The Analysis of Wealth Management Nebraska's Holdings
Currently, Wealth Management Nebraska holds 91 types of securities in its portfolio with a total value $874.8M. In the most recent quarter, they have increased their positions in SPIB (+486.7K shares, valued at $16.5M), AVSC (+105.2K shares, valued at $10.7M), AVLV (+96.8K shares, valued at $7.3M); decreased their positions in VT (-14.0K shares, valued at $2.0M), DFUV (-4.7K shares, valued at $217.0K), VCIT (-2.5K shares, valued at $212.9K); initiated new positions in PM (+21.1K shares, valued at $3.4M), CVX (+1.8K shares, valued at $277.4K), CEG (+744 shares, valued at $262.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPIB SPDR SERIES TRUST5.4M shares9.90%2025-12-312026-01-28
AVSC AMERICAN CENTY ETF TR1.0M shares11.62%2025-12-312026-01-28 AVLV AMERICAN CENTY ETF TR866.0K shares12.59%2025-12-312026-01-28 DFIV DIMENSIONAL ETF TRUST1.3M shares5.45%2025-12-312026-01-28 DFUS DIMENSIONAL ETF TRUST781.4K shares4.67%2025-12-312026-01-28 AVDV AMERICAN CENTY ETF TR552.7K shares0.89%2025-12-312026-01-28 DFAW DIMENSIONAL ETF TRUST675.2K shares13.69%2025-12-312026-01-28 DFAS DIMENSIONAL ETF TRUST704.3K shares6.78%2025-12-312026-01-28 SPAB SPDR SERIES TRUST1.4M shares4.23%2025-12-312026-01-28 DFUV DIMENSIONAL ETF TRUST708.9K shares-0.65%2025-12-312026-01-28 DFAE DIMENSIONAL ETF TRUST651.4K shares5.13%2025-12-312026-01-28 VCSH VANGUARD SCOTTSDALE FDS223.1K shares2.09%2025-12-312026-01-28 DFIS DIMENSIONAL ETF TRUST488.4K shares7.30%2025-12-312026-01-28 DFGR DIMENSIONAL ETF TRUST563.0K shares18.69%2025-12-312026-01-28 DFAT DIMENSIONAL ETF TRUST216.2K shares-0.07%2025-12-312026-01-28 VT VANGUARD INTL EQUITY INDEX F87.6K shares-13.79%2025-12-312026-01-28 VCIT VANGUARD SCOTTSDALE FDS140.7K shares-1.77%2025-12-312026-01-28 AVIV AMERICAN CENTY ETF TR74.6K shares-3.06%2025-12-312026-01-28 IVV ISHARES TR6.2K shares0.24%2025-12-312026-01-28 BOXX EA SERIES TRUST30.3K shares6.83%2025-12-312026-01-28 PM PHILIP MORRIS INTL INC21.1K sharesnew addition2025-12-312026-01-28 IWP ISHARES TR19.9K shares-2.97%2025-12-312026-01-28 QQQM INVESCO EXCH TRADED FD TR II10.6K shares20.92%2025-12-312026-01-28 MSFT MICROSOFT CORP5.4K shares35.82%2025-12-312026-01-28 SPSB SPDR SERIES TRUST84.9K shares4.63%2025-12-312026-01-28 AAPL APPLE INC8.3K shares10.31%2025-12-312026-01-28 GLDM WORLD GOLD TR24.6K shares16.17%2025-12-312026-01-28 VYM VANGUARD WHITEHALL FDS12.9K shares-5.51%2025-12-312026-01-28 NVDA NVIDIA CORPORATION8.8K shares1.04%2025-12-312026-01-28 VTI VANGUARD INDEX FDS4.5K shares-0.69%2025-12-312026-01-28 PRIV SSGA ACTIVE TR58.8K shares373.82%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR2.1K shares27.95%2025-12-312026-01-28 WMT WALMART INC12.2K shares5.50%2025-12-312026-01-28 IJR ISHARES TR10.8K shares-4.80%2025-12-312026-01-28 TXN TEXAS INSTRS INC6.9K shares0.25%2025-12-312026-01-28 DFSV DIMENSIONAL ETF TRUST35.2K shares-6.45%2025-12-312026-01-28 AXON AXON ENTERPRISE INC1.9K shares-0.10%2025-12-312026-01-28 AMZN AMAZON COM INC4.2K shares0.43%2025-12-312026-01-28 BND VANGUARD BD INDEX