The Analysis of Wealth Management Nebraska's Holdings
Currently, Wealth Management Nebraska holds 92 types of securities in its portfolio with a total value $839.0M. In the most recent quarter, they have increased their positions in SPIB (+517.1K shares, valued at $17.5M), AVSC (+77.5K shares, valued at $7.7M), DFAW (+106.3K shares, valued at $7.6M); decreased their positions in VT (-25.2K shares, valued at $3.5M), SPYM (-14.2K shares, valued at $1.1M), AVIV (-3.5K shares, valued at $234.1K); initiated new positions in DFSV (+37.7K shares, valued at $1.2M), DFEV (+13.8K shares, valued at $441.0K), DFEM (+13.7K shares, valued at $439.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPIB SPDR SERIES TRUST4.9M shares11.76%2025-09-302025-11-03
AVSC AMERICAN CENTY ETF TR905.3K shares9.36%2025-09-302025-11-03 DFIV DIMENSIONAL ETF TRUST1.2M shares4.03%2025-09-302025-11-03 AVLV AMERICAN CENTY ETF TR769.2K shares12.09%2025-09-302025-11-03 DFUS DIMENSIONAL ETF TRUST746.5K shares3.50%2025-09-302025-11-03 AVDV AMERICAN CENTY ETF TR547.8K shares1.41%2025-09-302025-11-03 DFAS DIMENSIONAL ETF TRUST659.6K shares0.46%2025-09-302025-11-03 SPYM SPDR SERIES TRUST561.4K shares-2.47%2025-09-302025-11-03 DFAW DIMENSIONAL ETF TRUST593.9K shares21.81%2025-09-302025-11-03 SPAB SPDR SERIES TRUST1.4M shares7.77%2025-09-302025-11-03 DFUV DIMENSIONAL ETF TRUST713.5K shares-0.03%2025-09-302025-11-03 DFAE DIMENSIONAL ETF TRUST619.6K shares3.00%2025-09-302025-11-03 VCSH VANGUARD SCOTTSDALE FDS218.5K shares2.55%2025-09-302025-11-03 DFIS DIMENSIONAL ETF TRUST455.2K shares7.10%2025-09-302025-11-03 VT VANGUARD INTL EQUITY INDEX F101.7K shares-19.87%2025-09-302025-11-03 DFGR DIMENSIONAL ETF TRUST474.3K shares12.90%2025-09-302025-11-03 DFAT DIMENSIONAL ETF TRUST216.3K shares0.60%2025-09-302025-11-03 VCIT VANGUARD SCOTTSDALE FDS143.2K shares0.49%2025-09-302025-11-03 AVIV AMERICAN CENTY ETF TR77.0K shares-4.31%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL8.7K shares116.81%2025-09-302025-11-03 IVV ISHARES TR6.2K shares-2.33%2025-09-302025-11-03 BOXX EA SERIES TRUST28.4K shares5.38%2025-09-302025-11-03 IWP ISHARES TR20.5K shares-6.86%2025-09-302025-11-03 SPSB SPDR SERIES TRUST81.2K shares3.81%2025-09-302025-11-03 QQQM INVESCO EXCH TRADED FD TR II8.8K shares29.66%2025-09-302025-11-03 MSFT MICROSOFT CORP4.0K shares0.36%2025-09-302025-11-03 AAPL APPLE INC7.5K shares19.44%2025-09-302025-11-03 VYM VANGUARD WHITEHALL FDS13.6K shares0.05%2025-09-302025-11-03 GLDM WORLD GOLD TR21.2K shares33.72%2025-09-302025-11-03 NVDA NVIDIA CORPORATION8.7K shares-1.90%2025-09-302025-11-03 VTI VANGUARD INDEX FDS4.5K shares-1.59%2025-09-302025-11-03 AXON AXON ENTERPRISE INC1.9K shares0.10%2025-09-302025-11-03 IJR ISHARES TR11.3K shares-6.28%2025-09-302025-11-03 TXN TEXAS INSTRS INC6.9K shares-0.17%2025-09-302025-11-03 VOO VANGUARD INDEX FDS2.1K shares-6.98%2025-09-302025-11-03 DFSV DIMENSIONAL ETF TRUST37.7K sharesnew addition2025-09-302025-11-03 WMT WALMART INC11.5K shares-1.80%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR1.6K shares0.00%2025-09-302025-11-03 QQQ INVESCO QQQ TR1.6K shares3.31%2025-09-302025-11-03 AMZN AMAZON COM INC4.2K shares2.87%2025-09-302025-11-03 BND VANGUARD BD INDEX FDS11.6K