Sponsored

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

Currently, Wealth Management Nebraska holds 106 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in AVUV (+1.1M shares, valued at $141.4M), SPIB (+465.9K shares, valued at $15.6M), AVLV (+102.7K shares, valued at $9.4M); decreased their positions in VT (-16.1K shares, valued at $2.5M), SPXL (-4.2K shares, valued at $1.1M), VCSH (-10.2K shares, valued at $807.8K); initiated new positions in AVUV (+1.1M shares, valued at $141.4M), N/A (+23.5K shares, valued at $1.9M), DE (+1.3K shares, valued at $807.5K).

1M P&L

-21.1M-1.95%

3M P&L

+1.4M+0.13%

HY P&L

+89.9M+9.27%

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/A1.0B

97.3%

2Insurance - Diversified4.7M

0.4%

3Semiconductors4.6M

0.4%

Top Industries by Stock Count

1N/A63 stocks

68.5%

2Semiconductors4 stocks

4.3%

3Internet Content & Information2 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPIB SPDR SERIES TRUST6.3M shares7.97%2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR1.1M sharesnew addition2026-06-302026-07-27

AVLV AMERICAN CENTY ETF TR1.0M shares10.95%2026-06-302026-07-27

DFIV DIMENSIONAL ETF TRUST1.4M shares6.65%2026-06-302026-07-27

DFUS DIMENSIONAL ETF TRUST882.9K shares5.70%2026-06-302026-07-27

DFAW DIMENSIONAL ETF TRUST853.1K shares6.06%2026-06-302026-07-27

DFAS DIMENSIONAL ETF TRUST808.4K shares7.74%2026-06-302026-07-27

AVDV AMERICAN CENTY ETF TR574.1K shares1.61%2026-06-302026-07-27

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST542.8K shares-0.32%2026-06-302026-07-27

DFUV DIMENSIONAL ETF TRUST698.1K shares-1.24%2026-06-302026-07-27

SPAB SPDR SERIES TRUST1.4M shares0.03%2026-06-302026-07-27

DFAE DIMENSIONAL ETF TRUST702.4K shares3.96%2026-06-302026-07-27

DFIS DIMENSIONAL ETF TRUST579.2K shares9.20%2026-06-302026-07-27

DFGR DIMENSIONAL ETF TRUST659.9K shares6.34%2026-06-302026-07-27

VCSH VANGUARD SCOTTSDALE FDS211.7K shares-4.61%2026-06-302026-07-27

DFAT DIMENSIONAL ETF TRUST212.8K shares-1.02%2026-06-302026-07-27

Sponsored

VCIT VANGUARD SCOTTSDALE FDS129.3K shares0.98%2026-06-302026-07-27

VT VANGUARD INTL EQUITY INDEX F44.2K shares-26.65%2026-06-302026-07-27

AVIV AMERICAN CENTY ETF TR68.0K shares-6.56%2026-06-302026-07-27

BOXX EA SERIES TRUST42.1K shares21.63%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL9.3K shares0.32%2026-06-302026-07-27

ISHARES TR ISHARES TR6.0K shares-3.76%2026-06-302026-07-27

PM PHILIP MORRIS INTL INC21.1K shares0.04%2026-06-302026-07-27

QQQM INVESCO EXCH TRADED FD TR II10.9K shares4.71%2026-06-302026-07-27

Sponsored

PRIV SSGA ACTIVE TR102.9K shares50.94%2026-06-302026-07-27

IWP ISHARES TR17.4K shares-4.82%2026-06-302026-07-27

SPSB SPDR SERIES TRUST84.5K shares-0.08%2026-06-302026-07-27

AAPL APPLE INC8.0K shares-2.17%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS5.7K shares35.93%2026-06-302026-07-27

TXN TEXAS INSTRS INC6.8K shares0.55%2026-06-302026-07-27

VYM VANGUARD WHITEHALL FDS12.8K shares0.00%2026-06-302026-07-27

MSFT MICROSOFT CORP5.3K shares-0.34%2026-06-302026-07-27

Sponsored

WORLD GOLD TR WORLD GOLD TR23.5K sharesnew addition2026-06-302026-07-27

NVDA NVIDIA CORPORATION8.6K shares-5.43%2026-06-302026-07-27

DFSV DIMENSIONAL ETF TRUST41.2K shares-0.14%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.1K shares-0.38%2026-06-302026-07-27

