Filer Name: WEALTH MANAGEMENT NEBRASKA
CIK: 2042783
Period: 2024-12-31
Filed At: 2025-02-03
Number of Holdings: 71
Portfolio Value: $0.61B

Wealth Management Nebraska Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPIB US SPDR PORT INT CORP BOND ETF 4,160,759 $136M 22.20% - -
AVSC US AVANTIS US SMALL CAP EQUITY 529,923 $51M 8.32% - -
HYMB US SPDR NUVEEN BLOOMBERG HIGH Y 612,065 $42M 6.86% - -
DFIV US DIMENSIONAL INTERNATIONAL VA 1,183,733 $42M 6.83% - -
DFUS US DIMENSIONAL US EQ MKT ETF 600,697 $38M 6.23% - -
DFAS US DIMENSIONAL US SMALL CAP ETF 557,047 $36M 5.90% - -
AVLV US AVANTIS US LARGE CAP VALUE 539,922 $36M 5.86% - -
AVDV US AVANTIS INTL S/C VALUE ETF 497,874 $32M 5.27% - -
DFUV US DIMENSIONAL US MARKETWIDE VA 735,514 $30M 4.90% - -
SPAB US SPDR PORTFOLIO AGGREGATE BON 1,203,589 $30M 4.89% - -
DFAW US DIMENSTIONAL WORLD EQTY ETF 327,434 $20M 3.33% - -
VCSH US VANGUARD S/T CORP BOND ETF 232,505 $18M 2.95% - -
DFAT US DIMENSIONAL US TARGET VALUE 262,259 $15M 2.37% - -
DFAE US DIMENSIONAL EMERGING CORE EQ 558,488 $14M 2.30% - -
VCIT US VANGUARD INT-TERM CORPORATE 153,798 $12M 2.01% - -
DFIS US DIMENSIONAL INTERNATIONAL SM 390,150 $10M 1.56% - -
DFGR US DIM GLOBAL REAL ESTATE ETF 359,931 $9M 1.50% - -
IVV US ISHARES CORE S&P 500 ETF 12,111 $7M 1.15% - -
AVIV US AVANTIS INT LRG CAP VAL ETF 86,932 $5M 0.73% - -
SPSB US SPDR PORT SHRT TRM CORP BND 80,559 $2M 0.39% - -
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