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

Page 2 of 4

Sort by:

78464A474

Shares:80.1K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$657.4M)

464287481

IWP|464287481

Shares:20.3K

Value:$2.4M

% of Portfolio:0.4% ($2.4M/$657.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.9K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$657.4M)

922908769

VTI|922908769

Shares:5.5K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$657.4M)

MICROSOFT CORP

MSFT|594918104

Shares:3.9K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$657.4M)

Apple Inc.

AAPL|037833100

Shares:6.0K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$657.4M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:6.9K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$657.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:2.6K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$657.4M)

464287804

IJR|464287804

Shares:11.2K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$657.4M)

921937835

BND|921937835

Shares:15.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$657.4M)

AXON ENTERPRISE, INC.

AXON|05464C101

Shares:2.1K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$657.4M)

Walmart Inc.

WMT|931142103

Shares:11.9K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$657.4M)

NVIDIA CORP

NVDA|67066G104

Shares:9.2K

Value:$993.8K

% of Portfolio:0.2% ($993.8K/$657.4M)

922908363

VOO|922908363

Shares:1.9K

Value:$984.1K

% of Portfolio:0.1% ($984.1K/$657.4M)

464287226

Shares:9.0K

Value:$890.3K

% of Portfolio:0.1% ($890.3K/$657.4M)

AMAZON COM INC

AMZN|023135106

Shares:4.1K

Value:$782.5K

% of Portfolio:0.1% ($782.5K/$657.4M)

025072885

Shares:8.2K

Value:$760.4K

% of Portfolio:0.1% ($760.4K/$657.4M)

02072L565

Shares:6.6K

Value:$741.3K

% of Portfolio:0.1% ($741.3K/$657.4M)

025072562

Shares:17.1K

Value:$706.2K

% of Portfolio:0.1% ($706.2K/$657.4M)

464288414

MUB|464288414

Shares:6.5K

Value:$682.6K

% of Portfolio:0.1% ($682.6K/$657.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78464A474)✕	80.1K	QoQ -0.62% (-502) YoY-	All Managers (Combined)	$2.4M	0.4% ($2.4M/$657.4M)	QoQ +0.14% (-$3.4K) YoY-
(IWPcusip464287481)	20.3K	QoQ NEW(+20.3K) YoY-	All Managers (Combined)	$2.4M	0.4% ($2.4M/$657.4M)	QoQ NEW(+$2.4M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.9K	QoQ +0.80% (+31) YoY-	All Managers (Combined)	$2.1M	0.3% ($2.1M/$657.4M)	QoQ +18.43% (+$323.3K) YoY-
(VTIcusip922908769)	5.5K	QoQ +38.64% (+1.5K) YoY-	All Managers (Combined)	$1.5M	0.2% ($1.5M/$657.4M)	QoQ +31.48% (+$363.1K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	3.9K	QoQ +38.54% (+1.1K) YoY-	All Managers (Combined)	$1.5M	0.2% ($1.5M/$657.4M)	QoQ +23.37% (+$278.3K) YoY-
Apple Inc.(AAPLcusip037833100)	6.0K	QoQ +19.09% (+962) YoY-	All Managers (Combined)	$1.3M	0.2% ($1.3M/$657.4M)	QoQ +5.64% (+$71.2K) YoY-
TEXAS INSTRUMENTS INC(TXNcusip882508104)	6.9K	QoQ +2.23% (-150) YoY-	All Managers (Combined)	$1.2M	0.2% ($1.2M/$657.4M)	QoQ -2.04% (-$25.8K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	2.6K	QoQ +283.75% (+1.9K) YoY-	All Managers (Combined)	$1.2M	0.2% ($1.2M/$657.4M)	QoQ +251.83% (+$864.2K) YoY-
(IJRcusip464287804)	11.2K	QoQ +522.13% (+9.4K) YoY-	All Managers (Combined)	$1.2M	0.2% ($1.2M/$657.4M)	QoQ +464.63% (+$962.6K) YoY-
(BNDcusip921937835)	15.1K	QoQ -18.38% (-3.4K) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$657.4M)	QoQ -16.63% (-$221.3K) YoY-
AXON ENTERPRISE, INC.(AXONcusip05464C101)	2.1K	QoQ -8.74% (-199) YoY-	All Managers (Combined)	$1.1M	0.2% ($1.1M/$657.4M)	QoQ -19.24% (-$260.3K) YoY-
Walmart Inc.(WMTcusip931142103)	11.9K	QoQ +10.74% (+1.2K) YoY-	All Managers (Combined)	$1.0M	0.2% ($1.0M/$657.4M)	QoQ +7.60% (+$73.7K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	9.2K	QoQ +22.69% (-1.7K) YoY-	All Managers (Combined)	$993.8K	0.2% ($993.8K/$657.4M)	QoQ -0.98% (-$9.8K) YoY-
(VOOcusip922908363)	1.9K	QoQ -13.97% (-311) YoY-	All Managers (Combined)	$984.1K	0.1% ($984.1K/$657.4M)	QoQ -17.94% (-$215.3K) YoY-
(cusip464287226)✕	9.0K	QoQ NEW(+9.0K) YoY-	All Managers (Combined)	$890.3K	0.1% ($890.3K/$657.4M)	QoQ NEW(+$890.3K) YoY-
AMAZON COM INC(AMZNcusip023135106)	4.1K	QoQ +37.92% (+1.1K) YoY-	All Managers (Combined)	$782.5K	0.1% ($782.5K/$657.4M)	QoQ +19.61% (+$128.3K) YoY-
(cusip025072885)✕	8.2K	QoQ NEW(+8.2K) YoY-	All Managers (Combined)	$760.4K	0.1% ($760.4K/$657.4M)	QoQ NEW(+$760.4K) YoY-
(cusip02072L565)✕	6.6K	QoQ +4.26% (+272) YoY-	All Managers (Combined)	$741.3K	0.1% ($741.3K/$657.4M)	QoQ +5.40% (+$38.0K) YoY-
(cusip025072562)✕	17.1K	QoQ +0.55% (+95) YoY-	All Managers (Combined)	$706.2K	0.1% ($706.2K/$657.4M)	QoQ +2.59% (+$17.8K) YoY-
(MUBcusip464288414)	6.5K	QoQ -26.38% (-2.3K) YoY-	All Managers (Combined)	$682.6K	0.1% ($682.6K/$657.4M)	QoQ -27.15% (-$254.5K) YoY-