Wealth Management Nebraska Incresed Positions in Q3 2025

Wealth Management Nebraska

  • $839 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
517K
+ 11.76%
$33.26 - $34.01 $17.2M - $17.6M
4.92M $167B
AVSC
American Centy ETF Tr Avantis
77.5K
+ 9.36%
$51.33 - $58.63 $3.98M - $4.54M
905K $90.1B
Dimensional ETF Trust
106K
+ 21.81%
N/A
594K $42.7B
AVLV
American Centy ETF Tr Avantis
83K
+ 12.09%
$68.33 - $72.69 $5.67M - $6.03M
769K $55.6B
AVDV
American Centy ETF Tr Avantis

ETFs
7.64K
+ 1.41%
$79.24 - $89.03 $606K - $680K
548K $48.8B
DFIV
Dimensional ETF Tr

ETFs
46.7K
+ 4.03%
$42.66 - $46.53 $1.99M - $2.17M
1.21M $55.7B
DFUS
Dimensional ETF Tr U S Equity

ETFs
25.3K
+ 3.5%
$67.01 - $72.84 $1.69M - $1.84M
747K $54.1B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3K
+ 0.46%
$63.41 - $69.69 $190K - $209K
660K $45.2B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
98.1K
+ 7.77%
$25.21 - $25.99 $2.47M - $2.55M
1.36M $35.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.71K
+ 116.81%
$459.11 - $506.91 $2.16M - $2.39M
8.73K $4.39B
DFIS
Dimensional ETF Tr Dimensional

ETFs
30.2K
+ 7.1%
$29.65 - $31.77 $894K - $958K
455K $14.4B
Dimensional ETF Trust
54.2K
+ 12.9%
N/A
474K $13B
DFAT
Dimensional ETF Tr U S Target

ETFs
1.29K
+ 0.6%
$53.36 - $59.69 $68.8K - $77K
216K $12.6B
AAPL
Apple Inc.

Technology
1.23K
+ 19.44%
$202.38 - $256.87 $248K - $315K
7.54K $1.92B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.01K
+ 29.66%
$225.11 - $247.9 $452K - $498K
8.78K $2.17B
GLDM
World Gold Trust

ETFs
5.34K
+ 33.72%
$64.73 - $76.45 $346K - $408K
21.2K $1.62B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.43K
+ 2.55%
$78.96 - $80.04 $428K - $434K
219K $17.5B
VCIT
Vanguard Intermediate Term Cor

ETFs
697
+ 0.49%
$81.75 - $84.54 $57K - $58.9K
143K $12B
STCE
Schwab Strategic Tr Crypto The
671
+ 9.45%
N/A
7.78K $611M
Ea Series Trust
1.45K
+ 5.38%
N/A
28.4K $3.23B
MGK
Vanguard Mega Cap Growth ETF

ETFs
353
+ 45.67%
$362.31 - $405.74 $128K - $143K
1.13K $453M
Direxion Shs ETF Tr
505
+ 4.31%
N/A
12.2K $400M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7
+ 0.05%
$132.9 - $142.03 $930 - $994
13.6K $1.92B
QQQ
Invesco Qqq Trust, Series 1

ETFs
51
+ 3.31%
$546.99 - $602.2 $27.9K - $30.7K
1.59K $956M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.21K
+ 17.89%
$76.16 - $78.59 $92.2K - $95.2K
7.98K $623M
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.98K
+ 3.81%
$30.02 - $30.29 $89.5K - $90.3K
81.2K $2.46B
MSFT
Microsoft Corp

Technology
14
+ 0.36%
$491.09 - $535.64 $6.88K - $7.5K
3.95K $2.05B
BITO
Proshares Tr Bitcoin Strategy

ETFs
5.49K
+ 28.38%
$18.74 - $23.05 $103K - $126K
24.8K $489M
JPM
Jpmorgan Chase & CO

Financial Services
14
+ 1.15%
$282.78 - $316.06 $3.96K - $4.42K
1.24K $390M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
74
+ 1.06%
$49.43 - $54.52 $3.66K - $4.03K
7.08K $384M
Dimensional ETF Trust
467
+ 4.39%
N/A
11.1K $365M
VEA
Vanguard Ftse Developed Market

ETFs
170
+ 2.11%
$56.02 - $60.3 $9.52K - $10.3K
8.24K $494M
DFAR
Dimensional ETF Tr Dimensional

ETFs
1.12K
+ 7.83%
$22.9 - $24.1 $25.6K - $27K
15.4K $368M
VO
Vanguard Mid Cap ETF

ETFs
9
+ 0.42%
$279.83 - $293.74 $2.52K - $2.64K
2.15K $631M
BAC
Bank Of America Corp

Financial Services
33
+ 0.64%
$44.92 - $52.42 $1.48K - $1.73K
5.18K $267M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
53
+ 3.15%
$128.6 - $136.01 $6.82K - $7.21K
1.73K $234M
SO
Southern CO

Utilities
13
+ 0.37%
$90.83 - $96.0 $1.18K - $1.25K
3.54K $336M
AXP
American Express CO

Financial Services
8
+ 1.04%
$294.27 - $342.31 $2.35K - $2.74K
776 $258M
AVIG
American Centy ETF Tr Avantis

ETFs
97
+ 0.66%
$41.02 - $42.32 $3.98K - $4.11K
14.7K $619M
AMZN
Amazon Com Inc

Consumer Cyclical
118
+ 2.87%
$211.65 - $238.24 $25K - $28.1K
4.23K $929M
CRF
Cornerstone Total Return Fund Inc

Financial Services
178
+ 0.87%
$7.69 - $8.04 $1.37K - $1.43K
20.6K $165M
LLY
Eli Lilly & CO

Healthcare
2
+ 0.56%
$625.65 - $812.69 $1.25K - $1.63K
361 $275M
V
Visa Inc.

Financial Services
3
+ 0.19%
$332.09 - $358.86 $996 - $1.08K
1.57K $536M
AXON
Axon Enterprise, Inc.

Industrials
2
+ 0.1%
$698.02 - $870.97 $1.4K - $1.74K
1.94K $1.39B
Activity Summary
Buys All Purchases 58 New Holdings 13 Increased Positions 45 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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