Wealth-Management-Nebraska

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  null,
  "AXP",
  null,
  null,
  "CAT",
  null,
  null,
  null,
  null,
  null,
  "HD",
  null,
  "MCD",
  "MUB",
  "META",
  null,
  null,
  "CRF",
  "MSFT",
  "IJR",
  null,
  null,
  "IWF",
  null,
  "IVV",
  "AAPL",
  "NVDA",
  "SPLG",
  null,
  "TXN",
  "VO",
  "VWO",
  null,
  "VCIT",
  null,
  "TSM",
  "AXON",
  "IWP",
  "EFX",
  "AMZN",
  "IVE",
  null,
  "ESGD",
  "VEU",
  "VUG",
  "VEA",
  null,
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "SO",
  null,
  "BAC",
  "BRK-B",
  null,
  null,
  null,
  null,
  "NEE",
  "QQQ",
  null,
  "GOOG",
  "XOM",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 74
Total Value: 657378382
Accession Number: 0001172661-25-002123
Form Type: 13F-HR
CIK: wealth-management-nebraska
Manager Name: Wealth-Management-Nebraska

Data Enrichment

66% identified

49 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

74 positions • $657.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A375

Shares:4.4M

Value:$144.9M

% of Portfolio:22.0% ($144.9M/$657.4M)

025072323

Shares:688.9K

Value:$60.1M

% of Portfolio:9.1% ($60.1M/$657.4M)

25434V807

Shares:1.1M

Value:$43.6M

% of Portfolio:6.6% ($43.6M/$657.4M)

25434V401

Shares:686.3K

Value:$41.5M

% of Portfolio:6.3% ($41.5M/$657.4M)

025072349

Shares:620.5K

Value:$40.5M

% of Portfolio:6.2% ($40.5M/$657.4M)

78464A854

SPLG|78464A854

Shares:572.6K

Value:$37.7M

% of Portfolio:5.7% ($37.7M/$657.4M)

025072802

Shares:526.7K

Value:$36.7M

% of Portfolio:5.6% ($36.7M/$657.4M)

25434V500

Shares:554.3K

Value:$33.1M

% of Portfolio:5.0% ($33.1M/$657.4M)

78464A649

Shares:1.2M

Value:$31.6M

% of Portfolio:4.8% ($31.6M/$657.4M)

25434V724

Shares:712.0K

Value:$29.3M

% of Portfolio:4.5% ($29.3M/$657.4M)

25434V617

Shares:399.2K

Value:$24.5M

% of Portfolio:3.7% ($24.5M/$657.4M)

92206C409

Shares:229.9K

Value:$18.2M

% of Portfolio:2.8% ($18.2M/$657.4M)

922042742

VT|922042742

Shares:135.7K

Value:$15.7M

% of Portfolio:2.4% ($15.7M/$657.4M)

25434V302

Shares:574.3K

Value:$14.9M

% of Portfolio:2.3% ($14.9M/$657.4M)

92206C870

VCIT|92206C870

Shares:145.3K

Value:$11.9M

% of Portfolio:1.8% ($11.9M/$657.4M)

25434V773

Shares:397.5K

Value:$10.3M

% of Portfolio:1.6% ($10.3M/$657.4M)

25434V658

Shares:390.4K

Value:$10.3M

% of Portfolio:1.6% ($10.3M/$657.4M)

25434V609

Shares:199.1K

Value:$10.2M

% of Portfolio:1.6% ($10.2M/$657.4M)

025072364

Shares:80.5K

Value:$4.6M

% of Portfolio:0.7% ($4.6M/$657.4M)

