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CIK: 0002042783
Total reported value
$1.1B
$1.1B
71 檔
27.7%
In Q4 2024, Wealth Management Nebraska's U.S. equity holdings reached a combined market value of $1.1B, distributed across 71 disclosed stock positions.
During Q4 2024, Wealth Management Nebraska's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 22.20% | -1.02% | — | |
| 2 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 8.32% | -12.19% | EXIT | |
| 3 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 6.86% | — | — | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 6.83% | -0.27% | — | |
| 5 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.23% | +0.45% | — | |
| 6 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.90% | +0.53% | — | |
| 7 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 5.86% | +0.81% | — | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.27% | -0.44% | — | |
| 9 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.90% | -0.04% | — | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.89% | -0.46% | — | |
| 11 | DFAW | Dimensional World Eqty ETF | ETF-Other | 3.33% | +0.29% | — | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.95% | -0.29% | — | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 2.37% | -0.03% | — | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.30% | +0.20% | — | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.01% | -0.12% | — | |
| 16 | DFIS | Dimensional International Sm | ETF-Other | 1.56% | — | — | |
| 17 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.50% | +0.04% | — | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | -0.01% | — | |
| 19 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.73% | -0.08% | — | |
| 20 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.39% | -0.03% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.29% | -0.03% | — | |
| 22 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.22% | +0.01% | — | |
| 23 | BND | Vanguard Total Bond Market | ETF-Other | 0.22% | +0.04% | — | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.21% | — | — | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 0.21% | +0.05% | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.01% | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.02% | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.19% | +0.05% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | -0.01% | — | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.03% | — | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.15% | — | — | |
| 32 | MUB | Ishares National Muni Bond E | ETF-Other | 0.15% | -0.01% | — | |
| 33 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.11% | +0.03% | — | |
| 34 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.11% | -0.01% | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.11% | — | — | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.08% | — | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.08% | -0.01% | — | |
| 38 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.08% | — | — | |
| 39 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.08% | +0.01% | — | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.07% | — | — | |
| 41 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.07% | -0.01% | — | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.07% | — | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.06% | -0.01% | — | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.06% | -0.01% | — | |
| 45 | EFX | Equifax Inc | Stock-Industrials | 0.06% | -0.03% | EXIT | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.06% | +0.01% | — | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.06% | +0.02% | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.05% | — | — | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.05% | +0.01% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.05% | — | — |
According to official SEC Form 13F filings, Wealth Management Nebraska reported a total U.S. public equity portfolio value of $1.1B across 71 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPIB, AVSC, HYMB) accounted for 27.7% of total reported equity market value during Q4 2024.
During Q4 2024, Wealth Management Nebraska's top holdings by market value included SPIB (22.2%)、AVSC (8.3%)、HYMB (6.9%). The largest single position, SPIB, represented 22.2% of total portfolio value.
In Q4 2024, Wealth Management Nebraska made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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