Wealth Management Nebraska

Wealth Management Nebraska as of Sept. 30, 2025

Portfolio Holdings for Wealth Management Nebraska

Wealth Management Nebraska holds 92 positions in its portfolio as reported in the September 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 $167M 4.9M 33.89
American Centy Etf Tr Avantis Us Small (AVSC) 10.7 $90M 905k 99.53
Dimensional Etf Trust Internatnal Val (DFIV) 6.6 $56M 1.2M 46.12
American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.6 $56M 769k 72.26
Dimensional Etf Trust Us Equity Market (DFUS) 6.4 $54M 747k 72.44
American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.8 $49M 548k 89.03
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.4 $45M 660k 68.46
Spdr Series Trust Portfolio S&p500 (SPYM) 5.2 $44M 561k 78.34
Dimensional Etf Trust World Equity Etf (DFAW) 5.1 $43M 594k 71.86
Spdr Series Trust Portfolio Agrgte (SPAB) 4.2 $35M 1.4M 25.85
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.8 $32M 714k 44.69
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.3 $20M 620k 31.53
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $18M 219k 79.93
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.7 $14M 455k 31.63
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.7 $14M 102k 137.80
Dimensional Etf Trust Global Real Est (DFGR) 1.5 $13M 474k 27.31
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $13M 216k 58.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.4 $12M 143k 84.11
American Centy Etf Tr International Lr (AVIV) 0.6 $5.2M 77k 67.44
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $4.4M 8.7k 502.75
Ishares Tr Core S&p500 Etf (IVV) 0.5 $4.1M 6.2k 669.30
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $3.2M 28k 113.86
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $2.9M 21k 142.41
Spdr Series Trust Portfolio Short (SPSB) 0.3 $2.5M 81k 30.29
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $2.2M 8.8k 247.11
Microsoft Corporation (MSFT) 0.2 $2.0M 4.0k 517.95
Apple (AAPL) 0.2 $1.9M 7.5k 254.62
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.9M 14k 140.95
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $1.6M 21k 76.45
NVIDIA Corporation (NVDA) 0.2 $1.6M 8.7k 186.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.5M 4.5k 328.17
Axon Enterprise (AXON) 0.2 $1.4M 1.9k 717.64
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.3M 11k 118.83
Texas Instruments Incorporated (TXN) 0.2 $1.3M 6.9k 183.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.3M 2.1k 612.38
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1.2M 38k 31.84
Wal-Mart Stores (WMT) 0.1 $1.2M 12k 103.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.1M 1.6k 666.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $956k 1.6k 600.47
Amazon (AMZN) 0.1 $929k 4.2k 219.57
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $866k 12k 74.37
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $845k 7.8k 108.70
Meta Platforms Cl A (META) 0.1 $644k 877.00 734.38
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $631k 2.1k 293.74
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $623k 8.0k 78.09
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $619k 15k 42.08
Schwab Strategic Tr Crypto Thematic (STCE) 0.1 $611k 7.8k 78.60
Ishares Tr National Mun Etf (MUB) 0.1 $610k 5.7k 106.49
Alphabet Cap Stk Cl A (GOOGL) 0.1 $575k 2.4k 243.13
Visa Com Cl A (V) 0.1 $536k 1.6k 341.44
Spdr Gold Tr Gold Shs (GLD) 0.1 $533k 1.5k 355.47
Vanguard Index Fds Small Cp Etf (VB) 0.1 $500k 2.0k 254.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $494k 8.2k 59.92
Proshares Tr Bitcoin Etf (BITO) 0.1 $489k 25k 19.68
Caterpillar (CAT) 0.1 $468k 980.00 477.23
Vanguard World Mega Grwth Ind (MGK) 0.1 $453k 1.1k 402.58
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $441k 14k 31.89
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $440k 14k 32.07
Direxion Shs Etf Tr Daily Electric (EVAV) 0.0 $400k 12k 32.72
JPMorgan Chase & Co. (JPM) 0.0 $390k 1.2k 315.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $384k 7.1k 54.18
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $370k 7.4k 50.07
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $368k 15k 23.85
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $365k 11k 32.90
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.0 $363k 4.1k 88.65
Alphabet Cap Stk Cl C (GOOG) 0.0 $359k 1.5k 243.55
Equifax (EFX) 0.0 $359k 1.4k 256.53
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $350k 3.5k 99.81
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $347k 1.2k 279.29
Oracle Corporation (ORCL) 0.0 $346k 1.2k 281.34
Nextera Energy (NEE) 0.0 $338k 4.5k 75.49
Southern Company (SO) 0.0 $336k 3.5k 94.77
Ssga Active Tr Spdr Ssga Ig Pub (PRIV) 0.0 $317k 12k 25.51
Proshares Tr Ii Ultra Silver New (AGQ) 0.0 $312k 4.1k 76.24
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $289k 3.1k 92.98
Tesla Motors (TSLA) 0.0 $287k 646.00 444.72
Eli Lilly & Co. (LLY) 0.0 $275k 361.00 763.00
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $275k 4.2k 65.00
Home Depot (HD) 0.0 $271k 668.00 405.14
Bank of America Corporation (BAC) 0.0 $267k 5.2k 51.59
Broadcom (AVGO) 0.0 $265k 803.00 329.97
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $264k 564.00 468.41
Vanguard Index Fds Growth Etf (VUG) 0.0 $263k 548.00 479.61
Hubbell (HUBB) 0.0 $259k 602.00 430.31
American Express Company (AXP) 0.0 $258k 776.00 332.16
Graniteshares Platinum Tr Shs Ben Int (PLTM) 0.0 $249k 17k 15.11
Exxon Mobil Corporation (XOM) 0.0 $240k 2.1k 112.73
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $235k 1.7k 135.23
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $234k 4.7k 50.26
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.0 $215k 1.0k 211.90
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $207k 7.9k 26.34
Cornerstone Total Rtrn Fd In (CRF) 0.0 $165k 21k 8.04