GRAND ISLAND, NE
Allocation by class
Portfolio Concentration
Top 3 weight
16.9%
Top 10 weight
37.1%
Voting Authority Distribution
Total shares with voting rights: 18.17M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
18.17M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 903.31K | SH | $79.38M 6.46% | 0.00 | 0.00 | 903.31K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 1.53M | SH | $72.01M 5.86% | 0.00 | 0.00 | 1.53M |
VICTORY PORTFOLIOS IISOLE | CORE BD ETF | 1.19M | SH | $55.61M 4.53% | 0.00 | 0.00 | 1.19M |
ISHARES TRSOLE | MSCI INTL QUALTY | 1.05M | SH | $52.20M 4.25% | 0.00 | 0.00 | 1.05M |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 89.19K | SH | $44.63M 3.63% | 0.00 | 0.00 | 89.19K |
ETF SER SOLUTIONSSOLE | DISTILLATE US | 573.04K | SH | $34.33M 2.79% | 0.00 | 0.00 | 573.04K |
APPLE INCSOLE | COM | 113.85K | SH | $32.94M 2.68% | 0.00 | 0.00 | 113.85K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 1.16M | SH | $30.68M 2.50% | 0.00 | 0.00 | 1.16M |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 421.97K | SH | $29.50M 2.40% | 0.00 | 0.00 | 421.97K |
SPDR SERIES TRUSTSOLE | ST STR SP600 SML | 421K | SH | $24.28M 1.98% | 0.00 | 0.00 | 421K |
SPDR INDEX SHS FDSSOLE | ST PORT MARK ETF | 431.90K | SH | $22.36M 1.82% | 0.00 | 0.00 | 431.90K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 223.03K | SH | $21.52M 1.75% | 0.00 | 0.00 | 223.03K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 42.76K | SH | $20.42M 1.66% | 0.00 | 0.00 | 42.76K |
VICTORY PORTFOLIOS IISOLE | SHS FR CA FL ETF | 444.98K | SH | $20.36M 1.66% | 0.00 | 0.00 | 444.98K |
ALPHABET INCSOLE | CAP STK CL A | 54.32K | SH | $19.41M 1.58% | 0.00 | 0.00 | 54.32K |
KLA CORPSOLE | COM NEW | 57.44K | SH | $17.33M 1.41% | 0.00 | 0.00 | 57.44K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 633.02K | SH | $16.78M 1.37% | 0.00 | 0.00 | 633.02K |
NVIDIA CORPORATIONSOLE | COM | 82.44K | SH | $16.50M 1.34% | 0.00 | 0.00 | 82.44K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 135.83K | SH | $15.90M 1.29% | 0.00 | 0.00 | 135.83K |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 530.43K | SH | $15.61M 1.27% | 0.00 | 0.00 | 530.43K |
JANUS DETROIT STR TRSOLE | HENDERSON MTG | 324.39K | SH | $14.59M 1.19% | 0.00 | 0.00 | 324.39K |
AMAZON COM INCSOLE | COM | 53.03K | SH | $12.64M 1.03% | 0.00 | 0.00 | 53.03K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 216.66K | SH | $12.24M 1.00% | 0.00 | 0.00 | 216.66K |
MICROSOFT CORPSOLE | COM | 31.24K | SH | $11.65M 0.95% | 0.00 | 0.00 | 31.24K |
JPMORGAN CHASE & COSOLE | COM | 33.83K | SH | $11.07M 0.90% | 0.00 | 0.00 | 33.83K |