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Wealth Management Nebraska

Portfolio Manager
Wealth Management Nebraska
Performance
+2.05% (2026 Q1)
AUM (13F)
$987.31M
# of Holdings
100
Performance Rank
Allocation (Top 20)
93.17%

Wealth Management Nebraska Holdings Map

Top 50 Wealth Management Nebraska Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPIB
SPDR SERIES TRUST
19.85%5.84M$196.0M
+8.16%(+440.89K)
2025-Q1: 4.36M shares2025-Q2: 4.40M shares2025-Q3: 4.92M shares2025-Q4: 5.40M shares2026-Q1: 5.84M shares
$33.36(-0.17%)
2026-03-31
AVSC
AMERICAN CENTY ETF TR
12.19%1.09M$120.4M
+7.84%(+79.20K)
2025-Q1: 688.9K shares2025-Q2: 827.8K shares2025-Q3: 905.3K shares2025-Q4: 1.01M shares2026-Q1: 1.09M shares
$54.10(+22.73%)
2026-03-31
AVLV
AMERICAN CENTY ETF TR
7.66%937.7K$75.6M
+8.28%(+71.67K)
2025-Q1: 620.5K shares2025-Q2: 686.2K shares2025-Q3: 769.2K shares2025-Q4: 866.0K shares2026-Q1: 937.7K shares
$68.34(+28.60%)
2026-03-31
DFIV
DIMENSIONAL ETF TRUST
7.1%1.33M$70.1M
+4.36%(+55.49K)
2025-Q1: 1.11M shares2025-Q2: 1.16M shares2025-Q3: 1.21M shares2025-Q4: 1.27M shares2026-Q1: 1.33M shares
$38.39(+42.88%)
2026-03-31
DFAW
DIMENSIONAL ETF TRUST
6.01%804.4K$59.3M
+19.13%(+129.15K)
2025-Q1: 399.2K shares2025-Q2: 487.6K shares2025-Q3: 593.9K shares2025-Q4: 675.2K shares2026-Q1: 804.4K shares
$66.61(+21.40%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
6%835.3K$59.2M
+6.89%(+53.87K)
2025-Q1: 686.3K shares2025-Q2: 721.3K shares2025-Q3: 746.5K shares2025-Q4: 781.4K shares2026-Q1: 835.3K shares
$64.17(+25.11%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
5.72%565.0K$56.4M
+2.24%(+12.36K)
2025-Q1: 526.7K shares2025-Q2: 540.2K shares2025-Q3: 547.8K shares2025-Q4: 552.7K shares2026-Q1: 565.0K shares
$69.08(+56.05%)
2026-03-31
DFAS
DIMENSIONAL ETF TRUST
5.41%750.4K$53.4M
+6.54%(+46.08K)
2025-Q1: 554.3K shares2025-Q2: 656.6K shares2025-Q3: 659.6K shares2025-Q4: 704.3K shares2026-Q1: 750.4K shares
$65.11(+16.18%)
2026-03-31
SPYM
SPDR SERIES TRUST
4.22%544.5K$41.7Mnew2025-Q1: 572.6K shares2025-Q2: 575.6K shares2025-Q3: 561.4K shares2025-Q4: 0 shares2026-Q1: 544.5K shares
$67.36(+29.14%)
2026-03-31
SPAB
SPDR SERIES TRUST
3.69%1.42M$36.4M
+0.08%(+1.13K)
2025-Q1: 1.24M shares2025-Q2: 1.26M shares2025-Q3: 1.36M shares2025-Q4: 1.42M shares2026-Q1: 1.42M shares
$25.58(-1.17%)
2026-03-31

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