BND VANGUARD BD INDEX FDS19.5K shares66.13%2026-06-302026-07-27

WMT WALMART INC12.0K shares-2.46%2026-06-302026-07-27

IJR ISHARES TR9.0K shares-5.74%2026-06-302026-07-27

VOO VANGUARD INDEX FDS1.9K shares-0.53%2026-06-302026-07-27

Sponsored

VO VANGUARD INDEX FDS15.1K shares307.80%2026-06-302026-07-27

QQQ INVESCO QQQ TR1.6K shares-2.37%2026-06-302026-07-27

AMZN AMAZON COM INC4.6K shares1.98%2026-06-302026-07-27

SPXL DIREXION SHARES ETF TRUST3.9K shares-51.71%2026-06-302026-07-27

CAT CATERPILLAR INC978 shares-5.87%2026-06-302026-07-27

AXON AXON ENTERPRISE INC1.8K shares-7.76%2026-06-302026-07-27

AVUS AMERICAN CENTY ETF TR7.4K shares-1.63%2026-06-302026-07-27

GOOGL ALPHABET INC2.5K shares1.83%2026-06-302026-07-27

Sponsored

DE DEERE & CO1.3K sharesnew addition2026-06-302026-07-27

MGK VANGUARD WORLD FD8.9K shares413.51%2026-06-302026-07-27

MDLZ MONDELEZ INTL INC13.4K shares0.00%2026-06-302026-07-27

VBR VANGUARD INDEX FDS3.1K shares4.18%2026-06-302026-07-27

DFEV DIMENSIONAL ETF TRUST17.6K shares1.64%2026-06-302026-07-27

DFLV DIMENSIONAL ETF TRUST16.7K shares3.10%2026-06-302026-07-27

DFEM DIMENSIONAL ETF TRUST15.8K shares0.00%2026-06-302026-07-27

AVIG AMERICAN CENTY ETF TR15.3K shares-1.32%2026-06-302026-07-27

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares0.00%2026-06-302026-07-27

VB VANGUARD INDEX FDS2.0K shares0.00%2026-06-302026-07-27

VISA INC VISA INC1.8K shares-5.38%2026-06-302026-07-27

VEA VANGUARD TAX-MANAGED FDS8.0K shares-4.12%2026-06-302026-07-27

GOOG ALPHABET INC1.6K shares-2.01%2026-06-302026-07-27

BIV VANGUARD BD INDEX FDS7.4K shares0.00%2026-06-302026-07-27

MUB ISHARES TR5.2K shares-0.02%2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR15.6K sharesnew addition2026-06-302026-07-27

Sponsored

GLD SPDR GOLD TR1.4K shares-1.57%2026-06-302026-07-27

META PLATFORMS INC META PLATFORMS INC883 shares-5.76%2026-06-302026-07-27

BROADCOM INC BROADCOM INC1.3K shares1.35%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.5K shares-4.44%2026-06-302026-07-27