FDS12.0K shares2.78%2025-12-312026-01-28 AVUS AMERICAN CENTY ETF TR7.8K shares0.00%2025-12-312026-01-28 ALPHABET INC ALPHABET INC2.3K shares-3.80%2025-12-312026-01-28 AVIG AMERICAN CENTY ETF TR15.6K shares5.99%2025-12-312026-01-28 SPXL DIREXION SHS ETF TR3.0K shares191.52%2025-12-312026-01-28 VO VANGUARD INDEX FDS2.2K shares3.02%2025-12-312026-01-28 V VISA INC1.8K shares15.49%2025-12-312026-01-28 META META PLATFORMS INC950 shares8.32%2025-12-312026-01-28 MGK VANGUARD WORLD FD1.5K shares29.93%2025-12-312026-01-28 BIV VANGUARD BD INDEX FDS7.7K shares-3.02%2025-12-312026-01-28 CAT CATERPILLAR INC1.0K shares2.86%2025-12-312026-01-28 GLD SPDR GOLD TR1.4K shares-3.53%2025-12-312026-01-28 BITO PROSHARES TR43.3K shares74.40%2025-12-312026-01-28 AGQ PROSHARES TR II3.4K shares-17.80%2025-12-312026-01-28 VEA VANGUARD TAX-MANAGED FDS8.3K shares1.06%2025-12-312026-01-28 VB VANGUARD INDEX FDS2.0K shares2.14%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.1.5K shares24.13%2025-12-312026-01-28 MUB ISHARES TR4.4K shares-23.05%2025-12-312026-01-28 BROADCOM INC BROADCOM INC1.3K shares64.13%2025-12-312026-01-28 STCE SCHWAB STRATEGIC TR7.4K shares-4.42%2025-12-312026-01-28 ALPHABET INC ALPHABET INC1.4K shares-4.20%2025-12-312026-01-28 VUG VANGUARD INDEX FDS880 shares60.58%2025-12-312026-01-28 NEE NEXTERA ENERGY INC5.2K shares15.70%2025-12-312026-01-28 XOM EXXON MOBIL CORP3.5K shares62.54%2025-12-312026-01-28 SO SOUTHERN CO4.6K shares28.72%2025-12-312026-01-28 VWO VANGUARD INTL EQUITY INDEX F7.2K shares1.23%2025-12-312026-01-28 DFLV DIMENSIONAL ETF TRUST11.1K shares0.26%2025-12-312026-01-28 DFAR DIMENSIONAL ETF TRUST16.6K shares7.76%2025-12-312026-01-28 HUBBELL INC HUBBELL INC852 shares41.53%2025-12-312026-01-28 VTEB VANGUARD MUN BD FDS7.4K shares0.00%2025-12-312026-01-28 TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares-2.98%2025-12-312026-01-28 LLY ELI LILLY & CO337 shares-6.65%2025-12-312026-01-28 SLYV SPDR SERIES TRUST3.9K shares-3.71%2025-12-312026-01-28 PLTM GRANITESHARES PLATINUM TR16.9K shares2.48%2025-12-312026-01-28 EFX EQUIFAX INC1.4K shares0.00%2025-12-312026-01-28 ESGD ISHARES TR3.1K shares0.00%2025-12-312026-01-28 BAC BANK AMERICA CORP5.3K shares2.51%2025-12-312026-01-28 AXP AMERICAN EXPRESS CO768 shares-1.03%2025-12-312026-01-28 CVX CHEVRON CORP NEW1.8K sharesnew addition2025-12-312026-01-28 FBTC FIDELITY WISE ORIGIN BITCOIN3.5K shares0.00%2025-12-312026-01-28 TSLA TESLA INC592 shares-8.36%2025-12-312026-01-28 CEG CONSTELLATION ENERGY CORP744 sharesnew addition2025-12-312026-01-28 HD HOME DEPOT INC737 shares10.33%2025-12-312026-01-28 XMMO INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2025-12-312026-01-28 ORCL ORACLE CORP1.2K shares-4.07%2025-12-312026-01-28 SCHX SCHWAB STRATEGIC TR7.8K shares-1.03%2025-12-312026-01-28 CSX CSX CORP5.6K sharesnew addition2025-12-312026-01-28 IWF ISHARES TR427 shares-24.29%2025-12-312026-01-28 SCHV SCHWAB STRATEGIC TR6.8K sharesnew addition2025-12-312026-01-28 CRF CORNERSTONE TOTAL RETURN FD20.5K shares-0.05%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available