AMERITAS ADVISORY SERVICES, LLC

PrivateCIK: 1901275
Location

LINCOLN, NE

1075
Positions
$2.58B
Total AUM (reported)
32.85M
Total Shares

Allocation by class

TOTAL AUM$2.58B1075 positions
COM$492.34M19.1%
HENDRSON AAA CL$51.55M2.0%
ITL HDG QTLY DIV$46.85M1.8%
UNIT SER 1$43.10M1.7%
S&P 500 ETF SHS$42.60M1.7%
DIVID ETF RISI$42.19M1.6%
PRTFLO S&P500 GW$41.94M1.6%

Portfolio Concentration

Top 36.8%4–1010.8%11–2514.5%Rest67.9%TOP 1017.6%0%100%
Top 3$175.40M6.8%
4–10$278.96M10.8%
11–25$374.22M14.5%
Rest$1.75B67.9%

Top 3 weight

6.8%

Top 10 weight

17.6%

Voting Authority Distribution

Total shares with voting rights: 0.00

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole1075
Shared0
Other0
Dominant voting typeNone · 0.0% of voting shares
Institutional Holdings1075
Rows:

APPLE INC

SOLE
COM
Shares303.41K
TypeSH
Market value$77.00M
2.99%
Sole
0.00
Shared
0.00
None
0.00

JANUS DETROIT STR TR

SOLE
HENDRSON AAA CL
Shares1.02M
TypeSH
Market value$51.55M
2.00%
Sole
0.00
Shared
0.00
None
0.00

WISDOMTREE TR

SOLE
ITL HDG QTLY DIV
Shares973.02K
TypeSH
Market value$46.85M
1.82%
Sole
0.00
Shared
0.00
None
0.00

INVESCO QQQ TR

SOLE
UNIT SER 1
Shares74.68K
TypeSH
Market value$43.10M
1.67%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares71.30K
TypeSH
Market value$42.60M
1.65%
Sole
0.00
Shared
0.00
None
0.00

FIDELITY COVINGTON TRUST

SOLE
DIVID ETF RISI
Shares717.40K
TypeSH
Market value$42.19M
1.64%
Sole
0.00
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
PRTFLO S&P500 GW
Shares428.33K
TypeSH
Market value$41.94M
1.63%
Sole
0.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUS 1000 GRW ETF
Shares93.93K
TypeSH
Market value$40.05M
1.55%
Sole
0.00
Shared
0.00
None
0.00

FIDELITY MERRIMACK STR TR

SOLE
TOTAL BD ETF
Shares782.37K
TypeSH
Market value$35.69M
1.38%
Sole
0.00
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares191.47K
TypeSH
Market value$33.39M
1.29%
Sole
0.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares48.12K
TypeSH
Market value$31.43M
1.22%
Sole
0.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI USA MMENTM
Shares127.08K
TypeSH
Market value$30.50M
1.18%
Sole
0.00
Shared
0.00
None
0.00

SPDR S&P 500 ETF TR

SOLE
TR UNIT
Shares45.86K
TypeSH
Market value$29.83M
1.16%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
ENERGY ETF
Shares159.94K
TypeSH
Market value$27.68M
1.07%
Sole
0.00
Shared
0.00
None
0.00

COLUMBIA ETF TR I

SOLE
RESH ENHNC COR
Shares701.24K
TypeSH
Market value$27.33M
1.06%
Sole
0.00
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares70.61K
TypeSH
Market value$26.14M
1.01%
Sole
0.00
Shared
0.00
None
0.00

STARBOARD INVT TR

SOLE
ADAPTIVE ALPHA
Shares955.03K
TypeSH
Market value$25.42M
0.99%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
HEALTH CAR ETF
Shares88.64K
TypeSH
Market value$24.14M
0.94%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
INDUSTRIAL ETF
Shares73.43K
TypeSH
Market value$22.92M
0.89%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
UTILITIES ETF
Shares114.72K
TypeSH
Market value$22.73M
0.88%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
MATERIALS ETF
Shares100K
TypeSH
Market value$22.53M
0.87%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
INF TECH ETF
Shares30.52K
TypeSH
Market value$21.30M
0.83%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares93.78K
TypeSH
Market value$21.06M
0.82%
Sole
0.00
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
REAL ESTATE ETF
Shares233.85K
TypeSH
Market value$20.74M
0.80%
Sole
0.00
Shared
0.00
None
0.00

ISHARES TR

SOLE
MSCI USA QLT FCT
Shares106.71K
TypeSH
Market value$20.47M
0.79%
Sole
0.00
Shared
0.00
None
0.00
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