Sponsored

The Analysis of Wealth Management Nebraska's Holdings & P&L

Currently, Wealth Management Nebraska holds 100 types of securities in its portfolio with a total value $987.3M. In the most recent quarter, they have increased their positions in SPYM (+544.5K shares, valued at $41.7M), SPIB (+440.9K shares, valued at $14.8M), DFAW (+129.2K shares, valued at $9.5M); decreased their positions in VT (-27.4K shares, valued at $3.8M), VCIT (-12.7K shares, valued at $1.0M), IWP (-1.5K shares, valued at $197.3K); initiated new positions in SPYM (+544.5K shares, valued at $41.7M), SPTS (+25.5K shares, valued at $2.4M), MDLZ (+13.4K shares, valued at $771.0K).

1M P&L

+16.3M+1.87%

3M P&L

+9.7M+1.11%

HY P&L

+81.6M+10.12%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A844.8M

97.6%

2Tobacco3.4M

0.4%

3Semiconductors3.2M

0.4%

Top Industries by Stock Count

1N/A58 stocks

69.0%

2Semiconductors3 stocks

3.6%

3Credit Services2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPIB SPDR SERIES TRUST5.8M shares8.16%2026-03-312026-05-15

AVSC AMERICAN CENTY ETF TR1.1M shares7.84%2026-03-312026-05-15

AVLV AMERICAN CENTY ETF TR937.7K shares8.28%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST1.3M shares4.36%2026-03-312026-05-15

DFAW DIMENSIONAL ETF TRUST804.4K shares19.13%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST835.3K shares6.89%2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR565.0K shares2.24%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST750.4K shares6.54%2026-03-312026-05-15

Sponsored

SPYM SPDR SERIES TRUST544.5K sharesnew addition2026-03-312026-05-15

SPAB SPDR SERIES TRUST1.4M shares0.08%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST706.9K shares-0.29%2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST675.6K shares3.72%2026-03-312026-05-15

DFIS DIMENSIONAL ETF TRUST530.4K shares8.59%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS222.0K shares-0.51%2026-03-312026-05-15

DFGR DIMENSIONAL ETF TRUST620.5K shares10.22%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST215.0K shares-0.56%2026-03-312026-05-15

Sponsored

VCIT VANGUARD SCOTTSDALE FDS128.0K shares-9.01%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F60.3K shares-31.23%2026-03-312026-05-15

AVIV AMERICAN CENTY ETF TR72.8K shares-2.44%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.3K shares0.60%2026-03-312026-05-15

IVV ISHARES TR6.2K shares0.40%2026-03-312026-05-15

BOXX EA SERIES TRUST34.7K shares14.29%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC21.1K shares0.00%2026-03-312026-05-15

SPSB SPDR SERIES TRUST84.5K shares-0.44%2026-03-312026-05-15

Sponsored

QQQM INVESCO EXCH TRADED FD TR II10.4K shares-1.81%2026-03-312026-05-15

SPTS SPDR SERIES TRUST25.5K sharesnew addition2026-03-312026-05-15

IWP ISHARES TR18.3K shares-7.76%2026-03-312026-05-15

AAPL APPLE INC8.2K shares-1.59%2026-03-312026-05-15

MSFT MICROSOFT CORP5.3K shares-1.08%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS12.8K shares-0.65%2026-03-312026-05-15

PRIV SSGA ACTIVE TR68.2K shares15.90%2026-03-312026-05-15

NVDA NVIDIA CORPORATION9.1K shares3.94%2026-03-312026-05-15

Sponsored

WMT WALMART INC12.3K shares1.16%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST41.2K shares17.03%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T2.1K shares1.85%2026-03-312026-05-15

VTI VANGUARD INDEX FDS4.2K shares-7.23%2026-03-312026-05-15

TXN TEXAS INSTRS INC6.8K shares-2.22%2026-03-312026-05-15

IJR ISHARES TR9.6K shares-11.11%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares-4.96%2026-03-312026-05-15

VO VANGUARD INDEX FDS3.7K shares67.39%2026-03-312026-05-15

Sponsored

AMZN AMAZON COM INC4.5K shares7.06%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR1.6K shares6.71%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS11.7K shares-2.11%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR7.6K shares-2.66%2026-03-312026-05-15

