Wealth Management Nebraska
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 3, 2025), Wealth Management Nebraska reported 71 stock positions worth $614.8 million. Its top holding was SS SPDR P Int C Corp. ETF (SPIB) at 22.2% of the portfolio, followed by Avantis US Small Cap Equity (AVSC, 8.3%) and SS SPDR N Ice HY Muni ETF (HYMB, 6.9%).
- Most Recent 13F
- Q2 2026
- Location
- Norfolk, NE
- CIK
- 0002042783
- Portfolio Value
- $614.8M (Q4 2024)
- SEC Filing
- 0001172661-25-000475 ↗ filed Feb 3, 2025
Holdings Value
Holdings 71 stocks · $614.8M
| SPIB SS SPDR P Int C Corp. ETF | 22.20% | 4,160,759 | $136.5M | — |
| AVSC Avantis US Small Cap Equity | 8.32% | 529,923 | $51.2M | — |
| HYMB SS SPDR N Ice HY Muni ETF | 6.86% | 612,065 | $42.2M | — |
| DFIV Dimensional International Va | 6.83% | 1,183,733 | $42.0M | — |
| DFUS Dimensional US Eq MKT ETF | 6.23% | 600,697 | $38.3M | — |
| DFAS Dimensional US Small Cap ETF | 5.90% | 557,047 | $36.3M | — |
| AVLV Avantis US Large Cap Value | 5.86% | 539,922 | $36.1M | — |
| AVDV Avantis Intl S/C Value ETF | 5.27% | 497,874 | $32.4M | — |
| DFUV Dimensional US Marketwide Va | 4.90% | 735,514 | $30.1M | — |
| SPAB SS SPDR P Agg Bond ETF | 4.89% | 1,203,589 | $30.1M | — |
| DFAW Dimensional World Eqty ETF | 3.33% | 327,434 | $20.5M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 2.95% | 232,505 | $18.1M | — |
| DFAT Dimensional US Target Value | 2.37% | 262,259 | $14.6M | — |
| DFAE Dimensional Emerging Core Eq | 2.30% | 558,488 | $14.2M | — |
| VCIT Vanguard Int-Term Corporate | 2.01% | 153,798 | $12.3M | — |
| DFIS Dimensional International SM | 1.56% | 390,150 | $9.6M | — |
| DFGR Dim Global Real Estate ETF | 1.50% | 359,931 | $9.2M | — |
| IVV iShares Core S&P 500 ETF | 1.15% | 12,111 | $7.1M | — |
| AVIV Avantis Intl LRG Cap Val ETF | 0.73% | 86,932 | $4.5M | — |
| SPSB SS SPDR P St C Corp. ETF | 0.39% | 80,559 | $2.4M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 3,868 | $1.8M | — |
| AXON Axon Enterprise Inc. | 0.22% | 2,276 | $1.4M | — |
| BND Vanguard Total Bond Market | 0.22% | 18,503 | $1.3M | — |
| AAPL Apple Inc. | 0.21% | 5,037 | $1.3M | — |
| TXN Texas Instruments Inc. | 0.21% | 6,726 | $1.3M | — |
| VOO Vanguard S&P 500 ETF | 0.20% | 2,226 | $1.2M | — |
| MSFT Microsoft Corp. | 0.19% | 2,825 | $1.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 3,980 | $1.2M | — |
| NVDA Nvidia Corp. | 0.16% | 7,474 | $1.0M | — |
| WMT Walmart Inc. | 0.16% | 10,725 | $969K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.15% | 1,607 | $942K | — |
| MUB iShares National Muni Bond E | 0.15% | 8,795 | $937K | — |
| BOXX Alpha Architect 1-3 MNTH Box | 0.11% | 6,377 | $703K | — |
| AVIG Avantis Core Fixed Income | 0.11% | 16,966 | $688K | — |
| AMZN Amazon.com Inc. | 0.11% | 2,982 | $654K | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 2,572 | $510K | — |
| V Visa Inc. Class A | 0.08% | 1,549 | $490K | — |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.08% | 5,588 | $488K | — |
| DFEV Dimensional Emrg MRKT Val | 0.08% | 18,594 | $487K | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 1,887 | $453K | — |
| BITO Proshares Bitcoin ETF-Usd | 0.07% | 15,312 | $413K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 1,529 | $404K | — |
| META Meta Platforms Inc. Class A | 0.06% | 660 | $386K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.06% | 7,296 | $366K | — |
| EFX Equifax Inc. | 0.06% | 1,399 | $357K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 671 | $343K | — |
| CAT Caterpillar Inc. | 0.06% | 937 | $340K | — |
| VEA Vanguard Ftse Developed ETF | 0.05% | 7,043 | $337K | — |
| GOOGL Alphabet Inc. Class A | 0.05% | 1,738 | $329K | — |
| TSLA Tesla Inc. | 0.05% | 776 | $313K | — |
| VWO Vanguard Ftse Emerging Marke | 0.05% | 7,001 | $308K | — |
| REET iShares Global REIT ETF | 0.05% | 13,371 | $295K | — |
| SO The Southern Co. | 0.05% | 3,531 | $291K | — |
| GOOG Alphabet Inc. Class C | 0.05% | 1,476 | $281K | — |
| FBTC Fidelity Wise Origin Bitcoin | 0.04% | 3,300 | $269K | — |
| HUBB Hubbell Inc. | 0.04% | 602 | $252K | — |
| USFR Wisdomtree Floating Rate Tre | 0.04% | 4,668 | $235K | — |
| STCE Schwab Crypto TNLP ETF | 0.04% | 5,155 | $231K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 3,946 | $227K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,141 | $225K | — |
| HD Home Depot Inc. | 0.04% | 569 | $221K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 534 | $219K | — |
| NEE Nextera Energy Inc. | 0.04% | 3,044 | $218K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.04% | 769 | $215K | — |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.03% | 200 | $211K | — |
| JPM JPMorgan Chase & Co. | 0.03% | 879 | $211K | — |
| IJR iShares Core S&P Small-Cap E | 0.03% | 1,798 | $207K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 4,663 | $205K | — |
| LLY Eli Lilly & Co. | 0.03% | 263 | $203K | — |
| EVAV Direxion Daily El & Av BULL2 | 0.03% | 9,372 | $203K | — |
| CRF Cornerstone Total Return | 0.03% | 18,909 | $164K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 106 | $1.1B | SPIB, AVUV, AVLV, DFIV, DFUS |
| Q1 2026 | 100 | $987.3M | SPIB, AVSC, AVLV, DFIV, DFAW |
| Q4 2025 | 91 | $874.8M | SPIB, AVSC, AVLV, DFIV, DFUS |
| Q3 2025 | 92 | $839.0M | SPIB, AVSC, DFIV, AVLV, DFUS |
| Q2 2025 | 82 | $739.8M | SPIB, AVSC, DFIV, DFUS, AVLV |
| Q1 2025 | 74 | $657.4M | SPIB, AVSC, DFIV, DFUS, AVLV |
| Q4 2024 | 71 | $614.8M | SPIB, AVSC, HYMB, DFIV, DFUS |