13F HOLDINGS REPORT
Nabity-Jensen Investment Management Inc
Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0002044851-26-000001
Total Value
$147.7M
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908744 | 110,891 | $21.2M | 14.34% |
| 2 | GOLDMAN SACHS ETF TR | NVGLF | 118,513 | $15.7M | 10.62% |
| 3 | VANGUARD INDEX FDS | 922908736 | 24,180 | $11.8M | 7.99% |
| 4 | INVESCO QQQ TR | IVZ | 13,846 | $8.5M | 5.76% |
| 5 | VANGUARD INDEX FDS | 922908611 | 34,833 | $7.4M | 5.00% |
| 6 | NVIDIA CORPORATION | NVDA | 35,876 | $6.7M | 4.53% |
| 7 | SCHWAB STRATEGIC TR | 808524300 | 160,081 | $5.2M | 3.54% |
| 8 | APPLE INC | AAPL | 16,576 | $4.5M | 3.05% |
| 9 | VANGUARD TAX-MANAGED FDS | 921943858 | 71,290 | $4.5M | 3.02% |
| 10 | VANGUARD INDEX FDS | 922908595 | 14,078 | $4.3M | 2.88% |
| 11 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 7,872 | $4.0M | 2.68% |
| 12 | MICROSOFT CORP | MSFT | 6,815 | $3.3M | 2.23% |
| 13 | SCHWAB STRATEGIC TR | 808524797 | 104,369 | $2.9M | 1.94% |
| 14 | VANGUARD BD INDEX FDS | 921937819 | 35,448 | $2.8M | 1.87% |
| 15 | VANGUARD INDEX FDS | 922908769 | 7,672 | $2.6M | 1.74% |
| 16 | JPMORGAN CHASE & CO. | VYLD | 6,392 | $2.1M | 1.39% |
| 17 | VALMONT INDS INC | 920253101 | 5,096 | $2.1M | 1.39% |
| 18 | AMAZON COM INC | AMZN | 8,871 | $2.0M | 1.39% |
| 19 | ALPHABET INC | GOOG | 6,279 | $2.0M | 1.33% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042858 | 33,673 | $1.8M | 1.23% |
| 21 | ISHARES TR | 464287598 | 7,818 | $1.6M | 1.11% |
| 22 | SCHWAB STRATEGIC TR | 808524771 | 58,685 | $1.6M | 1.08% |
| 23 | ELI LILLY & CO | LLY | 1,466 | $1.6M | 1.07% |
| 24 | CATERPILLAR INC | CAT | 2,655 | $1.5M | 1.03% |
| 25 | VANGUARD INDEX FDS | 922908751 | 5,202 | $1.3M | 0.91% |
| 26 | VANGUARD SCOTTSDALE FDS | 92206C409 | 16,659 | $1.3M | 0.90% |
| 27 | SALESFORCE INC | CRM | 4,371 | $1.2M | 0.78% |
| 28 | VANGUARD STAR FDS | 921909768 | 15,240 | $1.1M | 0.78% |
| 29 | SPDR SERIES TRUST | 78464A359 | 12,488 | $1.1M | 0.75% |
| 30 | SCHWAB CHARLES CORP | SCHW-PJ | 11,109 | $1.1M | 0.75% |
| 31 | COSTCO WHSL CORP NEW | 22160K105 | 1,231 | $1.1M | 0.72% |
| 32 | META PLATFORMS INC | META | 1,450 | $957,131 | 0.65% |
| 33 | JOHNSON & JOHNSON | JNJ | 4,561 | $943,899 | 0.64% |
| 34 | ISHARES TR | 464287614 | 1,931 | $913,942 | 0.62% |
| 35 | ISHARES TR | 464287150 | 5,750 | $854,968 | 0.58% |
| 36 | VISA INC | V | 2,152 | $754,728 | 0.51% |
| 37 | EXXON MOBIL CORP | XOM | 5,869 | $706,275 | 0.48% |
| 38 | UNITEDHEALTH GROUP INC | UNH | 2,099 | $692,901 | 0.47% |
| 39 | SIMON PPTY GROUP INC NEW | 828806109 | 3,590 | $664,545 | 0.45% |
| 40 | J P MORGAN EXCHANGE TRADED F | 46641Q399 | 5,132 | $632,827 | 0.43% |
| 41 | VERTEX PHARMACEUTICALS INC | VRTX | 1,348 | $611,129 | 0.41% |
| 42 | ALPHABET INC | GOOG | 1,945 | $610,341 | 0.41% |
| 43 | UNION PAC CORP | UNP | 2,554 | $590,791 | 0.40% |
| 44 | DISNEY WALT CO | 254687106 | 4,948 | $562,934 | 0.38% |
| 45 | ISHARES TR | 464287804 | 4,380 | $526,388 | 0.36% |
| 46 | BROADCOM INC | AVGO | 1,410 | $488,001 | 0.33% |
| 47 | GENERAL DYNAMICS CORP | GD | 1,426 | $480,077 | 0.33% |
| 48 | ADOBE INC | ADBE | 1,215 | $425,238 | 0.29% |
| 49 | STARBUCKS CORP | SBUX | 5,008 | $421,724 | 0.29% |
| 50 | BOEING CO | BA-PA | 1,860 | $403,843 | 0.27% |
| 51 | VANGUARD MUN BD FDS | 922907746 | 7,654 | $384,920 | 0.26% |
| 52 | VANGUARD INDEX FDS | 922908363 | 608 | $381,262 | 0.26% |
| 53 | ISHARES TR | 46429B689 | 4,053 | $349,571 | 0.24% |
| 54 | LINDE PLC | LIN | 802 | $341,965 | 0.23% |
| 55 | VANGUARD BD INDEX FDS | 921937827 | 4,238 | $333,997 | 0.23% |
| 56 | TESLA INC | TSLA | 708 | $318,402 | 0.22% |
| 57 | HOME DEPOT INC | HD | 924 | $317,948 | 0.22% |
| 58 | PROCTER AND GAMBLE CO | 742718109 | 2,142 | $306,970 | 0.21% |
| 59 | ISHARES TR | 464287507 | 4,525 | $298,650 | 0.20% |
| 60 | VANGUARD BD INDEX FDS | 921937835 | 3,968 | $293,910 | 0.20% |
| 61 | COMCAST CORP NEW | CCZ | 9,425 | $281,713 | 0.19% |
| 62 | CISCO SYS INC | CSCO | 3,495 | $269,220 | 0.18% |
| 63 | ADVANCED MICRO DEVICES INC | AMD | 1,225 | $262,346 | 0.18% |
| 64 | SELECT SECTOR SPDR TR | 81369Y886 | 6,000 | $256,140 | 0.17% |
| 65 | MAIN STR CAP CORP | 56035L104 | 4,218 | $254,703 | 0.17% |
| 66 | REALTY INCOME CORP | O | 4,219 | $237,841 | 0.16% |
| 67 | NEXTERA ENERGY INC | NEE-PW | 2,910 | $233,615 | 0.16% |
| 68 | DOMINION ENERGY INC | D | 3,766 | $220,650 | 0.15% |
| 69 | VANGUARD SPECIALIZED FUNDS | 921908844 | 960 | $210,989 | 0.14% |
| 70 | PFIZER INC | PFE | 8,115 | $202,063 | 0.14% |