Wealth Management Nebraska: 13F holdings
CIK 20427832026Q2
| Positions | 106 |
|---|
| Reported value | $1.1bn |
|---|
| Filed | 2026-07-27 |
|---|
Change since last quarter
| Positions | 106 (+6 vs prior quarter) |
|---|
| Reported value | $1.1bn (+13.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPIB SPDR SERIES TRUST | 6,308,768 | $211.1m | 18.8% |
| AVUV AMERICAN CENTY ETF TR | 1,133,259 | $141.4m | 12.6% |
| AVLV AMERICAN CENTY ETF TR | 1,040,364 | $94.9m | 8.5% |
| DFIV DIMENSIONAL ETF TRUST | 1,416,453 | $76.5m | 6.8% |
| DFUS DIMENSIONAL ETF TRUST | 882,866 | $72.3m | 6.5% |
| DFAW DIMENSIONAL ETF TRUST | 853,135 | $70.6m | 6.3% |
| DIMENSIONAL ETF TRUST | 808,407 | $66.6m | 5.9% |
| AVDV AMERICAN CENTY ETF TR | 574,120 | $59.2m | 5.3% |
| SPYM SPDR SERIES TRUST | 542,815 | $47.7m | 4.3% |
| YM=F DIMENSIONAL ETF TRUST | 698,114 | $38.4m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2042783")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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