☆Wealth Management Nebraska
Quality Q
0.758
AUM ($M)
1,121
Positions
106
Turnover
0.16
Top-10 wt
78%
Herfindahl
0.084
History (qtrs)
6
Excess Return
—
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Holdings · 111 positions · portfolio value $1,121M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SPIB funds › | SPDR SERIES TRUST | ADD | — | 18.8% | -1.0% | 211.1 | 6,308,768 | +465,886 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | NEW | — | 12.6% | +12.6% | 141.4 | 1,133,259 | +1,133,259 | 1 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | ADD | — | 8.5% | +0.8% | 94.9 | 1,040,364 | +102,651 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | ADD | — | 6.8% | -0.3% | 76.5 | 1,416,453 | +88,332 | 5 | — |
| ☆DFUS funds › | DIMENSIONAL ETF TRUST | ADD | — | 6.5% | +0.5% | 72.3 | 882,866 | +47,612 | 5 | — |
| ☆DFAW funds › | DIMENSIONAL ETF TRUST | ADD | — | 6.3% | +0.3% | 70.6 | 853,135 | +48,780 | 5 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | ADD | — | 5.9% | +0.5% | 66.6 | 808,407 | +58,050 | 5 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | ADD | — | 5.3% | -0.4% | 59.2 | 574,120 | +9,076 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | TRIM | — | 4.3% | +0.0% | 47.7 | 542,815 | -1,716 | 2 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 3.4% | -0.0% | 38.4 | 698,114 | -8,739 | 5 | — |
| ☆SPAB funds › | SPDR SERIES TRUST | ADD | — | 3.2% | -0.5% | 36.3 | 1,420,593 | +456 | 5 | — |
| ☆DFAE funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.5% | +0.2% | 28.2 | 702,365 | +26,735 | 5 | — |
| ☆DFIS funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.8% | +0.0% | 20.3 | 579,166 | +48,806 | 5 | — |
| ☆DFGR funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.7% | +0.0% | 19.1 | 659,883 | +39,370 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 1.5% | -0.3% | 16.7 | 211,733 | -10,222 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.3% | -0.0% | 14.9 | 212,794 | -2,192 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 1.0% | -0.1% | 10.7 | 129,276 | +1,256 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.6% | -0.2% | 6.9 | 44,203 | -16,062 | 5 | — |
| ☆AVIV funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.5% | -0.1% | 5.3 | 68,037 | -4,778 | 5 | — |
| ☆BOXX funds › | EA SERIES TRUST | ADD | — | 0.4% | +0.0% | 4.9 | 42,150 | +7,495 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.4% | -0.0% | 4.7 | 9,296 | +30 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 0.4% | -0.0% | 4.5 | 5,972 | -233 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | ADD | — | 0.3% | -0.0% | 3.8 | 21,142 | +8 | 3 | — |
| ☆QQQM funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.3% | +0.0% | 3.3 | 10,919 | +491 | 5 | — |
| ☆PRIV funds › | SSGA ACTIVE TR | ADD | — | 0.2% | +0.1% | 2.6 | 102,891 | +34,726 | 4 | — |
| ☆IWP funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 2.6 | 17,428 | -882 | 5 | — |
| ☆SPSB funds › | SPDR SERIES TRUST | TRIM | — | 0.2% | -0.0% | 2.5 | 84,468 | -67 | 5 | — |
| ☆AAPL funds › | APPLE INC | TRIM | — | 0.2% | -0.0% | 2.3 | 8,007 | -178 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.2% | +0.1% | 2.1 | 5,652 | +1,494 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | ADD | — | 0.2% | +0.0% | 2.0 | 6,810 | +37 | 5 | — |
| ☆VYM funds › | VANGUARD WHITEHALL FDS | HOLD | — | 0.2% | -0.0% | 2.0 | 12,786 | +0 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.2% | -0.0% | 2.0 | 5,293 | -18 | 5 | — |
| ☆GLDM funds › | WORLD GOLD TR | NEW | — | 0.2% | +0.2% | 1.9 | 23,468 | +23,468 | 1 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 0.2% | -0.0% | 1.7 | 8,617 | -495 | 5 | — |
