OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
22.3%
Top 10 weight
52.3%
Voting Authority Distribution
Total shares with voting rights: 2.29M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.29M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 155.68K | SH | $13.62M 8.74% | 0.00 | 0.00 | 155.68K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 149.02K | SH | $11.70M 7.51% | 0.00 | 0.00 | 149.02K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 113.90K | SH | $9.45M 6.07% | 0.00 | 0.00 | 113.90K |
SPDR INDEX SHS FDSSOLE | STATE STREET SPD | 190.31K | SH | $9.30M 5.97% | 0.00 | 0.00 | 190.31K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 105.26K | SH | $8.22M 5.27% | 0.00 | 0.00 | 105.26K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 24.31K | SH | $6.75M 4.33% | 0.00 | 0.00 | 24.31K |
ISHARES TRSOLE | PFD AND INCM SEC | 201.19K | SH | $6.32M 4.06% | 0.00 | 0.00 | 201.19K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 55.96K | SH | $5.80M 3.72% | 0.00 | 0.00 | 55.96K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 152.19K | SH | $5.57M 3.57% | 0.00 | 0.00 | 152.19K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 47.62K | SH | $4.78M 3.07% | 0.00 | 0.00 | 47.62K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 134.93K | SH | $4.51M 2.90% | 0.00 | 0.00 | 134.93K |
ISHARES TRSOLE | TIPS BD ETF | 35.86K | SH | $3.99M 2.56% | 0.00 | 0.00 | 35.86K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 68.42K | SH | $3.99M 2.56% | 0.00 | 0.00 | 68.42K |
VANGUARD BD INDEX FDSSOLE | LONG TERM BOND | 58.40K | SH | $3.99M 2.56% | 0.00 | 0.00 | 58.40K |
ISHARES TRSOLE | GLOBAL REIT ETF | 137.67K | SH | $3.75M 2.41% | 0.00 | 0.00 | 137.67K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.61K | SH | $3.41M 2.19% | 0.00 | 0.00 | 9.61K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 34.97K | SH | $2.89M 1.85% | 0.00 | 0.00 | 34.97K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 37.90K | SH | $2.78M 1.78% | 0.00 | 0.00 | 37.90K |
ISHARES TRSOLE | A RATE CP BD ETF | 53.52K | SH | $2.54M 1.63% | 0.00 | 0.00 | 53.52K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 32.66K | SH | $2.52M 1.62% | 0.00 | 0.00 | 32.66K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 14.72K | SH | $2.23M 1.43% | 0.00 | 0.00 | 14.72K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.31K | SH | $2.19M 1.41% | 0.00 | 0.00 | 3.31K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 4.59K | SH | $2.17M 1.39% | 0.00 | 0.00 | 4.59K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 33.98K | SH | $2.00M 1.29% | 0.00 | 0.00 | 33.98K |
ISHARES TRSOLE | RUSEL 2500 ETF | 18.78K | SH | $1.60M 1.03% | 0.00 | 0.00 | 18.78K |