OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
12.5%
Top 10 weight
24.6%
Voting Authority Distribution
Total shares with voting rights: 54.12M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
54.12M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 2.76M | SH | $237.61M 6.25% | 0.00 | 0.00 | 2.76M |
ISHARES TRSOLE | CORE DIV GRWTH | 2.12M | SH | $160.89M 4.23% | 0.00 | 0.00 | 2.12M |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE VALUE ETF | 956.18K | SH | $75.93M 2.00% | 0.00 | 0.00 | 956.18K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 944.18K | SH | $75.91M 2.00% | 0.00 | 0.00 | 944.18K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 590.25K | SH | $73.64M 1.94% | 0.00 | 0.00 | 590.25K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 229.39K | SH | $70.23M 1.85% | 0.00 | 0.00 | 229.39K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 688.97K | SH | $67.93M 1.79% | 0.00 | 0.00 | 688.97K |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 335.78K | SH | $66.33M 1.74% | 0.00 | 0.00 | 335.78K |
ISHARES TRSOLE | CORE S&P500 ETF | 71.30K | SH | $53.39M 1.40% | 0.00 | 0.00 | 71.30K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 76.78K | SH | $52.74M 1.39% | 0.00 | 0.00 | 76.78K |
APPLE INCSOLE | COM | 181.54K | SH | $52.50M 1.38% | 0.00 | 0.00 | 181.54K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 104.84K | SH | $52.46M 1.38% | 0.00 | 0.00 | 104.84K |
NVIDIA CORPORATIONSOLE | COM | 252.38K | SH | $50.50M 1.33% | 0.00 | 0.00 | 252.38K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 153.35K | SH | $46.45M 1.22% | 0.00 | 0.00 | 153.35K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 645.23K | SH | $45.85M 1.21% | 0.00 | 0.00 | 645.23K |
ZACKS TRUSTSOLE | SMALL/MID CAP | 1.02M | SH | $45.51M 1.20% | 0.00 | 0.00 | 1.02M |
SPDR SERIES TRUSTSOLE | ST STR P500VAL | 739.29K | SH | $44.94M 1.18% | 0.00 | 0.00 | 739.29K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 202.91K | SH | $44.22M 1.16% | 0.00 | 0.00 | 202.91K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 2.36M | SH | $43.79M 1.15% | 0.00 | 0.00 | 2.36M |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 595.34K | SH | $43.70M 1.15% | 0.00 | 0.00 | 595.34K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 2.17M | SH | $42.48M 1.12% | 0.00 | 0.00 | 2.17M |
MICRON TECHNOLOGY INCSOLE | COM | 35.64K | SH | $41.14M 1.08% | 0.00 | 0.00 | 35.64K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2031 CP | 2.40M | SH | $39.34M 1.03% | 0.00 | 0.00 | 2.40M |
VANGUARD WORLD FDSOLE | MEGA CAP VAL ETF | 226.31K | SH | $37.00M 0.97% | 0.00 | 0.00 | 226.31K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 47.08K | SH | $35.16M 0.92% | 0.00 | 0.00 | 47.08K |