Nabity-Jensen Investment Management Inc

Q1 2025 13F Holdings

  • Location
    omaha, NE
  • Num holdings

    66

  • Value ($000)

    $125,856

  • Date Filed
    04/25/2025
  • Form type
    13F-HR
  • CIK
    0002044851
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
$19.05M
15 %

110,276

GSLC
GSLC

GOLDMAN SACHS ETF TR

ACTIVEBETA US LG
$13.15M
10 %

119,459

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$9.10M
7 %

24,530

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$6.56M
5 %

13,986

VBR
VBR

VANGUARD INDEX FDS

SM CP VAL ETF
$6.55M
5 %

35,143

NVDA
NVDA

NVIDIA CORPORATION

COM
$4.17M
3 %

38,483

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
$4.15M
3 %

7,787

SCHG
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
$4.06M
3 %

162,194

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$3.71M
3 %

132,511

AAPL
AAPL

APPLE INC

COM
$3.69M
3 %

16,613

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