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CIK: 0002042783
Total reported value
$1.1B
$1.1B
74 檔
29.5%
The Q1 2025 SEC filing reveals that Wealth Management Nebraska held a total portfolio value of $1.1B, covering 74 public equity positions.
During Q1 2025, 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 | 22.04% | -1.02% | +4.77% | |
| 2 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 9.14% | -12.19% | EXIT | |
| 3 | DFIV | Dimensional International Va | ETF-Other | 6.64% | -0.27% | -6.36% | |
| 4 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 6.31% | +0.45% | +14.26% | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.15% | +0.81% | +14.92% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.73% | +0.04% | — | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.59% | -0.44% | +5.78% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 5.04% | +0.53% | -0.49% | |
| 9 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.80% | -0.46% | +2.66% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 4.46% | -0.04% | -3.20% | |
| 11 | DFAW | Dimensional World Eqty ETF | ETF-Other | 3.72% | +0.29% | +21.93% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.76% | -0.29% | -1.11% | |
| 13 | VT | Vanguard Tot World Stk ETF | ETF-Other | 2.39% | -0.22% | — | |
| 14 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 2.26% | +0.20% | +2.83% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.81% | -0.12% | -5.55% | |
| 16 | DFIS | Dimensional International Sm | ETF-Other | 1.56% | — | +1.88% | |
| 17 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.56% | +0.04% | +8.48% | |
| 18 | DFAT | Dimensional US Target Value | ETF-Other | 1.56% | -0.03% | -24.10% | |
| 19 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 0.69% | -0.08% | -7.38% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | -0.01% | -50.71% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.37% | -0.03% | -0.62% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.36% | -0.01% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.03% | +0.80% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | +0.05% | +38.64% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.02% | +38.55% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.20% | — | +19.10% | |
| 27 | TXN | Texas Instruments Inc | Stock-Tech | 0.19% | +0.05% | +2.23% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.18% | +0.01% | +283.76% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | — | +522.14% | |
| 30 | BND | Vanguard Total Bond Market | ETF-Other | 0.17% | +0.04% | -18.38% | |
| 31 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.17% | +0.01% | -8.74% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | -0.03% | +10.74% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | -0.01% | +22.69% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | +0.01% | -13.97% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.14% | — | — | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | — | +37.93% | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.12% | — | — | |
| 38 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.11% | +0.03% | +4.27% | |
| 39 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.11% | -0.01% | +0.56% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.10% | -0.01% | -26.39% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.08% | -0.01% | +1.10% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.08% | -0.01% | +41.21% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.08% | — | +25.51% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.06% | — | +0.16% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.06% | +0.01% | +37.11% | |
| 46 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.06% | -0.01% | +1.38% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.06% | — | +2.30% | |
| 48 | EFX | Equifax Inc | Stock-Industrials | 0.05% | -0.03% | EXIT | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.05% | — | -25.34% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.05% | — | +50.95% |
According to official SEC Form 13F filings, Wealth Management Nebraska reported a total U.S. public equity portfolio value of $1.1B across 74 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPIB, AVSC, DFIV) accounted for 29.5% of total reported equity market value during Q1 2025.
During Q1 2025, Wealth Management Nebraska's top holdings by market value included SPIB (22.0%)、AVSC (9.1%)、DFIV (6.6%). The largest single position, SPIB, represented 22.0% of total portfolio value.
In Q1 2025, 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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