Wealth Management Nebraska

Wealth Management Nebraska as of March 31, 2026

Portfolio Holdings for Wealth Management Nebraska

Wealth Management Nebraska holds 100 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPIB) 19.8 $196M 5.8M 33.54
American Centy Etf Tr Avantis Us Small (AVSC) 12.2 $120M 1.1M 110.47
American Centy Etf Tr Us Large Cap Vlu (AVLV) 7.7 $76M 938k 80.61
Dimensional Etf Trust Internatnal Val (DFIV) 7.1 $70M 1.3M 52.78
Dimensional Etf Trust World Equity Etf (DFAW) 6.0 $59M 804k 73.78
Dimensional Etf Trust Us Equity Market (DFUS) 6.0 $59M 835k 70.91
American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.7 $56M 565k 99.86
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.4 $53M 750k 71.13
Spdr Series Trust State Street Spd (SPYM) 4.2 $42M 545k 76.54
Spdr Series Trust State Street Spd (SPAB) 3.7 $36M 1.4M 25.62
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.5 $34M 707k 48.46
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.3 $23M 676k 33.86
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.8 $18M 530k 33.67
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.8 $18M 222k 79.27
Dimensional Etf Trust Global Real Est (DFGR) 1.7 $17M 621k 26.58
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.4 $13M 215k 62.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.1 $11M 128k 82.75
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $8.3M 60k 138.32
American Centy Etf Tr International Lr (AVIV) 0.6 $5.4M 73k 74.83
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.4M 9.3k 479.21
Ishares Tr Core S&p500 Etf (IVV) 0.4 $4.1M 6.2k 653.25
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $4.0M 35k 116.29
Philip Morris International (PM) 0.4 $3.5M 21k 165.34
Spdr Series Trust State Street Spd (SPSB) 0.3 $2.5M 85k 30.07
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $2.5M 10k 237.63
Spdr Series Trust State Street Spd (SPTS) 0.2 $2.4M 26k 92.69
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $2.3M 18k 128.12
Apple (AAPL) 0.2 $2.1M 8.2k 253.82
Microsoft Corporation (MSFT) 0.2 $2.0M 5.3k 370.19
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $1.9M 13k 148.10
Ssga Active Tr State Street Ig (PRIV) 0.2 $1.7M 68k 25.23
NVIDIA Corporation (NVDA) 0.2 $1.6M 9.1k 174.40
Wal-Mart Stores (WMT) 0.2 $1.5M 12k 124.29
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.1 $1.4M 41k 35.04
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $1.4M 2.1k 650.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.3M 4.2k 320.81
Texas Instruments Incorporated (TXN) 0.1 $1.3M 6.8k 194.15
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.2M 9.6k 124.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.1M 1.9k 597.55
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.1M 3.7k 287.18
Amazon (AMZN) 0.1 $947k 4.5k 208.27
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $927k 1.6k 577.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $863k 12k 73.64
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $841k 7.6k 111.18
Axon Enterprise (AXON) 0.1 $821k 1.9k 424.69
Mondelez Intl Cl A (MDLZ) 0.1 $771k 13k 57.64
Caterpillar (CAT) 0.1 $736k 1.0k 708.57
Alphabet Cap Stk Cl A (GOOGL) 0.1 $706k 2.5k 287.59
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $655k 3.0k 217.25
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $643k 16k 41.54
Vanguard World Mega Grwth Ind (MGK) 0.1 $640k 1.7k 367.59
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $618k 17k 35.78
Spdr Gold Tr Gold Shs (GLD) 0.1 $603k 1.4k 430.29
Exxon Mobil Corporation (XOM) 0.1 $580k 3.4k 169.69
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.1 $578k 16k 35.71
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $572k 7.4k 77.18
Visa Com Cl A (V) 0.1 $562k 1.9k 302.29
Ishares Tr National Mun Etf (MUB) 0.1 $553k 5.2k 106.15
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $545k 16k 34.55
Meta Platforms Cl A (META) 0.1 $536k 937.00 572.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $536k 8.4k 64.08
Vanguard Index Fds Small Cp Etf (VB) 0.1 $526k 2.0k 261.92
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL) 0.1 $510k 8.1k 63.10
Alphabet Cap Stk Cl C (GOOG) 0.0 $472k 1.6k 286.86
JPMorgan Chase & Co. (JPM) 0.0 $451k 1.5k 294.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $448k 15k 29.13
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $441k 1.3k 337.95
Nextera Energy (NEE) 0.0 $437k 4.7k 92.88
Southern Company (SO) 0.0 $434k 4.5k 96.53
Hubbell (HUBB) 0.0 $418k 852.00 490.74
Dimensional Etf Trust Us Real Estate E (DFAR) 0.0 $393k 17k 23.65
Broadcom (AVGO) 0.0 $390k 1.3k 309.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $385k 7.1k 54.05
Chevron Corporation (CVX) 0.0 $376k 1.8k 206.93
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $369k 7.4k 49.89
Spdr Series Trust State Street Spd (SLYV) 0.0 $363k 3.8k 94.58
Sprott Fds Tr Active Gold & Si (GBUG) 0.0 $356k 7.8k 45.44
Ishares Tr Us Aer Def Etf (ITA) 0.0 $330k 1.5k 218.75
Schwab Strategic Tr Crypto Thematic (STCE) 0.0 $311k 6.0k 51.98
Eli Lilly & Co. (LLY) 0.0 $302k 328.00 919.77
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $298k 3.1k 95.62
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $283k 2.0k 145.02
Proshares Tr Bitcoin Etf (BITO) 0.0 $273k 29k 9.31
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $271k 4.6k 59.03
Vanguard Index Fds Growth Etf (VUG) 0.0 $265k 606.00 436.79
Bank of America Corporation (BAC) 0.0 $260k 5.3k 48.75
Home Depot (HD) 0.0 $259k 788.00 328.91
Tesla Motors (TSLA) 0.0 $257k 691.00 371.75
Equifax (EFX) 0.0 $252k 1.4k 180.07
CSX Corporation (CSX) 0.0 $234k 5.7k 41.05
American Express Company (AXP) 0.0 $232k 768.00 302.48
Oracle Corporation (ORCL) 0.0 $230k 1.6k 147.13
Nucor Corporation (NUE) 0.0 $219k 1.3k 169.10
Duke Energy Corp Com New (DUK) 0.0 $218k 1.7k 130.99
Constellation Energy (CEG) 0.0 $208k 744.00 279.25
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $207k 6.8k 30.50
Fifth Third Ban (FITB) 0.0 $204k 4.4k 46.47
Emerson Electric (EMR) 0.0 $203k 1.5k 131.02
Cornerstone Total Rtrn Fd In (CRF) 0.0 $151k 22k 6.95
Quantumscape Corp Com Cl A (QS) 0.0 $134k 21k 6.38