Wealth Management Nebraska Portfolio Holdings - 13F Filings | 13F Fund Database
Wealth Management Nebraska 13F Holdings
CIK 0002042783
As of Sep 30, 2025, Wealth Management Nebraska reported
92 positions worth $839.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | SPIB | — | 4,915,291 |
|
66.6M19.86% |
| AVANTIS US SMALL CAP EQUITY ETF | AVSC | Equity | 905,265 | $90.1M | 10.74% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 1,206,881 | $55.7M | 6.63% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 769,210 | $55.6M | 6.63% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 746,543 | $54.1M | 6.45% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 547,797 | $48.8M | 5.81% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 659,571 | $45.2M | 5.38% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 561,408 | $44.0M | 5.24% |
| DIMENSIONAL WORLD EQUITY ETF | DFAW | — | 593,888 | $42.7M | 5.09% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 1,361,391 | $35.2M | 4.19% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 713,540 | $31.9M | 3.80% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 619,644 |
9.5M | 2.33% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 218,525 |
7.5M | 2.08% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | DFIS | — | 455,151 |
4.4M | 1.72% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 101,655 |
4.0M | 1.67% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 474,323 |
3.0M | 1.54% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 216,330 |
2.6M | 1.50% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 143,238 |
2.0M | 1.44% |
| AMERICAN CENTY ETF TR | — | — | 76,992 | $5.2M | 0.62% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 8,733 | $4.4M | 0.52% |
| ISHARES CORE S&P 500 ETF | IVV | — | 6,165 | $4.1M | 0.49% |
| ALPHA ARCHITECT 1-3 MONTH BOX ETF | BOXX | — | 28,383 | $3.2M | 0.39% |
| ISHARES RUSSELL MID-CAP GROWTH ETF | IWP | — | 20,458 | $2.9M | 0.35% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 81,153 | $2.5M | 0.29% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 8,783 | $2.2M | 0.26% |