Nabity-Jensen Investment Management Inc
Q4 2024 13F Holdings
- Locationomaha, NE
- Num holdings
66
- Value ($000)
$132,417
- Date Filed01/14/2025
- Form type13F-HR
- CIK0002044851
- 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 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $18.71M | 14 % | 110,532 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $14.25M | 11 % | 123,697 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $10.20M | 8 % | 24,849 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.18M | 5 % | 14,047 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $6.98M | 5 % | 35,236 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.12M | 4 % | 38,092 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $4.53M | 3 % | 162,389 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $4.18M | 3 % | 87,515 | ||
AAPL APPLE INC | COM | 037833100 | $4.12M | 3 % | 16,444 | ||
VBK VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | $4.01M | 3 % | 14,321 |
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