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Disclosery

13F-HR filed by Wealth Management Nebraska

Wealth Management Nebraska filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-03, with 71 holding rows worth $614,793,546.

Accession
0001172661-25-000475
Filer
CIK 2042783
Filed
2025-02-03
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 71 entries on the cover page, a total value of $614,793,546 stated on the cover page (in dollars after the unit check, H1), rows summing to $614,793,546 with VALUE read as dollars as filed, 13F file number 028-24723. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SPDR SERIES TRUST78464A375ST INTER BD ETF4,160,759$136,481,893dollars as filed
Avantis US Small Cap Equity ETF025072323SHS529,923$51,158,032dollars as filed
SPDR SERIES TRUST78464A284NUVEEN ICE HIGH612,065$42,195,778dollars as filed
Dimensional International Value ETF25434V807SHS1,183,733$41,998,840dollars as filed
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF600,697$38,294,417dollars as filed
Dimensional US Small Cap ETF25434V500COM557,047$36,252,597dollars as filed
Avantis US Large Cap Value ETF025072349SHS539,922$36,050,586dollars as filed
Avantis International Small Cap Val ETF025072802SHS497,874$32,401,665dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE735,514$30,097,226dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF1,203,589$30,077,686dollars as filed
DIMENSIONAL ETF TRUST25434V617WORLD EQUITY ETF327,434$20,451,517dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM232,505$18,137,701dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU262,259$14,597,310dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG558,488$14,168,845dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS153,798$12,345,369dollars as filed
DIMENSIONAL ETF TRUST25434V773INTL SMALL CAP E390,150$9,580,133dollars as filed
Dimensional Global Real Estate ETF25434V658COM359,931$9,192,637dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS12,111$7,085,884dollars as filed
Avantis International Large Cap Val ETF025072364SHS86,932$4,511,791dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF80,559$2,406,277dollars as filed
Berkshire Hathaway Inc084670702COM3,868$1,753,342dollars as filed
AXONENTERPRISEINC05464C101STOK2,276$1,352,672dollars as filed
Vanguard Total Bond Market ETF921937835SHS18,503$1,330,551dollars as filed
Apple Inc037833100COM5,037$1,261,369dollars as filed
Texas Instruments Incorporated882508104COM6,726$1,261,281dollars as filed
Vanguard S&P 500 ETF922908363COM2,226$1,199,391dollars as filed
Microsoft Corp594918104COM2,825$1,190,844dollars as filed
VTI922908769COM3,980$1,153,444dollars as filed
NVIDIA Corp67066G104COM7,474$1,003,683dollars as filed
Walmart Inc.931142103COM10,725$969,004dollars as filed
SPY78462F103SHS1,607$941,901dollars as filed
ISHARES TR464288414NATIONAL MUN ETF8,795$937,130dollars as filed
EA SERIES TRUST02072L565ALPHA ARCH 1-36,377$703,256dollars as filed
AMERICAN CENTY ETF TR025072562AVANTIS CORE FI16,966$688,311dollars as filed
Amazon.com, Inc023135106COM2,982$654,221dollars as filed
Vanguard Small-Cap Value ETF922908611SHS2,572$509,719dollars as filed
Visa Inc92826C839COM1,549$489,546dollars as filed
SPDR S&P 600 Small Cap Value ETF78464A300SHS5,588$487,545dollars as filed
DIMENSIONAL ETF TRUST25434v740EMERGING MKTS VA18,594$487,349dollars as filed
Vanguard Small-Cap ETF922908751SHS1,887$453,408dollars as filed
PROSHARES TR74347G440BITCOIN ETF15,312$412,644dollars as filed
Vanguard Mid-Cap ETF922908629SHS1,529$403,855dollars as filed
META PLATFORMS INC CL A30303M102COM660$386,437dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF7,296$365,748dollars as filed
EQUIFAX INC COM294429105Stock1,399$356,535dollars as filed
INVESCO QQQ TR46090E103COM671$343,170dollars as filed
Caterpillar Inc.149123101COM937$339,908dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS7,043$336,796dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,738$329,051dollars as filed
Tesla Motors, Inc88160R101COM776$313,380dollars as filed
VWO922042858SHS7,001$308,324dollars as filed
iShares Global REIT ETF46434V647SHS13,371$294,684dollars as filed
Southern Company842587107COM3,531$290,706dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,476$281,089dollars as filed
Fidelity Wise Origin Bitcoin Fund315948109SHS3,300$269,214dollars as filed
HUBBELL INC COM443510607Stock602$252,172dollars as filed
WISDOMTREE TR97717Y527FLOATNG RAT TREA4,668$234,894dollars as filed
SCHWAB STRATEGIC TR808524656CRYPTO THEMATIC5,155$230,833dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS3,946$226,540dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,141$225,336dollars as filed
Home Depot, Inc437076102COM569$221,335dollars as filed
Vanguard Growth922908736COM534$219,175dollars as filed
NextEra Energy,Inc.65339F101COM3,044$218,224dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS769$215,366dollars as filed
WW GRAINGER INC COM384802104Stock200$210,810dollars as filed
JPMorgan Chase & Co46625H100COM879$210,705dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS1,798$207,166dollars as filed
Bank of America Corp060505104COM4,663$204,939dollars as filed
Eli Lilly and Company532457108COM263$203,036dollars as filed
DIREXION SHS ETF TR25460G146DAILY ELECTRIC9,372$203,005dollars as filed
CORNERSTONE TOTAL RETURN FD21924U300COM18,909$164,318dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-000475this filing2025-02-03acceptance time not in the bulk data set