Institutional Manager · CIK 0002042783
Wealth Management Nebraska
Norfolk, NE · File #028-24723
Latest AUM
$874.8M
Positions
91
Top-10 Concentration
80.6%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A375 | 5,401,994 | $182.6M | 21.25% |
| 2 | AMERICAN CENTY ETF TR | 025072323 | 1,010,452 | $103.0M | 11.99% |
| 3 | AMERICAN CENTY ETF TR | 025072349 | 866,040 | $65.6M | 7.63% |
| 4 | DIMENSIONAL ETF TRUST | 25434V807 | 1,272,627 | $63.5M | 7.39% |
| 5 | DIMENSIONAL ETF TRUST | 25434V401 | 781,383 | $58.0M | 6.74% |
| 6 | AMERICAN CENTY ETF TR | 025072802 | 552,689 | $51.9M | 6.04% |
| 7 | DIMENSIONAL ETF TRUST | 25434V617 | 675,204 | $50.0M | 5.81% |
| 8 | DIMENSIONAL ETF TRUST | 25434V500 | 704,276 | $49.1M | 5.71% |
| 9 | SPDR SERIES TRUST | 78464A649 | 1,419,003 | $36.5M | 4.25% |
| 10 | DIMENSIONAL ETF TRUST | 25434V724 | 708,882 | $33.0M | 3.84% |
| 11 | DIMENSIONAL ETF TRUST | 25434V302 | 651,422 | $21.2M | 2.47% |
| 12 | VANGUARD SCOTTSDALE FDS | 92206C409 | 223,101 | $17.8M | 2.07% |
| 13 | DIMENSIONAL ETF TRUST | 25434V773 | 488,398 | $16.1M | 1.87% |
| 14 | DIMENSIONAL ETF TRUST | 25434V658 | 562,975 | $14.9M | 1.73% |
| 15 | DIMENSIONAL ETF TRUST | 25434V609 | 216,187 | $12.9M | 1.50% |
| 16 | VANGUARD INTL EQUITY INDEX F | 922042742 | 87,636 | $12.4M | 1.44% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C870 | 140,696 | $11.8M | 1.37% |
| 18 | AMERICAN CENTY ETF TR | 025072364 | 74,636 | $5.3M | 0.62% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,211 | $4.6M | 0.54% |
| 20 | ISHARES TR | 464287200 | 6,180 | $4.2M | 0.49% |