Wealth Management Nebraska
Q3 2025 13F Holdings
- Locationnorfolk, NE
- Num holdings
92
- Value ($000)
$838,956
- Date Filed11/03/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $166.58M | 20 % | 4,915,291 | ||
AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $90.1M | 11 % | 905,265 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $55.66M | 7 % | 1,206,881 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $55.58M | 7 % | 769,210 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $54.08M | 6 % | 746,543 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $48.77M | 6 % | 547,797 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $45.15M | 5 % | 659,571 | ||
SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $43.98M | 5 % | 561,408 | ||
DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $42.68M | 5 % | 593,888 | ||
SPDR SERIES TRUST | PORTFOLIO AGRGTE | 78464A649 | $35.19M | 4 % | 1,361,391 |
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