Top 50 Wealth Management Nebraska Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | 19.85% | 5.84M | $196.0M | +8.16%(+440.89K) | $33.36(-0.17%) | 2026-03-31 | |
| AVSC | AMERICAN CENTY ETF TR | 12.19% | 1.09M | $120.4M | +7.84%(+79.20K) | $54.10(+22.73%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 7.66% | 937.7K | $75.6M | +8.28%(+71.67K) | $68.34(+28.60%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 7.1% | 1.33M | $70.1M | +4.36%(+55.49K) | $38.39(+42.88%) | 2026-03-31 | |
| DFAW | DIMENSIONAL ETF TRUST | 6.01% | 804.4K | $59.3M | +19.13%(+129.15K) | $66.61(+21.40%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 6% | 835.3K | $59.2M | +6.89%(+53.87K) | $64.17(+25.11%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 5.72% | 565.0K | $56.4M | +2.24%(+12.36K) | $69.08(+56.05%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 5.41% | 750.4K | $53.4M | +6.54%(+46.08K) | $65.11(+16.18%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.22% | 544.5K | $41.7M | new | $67.36(+29.14%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 3.69% | 1.42M | $36.4M | +0.08%(+1.13K) | $25.58(-1.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.37% | +45.70% |
| Top 20 Holdings Unweighted | +14.64% | +50.68% |
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