13F HOLDINGS REPORT
Wealth Management Nebraska
Quarter ended Q4 2025 · Filed January 28, 2026 · Accession 0001172661-26-000356
Total Value
$874.8M
Positions
91
Other Managers
0
Confidential Omitted
No
Holdings (91)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A375 | 5,401,994 | $182.6M | 20.88% |
| 2 | AMERICAN CENTY ETF TR | 025072323 | 1,010,452 | $103.0M | 11.78% |
| 3 | AMERICAN CENTY ETF TR | 025072349 | 866,040 | $65.6M | 7.50% |
| 4 | DIMENSIONAL ETF TRUST | 25434V807 | 1,272,627 | $63.5M | 7.26% |
| 5 | DIMENSIONAL ETF TRUST | 25434V401 | 781,383 | $58.0M | 6.63% |
| 6 | AMERICAN CENTY ETF TR | 025072802 | 552,689 | $51.9M | 5.94% |
| 7 | DIMENSIONAL ETF TRUST | 25434V617 | 675,204 | $50.0M | 5.71% |
| 8 | DIMENSIONAL ETF TRUST | 25434V500 | 704,276 | $49.1M | 5.61% |
| 9 | SPDR SERIES TRUST | 78464A649 | 1,419,003 | $36.5M | 4.18% |
| 10 | DIMENSIONAL ETF TRUST | 25434V724 | 708,882 | $33.0M | 3.78% |
| 11 | DIMENSIONAL ETF TRUST | 25434V302 | 651,422 | $21.2M | 2.43% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C409 | 223,101 | $17.8M | 2.03% |
| 13 | DIMENSIONAL ETF TRUST | 25434V773 | 488,398 | $16.1M | 1.84% |
| 14 | DIMENSIONAL ETF TRUST | 25434V658 | 562,975 | $14.9M | 1.70% |
| 15 | DIMENSIONAL ETF TRUST | 25434V609 | 216,187 | $12.9M | 1.47% |
| 16 | VANGUARD INTL EQUITY INDEX F | 922042742 | 87,636 | $12.4M | 1.41% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C870 | 140,696 | $11.8M | 1.35% |
| 18 | AMERICAN CENTY ETF TR | 025072364 | 74,636 | $5.3M | 0.61% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,211 | $4.6M | 0.53% |
| 20 | ISHARES TR | 464287200 | 6,180 | $4.2M | 0.48% |
| 21 | EA SERIES TRUST | 02072L565 | 30,322 | $3.5M | 0.40% |
| 22 | PHILIP MORRIS INTL INC | 718172109 | 21,134 | $3.4M | 0.39% |
| 23 | ISHARES TR | 464287481 | 19,850 | $2.7M | 0.31% |
| 24 | INVESCO EXCH TRADED FD TR II | IVZ | 10,620 | $2.7M | 0.31% |
| 25 | MICROSOFT CORP | MSFT | 5,369 | $2.6M | 0.30% |
| 26 | SPDR SERIES TRUST | 78464A474 | 84,912 | $2.6M | 0.29% |
| 27 | APPLE INC | AAPL | 8,317 | $2.3M | 0.26% |
| 28 | WORLD GOLD TR | GLDW | 24,616 | $2.1M | 0.24% |
| 29 | VANGUARD WHITEHALL FDS | 921946406 | 12,870 | $1.8M | 0.21% |
| 30 | NVIDIA CORPORATION | NVDA | 8,767 | $1.6M | 0.19% |
| 31 | VANGUARD INDEX FDS | 922908769 | 4,482 | $1.5M | 0.17% |
| 32 | SSGA ACTIVE TR | 78470P622 | 58,815 | $1.5M | 0.17% |
| 33 | SPDR S&P 500 ETF TR | SPY | 2,051 | $1.4M | 0.16% |
| 34 | WALMART INC | WMT | 12,152 | $1.4M | 0.15% |
| 35 | ISHARES TR | 464287804 | 10,760 | $1.3M | 0.15% |
| 36 | VANGUARD INDEX FDS | 922908363 | 1,997 | $1.3M | 0.14% |
| 37 | TEXAS INSTRS INC | 882508104 | 6,927 | $1.2M | 0.14% |
| 38 | DIMENSIONAL ETF TRUST | 25434V815 | 35,233 | $1.2M | 0.13% |
| 39 | AXON ENTERPRISE INC | AXON | 1,933 | $1.1M | 0.13% |
| 40 | AMAZON COM INC | AMZN | 4,249 | $980,754 | 0.11% |
| 41 | INVSC QQQ TRUST SRS 1 ETF | IVZ | 1,505 | $924,698 | 0.11% |
| 42 | VANGUARD BD INDEX FDS | 921937835 | 11,972 | $886,766 | 0.10% |
| 43 | AMERICAN CENTY ETF TR | 025072885 | 7,773 | $868,866 | 0.10% |
