Wealth Management Nebraska Top Holdings and 13F Report (2025) About Wealth Management NebraskaInvestment ActivityWealth Management Nebraska has $614.79 million in total holdings as of December 31, 2024.Wealth Management Nebraska owns shares of 71 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings SPDR Portfolio Intermediate Term Corporate Bond ETF $136,481,893Avantis U.S. Small Cap Equity ETF $51,158,032SPDR Nuveen Bloomberg High Yield Municipal Bond ETF $42,195,778Dimensional International Value ETF $41,998,840Dimensional U.S. Equity ETF $38,294,417 Sector AllocationMap of 500 Largest Holdings ofWealth Management Nebraska Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$136,481,8934,160,75922.2%ETFAVSCAvantis U.S. Small Cap Equity ETF$51,158,032529,9238.3%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$42,195,778612,0656.9%ETFDFIVDimensional International Value ETF$41,998,8401,183,7336.8%ETFDFUSDimensional U.S. Equity ETF$38,294,417600,6976.2%ETFDFASDimensional U.S. Small Cap ETF$36,252,597557,0475.9%ETFAVLVAvantis U.S. Large Cap Value ETF$36,050,586539,9225.9%ETFAVDVAvantis International Small Cap Value ETF$32,401,665497,8745.3%ETFDFUVDimensional US Marketwide Value ETF$30,097,226735,5144.9%ETFSPABSPDR Portfolio Aggregate Bond ETF$30,077,6861,203,5894.9%ETFDIMENSIONAL ETF TRUST$20,451,517327,4343.3%WORLD EQUITY ETFVCSHVanguard Short-Term Corporate Bond ETF$18,137,701232,5053.0%ETFDFATDimensional U.S. Targeted Value ETF$14,597,310262,2592.4%ETFDFAEDimensional Emerging Core Equity Market ETF$14,168,845558,4882.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$12,345,369153,7982.0%ETFDFISDimensional International Small Cap ETF$9,580,133390,1501.6%ETFDFGRDimensional Global Real Estate ETF$9,192,637359,9311.5%ETFIVViShares Core S&P 500 ETF$7,085,88412,1111.2%ETFAVIVAvantis International Large Cap Value ETF$4,511,79186,9320.7%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,406,27780,5590.4%ETFBRK.BBerkshire Hathaway$1,753,3423,8680.3%FinanceAXONAxon Enterprise$1,352,6722,2760.2%AerospaceBNDVanguard Total Bond Market ETF$1,330,55118,5030.2%ETFAAPLApple$1,261,3695,0370.2%Computer and TechnologyTXNTexas Instruments$1,261,2816,7260.2%Computer and TechnologyVOOVanguard S&P 500 ETF$1,199,3912,2260.2%ETFMSFTMicrosoft$1,190,8442,8250.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,153,4443,9800.2%ETFNVDANVIDIA$1,003,6837,4740.2%Computer and TechnologyWMTWalmart$969,00410,7250.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$941,9011,6070.2%FinanceMUBiShares National Muni Bond ETF$937,1308,7950.2%ETFBOXXAlpha Architect 1-3 Month Box ETF$703,2566,3770.1%ETFAVIGAvantis Core Fixed Income ETF$688,31116,9660.1%ETFAMZNAmazon.com$654,2212,9820.1%Retail/WholesaleVBRVanguard Small-Cap Value ETF$509,7192,5720.1%ETFVVisa$489,5461,5490.1%Business ServicesSLYVSPDR S&P 600 Small CapValue ETF$487,5455,5880.1%ETFDFEVDimensional Emerging Markets Value ETF$487,34918,5940.1%ETFVBVanguard Small-Cap ETF$453,4081,8870.1%ETFBITOProShares Bitcoin ETF$412,64415,3120.1%ETFVOVanguard Mid-Cap ETF$403,8551,5290.1%ETFMETAMeta Platforms$386,4376600.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$365,7487,2960.1%ETFEFXEquifax$356,5351,3990.1%Business ServicesQQQInvesco QQQ$343,1706710.1%FinanceCATCaterpillar$339,9089370.1%Industrial ProductsVEAVanguard FTSE Developed Markets ETF$336,7967,0430.1%ETFGOOGLAlphabet$329,0511,7380.1%Computer and TechnologyTSLATesla$313,3807760.1%Auto/Tires/TrucksVWOVanguard FTSE Emerging Markets ETF$308,3247,0010.1%ETFREETiShares Global REIT ETF$294,68413,3710.0%ETFSOSouthern$290,7063,5310.0%UtilitiesGOOGAlphabet$281,0891,4760.0%Computer and TechnologyFIDELITY WISE ORIGIN BITCOIN$269,2143,3000.0%SHSHUBBHubbell$252,1726020.0%Industrial ProductsUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$234,8944,6680.0%FinanceSTCESchwab Crypto Thematic ETF$230,8335,1550.0%ETFVEUVanguard FTSE All-World ex-US ETF$226,5403,9460.0%ETFTSMTaiwan Semiconductor Manufacturing$225,3361,1410.0%Computer and TechnologyHDHome Depot$221,3355690.0%Retail/WholesaleVUGVanguard Growth ETF$219,1755340.0%ETFNEENextEra Energy$218,2243,0440.0%UtilitiesVBKVanguard Small-Cap Growth ETF$215,3667690.0%ETFGWWW.W. Grainger$210,8102000.0%Industrial ProductsJPMJPMorgan Chase & Co.$210,7058790.0%FinanceIJRiShares Core S&P Small-Cap ETF$207,1661,7980.0%ETFBACBank of America$204,9394,6630.0%FinanceLLYEli Lilly and Company$203,0362630.0%MedicalEVAVDirexion Daily Electric and Autonomous Vehicles Bull 2X Shares$203,0059,3720.0%ETFCORNERSTONE TOTAL RETURN FD$164,31818,9090.0%COMShowing 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. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