shares-0.04%2025-09-302025-11-03 AVUS AMERICAN CENTY ETF TR7.8K shares-5.71%2025-09-302025-11-03 META META PLATFORMS INC877 shares-0.68%2025-09-302025-11-03 VO VANGUARD INDEX FDS2.1K shares0.42%2025-09-302025-11-03 BIV VANGUARD BD INDEX FDS8.0K shares17.89%2025-09-302025-11-03 AVIG AMERICAN CENTY ETF TR14.7K shares0.66%2025-09-302025-11-03 STCE SCHWAB STRATEGIC TR7.8K shares9.45%2025-09-302025-11-03 MUB ISHARES TR5.7K shares-7.87%2025-09-302025-11-03 GOOGL ALPHABET INC2.4K shares-0.71%2025-09-302025-11-03 V VISA INC1.6K shares0.19%2025-09-302025-11-03 GLD SPDR GOLD TR1.5K shares0.00%2025-09-302025-11-03 VB VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-11-03 VEA VANGUARD TAX-MANAGED FDS8.2K shares2.11%2025-09-302025-11-03 BITO PROSHARES TR24.8K shares28.38%2025-09-302025-11-03 CAT CATERPILLAR INC980 shares-0.41%2025-09-302025-11-03 MGK VANGUARD WORLD FD1.1K shares45.67%2025-09-302025-11-03 DFEV DIMENSIONAL ETF TRUST13.8K sharesnew addition2025-09-302025-11-03 DFEM DIMENSIONAL ETF TRUST13.7K sharesnew addition2025-09-302025-11-03 EVAV DIREXION SHS ETF TR12.2K shares4.31%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.1.2K shares1.15%2025-09-302025-11-03 VWO VANGUARD INTL EQUITY INDEX F7.1K shares1.06%2025-09-302025-11-03 VTEB VANGUARD MUN BD FDS7.4K shares0.00%2025-09-302025-11-03 DFAR DIMENSIONAL ETF TRUST15.4K shares7.83%2025-09-302025-11-03 DFLV DIMENSIONAL ETF TRUST11.1K shares4.39%2025-09-302025-11-03 SLYV SPDR SERIES TRUST4.1K shares-1.85%2025-09-302025-11-03 GOOG ALPHABET INC1.5K shares-3.59%2025-09-302025-11-03 EFX EQUIFAX INC1.4K shares0.00%2025-09-302025-11-03 FBTC FIDELITY WISE ORIGIN BITCOIN3.5K sharesnew addition2025-09-302025-11-03 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares-5.76%2025-09-302025-11-03 ORCL ORACLE CORP1.2K shares-3.68%2025-09-302025-11-03 NEE NEXTERA ENERGY INC4.5K shares-13.01%2025-09-302025-11-03 SO SOUTHERN CO3.5K shares0.37%2025-09-302025-11-03 PRIV SSGA ACTIVE TR12.4K sharesnew addition2025-09-302025-11-03 AGQ PROSHARES TR II4.1K sharesnew addition2025-09-302025-11-03 ESGD ISHARES TR3.1K shares0.00%2025-09-302025-11-03 TSLA TESLA INC646 sharesnew addition2025-09-302025-11-03 LLY ELI LILLY & CO361 shares0.56%2025-09-302025-11-03 IBIT ISHARES BITCOIN TRUST ETF4.2K sharesnew addition2025-09-302025-11-03 HD HOME DEPOT INC668 shares-2.05%2025-09-302025-11-03 BAC BANK AMERICA CORP5.2K shares0.64%2025-09-302025-11-03 AVGO BROADCOM INC803 sharesnew addition2025-09-302025-11-03 IWF ISHARES TR564 shares-0.35%2025-09-302025-11-03 VUG VANGUARD INDEX FDS548 sharesnew addition2025-09-302025-11-03 HUBB HUBBELL INC602 shares0.00%2025-09-302025-11-03 AXP AMERICAN EXPRESS CO776 shares1.04%2025-09-302025-11-03 PLTM GRANITESHARES PLATINUM TR16.5K sharesnew addition2025-09-302025-11-03 XOM EXXON MOBIL CORP2.1K shares-1.25%2025-09-302025-11-03 XMMO INVESCO EXCHANGE TRADED FD T1.7K shares3.15%2025-09-302025-11-03 USFR WISDOMTREE TR4.7K shares0.00%2025-09-302025-11-03 SPXL DIREXION SHS ETF TR1.0K sharesnew addition2025-09-302025-11-03 SCHX SCHWAB STRATEGIC TR7.9K sharesnew addition2025-09-302025-11-03 CRF CORNERSTONE TOTAL RETURN FD20.6K shares0.87%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available