STCE SCHWAB STRATEGIC TR6.7K shares11.96%2026-06-302026-07-27

EXXON MOBIL CORP EXXON MOBIL CORP3.4K shares0.00%2026-06-302026-07-27

HUBB HUBBELL INC852 shares0.00%2026-06-302026-07-27

DFAR DIMENSIONAL ETF TRUST16.8K shares1.21%2026-06-302026-07-27

Sponsored

SOUTHERN CO SOUTHERN CO4.4K shares-2.36%2026-06-302026-07-27

NEXTERA ENERGY INC NEXTERA ENERGY INC4.7K shares0.00%2026-06-302026-07-27

SLYV SPDR SERIES TRUST3.7K shares-3.94%2026-06-302026-07-27

LLY ELI LILLY & CO328 shares0.00%2026-06-302026-07-27

VWO VANGUARD INTL EQUITY INDEX F6.5K shares-9.45%2026-06-302026-07-27

ITA ISHARES TR1.6K shares2.78%2026-06-302026-07-27

VTEB VANGUARD MUN BD FDS7.4K shares0.00%2026-06-302026-07-27

GBUG SPROTT FDS TR9.1K shares15.57%2026-06-302026-07-27

Sponsored

VUG VANGUARD INDEX FDS3.8K shares521.29%2026-06-302026-07-27

XMMO INVESCO EXCHANGE TRADED FD T1.9K shares-3.63%2026-06-302026-07-27

ESGD ISHARES TR3.1K shares0.00%2026-06-302026-07-27

UNP UNION PAC CORP1.2K sharesnew addition2026-06-302026-07-27

TSLA TESLA INC748 shares8.25%2026-06-302026-07-27

SCHB SCHWAB STRATEGIC TR10.1K sharesnew addition2026-06-302026-07-27

NUE NUCOR CORP1.3K shares0.00%2026-06-302026-07-27

CVX CHEVRON CORPORATION1.7K shares-5.77%2026-06-302026-07-27

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN5.4K shares18.76%2026-06-302026-07-27

