EdgeMarket › What Wealth Management Nebraska reported owning
What Wealth Management Nebraska reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
987.3MPositions
100Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SPIB State Street SPDR Portfolio Intermediate Term | 196.0M | 19.8% | 5.8M | 33.09 | -1.7% |
| AVSC Avantis U.S Small Cap Equity ETF | 120.4M | 12.2% | 1.1M | 73.84 | +35.4% |
| AVLV Avantis U.S. Large Cap Value ETF | 75.6M | 7.7% | 937.7K | 94.64 | +34.1% |
| DFIV Dimensional International Value ETF | 70.1M | 7.1% | 1.3M | 58.31 | +27.8% |
| DFAW Dimensional World Equity ETF | 59.3M | 6.0% | 804.4K | 85.33 | +23.0% |
| DFUS Dimensional U.S. Equity Market ETF | 59.2M | 6.0% | 835.3K | 83.64 | +20.8% |
| AVDV Avantis International Small Cap Value ETF | 56.4M | 5.7% | 565.0K | 111.95 | +32.8% |
| DFAS Dimensional U.S. Small Cap ETF | 53.4M | 5.4% | 750.4K | 83.02 | +25.5% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 41.7M | 4.2% | 544.5K | 90.13 | +20.1% |
| SPAB State Street SPDR Portfolio Aggregate Bond ETF | 36.4M | 3.7% | 1.4M | 25.09 | -1.8% |
| DFUV Dimensional US Marketwide Value ETF | 34.3M | 3.5% | 706.9K | 57.43 | +31.9% |
| DFAE Dimensional Emerging Core Equity Market ETF | 22.9M | 2.3% | 675.6K | 39.49 | +32.0% |
| DFIS Dimensional International Small Cap ETF | 17.9M | 1.8% | 530.4K | 37.55 | +21.5% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 17.6M | 1.8% | 222.0K | 78.59 | -1.3% |
| DFGR Dimensional Global Real Estate ETF | 16.5M | 1.7% | 620.5K | 29.46 | +8.5% |
| DFAT Dimensional U.S. Targeted Value ETF | 13.4M | 1.4% | 215.0K | 71.67 | +26.9% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 10.6M | 1.1% | 128.0K | 81.05 | -2.5% |
| VT Vanguard Total World Stock Index ETF | 8.3M | 0.8% | 60.3K | 160.77 | +21.2% |
| AVIV Avantis International Large Cap Value ETF | 5.4M | 0.6% | 72.8K | 83.50 | +27.1% |
| unmapped CUSIP 084670702 | 4.4M | 0.4% | 9.3K | — | — |
| IVV iShares Core S&P 500 ETF | 4.1M | 0.4% | 6.2K | 769.31 | +20.0% |
| BOXX Alpha Architect 1-3 Month Box ETF | 4.0M | 0.4% | 34.7K | 117.96 | +4.1% |
| PM Philip Morris International Inc. | 3.5M | 0.4% | 21.1K | 188.23 | +8.9% |
| SPSB State Street SPDR Portfolio Short Term Corpora | 2.5M | 0.3% | 84.5K | 29.94 | -0.8% |
| QQQM Invesco NASDAQ 100 ETF | 2.5M | 0.3% | 10.4K | 293.76 | +26.1% |
| SPTS State Street SPDR Portfolio Short Term Treasur | 2.4M | 0.2% | 25.5K | 28.96 | -1.0% |
| IWP iShares Russell Midcap Growth ETF | 2.3M | 0.2% | 18.3K | 143.66 | +2.9% |
| AAPL Apple Inc. | 2.1M | 0.2% | 8.2K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 2.0M | 0.2% | 5.3K | 483.24 | -4.4% |
| VYM Vanguard High Dividend Yield ETF | 1.9M | 0.2% | 12.8K | 164.97 | +19.9% |
| PRIV State Street IG Public & Private Credit ETF | 1.7M | 0.2% | 68.2K | 24.81 | -1.5% |
| NVDA NVIDIA CORP | 1.6M | 0.2% | 9.1K | 214.72 | +22.4% |
| WMT Walmart Inc. | 1.5M | 0.2% | 12.3K | 103.70 | +1.1% |
| DFSV Dimensional US Small Cap Value ETF | 1.4M | 0.1% | 41.2K | 40.29 | +30.3% |
| SPY SPDR S&P 500 ETF TRUST | 1.4M | 0.1% | 2.1K | 765.72 | +20.0% |
| VTI Vanguard Morningstar Total Stock Market ETF | 1.3M | 0.1% | 4.2K | 378.24 | +20.5% |
| TXN TEXAS INSTRUMENTS INC | 1.3M | 0.1% | 6.8K | 264.36 | +31.7% |
| IJR iShares Core S&P Small-Cap ETF | 1.2M | 0.1% | 9.6K | 147.31 | +29.0% |
| VOO Vanguard S&P 500 ETF | 1.1M | 0.1% | 1.9K | 703.71 | +20.0% |
| VO Vanguard Morningstar Mid-Cap ETF | 1.1M | 0.1% | 3.7K | 82.97 | +15.9% |
| AMZN AMAZON COM INC | 947.4K | 0.1% | 4.5K | 258.63 | +15.6% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 927.1K | 0.1% | 1.6K | 713.44 | +26.1% |
| BND Vanguard Total Bond Market ETF | 863.0K | 0.1% | 11.7K | 72.23 | -1.8% |
| AVUS Avantis U.S. Equity ETF | 841.2K | 0.1% | 7.6K | 130.59 | +25.1% |
| AXON AXON ENTERPRISE, INC. | 820.9K | 0.1% | 1.9K | 627.75 | -17.5% |
| MDLZ Mondelez International, Inc. | 771.0K | 0.1% | 13.4K | 64.45 | +2.0% |
| CAT CATERPILLAR INC | 736.2K | 0.1% | 1.0K | 827.90 | +96.8% |
| GOOGL Alphabet Inc. | 706.3K | 0.1% | 2.5K | 344.82 | +73.0% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 655.2K | 0.1% | 3.0K | 249.18 | +22.7% |
| AVIG Avantis Core Fixed Income ETF | 642.6K | 0.1% | 15.5K | 40.72 | -2.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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