OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
39.9%
Top 10 weight
79.8%
Voting Authority Distribution
Total shares with voting rights: 3.61M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
3.61M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 182.58K | SH | $39.79M 15.72% | 0.00 | 0.00 | 182.58K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXE IN ETF | 757.06K | SH | $31.96M 12.63% | 0.00 | 0.00 | 757.06K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 338.57K | SH | $29.16M 11.52% | 0.00 | 0.00 | 338.57K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 274.05K | SH | $21.66M 8.56% | 0.00 | 0.00 | 274.05K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 250.56K | SH | $17.85M 7.05% | 0.00 | 0.00 | 250.56K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 462.38K | SH | $17.23M 6.81% | 0.00 | 0.00 | 462.38K |
DIMENSIONAL ETF TRUSTSOLE | ULTR FIX INC ETF | 250.73K | SH | $12.73M 5.03% | 0.00 | 0.00 | 250.73K |
ISHARES TRSOLE | CORE S&P MCP ETF | 159.91K | SH | $12.33M 4.87% | 0.00 | 0.00 | 159.91K |
ISHARES TRSOLE | CORE S&P SCP ETF | 67.10K | SH | $9.95M 3.93% | 0.00 | 0.00 | 67.10K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 231.18K | SH | $9.40M 3.71% | 0.00 | 0.00 | 231.18K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 152.52K | SH | $9.10M 3.60% | 0.00 | 0.00 | 152.52K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 77.02K | SH | $6.34M 2.51% | 0.00 | 0.00 | 77.02K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 78.20K | SH | $5.74M 2.27% | 0.00 | 0.00 | 78.20K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.86K | SH | $3.43M 1.36% | 0.00 | 0.00 | 6.86K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 51.89K | SH | $2.51M 0.99% | 0.00 | 0.00 | 51.89K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 40.83K | SH | $2.11M 0.83% | 0.00 | 0.00 | 40.83K |
ISHARES TRSOLE | MSCI EAFE ETF | 19.96K | SH | $2.07M 0.82% | 0.00 | 0.00 | 19.96K |
UNION PAC CORPSOLE | COM | 5.40K | SH | $1.47M 0.58% | 0.00 | 0.00 | 5.40K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.69K | SH | $1.42M 0.56% | 0.00 | 0.00 | 4.69K |
APPLE INCSOLE | COM | 4.72K | SH | $1.36M 0.54% | 0.00 | 0.00 | 4.72K |
VANGUARD ADMIRAL FDS INCSOLE | 500 GRTH IDX F | 15.73K | SH | $1.30M 0.51% | 0.00 | 0.00 | 15.73K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 15.74K | SH | $1.27M 0.50% | 0.00 | 0.00 | 15.74K |
INNOVATOR ETFS TRUSTSOLE | US EQT ULTRA BF | 24.38K | SH | $1.11M 0.44% | 0.00 | 0.00 | 24.38K |
MICROSOFT CORPSOLE | COM | 2.73K | SH | $1.02M 0.40% | 0.00 | 0.00 | 2.73K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 917.00 | SH | $684.8K 0.27% | 0.00 | 0.00 | 917.00 |