LINCOLN, NE
Allocation by class
Portfolio Concentration
Top 3 weight
9.4%
Top 10 weight
19.6%
Voting Authority Distribution
Total shares with voting rights: 41.60M
Full voting authority
3.56M
shares
Joint voting authority
9.24M
shares
No voting authority
28.80M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONOTR | COM | 685.98K | SH | $119.63M 3.68% | 67.50K | 82.32K | 536.15K |
APPLE INCOTR | COM | 419.65K | SH | $106.50M 3.27% | 34.04K | 61.67K | 323.94K |
MICROSOFT CORPOTR | COM | 212.44K | SH | $78.64M 2.42% | 19.13K | 29.48K | 163.83K |
AMAZON COM INCOTR | COM | 301.52K | SH | $62.80M 1.93% | 31.33K | 42.01K | 228.19K |
ALPHABET INCOTR | COM | 191.28K | SH | $54.87M 1.69% | 32.82K | 45.32K | 113.14K |
ISHARES TRSOLE | ETF | 73.59K | SH | $48.07M 1.48% | 8.26K | 65.33K | 0.00 |
SPDR SERIES TRUSTSOLE | ETF | 355.23K | SH | $47.66M 1.46% | 9.62K | 345.61K | 0.00 |
BROADCOM INCOTR | COM | 147.34K | SH | $45.60M 1.40% | 15.52K | 27.21K | 104.61K |
ALPHABET INCOTR | COM | 133.17K | SH | $38.29M 1.18% | 0.00 | 4.73K | 128.44K |
VANGUARD INDEX FDSOTR | COM | 60.50K | SH | $36.15M 1.11% | 0.00 | 0.00 | 60.50K |
ISHARES TROTR | COM | 356K | SH | $35.34M 1.09% | 0.00 | 0.00 | 356K |
META PLATFORMS INCOTR | COM | 61.60K | SH | $35.24M 1.08% | 3.05K | 320.00 | 58.23K |
TESLA INCOTR | COM | 93.82K | SH | $34.88M 1.07% | 2.70K | 550.00 | 90.57K |
WALMART INCOTR | COM | 228.51K | SH | $28.40M 0.87% | 6.08K | 6.54K | 215.90K |
COSTCO WHOLESALE CORPORATIONOTR | COM | 25.12K | SH | $25.03M 0.77% | 1.88K | 3.22K | 20.02K |
NETFLIX INC.OTR | COM | 259.86K | SH | $24.99M 0.77% | 25.73K | 43.72K | 190.42K |
ISHARES TROTR | COM | 195K | SH | $22.06M 0.68% | 0.00 | 0.00 | 195K |
VANGUARD TAX-MANAGED FDSOTR | COM | 344K | SH | $22.04M 0.68% | 0.00 | 0.00 | 344K |
VANGUARD BD INDEX FDSOTR | COM | 296K | SH | $21.80M 0.67% | 0.00 | 0.00 | 296K |
VANGUARD TAX-MANAGED FDSSOLE | ETF | 319.26K | SH | $20.46M 0.63% | 14.33K | 304.93K | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | ETF | 244.56K | SH | $20.24M 0.62% | 16.53K | 228.03K | 0.00 |
ADVANCED MICRO DEVICES INCOTR | COM | 96.07K | SH | $19.54M 0.60% | 8.47K | 14.07K | 73.53K |
MICRON TECHNOLOGY INCOTR | COM | 57.71K | SH | $19.50M 0.60% | 3.97K | 2.98K | 50.76K |
CISCO SYS INCOTR | COM | 240.83K | SH | $18.69M 0.57% | 24.45K | 38.27K | 178.11K |
ISHARES TROTR | COM | 83K | SH | $17.53M 0.54% | 0.00 | 0.00 | 83K |