WealthPlan Investment Management, LLC
Q1 2025 13F Holdings
- Locationomaha, NE
- Num holdings
268
- Value ($000)
$1,015,542
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001929986
- 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 |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $79.77M | 8 % | 359,120 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $40.19M | 4 % | 146,241 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $28.51M | 3 % | 53,531 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $19.68M | 2 % | 770,717 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $19.48M | 2 % | 984,903 | ||
DGRO ISHARES TR | CORE DIV GRWTH | 46434V621 | $18.32M | 2 % | 296,559 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $16.88M | 2 % | 108,031 | ||
CASY CASEYS GEN STORES INC | COM | 147528103 | $16.62M | 2 % | 38,303 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $15.94M | 2 % | 83,643 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $15.93M | 2 % | 16,846 |
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