AXON AXON ENTERPRISE INC1.9K shares0.00%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC13.4K sharesnew addition2026-03-312026-05-15

CAT CATERPILLAR INC1.0K shares3.08%2026-03-312026-05-15

ALPHABET INC ALPHABET INC2.5K shares7.91%2026-03-312026-05-15

Sponsored

VBR VANGUARD INDEX FDS3.0K sharesnew addition2026-03-312026-05-15

AVIG AMERICAN CENTY ETF TR15.5K shares-0.81%2026-03-312026-05-15

MGK VANGUARD WORLD FD1.7K shares18.93%2026-03-312026-05-15

DFEV DIMENSIONAL ETF TRUST17.3K sharesnew addition2026-03-312026-05-15

GLD SPDR GOLD TR1.4K shares-3.18%2026-03-312026-05-15

XOM EXXON MOBIL CORP3.4K shares-0.98%2026-03-312026-05-15

DFLV DIMENSIONAL ETF TRUST16.2K shares45.47%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS7.4K shares-4.15%2026-03-312026-05-15

Sponsored

V VISA INC1.9K shares2.54%2026-03-312026-05-15

MUB ISHARES TR5.2K shares18.18%2026-03-312026-05-15

DFEM DIMENSIONAL ETF TRUST15.8K sharesnew addition2026-03-312026-05-15

META META PLATFORMS INC937 shares-1.37%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS8.4K shares0.41%2026-03-312026-05-15

VB VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-05-15

SPXL DIREXION SHARES ETF TRUST8.1K shares173.34%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.6K shares16.35%2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE & CO1.5K shares-0.07%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR15.4K shares97.78%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares8.29%2026-03-312026-05-15

NEE NEXTERA ENERGY INC4.7K shares-9.17%2026-03-312026-05-15

SO SOUTHERN CO4.5K shares-1.49%2026-03-312026-05-15

HUBBELL INC HUBBELL INC852 shares0.00%2026-03-312026-05-15

DFAR DIMENSIONAL ETF TRUST16.6K shares0.00%2026-03-312026-05-15

BROADCOM INC BROADCOM INC1.3K shares-4.48%2026-03-312026-05-15

Sponsored

VWO VANGUARD INTL EQUITY INDEX F7.1K shares-0.54%2026-03-312026-05-15

CVX CHEVRON CORPORATION1.8K shares-0.05%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS7.4K shares0.00%2026-03-312026-05-15

SLYV SPDR SERIES TRUST3.8K shares-2.81%2026-03-312026-05-15

GBUG SPROTT FDS TR7.8K sharesnew addition2026-03-312026-05-15

ITA ISHARES TR1.5K sharesnew addition2026-03-312026-05-15

STCE SCHWAB STRATEGIC TR6.0K shares-19.58%2026-03-312026-05-15

LLY ELI LILLY & CO328 shares-2.67%2026-03-312026-05-15

Sponsored

ESGD ISHARES TR3.1K shares0.00%2026-03-312026-05-15

XMMO INVESCO EXCHANGE TRADED FD T2.0K shares12.69%2026-03-312026-05-15

BITO PROSHARES TR29.3K shares-32.25%2026-03-312026-05-15

FBTC FIDELITY WISE ORIGIN BITCOIN4.6K shares30.81%2026-03-312026-05-15

VUG VANGUARD INDEX FDS606 shares-31.14%2026-03-312026-05-15

BAC BANK AMERICA CORP5.3K shares0.34%2026-03-312026-05-15

HD HOME DEPOT INC788 shares6.92%2026-03-312026-05-15

TSLA TESLA INC691 shares16.72%2026-03-312026-05-15

Sponsored

EFX EQUIFAX INC1.4K shares0.00%2026-03-312026-05-15

CSX CSX CORP5.7K shares1.77%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO768 shares0.00%2026-03-312026-05-15

ORCL ORACLE CORP1.6K shares32.29%2026-03-312026-05-15

NUE NUCOR CORP1.3K sharesnew addition2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K sharesnew addition2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP744 shares0.00%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR6.8K shares0.00%2026-03-312026-05-15

