bank of America Corporation (BAC) 0.0 $243k 5.1k 47.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $239k 566.00 421.70
Exxon Mobil Corporation (XOM) 0.0 $235k 2.2k 109.36
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $235k 4.7k 50.29
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $216k 1.7k 128.51
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $211k 2.2k 97.89
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.0 $209k 4.3k 48.85
McDonald's Corporation (MCD) 0.0 $204k 698.00 291.58
Cornerstone Total Rtrn Fd In (CRF) 0.0 $155k 20k 7.60