Wealth Management Nebraska Incresed Positions in Q2 2025

Wealth Management Nebraska

  • $740 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVSC
American Centy ETF Tr Avantis
139K
+ 20.16%
$42.39 - $51.76 $5.89M - $7.19M
828K $75.5B
Dimensional ETF Trust
88.3K
+ 22.13%
N/A
488K $32.6B
DFAS
Dimensional ETF Tr U S Small C

ETFs
102K
+ 18.45%
$52.31 - $63.72 $5.35M - $6.52M
657K $40.6B
DFUS
Dimensional ETF Tr U S Equity

ETFs
34.9K
+ 5.09%
$53.65 - $67.02 $1.87M - $2.34M
721K $48.1B
AVLV
American Centy ETF Tr Avantis
65.8K
+ 10.6%
$56.85 - $68.21 $3.74M - $4.49M
686K $46.7B
DFIV
Dimensional ETF Tr

ETFs
51.7K
+ 4.67%
$34.67 - $43.21 $1.79M - $2.24M
1.16M $49.6B
AVDV
American Centy ETF Tr Avantis

ETFs
13.5K
+ 2.56%
$61.76 - $79.32 $833K - $1.07M
540K $42.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3K
+ 0.52%
$58.41 - $72.69 $175K - $218K
576K $41.6B
SPIB
Spdr Portfolio Intermediate Te

ETFs
38.8K
+ 0.89%
$32.62 - $33.58 $1.27M - $1.3M
4.4M $147B
DFAE
Dimensional ETF Tr

ETFs
27.3K
+ 4.76%
$22.87 - $28.95 $625K - $791K
602K $17.3B
Ea Series Trust
20.3K
+ 305.1%
N/A
26.9K $3.03B
DFAT
Dimensional ETF Tr U S Target

ETFs
16K
+ 8.03%
$44.8 - $53.97 $716K - $863K
215K $11.6B
Dimensional ETF Trust
29.7K
+ 7.6%
N/A
420K $11.2B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
1.72K
+ 0.24%
$36.25 - $42.28 $62.5K - $72.9K
714K $30.1B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
27.6K
+ 2.24%
$24.98 - $25.66 $690K - $709K
1.26M $32.2B
IWP
Ishares Russell Mid Cap Growth

ETFs
1.68K
+ 8.28%
$104.34 - $138.68 $175K - $233K
22K $3.02B
IVV
Ishares Core S&P 500 ETF

ETFs
343
+ 5.75%
$498.8 - $620.9 $171K - $213K
6.31K $3.9B
MSFT
Microsoft Corp

Technology
25
+ 0.64%
$354.56 - $497.45 $8.86K - $12.4K
3.94K $1.95B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
292
+ 15.25%
$456.74 - $568.03 $133K - $166K
2.21K $1.25B
TXN
Texas Instruments Inc

Technology
46
+ 0.67%
N/A
6.92K $1.43B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
874
+ 7.81%
$90.56 - $109.49 $79.1K - $95.7K
12.1K $1.32B
BITO
Proshares Tr Bitcoin Strategy

ETFs
2.71K
+ 16.29%
$16.69 - $23.43 $45.2K - $63.4K
19.3K $413M
VO
Vanguard Mid Cap ETF

ETFs
221
+ 11.52%
$228.54 - $279.83 $50.5K - $61.8K
2.14K $597M
VEA
Vanguard Ftse Developed Market

ETFs
862
+ 11.96%
$45.65 - $57.01 $39.4K - $49.1K
8.07K $458M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2
+ 0.15%
$141.37 - $228.57 $283 - $457
1.32K $301M
AVUS
American Centy ETF Tr Avantis

ETFs
13
+ 0.16%
$81.38 - $100.82 $1.06K - $1.31K
8.24K $828M
VB
Vanguard Small Cap ETF

ETFs
76
+ 4.02%
$193.73 - $237.37 $14.7K - $18K
1.97K $467M
NEE
Nextera Energy Inc

Utilities
554
+ 12.06%
$64.11 - $75.0 $35.5K - $41.6K
5.15K $365M
GOOG
Alphabet Inc.

Communication Services
20
+ 1.32%
$146.58 - $180.01 $2.93K - $3.6K
1.53K $273M
BAC
Bank Of America Corp

Financial Services
90
+ 1.78%
$34.39 - $47.46 $3.1K - $4.27K
5.15K $243M
CRF
Cornerstone Total Return Fund Inc

Financial Services
1.14K
+ 5.9%
$6.44 - $7.75 $7.31K - $8.8K
20.4K $155M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.02%
$67.03 - $80.35 $67 - $80.4
4.17K $334M
AAPL
Apple Inc.

Technology
314
+ 5.23%
$172.42 - $223.89 $54.1K - $70.3K
6.31K $1.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
129
+ 3.31%
$483.48 - $539.8 $62.4K - $69.6K
4.03K $1.96B
Activity Summary
Buys All Purchases 50 New Holdings 15 Increased Positions 35 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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