13F-HR filed by Wealth Management Nebraska
Wealth Management Nebraska filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-05-15, with 74 holding rows worth $657,378,382.
- Accession
- 0001172661-25-002123
- Filer
- CIK 2042783
- Filed
- 2025-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 74 entries on the cover page, a total value of $657,378,382 stated on the cover page (in dollars after the unit check, H1), rows summing to $657,378,382 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 4,359,350 | $144,904,801 | dollars as filed | |
| Avantis US Small Cap Equity ETF | 025072323 | SHS | 688,923 | $60,053,436 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 1,108,439 | $43,628,143 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 686,340 | $41,509,848 | dollars as filed | |
| Avantis US Large Cap Value ETF | 025072349 | SHS | 620,453 | $40,459,729 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 572,613 | $37,655,052 | dollars as filed | |
| Avantis International Small Cap Val ETF | 025072802 | SHS | 526,664 | $36,729,521 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 554,313 | $33,120,179 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 1,235,637 | $31,558,158 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 711,999 | $29,341,479 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V617 | WORLD EQUITY ETF | 399,224 | $24,464,428 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 229,935 | $18,151,058 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 135,663 | $15,730,101 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 574,285 | $14,868,233 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 145,263 | $11,876,707 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V773 | INTL SMALL CAP E | 397,493 | $10,271,215 | dollars as filed | |
| Dimensional Global Real Estate ETF | 25434V658 | COM | 390,449 | $10,253,180 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 199,056 | $10,249,388 | dollars as filed | |
| Avantis International Large Cap Val ETF | 025072364 | SHS | 80,515 | $4,563,612 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 5,969 | $3,353,924 | dollars as filed | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 80,057 | $2,409,716 | dollars as filed | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 20,284 | $2,383,140 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,899 | $2,076,594 | dollars as filed | |
| VTI | 922908769 | COM | 5,518 | $1,516,567 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,914 | $1,469,175 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,999 | $1,332,596 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 6,876 | $1,235,529 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,575 | $1,207,397 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 11,186 | $1,169,734 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 15,102 | $1,109,242 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 2,077 | $1,092,398 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 11,877 | $1,042,693 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 9,170 | $993,845 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 1,915 | $984,138 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 9,000 | $890,280 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,113 | $782,539 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 8,231 | $760,380 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 6,649 | $741,297 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072562 | AVANTIS CORE FI | 17,061 | $706,155 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 6,474 | $682,613 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,566 | $548,925 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 932 | $537,168 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,919 | $496,292 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,890 | $419,108 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,383 | $368,546 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 7,397 | $367,039 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 7,205 | $366,230 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 1,399 | $340,740 | dollars as filed | |
| SPDR S&P 600 Small Cap Value ETF | 78464A300 | SHS | 4,172 | $327,071 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 4,595 | $325,740 | dollars as filed | |
| Southern Company | 842587107 | COM | 3,531 | $324,714 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 984 | $324,577 | dollars as filed | |
| VWO | 922042858 | SHS | 7,007 | $317,137 | dollars as filed | |
| PROSHARES TR | 74347G440 | BITCOIN ETF | 16,627 | $304,604 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,221 | $299,552 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 359 | $296,502 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,278 | $270,886 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 3,300 | $269,214 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 729 | $267,139 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,354 | $258,045 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 3,111 | $254,138 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,510 | $235,907 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 4,662 | $234,613 | dollars as filed | |
| American Express Company | 025816109 | COM | 844 | $227,078 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 3,946 | $226,540 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 534 | $219,175 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,317 | $218,622 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 698 | $218,054 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 769 | $215,366 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 5,057 | $211,029 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 584 | $210,877 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 1,115 | $207,713 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,179 | $203,660 | dollars as filed | |
| CORNERSTONE TOTAL RETURN FD | 21924U300 | COM | 19,243 | $138,161 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-002123 | this filing | 2025-05-15 | acceptance time not in the bulk data set |