| ☆DFSV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.1% | -0.0% | 1.6 | 41,175 | -57 | 4 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 0.1% | +0.0% | 1.6 | 2,081 | -8 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 0.1% | +0.0% | 1.4 | 19,469 | +7,750 | 5 | — |
| ☆WMT funds › | WALMART INC | TRIM | — | 0.1% | -0.0% | 1.4 | 11,990 | -303 | 5 | — |
| ☆IJR funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 1.3 | 9,016 | -549 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | +0.0% | 1.3 | 1,888 | -10 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 1.2 | 15,113 | +11,407 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.1% | +0.0% | 1.2 | 1,568 | -38 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.1% | +0.0% | 1.1 | 4,639 | +90 | 5 | — |
| ☆SPXL funds › | DIREXION SHARES ETF TRUST | TRIM | — | 0.1% | +0.0% | 1.1 | 3,902 | -4,178 | 4 | — |
| ☆CAT funds › | CATERPILLAR INC | TRIM | — | 0.1% | +0.0% | 1.0 | 978 | -61 | 5 | — |
| ☆AXON funds › | AXON ENTERPRISE INC | TRIM | — | 0.1% | +0.0% | 1.0 | 1,783 | -150 | 5 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.1% | -0.0% | 1.0 | 7,443 | -123 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | ADD | — | 0.1% | +0.0% | 0.9 | 2,501 | +45 | 5 | — |
| ☆DE funds › | DEERE & CO | NEW | — | 0.1% | +0.1% | 0.8 | 1,273 | +1,273 | 1 | — |
| ☆MGK funds › | VANGUARD WORLD FD | ADD | — | 0.1% | +0.0% | 0.8 | 8,935 | +7,195 | 5 | — |
| ☆MDLZ funds › | MONDELEZ INTL INC | HOLD | — | 0.1% | -0.0% | 0.8 | 13,376 | +0 | 2 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 0.8 | 3,142 | +126 | 2 | — |
| ☆DFEV funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.1% | +0.0% | 0.7 | 17,561 | +284 | 2 | — |
| ☆DFLV funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.1% | +0.0% | 0.7 | 16,696 | +502 | 5 | — |
| ☆DFEM funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.1% | +0.0% | 0.6 | 15,776 | +0 | 2 | — |
| ☆AVIG funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.1% | -0.0% | 0.6 | 15,266 | -204 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | HOLD | — | 0.1% | +0.0% | 0.6 | 1,306 | +0 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | HOLD | — | 0.1% | +0.0% | 0.6 | 2,008 | +0 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.1% | -0.0% | 0.6 | 1,758 | -100 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.1% | -0.0% | 0.6 | 8,014 | -344 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.1% | +0.0% | 0.6 | 1,611 | -33 | 5 | — |
| ☆BIV funds › | VANGUARD BD INDEX FDS | HOLD | — | 0.1% | -0.0% | 0.6 | 7,417 | +0 | 5 | — |
| ☆MUB funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.6 | 5,206 | -1 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | NEW | — | 0.0% | +0.0% | 0.5 | 15,632 | +15,632 | 1 | — |
| ☆GLD funds › | SPDR GOLD TR | TRIM | — | 0.0% | -0.0% | 0.5 | 1,379 | -22 | 5 | — |
| ☆META funds › | META PLATFORMS INC | TRIM | — | 0.0% | -0.0% | 0.5 | 883 | -54 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.0% | +0.0% | 0.5 | 1,276 | +17 | 4 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.0% | -0.0% | 0.5 | 1,464 | -68 | 5 | — |
| ☆STCE funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | +0.0% | 0.5 | 6,691 | +715 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | HOLD | — | 0.0% | -0.0% | 0.5 | 3,420 | +0 | 5 | — |
| ☆HUBB funds › | HUBBELL INC | HOLD | — | 0.0% | -0.0% | 0.4 | 852 | +0 | 5 | — |
| ☆DFAR funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.0% | -0.0% | 0.4 | 16,816 | +201 | 5 | — |
| ☆SO funds › | SOUTHERN CO | TRIM | — | 0.0% | -0.0% | 0.4 | 4,388 | -106 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | HOLD | — | 0.0% | -0.0% | 0.4 | 4,707 | +0 | 5 | — |
| ☆SLYV funds › | SPDR SERIES TRUST | TRIM | — | 0.0% | -0.0% | 0.4 | 3,682 | -151 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | HOLD | — | 0.0% | +0.0% | 0.4 | 328 | +0 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.0% | -0.0% | 0.4 | 6,455 | -674 | 5 | — |
