OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
35.2%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 6.39M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.39M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 154.55K | SH | $106.14M 18.25% | 0.00 | 0.00 | 154.55K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 805.70K | SH | $59.15M 10.17% | 0.00 | 0.00 | 805.70K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 556.88K | SH | $39.68M 6.82% | 0.00 | 0.00 | 556.88K |
ISHARES TRSOLE | CORE S&P MCP ETF | 311.49K | SH | $24.02M 4.13% | 0.00 | 0.00 | 311.49K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 318.19K | SH | $15.41M 2.65% | 0.00 | 0.00 | 318.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 35.82K | SH | $13.25M 2.28% | 0.00 | 0.00 | 35.82K |
J P MORGAN EXCHANGE TRADED FSOLE | NASDAQ EQT PREM | 204.83K | SH | $12.59M 2.16% | 0.00 | 0.00 | 204.83K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 145.29K | SH | $12.01M 2.06% | 0.00 | 0.00 | 145.29K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 193.52K | SH | $11.55M 1.99% | 0.00 | 0.00 | 193.52K |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 15.00 | SH | $11.23M 1.93% | 0.00 | 0.00 | 15.00 |
APPLE INCSOLE | COM | 36.53K | SH | $10.57M 1.82% | 0.00 | 0.00 | 36.53K |
J P MORGAN EXCHANGE TRADED FSOLE | EQUITY PREMIUM | 181.43K | SH | $10.25M 1.76% | 0.00 | 0.00 | 181.43K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 31.65K | SH | $9.59M 1.65% | 0.00 | 0.00 | 31.65K |
MICROSOFT CORPSOLE | COM | 25.49K | SH | $9.51M 1.63% | 0.00 | 0.00 | 25.49K |
AMGEN INCSOLE | COM | 24.62K | SH | $8.92M 1.53% | 0.00 | 0.00 | 24.62K |
CORNING INCSOLE | COM | 34.71K | SH | $8.86M 1.52% | 0.00 | 0.00 | 34.71K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 90.08K | SH | $8.69M 1.49% | 0.00 | 0.00 | 90.08K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 242.35K | SH | $8.20M 1.41% | 0.00 | 0.00 | 242.35K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.21K | SH | $8.11M 1.39% | 0.00 | 0.00 | 16.21K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 33.51K | SH | $7.93M 1.36% | 0.00 | 0.00 | 33.51K |
CATERPILLAR INCSOLE | COM | 6.34K | SH | $6.75M 1.16% | 0.00 | 0.00 | 6.34K |
FIRST TR EXCHNG TRADED FD VISOLE | FT LADD BUFF ETF | 140.62K | SH | $5.14M 0.88% | 0.00 | 0.00 | 140.62K |
NVIDIA CORPORATIONSOLE | COM | 20.60K | SH | $4.12M 0.71% | 0.00 | 0.00 | 20.60K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 127.69K | SH | $4.05M 0.70% | 0.00 | 0.00 | 127.69K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 127.24K | SH | $3.96M 0.68% | 0.00 | 0.00 | 127.24K |