464287200

IVV|464287200

Shares:6.0K

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$657.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A375)✕	4.4M	QoQ +4.77% (+198.6K) YoY-	All Managers (Combined)	$144.9M	22.0% ($144.9M/$657.4M)	QoQ +6.17% (+$8.4M) YoY-
(cusip025072323)✕	688.9K	QoQ +30.00% (+159.0K) YoY-	All Managers (Combined)	$60.1M	9.1% ($60.1M/$657.4M)	QoQ +17.38% (+$8.9M) YoY-
(cusip25434V807)✕	1.1M	QoQ -6.36% (-75.3K) YoY-	All Managers (Combined)	$43.6M	6.6% ($43.6M/$657.4M)	QoQ +3.87% (-$1.6M) YoY-
(cusip25434V401)✕	686.3K	QoQ +14.25% (+85.6K) YoY-	All Managers (Combined)	$41.5M	6.3% ($41.5M/$657.4M)	QoQ +8.39% (+$3.2M) YoY-
(cusip025072349)✕	620.5K	QoQ +14.91% (+80.5K) YoY-	All Managers (Combined)	$40.5M	6.2% ($40.5M/$657.4M)	QoQ +12.23% (+$4.4M) YoY-
(SPLGcusip78464A854)	572.6K	QoQ NEW(+572.6K) YoY-	All Managers (Combined)	$37.7M	5.7% ($37.7M/$657.4M)	QoQ NEW(+$37.7M) YoY-
(cusip025072802)✕	526.7K	QoQ +5.78% (+28.8K) YoY-	All Managers (Combined)	$36.7M	5.6% ($36.7M/$657.4M)	QoQ +13.35% (+$4.3M) YoY-
(cusip25434V500)✕	554.3K	QoQ -0.49% (-2.7K) YoY-	All Managers (Combined)	$33.1M	5.0% ($33.1M/$657.4M)	QoQ -8.64% (-$3.1M) YoY-
(cusip78464A649)✕	1.2M	QoQ +2.66% (+32.0K) YoY-	All Managers (Combined)	$31.6M	4.8% ($31.6M/$657.4M)	QoQ +4.92% (+$1.5M) YoY-
(cusip25434V724)✕	712.0K	QoQ -3.19% (-23.5K) YoY-	All Managers (Combined)	$29.3M	4.5% ($29.3M/$657.4M)	QoQ -2.51% (-$755.7K) YoY-
(cusip25434V617)✕	399.2K	QoQ +21.92% (+71.8K) YoY-	All Managers (Combined)	$24.5M	3.7% ($24.5M/$657.4M)	QoQ +19.62% (+$4.0M) YoY-
(cusip92206C409)✕	229.9K	QoQ -1.10% (-2.6K) YoY-	All Managers (Combined)	$18.2M	2.8% ($18.2M/$657.4M)	QoQ +0.07% (-$13.4K) YoY-
(VTcusip922042742)	135.7K	QoQ NEW(+135.7K) YoY-	All Managers (Combined)	$15.7M	2.4% ($15.7M/$657.4M)	QoQ NEW(+$15.7M) YoY-
(cusip25434V302)✕	574.3K	QoQ +2.82% (+15.8K) YoY-	All Managers (Combined)	$14.9M	2.3% ($14.9M/$657.4M)	QoQ +4.93% (+$699.4K) YoY-
(VCITcusip92206C870)	145.3K	QoQ -5.54% (-8.5K) YoY-	All Managers (Combined)	$11.9M	1.8% ($11.9M/$657.4M)	QoQ -3.79% (-$468.7K) YoY-
(cusip25434V773)✕	397.5K	QoQ +1.88% (+7.3K) YoY-	All Managers (Combined)	$10.3M	1.6% ($10.3M/$657.4M)	QoQ +7.21% (+$691.1K) YoY-
(cusip25434V658)✕	390.4K	QoQ +8.47% (+30.5K) YoY-	All Managers (Combined)	$10.3M	1.6% ($10.3M/$657.4M)	QoQ +11.53% (+$1.1M) YoY-
(cusip25434V609)✕	199.1K	QoQ -24.09% (-63.2K) YoY-	All Managers (Combined)	$10.2M	1.6% ($10.2M/$657.4M)	QoQ -29.78% (-$4.3M) YoY-
(cusip025072364)✕	80.5K	QoQ -7.38% (-6.4K) YoY-	All Managers (Combined)	$4.6M	0.7% ($4.6M/$657.4M)	QoQ +1.14% (-$51.8K) YoY-
(IVVcusip464287200)	6.0K	QoQ -50.71% (-6.1K) YoY-	All Managers (Combined)	$3.4M	0.5% ($3.4M/$657.4M)	QoQ -52.66% (-$3.7M) YoY-