Wealth Management Nebraska
107 holdingsFiling period: 2026-06-30Current AUM: $1.13Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPIB | SPDR SERIES TRUST | 6.31M | $211.1M | $205.7M | 18.26% | +465.9K | 2026-06-30 |
| 2 | AVUV | AMERICAN CENTY ETF TR | 1.13M | $141.4M | $140.4M | 12.46% | -- | 2026-06-30 |
| 3 | AVLV | AMERICAN CENTY ETF TR | 1.04M | $94.9M | $96.9M | 8.60% | +102.7K | 2026-06-30 |
| 4 | DFIV | DIMENSIONAL ETF TRUST | 1.42M | $76.5M | $82.3M | 7.31% | +88.3K | 2026-06-30 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 882.9K | $72.3M | $72.9M | 6.47% | +47.6K | 2026-06-30 |
| 6 | DFAW | DIMENSIONAL ETF TRUST | 853.1K | $70.6M | $71.4M | 6.34% | +48.8K | 2026-06-30 |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 808.4K | $66.6M | $64.5M | 5.72% | +58.0K | 2026-06-30 |
| 8 | AVDV | AMERICAN CENTY ETF TR | 574.1K | $59.2M | $63.4M | 5.63% | +9.1K | 2026-06-30 |
| 9 | SPYM | SPDR SERIES TRUST | 542.8K | $47.7M | $48.3M | 4.28% | -1,716 | 2026-06-30 |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 698.1K | $38.4M | $39.6M | 3.51% | -8,739 | 2026-06-30 |
| 11 | SPAB | SPDR SERIES TRUST | 1.42M | $36.3M | $35.1M | 3.12% | +456 | 2026-06-30 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | 702.4K | $28.2M | $27.4M | 2.43% | +26.7K | 2026-06-30 |
| 13 | DFIS | DIMENSIONAL ETF TRUST | 579.2K | $20.3M | $21.3M | 1.89% | +48.8K | 2026-06-30 |
| 14 | DFGR | DIMENSIONAL ETF TRUST | 659.9K | $19.1M | $18.6M | 1.65% | +39.4K | 2026-06-30 |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | 211.7K | $16.7M | $16.4M | 1.46% | -10,222 | 2026-06-30 |
| 16 | DFAT | DIMENSIONAL ETF TRUST | 212.8K | $14.9M | $14.9M | 1.32% | -2,192 | 2026-06-30 |
| 17 | VCIT | VANGUARD SCOTTSDALE FDS | 129.3K | $10.7M | $10.3M | 0.91% | +1.3K | 2026-06-30 |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | 44.2K | $6.9M | $7.0M | 0.62% | -16,062 | 2026-06-30 |
| 19 | AVIV | AMERICAN CENTY ETF TR | 68.0K | $5.3M | $5.6M | 0.49% | -4,778 | 2026-06-30 |
| 20 | BOXX | EA SERIES TRUST | 42.1K | $4.9M | $5.0M | 0.44% | +7.5K | 2026-06-30 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.3K | $4.7M | $4.7M | 0.41% | +30 | 2026-06-30 |
| 22 | IVV | ISHARES TR | 6.0K | $4.5M | $4.5M | 0.40% | -233 | 2026-06-30 |
| 23 | PM | PHILIP MORRIS INTL INC | 21.1K | $3.8M | $4.1M | 0.36% | +8 | 2026-06-30 |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | 10.9K | $3.3M | $3.2M | 0.28% | +491 | 2026-06-30 |
| 25 | PRIV | SSGA ACTIVE TR | 102.9K | $2.6M | $2.5M | 0.22% | +34.7K | 2026-06-30 |
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