Wealth Management Nebraska
Q1 2025 13F Holdings
- Locationnorfolk, NE
- Num holdings
74
- Value ($000)
$657,378
- Date Filed05/15/2025
- Form type13F-HR
- CIK0002042783
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $144.90M | 22 % | 4,359,350 | ||
AVSC AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $60.05M | 9 % | 688,923 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $43.63M | 7 % | 1,108,439 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $41.51M | 6 % | 686,340 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $40.46M | 6 % | 620,453 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $37.66M | 6 % | 572,613 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $36.73M | 6 % | 526,664 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $33.12M | 5 % | 554,313 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $31.56M | 5 % | 1,235,637 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $29.34M | 5 % | 711,999 |
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