OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
32.7%
Top 10 weight
60.8%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | VALUE ETF | 110.70K | SH | $21.72M 15.06% | 0.00 | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 119.82K | SH | $14.99M 10.40% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 23.99K | SH | $10.48M 7.27% | 0.00 | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 14.15K | SH | $8.17M 5.67% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 34.98K | SH | $7.60M 5.27% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 38.14K | SH | $6.65M 4.61% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 161.37K | SH | $4.70M 3.26% | 0.00 | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 72.41K | SH | $4.64M 3.22% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.58K | SH | $4.46M 3.09% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SML CP GRW ETF | 14.12K | SH | $4.27M 2.96% | 0.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.05K | SH | $3.86M 2.68% | 0.00 | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 37.03K | SH | $2.86M 1.98% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 7.47K | SH | $2.77M 1.92% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.72K | SH | $2.48M 1.72% | 0.00 | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 7.21K | SH | $2.12M 1.47% | 0.00 | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 2.89K | SH | $2.04M 1.42% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.94K | SH | $2.00M 1.38% | 0.00 | 0.00 | 0.00 |
VALMONT INDS INCSOLE | COM | 4.94K | SH | $1.97M 1.37% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.12K | SH | $1.90M 1.32% | 0.00 | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 33.62K | SH | $1.82M 1.26% | 0.00 | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 62.93K | SH | $1.75M 1.22% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 7.82K | SH | $1.67M 1.16% | 0.00 | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 1.66K | SH | $1.53M 1.06% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 5.18K | SH | $1.36M 0.94% | 0.00 | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 16.90K | SH | $1.34M 0.93% | 0.00 | 0.00 | 0.00 |