OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
11.9%
Top 10 weight
24.5%
Voting Authority Distribution
Total shares with voting rights: 51.87M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
51.87M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | GROWTH ETF | 435.42K | SH | $189.94M 5.39% | 0.00 | 0.00 | 435.42K |
ISHARES TRSOLE | CORE DIV GRWTH | 1.90M | SH | $133.32M 3.78% | 0.00 | 0.00 | 1.90M |
VANGUARD INDEX FDSSOLE | MCAP VL IDXVIP | 528.23K | SH | $97.32M 2.76% | 0.00 | 0.00 | 528.23K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 357.50K | SH | $91.98M 2.61% | 0.00 | 0.00 | 357.50K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE VALUE ETF | 978.14K | SH | $70.18M 1.99% | 0.00 | 0.00 | 978.14K |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE GROWTH | 793.13K | SH | $67.04M 1.90% | 0.00 | 0.00 | 793.13K |
ISHARES TRSOLE | CORE S&P500 ETF | 86.77K | SH | $56.68M 1.61% | 0.00 | 0.00 | 86.77K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 730.40K | SH | $53.79M 1.53% | 0.00 | 0.00 | 730.40K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 109.04K | SH | $52.25M 1.48% | 0.00 | 0.00 | 109.04K |
APPLE INCSOLE | COM | 198.44K | SH | $50.34M 1.43% | 0.00 | 0.00 | 198.44K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2029 | 2.60M | SH | $48.51M 1.38% | 0.00 | 0.00 | 2.60M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 77.04K | SH | $46.04M 1.31% | 0.00 | 0.00 | 77.04K |
NVIDIA CORPORATIONSOLE | COM | 263.36K | SH | $45.93M 1.30% | 0.00 | 0.00 | 263.36K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULETSHS 2031 CP | 2.69M | SH | $44.26M 1.26% | 0.00 | 0.00 | 2.69M |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 2.20M | SH | $43.22M 1.23% | 0.00 | 0.00 | 2.20M |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 738.75K | SH | $41.80M 1.19% | 0.00 | 0.00 | 738.75K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 642.05K | SH | $41.03M 1.16% | 0.00 | 0.00 | 642.05K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 208.49K | SH | $40.91M 1.16% | 0.00 | 0.00 | 208.49K |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 131.05K | SH | $39.58M 1.12% | 0.00 | 0.00 | 131.05K |
ISHARES TRSOLE | MRGSTR MD CP GRW | 446.11K | SH | $35.14M 1.00% | 0.00 | 0.00 | 446.11K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P MDCP VLU MNT | 525.71K | SH | $34.23M 0.97% | 0.00 | 0.00 | 525.71K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 129.05K | SH | $33.78M 0.96% | 0.00 | 0.00 | 129.05K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 434.55K | SH | $33.54M 0.95% | 0.00 | 0.00 | 434.55K |
ZACKS TRUSTSOLE | SMALL/MID CAP | 887.97K | SH | $32.92M 0.93% | 0.00 | 0.00 | 887.97K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 279.59K | SH | $30.89M 0.88% | 0.00 | 0.00 | 279.59K |