| ☆ITA funds › | ISHARES TR | ADD | — | 0.0% | +0.0% | 0.4 | 1,551 | +42 | 2 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | HOLD | — | 0.0% | -0.0% | 0.4 | 7,397 | +0 | 5 | — |
| ☆GBUG funds › | SPROTT FDS TR | ADD | — | 0.0% | -0.0% | 0.4 | 9,063 | +1,221 | 2 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | +0.0% | 0.3 | 3,765 | +3,159 | 4 | — |
| ☆XMMO funds › | INVESCO EXCHANGE TRADED FD T | TRIM | — | 0.0% | -0.0% | 0.3 | 1,883 | -71 | 5 | — |
| ☆ESGD funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.3 | 3,111 | +0 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | NEW | — | 0.0% | +0.0% | 0.3 | 1,161 | +1,161 | 1 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.0% | +0.0% | 0.3 | 748 | +57 | 4 | — |
| ☆SCHB funds › | SCHWAB STRATEGIC TR | NEW | — | 0.0% | +0.0% | 0.3 | 10,100 | +10,100 | 1 | — |
| ☆NUE funds › | NUCOR CORP | HOLD | — | 0.0% | +0.0% | 0.3 | 1,293 | +0 | 2 | — |
| ☆CVX funds › | CHEVRON CORPORATION | TRIM | — | 0.0% | -0.0% | 0.3 | 1,714 | -105 | 3 | — |
| ☆FBTC funds › | FIDELITY WISE ORIGIN BITCOIN | ADD | — | 0.0% | -0.0% | 0.3 | 5,445 | +860 | 4 | — |
| ☆CSX funds › | CSX CORP | HOLD | — | 0.0% | +0.0% | 0.3 | 5,706 | +0 | 3 | — |
| ☆HD funds › | HOME DEPOT INC | TRIM | — | 0.0% | -0.0% | 0.3 | 750 | -38 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | HOLD | — | 0.0% | -0.0% | 0.3 | 768 | +0 | 5 | — |
| ☆FITB funds › | FIFTH THIRD BANCORP | ADD | — | 0.0% | +0.0% | 0.2 | 4,418 | +24 | 2 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.0% | +0.0% | 0.2 | 339 | +339 | 1 | — |
| ☆BITO funds › | PROSHARES TR | ADD | — | 0.0% | -0.0% | 0.2 | 30,590 | +1,259 | 5 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | +0.0% | 0.2 | 6,798 | +0 | 3 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.0% | -0.0% | 0.2 | 1,531 | -30 | 5 | — |
| ☆DUK funds › | DUKE ENERGY CORP NEW | ADD | — | 0.0% | -0.0% | 0.2 | 1,769 | +108 | 2 | — |
| ☆EMR funds › | EMERSON ELEC CO | TRIM | — | 0.0% | -0.0% | 0.2 | 1,465 | -84 | 2 | — |
| ☆QCOM funds › | QUALCOMM INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,131 | +1,131 | 1 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | NEW | — | 0.0% | +0.0% | 0.2 | 956 | +956 | 1 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | NEW | — | 0.0% | +0.0% | 0.2 | 7,356 | +7,356 | 1 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.0% | -0.0% | 0.2 | 6,906 | -8,483 | 4 | — |
| ☆MGC funds › | VANGUARD WORLD FD | NEW | — | 0.0% | +0.0% | 0.2 | 735 | +735 | 1 | — |
| ☆QS funds › | QUANTUMSCAPE CORP | ADD | — | 0.0% | +0.0% | 0.2 | 22,403 | +1,414 | 2 | — |
| ☆CRF funds › | CORNERSTONE TOTAL RETURN FD | TRIM | — | 0.0% | -0.0% | 0.2 | 20,901 | -806 | 5 | — |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -744 | 0 | — |
| ☆CUSIP:025072323 funds › | AMERICAN CENTY ETF TR | EXIT | — | 0.0% | -12.2% | 0.0 | 0 | -1,089,651 | 0 | — |
| ☆SPTS funds › | SPDR SERIES TRUST | EXIT | — | 0.0% | -0.2% | 0.0 | 0 | -25,480 | 0 | — |
| ☆EFX funds › | EQUIFAX INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,399 | 0 | — |
| ☆BAC funds › | BANK AMERICA CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -5,328 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,121 | 106 | 0.16 | 78% | 0.084 | 0.756 | — | in |
| 2026Q1 | 987 | 100 | 0.06 | 78% | 0.085 | 0.871 | — | in |
| 2025Q4 | 875 | 91 | 0.06 | 79% | 0.088 | 0.841 | — | in |
| 2025Q3 | 839 | 92 | 0.03 | 76% | 0.081 | 0.862 | — | in |
| 2025Q2 | 740 | 82 | 0.05 | 75% | 0.081 | 0.848 | — | entered |
| 2025Q1 | 657 | 74 | 0.00 | 76% | 0.087 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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