| 44 | ALPHABET INC | GOOG | 2,276 | $712,467 | 0.08% |
| 45 | AMERICAN CENTY ETF TR | 025072562 | 15,597 | $653,873 | 0.07% |
| 46 | DIREXION SHS ETF TR | 25459W862 | 2,956 | $652,123 | 0.07% |
| 47 | VANGUARD INDEX FDS | 922908629 | 2,214 | $642,547 | 0.07% |
| 48 | VISA INC | V | 1,812 | $635,591 | 0.07% |
| 49 | META PLATFORMS INC | META | 950 | $627,086 | 0.07% |
| 50 | VANGUARD WORLD FD | 921910816 | 1,463 | $604,138 | 0.07% |
| 51 | VANGUARD BD INDEX FDS | 921937819 | 7,738 | $602,635 | 0.07% |
| 52 | CATERPILLAR INC | CAT | 1,008 | $577,547 | 0.07% |
| 53 | SPDR GOLD TR | GLD | 1,447 | $573,407 | 0.07% |
| 54 | PROSHARES TR | 74347G440 | 43,292 | $526,434 | 0.06% |
| 55 | PROSHARES TR II | 74347W353 | 3,366 | $522,134 | 0.06% |
| 56 | VANGUARD TAX-MANAGED FDS | 921943858 | 8,324 | $520,000 | 0.06% |
| 57 | VANGUARD INDEX FDS | 922908751 | 2,008 | $517,964 | 0.06% |
| 58 | JPMORGAN CHASE & CO. | VYLD | 1,533 | $494,017 | 0.06% |
| 59 | ISHARES TR | 464288414 | 4,406 | $471,927 | 0.05% |
| 60 | BROADCOM INC | AVGO | 1,318 | $456,204 | 0.05% |
| 61 | SCHWAB STRATEGIC TR | 808524656 | 7,431 | $445,587 | 0.05% |
| 62 | ALPHABET INC | GOOG | 1,413 | $443,399 | 0.05% |
| 63 | VANGUARD INDEX FDS | 922908736 | 880 | $429,317 | 0.05% |
| 64 | NEXTERA ENERGY INC | NEE-PW | 5,182 | $416,011 | 0.05% |
| 65 | EXXON MOBIL CORP | XOM | 3,454 | $415,738 | 0.05% |
| 66 | SOUTHERN CO | SOMN | 4,562 | $397,807 | 0.05% |
| 67 | VANGUARD INTL EQUITY INDEX F | 922042858 | 7,168 | $385,352 | 0.04% |
| 68 | DIMENSIONAL ETF TRUST | 25434V666 | 11,132 | $380,826 | 0.04% |
| 69 | DIMENSIONAL ETF TRUST | 25434V823 | 16,615 | $380,503 | 0.04% |
| 70 | HUBBELL INC | HUBB | 852 | $378,382 | 0.04% |
| 71 | VANGUARD MUN BD FDS | 922907746 | 7,397 | $371,995 | 0.04% |
| 72 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,206 | $366,491 | 0.04% |
| 73 | ELI LILLY & CO | LLY | 337 | $362,167 | 0.04% |
| 74 | SPDR SERIES TRUST | 78464A300 | 3,944 | $358,800 | 0.04% |
| 75 | GRANITESHARES PLATINUM TR | PLTM | 16,881 | $333,062 | 0.04% |
| 76 | EQUIFAX INC | EFX | 1,399 | $303,555 | 0.03% |
| 77 | ISHARES TR | 46435G516 | 3,111 | $295,825 | 0.03% |
| 78 | BANK AMERICA CORP | 060505104 | 5,310 | $292,050 | 0.03% |
| 79 | AMERICAN EXPRESS CO | AXP | 768 | $284,122 | 0.03% |
| 80 | CHEVRON CORP NEW | CVX | 1,820 | $277,423 | 0.03% |
| 81 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 3,505 | $267,186 | 0.03% |
| 82 | TESLA INC | TSLA | 592 | $266,234 | 0.03% |
| 83 | CONSTELLATION ENERGY CORP | CEG | 744 | $262,833 | 0.03% |
| 84 | HOME DEPOT INC | HD | 737 | $253,858 | 0.03% |
| 85 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,734 | $240,090 | 0.03% |
| 86 | ORACLE CORP | ORCL-PD | 1,180 | $230,123 | 0.03% |
| 87 | SCHWAB STRATEGIC TR | 808524201 | 7,781 | $209,387 | 0.02% |
| 88 | CSX CORP | CSX | 5,607 | $203,254 | 0.02% |
| 89 | ISHARES TR | 464287614 | 427 | $202,099 | 0.02% |
| 90 | SCHWAB STRATEGIC TR | 808524409 | 6,798 | $201,289 | 0.02% |
| 91 | CORNERSTONE TOTAL RETURN FD | 21924U300 | 20,546 | $164,573 | 0.02% |