Wealth Management Nebraska

Wealth Management Nebraska as of June 30, 2026

Portfolio Holdings for Wealth Management Nebraska

Wealth Management Nebraska holds 106 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust St Inter Bd Etf (SPIB) 18.8 $211M 6.3M 33.46
American Centy Etf Tr Us Sml Cp Valu (AVUV) 12.6 $141M 1.1M 124.76
American Centy Etf Tr Us Large Cap Vlu (AVLV) 8.5 $95M 1.0M 91.21
Dimensional Etf Trust Internatnal Val (DFIV) 6.8 $77M 1.4M 54.02
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 6.5 $72M 883k 81.94
Dimensional Etf Trust World Equity Etf (DFAW) 6.3 $71M 853k 82.79
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.9 $67M 808k 82.34
American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.3 $59M 574k 103.05
Spdr Series Trust St Str P500etf (SPYM) 4.3 $48M 543k 87.88
Dimensional Etf Trust Us Mktwide Value (DFUV) 3.4 $38M 698k 55.01
Spdr Series Trust St Str Aggre Etf (SPAB) 3.2 $36M 1.4M 25.52
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.5 $28M 702k 40.21
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.8 $20M 579k 35.03
Dimensional Etf Trust Global Real Est (DFGR) 1.7 $19M 660k 28.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.5 $17M 212k 79.03
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.3 $15M 213k 69.90
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.0 $11M 129k 82.65
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.6 $6.9M 44k 156.95
American Centy Etf Tr International Lr (AVIV) 0.5 $5.3M 68k 77.42
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.4 $4.9M 42k 117.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.7M 9.3k 500.40
Ishares Tr Core S&p500 Etf (IVV) 0.4 $4.5M 6.0k 748.97
Philip Morris International (PM) 0.3 $3.8M 21k 180.91
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $3.3M 11k 302.97
Ssga Active Tr State Street Ig (PRIV) 0.2 $2.6M 103k 25.18
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $2.6M 17k 146.41
Spdr Series Trust St Shor Corp Etf (SPSB) 0.2 $2.5M 85k 30.01
Apple (AAPL) 0.2 $2.3M 8.0k 289.37
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $2.1M 5.7k 370.06
Texas Instruments Incorporated (TXN) 0.2 $2.0M 6.8k 298.09
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $2.0M 13k 158.03
Microsoft Corporation (MSFT) 0.2 $2.0M 5.3k 373.05
World Gold Tr Spdr Gld Minis (GLDM) 0.2 $1.9M 24k 79.42
NVIDIA Corporation (NVDA) 0.2 $1.7M 8.6k 200.09
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.1 $1.6M 41k 38.79
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $1.6M 2.1k 747.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $1.4M 20k 73.41
Wal-Mart Stores (WMT) 0.1 $1.4M 12k 113.27
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $1.3M 9.0k 148.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.3M 1.9k 686.81
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.2M 15k 80.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $1.2M 1.6k 736.52
Amazon (AMZN) 0.1 $1.1M 4.6k 238.34
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL) 0.1 $1.1M 3.9k 270.68
Caterpillar (CAT) 0.1 $1.0M 978.00 1065.08
Axon Enterprise (AXON) 0.1 $1000k 1.8k 560.61
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $953k 7.4k 128.08
Alphabet Cap Stk Cl A (GOOGL) 0.1 $894k 2.5k 357.37
Deere & Company (DE) 0.1 $808k 1.3k 634.33
Vanguard World Mega Grwth Ind (MGK) 0.1 $786k 8.9k 87.91
Mondelez Intl Cl A (MDLZ) 0.1 $774k 13k 57.84
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $764k 3.1k 242.99
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $749k 18k 42.67
Dimensional Etf Trust Us Larg Valu Etf (DFLV) 0.1 $660k 17k 39.54
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.1 $641k 16k 40.64
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $632k 15k 41.41
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $624k 1.3k 477.57
Vanguard Index Fds Small Cp Etf (VB) 0.1 $609k 2.0k 303.12
Visa Com Cl A (V) 0.1 $603k 1.8k 343.15
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $571k 8.0k 71.25
Alphabet Cap Stk Cl C (GOOG) 0.1 $569k 1.6k 353.33
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $569k 7.4k 76.70
Ishares Tr National Mun Etf (MUB) 0.0 $560k 5.2k 107.62
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $529k 16k 33.84
Spdr Gold Tr Gold Shs (GLD) 0.0 $508k 1.4k 368.38
Meta Platforms Cl A (META) 0.0 $497k 883.00 563.29
Broadcom (AVGO) 0.0 $482k 1.3k 377.89
JPMorgan Chase & Co. (JPM) 0.0 $479k 1.5k 327.37
Schwab Strategic Tr Crypto Thematic (STCE) 0.0 $468k 6.7k 69.95
Exxon Mobil Corporation (XOM) 0.0 $468k 3.4k 136.75
Hubbell (HUBB) 0.0 $446k 852.00 523.20
Dimensional Etf Trust Us Real Esta Etf (DFAR) 0.0 $440k 17k 26.16
Southern Company (SO) 0.0 $420k 4.4k 95.72
Nextera Energy (NEE) 0.0 $413k 4.7k 87.77
Spdr Series Trust ST STR SP600SM C (SLYV) 0.0 $402k 3.7k 109.13
Eli Lilly & Co. (LLY) 0.0 $393k 328.00 1199.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $385k 6.5k 59.69
Ishares Tr Us Aer Def Etf (ITA) 0.0 $376k 1.6k 242.42
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $374k 7.4k 50.58
Sprott Fds Tr Acti Gol Sil Etf (GBUG) 0.0 $354k 9.1k 39.05
Vanguard Index Fds Growth Etf (VUG) 0.0 $324k 3.8k 86.14
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.0 $320k 1.9k 170.14
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $320k 3.1k 102.81
Union Pacific Corporation (UNP) 0.0 $316k 1.2k 272.00
Tesla Motors (TSLA) 0.0 $315k 748.00 420.60
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $293k 10k 28.96
Nucor Corporation (NUE) 0.0 $288k 1.3k 222.75
Chevron Corporation (CVX) 0.0 $284k 1.7k 165.78
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $278k 5.4k 51.05
CSX Corporation (CSX) 0.0 $271k 5.7k 47.53
Home Depot (HD) 0.0 $265k 750.00 352.75
American Express Company (AXP) 0.0 $260k 768.00 338.25
Fifth Third Ban (FITB) 0.0 $249k 4.4k 56.38
Applied Materials (AMAT) 0.0 $245k 339.00 723.00
Proshares Tr Bitcoin Etf (BITO) 0.0 $244k 31k 7.98
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $237k 6.8k 34.81
Oracle Corporation (ORCL) 0.0 $225k 1.5k 146.62
Duke Energy Corp Com New (DUK) 0.0 $224k 1.8k 126.62
Emerson Electric (EMR) 0.0 $210k 1.5k 143.15
Qualcomm (QCOM) 0.0 $209k 1.1k 184.79
Vanguard Index Fds Value Etf (VTV) 0.0 $208k 956.00 217.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $204k 7.4k 27.70
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $203k 6.9k 29.43
Vanguard World Mega Cap Index (MGC) 0.0 $201k 735.00 273.63
Quantumscape Corp Com Cl A (QS) 0.0 $169k 22k 7.56
Cornerstone Total Rtrn Fd In (CRF) 0.0 $150k 21k 7.18