Nabity-Jensen Investment Management Inc
71 holdingsFiling period: 2026-03-31Current AUM: $164.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 110.7K | $21.7M | $24.3M | 14.77% | -187 | 2026-03-31 |
| 2 | GSLC | GOLDMAN SACHS ETF TR | 119.8K | $15.0M | $17.1M | 10.38% | +1.3K | 2026-03-31 |
| 3 | VUG | VANGUARD INDEX FDS | 24.0K | $10.5M | $12.3M | 7.44% | -194 | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 14.2K | $8.2M | $9.7M | 5.91% | +309 | 2026-03-31 |
| 5 | VBR | VANGUARD INDEX FDS | 35.0K | $7.6M | $8.6M | 5.19% | +144 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 38.1K | $6.7M | $7.7M | 4.64% | +2.3K | 2026-03-31 |
| 7 | SCHG | SCHWAB STRATEGIC TR | 161.4K | $4.7M | $5.5M | 3.34% | +1.3K | 2026-03-31 |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 72.4K | $4.6M | $5.1M | 3.10% | +1.1K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 17.6K | $4.5M | $5.4M | 3.29% | +1.0K | 2026-03-31 |
| 10 | VBK | VANGUARD INDEX FDS | 14.1K | $4.3M | $4.8M | 2.91% | +38 | 2026-03-31 |
| 11 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.1K | $3.9M | $3.9M | 2.34% | +181 | 2026-03-31 |
| 12 | BIV | VANGUARD BD INDEX FDS | 37.0K | $2.9M | $2.8M | 1.70% | +1.6K | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 7.5K | $2.8M | $3.5M | 2.11% | +660 | 2026-03-31 |
| 14 | VTI | VANGUARD INDEX FDS | 7.7K | $2.5M | $2.8M | 1.73% | +52 | 2026-03-31 |
| 15 | JPM | JPMORGAN CHASE & CO | 7.2K | $2.1M | $2.5M | 1.54% | +818 | 2026-03-31 |
| 16 | CAT | CATERPILLAR INC | 2.9K | $2.0M | $2.4M | 1.43% | +231 | 2026-03-31 |
| 17 | GOOGL | ALPHABET INC | 6.9K | $2.0M | $2.5M | 1.50% | +664 | 2026-03-31 |
| 18 | VMI | VALMONT INDS INC | 4.9K | $2.0M | $2.4M | 1.44% | -157 | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 9.1K | $1.9M | $2.5M | 1.50% | +248 | 2026-03-31 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | 33.6K | $1.8M | $2.0M | 1.20% | -49 | 2026-03-31 |
| 21 | FNDX | SCHWAB STRATEGIC TR | 62.9K | $1.8M | $2.0M | 1.21% | +4.2K | 2026-03-31 |
| 22 | IWD | ISHARES TR | 7.8K | $1.7M | $2.0M | 1.19% | -- | 2026-03-31 |
| 23 | LLY | ELI LILLY & CO | 1.7K | $1.5M | $1.9M | 1.16% | +194 | 2026-03-31 |
| 24 | VB | VANGUARD INDEX FDS | 5.2K | $1.4M | $1.5M | 0.93% | -21 | 2026-03-31 |
| 25 | VCSH | VANGUARD SCOTTSDALE FDS | 16.9K | $1.3M | $1.3M | 0.81% | +245 | 2026-03-31 |
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