Wealth Management Nebraska
Q4 2024 13F Holdings
- Locationnorfolk, NE
- Num holdings
71
- Value ($000)
$614,794
- Date Filed02/03/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | $136.48M | 22 % | 4,160,759 | ||
AVSC AMERICAN CENTY ETF TR | AVANTIS US SMALL | 025072323 | $51.16M | 8 % | 529,923 | ||
HYMB SPDR SER TR | NUVEEN BLOOMBERG | 78464A284 | $42.20M | 7 % | 612,065 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $42.00M | 7 % | 1,183,733 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $38.29M | 6 % | 600,697 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $36.25M | 6 % | 557,047 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $36.05M | 6 % | 539,922 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $32.40M | 5 % | 497,874 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $30.10M | 5 % | 735,514 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $30.08M | 5 % | 1,203,589 |
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