WEALTH MANAGEMENT NEBRASKA 13F Portfolio
WEALTH MANAGEMENT NEBRASKA runs WEALTH MANAGEMENT NEBRASKA and currently holds 106 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $1.12B. Their top holdings are SPIB, AVUV, AVLV, DFIV, DFUS. The top five represent 53.2% of reported portfolio weight. WEALTH MANAGEMENT NEBRASKA ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, WEALTH MANAGEMENT NEBRASKA initiated 8 new positions. They added to 39 existing positions. They trimmed 37 positions. Their current best-performing preview position is SPXL with returns of +135.94%.
Portfolio Value
$1.12B
Alpha Score
20.4
#0 of 1000
Holdings
106
WEALTH MANAGEMENT NEBRASKA Current 13F Holdings
Reported holdings from WEALTH MANAGEMENT NEBRASKA's latest SEC 13F filing, ranked by portfolio weight.
106 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPIB SPDR SERIES TRUST | 18.83% | $33.06 | $32.32 | -2.24% | Added +7.97% |
 AVUV AMERICAN CENTY ETF TR | 12.61% | $124.76 | $119.63 | -4.11% | New Buy |
 AVLV AMERICAN CENTY ETF TR | 8.47% | $71.38 | $92.41 | +29.46% | Added +10.95% |
 DFIV DIMENSIONAL ETF TRUST | 6.83% | $38.60 | $55.43 | +43.59% | Added +6.65% |
 DFUS DIMENSIONAL ETF TRUST | 6.45% | $65.64 | $84.78 | +29.15% | Added +5.70% |
 DFAW DIMENSIONAL ETF TRUST | 6.30% | $67.98 | $84.13 | +23.76% | Added +6.06% |
 DFAS DIMENSIONAL ETF TRUST | 5.94% | $66.76 | $78.35 | +17.36% | Added +7.74% |
 AVDV AMERICAN CENTY ETF TR | 5.28% | $67.56 | $108.42 | +60.48% | Added +1.61% |
 DFUV DIMENSIONAL ETF TRUST | 3.43% | $40.92 | $55.80 | +36.36% | Trimmed -1.24% |
 SPAB SPDR SERIES TRUST | 3.23% | $25.11 | $24.38 | -2.91% | Added +0.03% |
Showing 1-10 of 106