Sponsored

FITB FIFTH THIRD BANCORP4.4K sharesnew addition2026-03-312026-05-15

EMR EMERSON ELEC CO1.5K sharesnew addition2026-03-312026-05-15

CRF CORNERSTONE TOTAL RETURN FD21.7K shares5.65%2026-03-312026-05-15

QS QUANTUMSCAPE CORP21.0K sharesnew addition2026-03-312026-05-15

SPIB

SPDR SERIES TRUST

8.16%

Shares5.8M

Event2026-03-31

Filed2026-05-15

AVSC

AMERICAN CENTY ETF TR

7.84%

Shares1.1M

Event2026-03-31

Filed2026-05-15

AVLV

AMERICAN CENTY ETF TR

8.28%

Shares937.7K

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

4.36%

Shares1.3M

Event2026-03-31

Filed2026-05-15

DFAW

DIMENSIONAL ETF TRUST

19.13%

Shares804.4K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

6.89%

Shares835.3K

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

2.24%

Shares565.0K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL ETF TRUST

6.54%

Shares750.4K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

New

Shares544.5K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

0.08%

Shares1.4M

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

-0.29%

Shares706.9K

Event2026-03-31

Filed2026-05-15

DFAE

DIMENSIONAL ETF TRUST

3.72%

Shares675.6K

Event2026-03-31

Filed2026-05-15

DFIS

DIMENSIONAL ETF TRUST

8.59%

Shares530.4K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

-0.51%

Shares222.0K

Event2026-03-31

Filed2026-05-15

DFGR

DIMENSIONAL ETF TRUST

10.22%

Shares620.5K

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

-0.56%

Shares215.0K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

-9.01%

Shares128.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

-31.23%

Shares60.3K

Event2026-03-31

Filed2026-05-15

AVIV

AMERICAN CENTY ETF TR

-2.44%

Shares72.8K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

0.60%

Shares9.3K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

0.40%

Shares6.2K

Event2026-03-31

Filed2026-05-15

BOXX

EA SERIES TRUST

14.29%

Shares34.7K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

0.00%

Shares21.1K

Event2026-03-31

Filed2026-05-15

SPSB

SPDR SERIES TRUST

-0.44%

Shares84.5K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

-1.81%

Shares10.4K

Event2026-03-31

Filed2026-05-15

SPTS

SPDR SERIES TRUST

New

Shares25.5K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

-7.76%

Shares18.3K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-1.59%

Shares8.2K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-1.08%

Shares5.3K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

-0.65%

Shares12.8K

Event2026-03-31

Filed2026-05-15

PRIV

SSGA ACTIVE TR

15.90%

Shares68.2K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

3.94%

Shares9.1K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

1.16%

Shares12.3K

Event2026-03-31

Filed2026-05-15

DFSV

DIMENSIONAL ETF TRUST

17.03%

Shares41.2K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

1.85%

Shares2.1K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-7.23%

Shares4.2K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-2.22%

Shares6.8K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-11.11%

Shares9.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-4.96%

Shares1.9K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

67.39%

Shares3.7K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

7.06%

Shares4.5K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

6.71%

Shares1.6K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

-2.11%

Shares11.7K

Event2026-03-31

Filed2026-05-15

AVUS

AMERICAN CENTY ETF TR

-2.66%

Shares7.6K

Event2026-03-31

Filed2026-05-15

AXON

AXON ENTERPRISE INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

New

Shares13.4K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

3.08%

Shares1.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

7.91%

Shares2.5K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

AVIG

AMERICAN CENTY ETF TR

-0.81%

Shares15.5K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

18.93%

Shares1.7K

Event2026-03-31

Filed2026-05-15

DFEV

DIMENSIONAL ETF TRUST

New

Shares17.3K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-3.18%

Shares1.4K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-0.98%

Shares3.4K

Event2026-03-31

Filed2026-05-15

DFLV

DIMENSIONAL ETF TRUST

45.47%

Shares16.2K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

-4.15%

Shares7.4K

Event2026-03-31

Filed2026-05-15

VISA INC

2.54%

Shares1.9K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

18.18%

Shares5.2K

Event2026-03-31

Filed2026-05-15

DFEM

DIMENSIONAL ETF TRUST

New

Shares15.8K

Event2026-03-31

Filed2026-05-15