CSX CSX CORP5.7K shares0.00%2026-06-302026-07-27

HD HOME DEPOT INC750 shares-4.82%2026-06-302026-07-27

AXP AMERICAN EXPRESS CO768 shares0.00%2026-06-302026-07-27

FITB FIFTH THIRD BANCORP4.4K shares0.55%2026-06-302026-07-27

APPLIED MATLS INC APPLIED MATLS INC339 sharesnew addition2026-06-302026-07-27

BITO PROSHARES TR30.6K shares4.29%2026-06-302026-07-27

SCHV SCHWAB STRATEGIC TR6.8K shares0.00%2026-06-302026-07-27

Sponsored

ORACLE CORP ORACLE CORP1.5K shares-1.92%2026-06-302026-07-27

DUK DUKE ENERGY CORP NEW1.8K shares6.50%2026-06-302026-07-27

EMR EMERSON ELEC CO1.5K shares-5.42%2026-06-302026-07-27

QCOM QUALCOMM INC1.1K sharesnew addition2026-06-302026-07-27

VTV VANGUARD INDEX FDS956 sharesnew addition2026-06-302026-07-27

SCHF SCHWAB STRATEGIC TR7.4K sharesnew addition2026-06-302026-07-27

SCHX SCHWAB STRATEGIC TR6.9K shares-55.12%2026-06-302026-07-27

MGC VANGUARD WORLD FD735 sharesnew addition2026-06-302026-07-27

Sponsored

QS QUANTUMSCAPE CORP22.4K shares6.74%2026-06-302026-07-27

CRF CORNERSTONE TOTAL RETURN FD20.9K shares-3.71%2026-06-302026-07-27

SPIB

SPDR SERIES TRUST

7.97%

Shares6.3M

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR

New

Shares1.1M

Event2026-06-30

Filed2026-07-27

AVLV

AMERICAN CENTY ETF TR

10.95%

Shares1.0M

Event2026-06-30

Filed2026-07-27

DFIV

DIMENSIONAL ETF TRUST

6.65%

Shares1.4M

Event2026-06-30

Filed2026-07-27

DFUS

DIMENSIONAL ETF TRUST

5.70%

Shares882.9K

Event2026-06-30

Filed2026-07-27

DFAW

DIMENSIONAL ETF TRUST

6.06%

Shares853.1K

Event2026-06-30

Filed2026-07-27

DFAS

DIMENSIONAL ETF TRUST

7.74%

Shares808.4K

Event2026-06-30

Filed2026-07-27

AVDV

AMERICAN CENTY ETF TR

1.61%

Shares574.1K

Event2026-06-30

Filed2026-07-27

SPDR SERIES TRUST

-0.32%

Shares542.8K

Event2026-06-30

Filed2026-07-27

DFUV

DIMENSIONAL ETF TRUST

-1.24%

Shares698.1K

Event2026-06-30

Filed2026-07-27

SPAB

SPDR SERIES TRUST

0.03%

Shares1.4M

Event2026-06-30

Filed2026-07-27

DFAE

DIMENSIONAL ETF TRUST

3.96%

Shares702.4K

Event2026-06-30

Filed2026-07-27

DFIS

DIMENSIONAL ETF TRUST

9.20%

Shares579.2K

Event2026-06-30

Filed2026-07-27

DFGR

DIMENSIONAL ETF TRUST

6.34%

Shares659.9K

Event2026-06-30

Filed2026-07-27

VCSH

VANGUARD SCOTTSDALE FDS

-4.61%

Shares211.7K

Event2026-06-30

Filed2026-07-27

DFAT

DIMENSIONAL ETF TRUST

-1.02%

Shares212.8K

Event2026-06-30

Filed2026-07-27

VCIT

VANGUARD SCOTTSDALE FDS

0.98%

Shares129.3K

Event2026-06-30

Filed2026-07-27

VANGUARD INTL EQUITY INDEX F

-26.65%

Shares44.2K

Event2026-06-30

Filed2026-07-27

AVIV

AMERICAN CENTY ETF TR

-6.56%

Shares68.0K

Event2026-06-30

Filed2026-07-27

BOXX

EA SERIES TRUST

21.63%

Shares42.1K

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.32%

Shares9.3K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-3.76%

Shares6.0K

Event2026-06-30

Filed2026-07-27

PHILIP MORRIS INTL INC

0.04%

Shares21.1K

Event2026-06-30

Filed2026-07-27

QQQM

INVESCO EXCH TRADED FD TR II

4.71%

Shares10.9K

Event2026-06-30

Filed2026-07-27

PRIV

SSGA ACTIVE TR

50.94%

Shares102.9K

Event2026-06-30

Filed2026-07-27

IWP

ISHARES TR

-4.82%

Shares17.4K

Event2026-06-30

Filed2026-07-27

SPSB

SPDR SERIES TRUST

-0.08%

Shares84.5K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

-2.17%

Shares8.0K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

35.93%

Shares5.7K

Event2026-06-30

Filed2026-07-27

TXN

TEXAS INSTRS INC

0.55%

Shares6.8K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares12.8K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

