Wealth Management Nebraska Top Holdings and 13F Report (2025) About Wealth Management NebraskaInvestment ActivityWealth Management Nebraska has $657.38 million in total holdings as of March 31, 2025.Wealth Management Nebraska owns shares of 74 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 15.65% of the portfolio was purchased this quarter.About 8.88% of the portfolio was sold this quarter.This quarter, Wealth Management Nebraska has purchased 71 new stocks and bought additional shares in 40 stocks.Wealth Management Nebraska sold shares of 16 stocks and completely divested from 9 stocks this quarter.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $144,904,801Avantis U.S. Small Cap Equity ETF $60,053,436Dimensional International Value ETF $43,628,143Dimensional U.S. Equity ETF $41,509,848Avantis U.S. Large Cap Value ETF $40,459,729 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $37,655,052 Holding922042742 - Vanguard Total World Stock ETF $15,730,101 Holding464287481 - iShares Russell Mid-Cap Growth ETF $2,383,140 Holding464287226 - iShares Core U.S. Aggregate Bond ETF $890,280 Holding025072885 - Avantis U.S. Equity ETF $760,380 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 572,613 shares (about $37.66M)Vanguard Total World Stock ETF 135,663 shares (about $15.73M)Avantis U.S. Small Cap Equity ETF 159,000 shares (about $13.86M)SPDR Portfolio Intermediate Term Corporate Bond ETF 198,591 shares (about $6.60M)Avantis U.S. Large Cap Value ETF 80,531 shares (about $5.25M) Largest Sales this Quarter iShares Core S&P 500 ETF 6,142 shares (about $3.45M)Dimensional U.S. Targeted Value ETF 63,203 shares (about $3.25M)Dimensional International Value ETF 75,294 shares (about $2.96M)Dimensional US Marketwide Value ETF 23,515 shares (about $969.05K)Vanguard Intermediate-Term Corporate Bond ETF 8,535 shares (about $697.82K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealth Management Nebraska Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$144,904,801$6,601,165 ▲4.8%4,359,35022.0%ETFAVSCAvantis U.S. Small Cap Equity ETF$60,053,436$13,860,034 ▲30.0%688,9239.1%ETFDFIVDimensional International Value ETF$43,628,143$2,963,571 ▼-6.4%1,108,4396.6%ETFDFUSDimensional U.S. Equity ETF$41,509,848$5,179,689 ▲14.3%686,3406.3%ETFAVLVAvantis U.S. Large Cap Value ETF$40,459,729$5,251,425 ▲14.9%620,4536.2%ETFSPLGSPDR Portfolio S&P 500 ETF$37,655,052$37,655,052 ▲New Holding572,6135.7%ETFAVDVAvantis International Small Cap Value ETF$36,729,521$2,007,813 ▲5.8%526,6645.6%ETFDFASDimensional U.S. Small Cap ETF$33,120,179$163,356 ▼-0.5%554,3135.0%ETFSPABSPDR Portfolio Aggregate Bond ETF$31,558,158$818,506 ▲2.7%1,235,6374.8%ETFDFUVDimensional US Marketwide Value ETF$29,341,479$969,053 ▼-3.2%711,9994.5%ETFDIMENSIONAL ETF TRUST$24,464,428$4,399,288 ▲21.9%399,2243.7%WORLD EQUITY ETFVCSHVanguard Short-Term Corporate Bond ETF$18,151,058$202,876 ▼-1.1%229,9352.8%ETFVTVanguard Total World Stock ETF$15,730,101$15,730,101 ▲New Holding135,6632.4%ETFDFAEDimensional Emerging Core Equity Market ETF$14,868,233$408,984 ▲2.8%574,2852.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$11,876,707$697,822 ▼-5.5%145,2631.8%ETFDFISDimensional International Small Cap ETF$10,271,215$189,743 ▲1.9%397,4931.6%ETFDFGRDimensional Global Real Estate ETF$10,253,180$801,402 ▲8.5%390,4491.6%ETFDFATDimensional U.S. Targeted Value ETF$10,249,388$3,254,321 ▼-24.1%199,0561.6%ETFAVIVAvantis International Large Cap Value ETF$4,563,612$363,717 ▼-7.4%80,5150.7%ETFIVViShares Core S&P 500 ETF$3,353,924$3,451,131 ▼-50.7%5,9690.5%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,409,716$15,110 ▼-0.6%80,0570.4%ETFIWPiShares Russell Mid-Cap Growth ETF$2,383,140$2,383,140 ▲New Holding20,2840.4%ETFBRK.BBerkshire Hathaway$2,076,594$16,510 ▲0.8%3,8990.3%FinanceVTIVanguard Total Stock Market ETF$1,516,567$422,704 ▲38.6%5,5180.2%ETFMSFTMicrosoft$1,469,175$408,771 ▲38.5%3,9140.2%Computer and TechnologyAAPLApple$1,332,596$213,695 ▲19.1%5,9990.2%Computer and TechnologyTXNTexas Instruments$1,235,529$26,953 ▲2.2%6,8760.2%Computer and TechnologyQQQInvesco QQQ$1,207,397$892,770 ▲283.8%2,5750.2%FinanceIJRiShares Core S&P Small-Cap ETF$1,169,734$981,715 ▲522.1%11,1860.2%ETFBNDVanguard Total Bond Market ETF$1,109,242$249,803 ▼-18.4%15,1020.2%ETFAXONAxon Enterprise$1,092,398$104,664 ▼-8.7%2,0770.2%AerospaceWMTWalmart$1,042,693$101,135 ▲10.7%11,8770.2%Retail/WholesaleNVDANVIDIA$993,845$183,813 ▲22.7%9,1700.2%Computer and TechnologyVOOVanguard S&P 500 ETF$984,138$159,826 ▼-14.0%1,9150.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$890,280$890,280 ▲New Holding9,0000.1%FinanceAMZNAmazon.com$782,539$215,184 ▲37.9%4,1130.1%Retail/WholesaleAVUSAvantis U.S. Equity ETF$760,380$760,380 ▲New Holding8,2310.1%ETFBOXXAlpha Architect 1-3 Month Box ETF$741,297$30,325 ▲4.3%6,6490.1%ETFAVIGAvantis Core Fixed Income ETF$706,155$3,932 ▲0.6%17,0610.1%ETFMUBiShares National Muni Bond ETF$682,613$244,724 ▼-26.4%6,4740.1%ETFVVisa$548,925$5,959 ▲1.1%1,5660.1%Business ServicesMETAMeta Platforms$537,168$156,770 ▲41.2%9320.1%Computer and TechnologyVOVanguard Mid-Cap ETF$496,292$100,862 ▲25.5%1,9190.1%ETFVBVanguard Small-Cap ETF$419,108$665 ▲0.2%1,8900.1%ETFGOOGLAlphabet$368,546$99,753 ▲37.1%2,3830.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$367,039$5,012 ▲1.4%7,3970.1%ETFVEAVanguard FTSE Developed Markets ETF$366,230$8,234 ▲2.3%7,2050.1%ETFEFXEquifax$340,7400.0%1,3990.1%Business ServicesSLYVSPDR S&P 600 Small Cap Value ETF$327,071$111,010 ▼-25.3%4,1720.0%ETFNEENextEra Energy$325,740$109,951 ▲51.0%4,5950.0%UtilitiesSOSouthern$324,7140.0%3,5310.0%UtilitiesCATCaterpillar$324,577$15,503 ▲5.0%9840.0%IndustrialsVWOVanguard FTSE Emerging Markets ETF$317,137$272 ▲0.1%7,0070.0%ETFBITOProShares Bitcoin ETF$304,604$24,091 ▲8.6%16,6270.0%ETFJPMJPMorgan Chase & Co.$299,552$83,904 ▲38.9%1,2210.0%FinanceLLYEli Lilly and Company$296,502$79,287 ▲36.5%3590.0%MedicalXOMExxon Mobil$270,886$270,886 ▲New Holding2,2780.0%EnergyFIDELITY WISE ORIGIN BITCOIN$269,2140.0%3,3000.0%SHSHDHome Depot$267,139$58,631 ▲28.1%7290.0%Retail/WholesaleIVEiShares S&P 500 Value ETF$258,045$258,045 ▲New Holding1,3540.0%ETFESGDiShares ESG Aware MSCI EAFE ETF$254,138$254,138 ▲New Holding3,1110.0%ManufacturingGOOGAlphabet$235,907$5,312 ▲2.3%1,5100.0%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$234,613$302 ▼-0.1%4,6620.0%FinanceAXPAmerican Express$227,078$227,078 ▲New Holding8440.0%FinanceVEUVanguard FTSE All-World ex-US ETF$226,5400.0%3,9460.0%ETFVUGVanguard Growth ETF$219,1750.0%5340.0%ETFTSMTaiwan Semiconductor Manufacturing$218,622$29,216 ▲15.4%1,3170.0%Computer and TechnologyMCDMcDonald's$218,054$218,054 ▲New Holding6980.0%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$215,3660.0%7690.0%ETFBACBank of America$211,029$16,442 ▲8.4%5,0570.0%FinanceIWFiShares Russell 1000 Growth ETF$210,877$210,877 ▲New Holding5840.0%ETFVBRVanguard Small-Cap Value ETF$207,713$271,424 ▼-56.6%1,1150.0%ETFVTVVanguard Value ETF$203,660$203,660 ▲New Holding1,1790.0%ETFCORNERSTONE TOTAL RETURN FD$138,161$2,398 ▲1.8%19,2430.0%COMHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$0$42,195,778 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$941,901 ▼-100.0%00.0%FinanceDFEVDimensional Emerging Markets Value ETF$0$487,349 ▼-100.0%00.0%ETFTSLATesla$0$313,380 ▼-100.0%00.0%Auto/Tires/TrucksREETiShares Global REIT ETF$0$294,684 ▼-100.0%00.0%ETFHUBBHubbell$0$252,172 ▼-100.0%00.0%IndustrialsSTCESchwab Crypto Thematic ETF$0$230,833 ▼-100.0%00.0%ETFGWWW.W. Grainger$0$210,810 ▼-100.0%00.0%IndustrialsEVAVDirexion Daily Electric and Autonomous Vehicles Bull 2X Shares$0$203,005 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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