OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
23.7%
Top 10 weight
44.0%
Voting Authority Distribution
Total shares with voting rights: 11.16M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
11.16M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETFSOLE | CORE S&P500 ETF | 141.29K | SH | $105.77M 10.19% | 0.00 | 0.00 | 141.29K |
ISHARES TRUST CORE MSCI EAFE ETFSOLE | CORE MSCI EAFE | 752.94K | SH | $72.96M 7.03% | 0.00 | 0.00 | 752.94K |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | CORE MSCI EMKT | 811.47K | SH | $67.33M 6.49% | 0.00 | 0.00 | 811.47K |
ISHARES CORE S&P MID-CAP ETFSOLE | CORE S&P MCP ETF | 824.73K | SH | $63.77M 6.14% | 0.00 | 0.00 | 824.73K |
ISHARES CORE S&P SMALL-CAP ESOLE | CORE S&P SCP ETF | 234.70K | SH | $34.88M 3.36% | 0.00 | 0.00 | 234.70K |
APPLE INCSOLE | COM | 109.64K | SH | $31.72M 3.06% | 0.00 | 0.00 | 109.64K |
FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETFSOLE | SMID RISNG ETF | 639.97K | SH | $27.72M 2.67% | 0.00 | 0.00 | 639.97K |
MICROSOFT CORPSOLE | COM | 49.52K | SH | $18.47M 1.78% | 0.00 | 0.00 | 49.52K |
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS BSOLE | CL B NEW | 34.48K | SH | $17.25M 1.66% | 0.00 | 0.00 | 34.48K |
SSGA ACTIVE TRUST STATE STREET MULTI-ASSET REAL RETURN ETFSOLE | ST STR REAL ETF | 482.92K | SH | $16.70M 1.61% | 0.00 | 0.00 | 482.92K |
ISHARES TR RUS MID CAP ETFSOLE | RUS MID CAP ETF | 137.59K | SH | $15.18M 1.46% | 0.00 | 0.00 | 137.59K |
CATERPILLAR INC COMSOLE | COM | 13.78K | SH | $14.68M 1.41% | 0.00 | 0.00 | 13.78K |
VANGUARD REAL ESTATE ETFSOLE | REAL ESTATE ETF | 145.49K | SH | $14.04M 1.35% | 0.00 | 0.00 | 145.49K |
ELI LILLY &CO COMSOLE | COM | 11.21K | SH | $13.45M 1.30% | 0.00 | 0.00 | 11.21K |
ISHARES CORE S&P TOTAL US STOCK MARKET ETFSOLE | CORE S&P TTL STK | 81.86K | SH | $13.45M 1.30% | 0.00 | 0.00 | 81.86K |
COHEN &STEERS ETF TRUST REAL EST ACT ETFSOLE | REAL EST ACT ETF | 470.84K | SH | $13.43M 1.29% | 0.00 | 0.00 | 470.84K |
VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDXSOLE | STRM INFPROIDX | 247.16K | SH | $12.43M 1.20% | 0.00 | 0.00 | 247.16K |
NVIDIA CORPORATION COMSOLE | COM | 57.12K | SH | $11.43M 1.10% | 0.00 | 0.00 | 57.12K |
ISHARES MSCI EAFE ETFSOLE | MSCI EAFE ETF | 109.69K | SH | $11.39M 1.10% | 0.00 | 0.00 | 109.69K |
EA SERIES TRUST CAMBRIA ENDOWMSOLE | CAMBRIA ENDOWM | 339.59K | SH | $11.36M 1.09% | 0.00 | 0.00 | 339.59K |
ALPHABET INC CAP STK CL ASOLE | CAP STK CL A | 31.03K | SH | $11.09M 1.07% | 0.00 | 0.00 | 31.03K |
VANGUARD MID-CAP INDEX FUNDSOLE | MID CAP ETF | 128.64K | SH | $10.32M 0.99% | 0.00 | 0.00 | 128.64K |
ISHARES RUSSELL 2000 ETFSOLE | RUSSELL 2000 ETF | 34.32K | SH | $10.31M 0.99% | 0.00 | 0.00 | 34.32K |
JPMORGAN CHASE &CO. COMSOLE | COM | 29.63K | SH | $9.70M 0.93% | 0.00 | 0.00 | 29.63K |
DEERE & COSOLE | COM | 14.32K | SH | $9.08M 0.88% | 0.00 | 0.00 | 14.32K |