-0.34%

Shares5.3K

Event2026-06-30

Filed2026-07-27

WORLD GOLD TR

New

Shares23.5K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

-5.43%

Shares8.6K

Event2026-06-30

Filed2026-07-27

DFSV

DIMENSIONAL ETF TRUST

-0.14%

Shares41.2K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

-0.38%

Shares2.1K

Event2026-06-30

Filed2026-07-27

BND

VANGUARD BD INDEX FDS

66.13%

Shares19.5K

Event2026-06-30

Filed2026-07-27

WMT

WALMART INC

-2.46%

Shares12.0K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

-5.74%

Shares9.0K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

-0.53%

Shares1.9K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

307.80%

Shares15.1K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

-2.37%

Shares1.6K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

1.98%

Shares4.6K

Event2026-06-30

Filed2026-07-27

SPXL

DIREXION SHARES ETF TRUST

-51.71%

Shares3.9K

Event2026-06-30

Filed2026-07-27

CAT

CATERPILLAR INC

-5.87%

Shares978

Event2026-06-30

Filed2026-07-27

AXON

AXON ENTERPRISE INC

-7.76%

Shares1.8K

Event2026-06-30

Filed2026-07-27

AVUS

AMERICAN CENTY ETF TR

-1.63%

Shares7.4K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

1.83%

Shares2.5K

Event2026-06-30

Filed2026-07-27

DEERE & CO

New

Shares1.3K

Event2026-06-30

Filed2026-07-27

MGK

VANGUARD WORLD FD

413.51%

Shares8.9K

Event2026-06-30

Filed2026-07-27

MDLZ

MONDELEZ INTL INC

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-27

VBR

VANGUARD INDEX FDS

4.18%

Shares3.1K

Event2026-06-30

Filed2026-07-27

DFEV

DIMENSIONAL ETF TRUST

1.64%

Shares17.6K

Event2026-06-30

Filed2026-07-27

DFLV

DIMENSIONAL ETF TRUST

3.10%

Shares16.7K

Event2026-06-30

Filed2026-07-27

DFEM

DIMENSIONAL ETF TRUST

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-27

AVIG

AMERICAN CENTY ETF TR

-1.32%

Shares15.3K

Event2026-06-30

Filed2026-07-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-27

VISA INC

-5.38%

Shares1.8K

Event2026-06-30

Filed2026-07-27

VEA

VANGUARD TAX-MANAGED FDS

-4.12%

Shares8.0K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

-2.01%

Shares1.6K

Event2026-06-30

Filed2026-07-27

BIV

VANGUARD BD INDEX FDS

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-27

MUB

ISHARES TR

-0.02%

Shares5.2K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

New

Shares15.6K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

-1.57%

Shares1.4K

Event2026-06-30

Filed2026-07-27

META PLATFORMS INC

-5.76%

Shares883

Event2026-06-30

Filed2026-07-27

BROADCOM INC

1.35%

Shares1.3K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

-4.44%

Shares1.5K

Event2026-06-30

Filed2026-07-27

STCE

SCHWAB STRATEGIC TR

11.96%

Shares6.7K

Event2026-06-30

Filed2026-07-27

EXXON MOBIL CORP

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-27

HUBB

HUBBELL INC

0.00%

Shares852

Event2026-06-30

Filed2026-07-27

DFAR

DIMENSIONAL ETF TRUST

1.21%

Shares16.8K

Event2026-06-30

Filed2026-07-27

SOUTHERN CO

-2.36%

Shares4.4K

Event2026-06-30

Filed2026-07-27

NEXTERA ENERGY INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-27

SLYV

SPDR SERIES TRUST

-3.94%

Shares3.7K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

0.00%

Shares328

Event2026-06-30

Filed2026-07-27

VWO

VANGUARD INTL EQUITY INDEX F

-9.45%

Shares6.5K

Event2026-06-30

Filed2026-07-27

ITA

ISHARES TR

2.78%

Shares1.6K

Event2026-06-30

Filed2026-07-27

VTEB

VANGUARD MUN BD FDS

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-27

GBUG

SPROTT FDS TR

15.57%

Shares9.1K

Event2026-06-30

Filed2026-07-27

VUG

VANGUARD INDEX FDS

521.29%

Shares3.8K

Event2026-06-30

Filed2026-07-27

XMMO

INVESCO EXCHANGE TRADED FD T

-3.63%

Shares1.9K

Event2026-06-30

Filed2026-07-27

ESGD

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-27

TSLA

TESLA INC

8.25%

Shares748

Event2026-06-30

Filed2026-07-27

SCHB

SCHWAB STRATEGIC TR

New

Shares10.1K

Event2026-06-30

Filed2026-07-27

NUE

NUCOR CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

-5.77%

Shares1.7K

Event2026-06-30

Filed2026-07-27

FBTC

FIDELITY WISE ORIGIN BITCOIN

18.76%

Shares5.4K

Event2026-06-30

Filed2026-07-27

CSX

CSX CORP

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

-4.82%

Shares750

Event2026-06-30

Filed2026-07-27

AXP

AMERICAN EXPRESS CO

0.00%

Shares768

Event2026-06-30

Filed2026-07-27

FITB

FIFTH THIRD BANCORP

0.55%

Shares4.4K

Event2026-06-30

Filed2026-07-27

APPLIED MATLS INC

New

Shares339

Event2026-06-30

Filed2026-07-27

BITO

PROSHARES TR

4.29%

Shares30.6K

Event2026-06-30

Filed2026-07-27

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-27

ORACLE CORP

-1.92%

Shares1.5K

Event2026-06-30

Filed2026-07-27

DUK

DUKE ENERGY CORP NEW

6.50%

Shares1.8K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO

-5.42%

Shares1.5K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

New

Shares1.1K

Event2026-06-30

Filed2026-07-27

VTV

VANGUARD INDEX FDS

New

Shares956

Event2026-06-30

Filed2026-07-27

SCHF

SCHWAB STRATEGIC TR

New

Shares7.4K

Event2026-06-30

Filed2026-07-27

SCHX

SCHWAB STRATEGIC TR

-55.12%

Shares6.9K

Event2026-06-30

Filed2026-07-27

MGC

VANGUARD WORLD FD

New

Shares735

Event2026-06-30

Filed2026-07-27

QUANTUMSCAPE CORP

6.74%

Shares22.4K

Event2026-06-30

Filed2026-07-27

CRF

CORNERSTONE TOTAL RETURN FD

-3.71%

Shares20.9K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available