Wealth Management Nebraska
101 holdingsFiling period: 2026-03-31Current AUM: $1.07Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SERIES TRUST | 5.84M | $196.0M | $193.6M | 18.02% | +440.9K | 2026-03-31 |
| 2 | AVSC | AMERICAN CENTY ETF TR | 1.09M | $120.4M | $139.8M | 13.01% | +79.2K | 2026-03-31 |
| 3 | AVLV | AMERICAN CENTY ETF TR | 937.7K | $75.6M | $86.4M | 8.04% | +71.7K | 2026-03-31 |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 1.33M | $70.1M | $76.1M | 7.08% | +55.5K | 2026-03-31 |
| 5 | DFAW | DIMENSIONAL ETF TRUST | 804.4K | $59.3M | $66.7M | 6.21% | +129.2K | 2026-03-31 |
| 6 | DFUS | DIMENSIONAL ETF TRUST | 835.3K | $59.2M | $68.1M | 6.34% | +53.9K | 2026-03-31 |
| 7 | AVDV | AMERICAN CENTY ETF TR | 565.0K | $56.4M | $59.1M | 5.50% | +12.4K | 2026-03-31 |
| 8 | DFAS | DIMENSIONAL ETF TRUST | 750.4K | $53.4M | $60.8M | 5.66% | +46.1K | 2026-03-31 |
| 9 | SPYM | SPDR SERIES TRUST | 544.5K | $41.7M | $47.9M | 4.45% | -- | 2026-03-31 |
| 10 | SPAB | SPDR SERIES TRUST | 1.42M | $36.4M | $35.7M | 3.32% | +1.1K | 2026-03-31 |
| 11 | DFUV | DIMENSIONAL ETF TRUST | 706.9K | $34.3M | $39.3M | 3.66% | -2,029 | 2026-03-31 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | 675.6K | $22.9M | $25.3M | 2.36% | +24.2K | 2026-03-31 |
| 13 | DFIS | DIMENSIONAL ETF TRUST | 530.4K | $17.9M | $19.0M | 1.77% | +42.0K | 2026-03-31 |
| 14 | VCSH | VANGUARD SCOTTSDALE FDS | 222.0K | $17.6M | $17.4M | 1.62% | -1,146 | 2026-03-31 |
| 15 | DFGR | DIMENSIONAL ETF TRUST | 620.5K | $16.5M | $18.5M | 1.72% | +57.5K | 2026-03-31 |
| 16 | DFAT | DIMENSIONAL ETF TRUST | 215.0K | $13.4M | $15.2M | 1.42% | -1,201 | 2026-03-31 |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | 128.0K | $10.6M | $10.4M | 0.97% | -12,676 | 2026-03-31 |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | 60.3K | $8.3M | $9.4M | 0.87% | -27,371 | 2026-03-31 |
| 19 | AVIV | AMERICAN CENTY ETF TR | 72.8K | $5.4M | $5.9M | 0.55% | -1,821 | 2026-03-31 |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.3K | $4.4M | $4.4M | 0.41% | +55 | 2026-03-31 |
| 21 | IVV | ISHARES TR | 6.2K | $4.1M | $4.7M | 0.43% | +25 | 2026-03-31 |
| 22 | BOXX | EA SERIES TRUST | 34.7K | $4.0M | $4.1M | 0.38% | +4.3K | 2026-03-31 |
| 23 | PM | PHILIP MORRIS INTL INC | 21.1K | $3.5M | $4.0M | 0.38% | -- | 2026-03-31 |
| 24 | SPSB | SPDR SERIES TRUST | 84.5K | $2.5M | $2.5M | 0.24% | -377 | 2026-03-31 |
| 25 | QQQM | INVESCO EXCH TRADED FD TR II | 10.4K | $2.5M | $3.0M | 0.27% | -192 | 2026-03-31 |
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