Wealth Management Nebraska

Wealth Management Nebraska as of Dec. 31, 2025

Portfolio Holdings for Wealth Management Nebraska

Wealth Management Nebraska holds 91 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPIB) 20.9 $183M 5.4M 33.81
American Centy Etf Tr Avantis Us Small (AVSC) 11.8 $103M 1.0M 101.98
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.5 $66M 866k 75.77
Dimensional Etf Trust Internatnal Val (DFIV) 7.3 $64M 1.3M 49.90
Dimensional Etf Trust Us Equity Market (DFUS) 6.6 $58M 781k 74.17
American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.9 $52M 553k 93.97
Dimensional Etf Trust World Equity Etf (DFAW) 5.7 $50M 675k 73.98
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.6 $49M 704k 69.67
Spdr Series Trust State Street Spd (SPAB) 4.2 $37M 1.4M 25.75
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.8 $33M 709k 46.59
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.4 $21M 651k 32.57
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $18M 223k 79.73
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.8 $16M 488k 32.94
Dimensional Etf Trust Global Real Est (DFGR) 1.7 $15M 563k 26.42
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.5 $13M 216k 59.54
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.4 $12M 88k 141.06
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.3 $12M 141k 83.75
American Centy Etf Tr International Lr (AVIV) 0.6 $5.3M 75k 71.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $4.6M 9.2k 502.66
Ishares Tr Core S&p500 Etf (IVV) 0.5 $4.2M 6.2k 685.03
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $3.5M 30k 115.10
Philip Morris International (PM) 0.4 $3.4M 21k 160.40
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $2.7M 20k 136.95
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $2.7M 11k 252.93
Microsoft Corporation (MSFT) 0.3 $2.6M 5.4k 483.68
Spdr Series Trust State Street Spd (SPSB) 0.3 $2.6M 85k 30.20
Apple (AAPL) 0.3 $2.3M 8.3k 271.89
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $2.1M 25k 85.37
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.8M 13k 143.52
NVIDIA Corporation (NVDA) 0.2 $1.6M 8.8k 186.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.5M 4.5k 335.27
Ssga Active Tr Spdr Ssga Ig Pub (PRIV) 0.2 $1.5M 59k 25.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $1.4M 2.1k 682.17
Wal-Mart Stores (WMT) 0.2 $1.4M 12k 111.42
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.3M 11k 120.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.3M 2.0k 627.13
Texas Instruments Incorporated (TXN) 0.1 $1.2M 6.9k 173.49
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1.2M 35k 32.89
Axon Enterprise (AXON) 0.1 $1.1M 1.9k 567.93
Amazon (AMZN) 0.1 $981k 4.2k 230.82
Invsc Qqq Trust Srs 1 Etf Unit Ser 1 (QQQ) 0.1 $925k 1.5k 614.42
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $887k 12k 74.07
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $869k 7.8k 111.78
Alphabet Cap Stk Cl A (GOOGL) 0.1 $713k 2.3k 313.03
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $654k 16k 41.92
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $652k 3.0k 220.61
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $643k 2.2k 290.22
Visa Com Cl A (V) 0.1 $636k 1.8k 350.77
Meta Platforms Cl A (META) 0.1 $627k 950.00 660.09
Vanguard World Mega Grwth Ind (MGK) 0.1 $604k 1.5k 412.94
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $603k 7.7k 77.88
Caterpillar (CAT) 0.1 $578k 1.0k 572.96
Spdr Gold Tr Gold Shs (GLD) 0.1 $573k 1.4k 396.27
Proshares Tr Bitcoin Etf (BITO) 0.1 $526k 43k 12.16
Proshares Tr Ii Ultra Silver New (AGQ) 0.1 $522k 3.4k 155.12
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $520k 8.3k 62.47
Vanguard Index Fds Small Cp Etf (VB) 0.1 $518k 2.0k 257.95
JPMorgan Chase & Co. (JPM) 0.1 $494k 1.5k 322.26
Ishares Tr National Mun Etf (MUB) 0.1 $472k 4.4k 107.11
Broadcom (AVGO) 0.1 $456k 1.3k 346.13
Schwab Strategic Tr Crypto Thematic (STCE) 0.1 $446k 7.4k 59.96
Alphabet Cap Stk Cl C (GOOG) 0.1 $443k 1.4k 313.80
Vanguard Index Fds Growth Etf (VUG) 0.0 $429k 880.00 487.86
Nextera Energy (NEE) 0.0 $416k 5.2k 80.28
Exxon Mobil Corporation (XOM) 0.0 $416k 3.5k 120.36
Southern Company (SO) 0.0 $398k 4.6k 87.20
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $385k 7.2k 53.76
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.0 $381k 11k 34.21
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $381k 17k 22.90
Hubbell (HUBB) 0.0 $378k 852.00 444.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $372k 7.4k 50.29
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.0 $367k 1.2k 303.89
Eli Lilly & Co. (LLY) 0.0 $362k 337.00 1074.68
Spdr Series Trust State Street Spd (SLYV) 0.0 $359k 3.9k 90.97
Graniteshares Platinum Tr Shs Ben Int (PLTM) 0.0 $333k 17k 19.73
Equifax (EFX) 0.0 $304k 1.4k 216.98
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $296k 3.1k 95.09
Bank of America Corporation (BAC) 0.0 $292k 5.3k 55.00
American Express Company (AXP) 0.0 $284k 768.00 369.95
Chevron Corporation (CVX) 0.0 $277k 1.8k 152.43
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $267k 3.5k 76.23
Tesla Motors (TSLA) 0.0 $266k 592.00 449.72
Constellation Energy (CEG) 0.0 $263k 744.00 353.27
Home Depot (HD) 0.0 $254k 737.00 344.45
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $240k 1.7k 138.46
Oracle Corporation (ORCL) 0.0 $230k 1.2k 195.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $209k 7.8k 26.91
CSX Corporation (CSX) 0.0 $203k 5.6k 36.25
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $202k 427.00 473.30
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $201k 6.8k 29.61
Cornerstone Total Rtrn Fd In (CRF) 0.0 $165k 21k 8.01