Nabity-Jensen Investment Management Inc 13F Holdings
CIK 0002044851 · OMAHA, NE
As of Sep 30, 2025, Nabity-Jensen Investment Management Inc reported 69 positions worth
CIK 0002044851 · OMAHA, NE
As of Sep 30, 2025, Nabity-Jensen Investment Management Inc reported 69 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND | VTV | — | 109,480 | $20.4M | 14.15% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 120,537 | 5.7M | 10.89% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 23,850 | 1.4M | 7.93% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 13,734 | $8.2M | 5.72% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 34,646 | $7.2M | 5.01% |
| NVIDIA CORP | NVDA | Technology | 36,157 | $6.7M | 4.68% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 161,006 | $5.1M | 3.56% |
| APPLE INC | AAPL | Technology | 16,545 | $4.2M | 2.92% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 13,915 | $4.1M | 2.87% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 68,788 | $4.1M | 2.86% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 7,871 | $4.0M | 2.74% |
| MICROSOFT CORP | MSFT | Technology | 6,769 | $3.5M | 2.43% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 121,223 | $3.3M | 2.29% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 35,652 | $2.8M | 1.93% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 7,866 | $2.6M | 1.79% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 7,250 | $2.3M | 1.59% |
| ALPHABET INC | GOOGL | Equity | 8,681 | $2.1M | 1.46% |
| VALMONT INDUSTRIES INC | VMI | Industrials | 5,251 | $2.0M | 1.41% |
| AMAZON.COM INC | AMZN | Equity | 8,853 | .9M | 1.35% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 34,051 | .8M | 1.28% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 7,818 | .6M | 1.10% |
| CATERPILLAR INC | CAT | Industrials | 2,967 | .4M | 0.98% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 16,053 | .3M | 0.89% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 1,316 | .2M | 0.84% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 4,694 | .2M | 0.83% |