OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
17.8%
Top 10 weight
32.6%
Voting Authority Distribution
Total shares with voting rights: 6.09M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
6.09M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 156.42K | SH | $39.70M 7.67% | 0.00 | 0.00 | 156.42K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 66.60K | SH | $31.92M 6.17% | 0.00 | 0.00 | 66.60K |
ISHARES TRSOLE | CORE S&P500 ETF | 31.52K | SH | $20.59M 3.98% | 0.00 | 0.00 | 31.52K |
ISHARES TROTR | CORE DIV GRWTH | 215.15K | SH | $15.10M 2.92% | 0.00 | 0.00 | 215.15K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 335.66K | SH | $11.34M 2.19% | 0.00 | 0.00 | 335.66K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 19.42K | SH | $11.21M 2.17% | 0.00 | 0.00 | 19.42K |
AMAZON COM INCSOLE | COM | 49.76K | SH | $10.36M 2.00% | 0.00 | 0.00 | 49.76K |
NVIDIA CORPORATIONSOLE | COM | 58.87K | SH | $10.27M 1.98% | 0.00 | 0.00 | 58.87K |
VANGUARD INDEX FDSOTR | TOTAL STK MKT | 29.13K | SH | $9.34M 1.81% | 0.00 | 0.00 | 29.13K |
EA SERIES TRUSTSOLE | BUFFERLABS US EQ | 182.75K | SH | $9.10M 1.76% | 0.00 | 0.00 | 182.75K |
VANECK ETF TRUSTSOLE | CLO ETF | 161.64K | SH | $8.52M 1.65% | 0.00 | 0.00 | 161.64K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 7.98K | SH | $7.95M 1.54% | 0.00 | 0.00 | 7.98K |
AMERICAN CENTY ETF TROTR | AVANTIS EMGMKT | 91.20K | SH | $7.35M 1.42% | 0.00 | 0.00 | 91.20K |
SIMPLIFY EXCHANGE TRADED FUNOTR | HEDGED EQUITY | 227.17K | SH | $7.16M 1.38% | 0.00 | 0.00 | 227.17K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 61.34K | SH | $6.94M 1.34% | 0.00 | 0.00 | 61.34K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 45.84K | SH | $6.79M 1.31% | 0.00 | 0.00 | 45.84K |
PGIM ETF TRSOLE | AAA CLO ETF | 119.87K | SH | $6.14M 1.19% | 0.00 | 0.00 | 119.87K |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 92.58K | SH | $5.92M 1.14% | 0.00 | 0.00 | 92.58K |
PACER FDS TRSOLE | US CASH COWS 100 | 93.20K | SH | $5.83M 1.13% | 0.00 | 0.00 | 93.20K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 186.99K | SH | $5.74M 1.11% | 0.00 | 0.00 | 186.99K |
ISHARES TROTR | INTL DIV GRWTH | 66.98K | SH | $5.61M 1.08% | 0.00 | 0.00 | 66.98K |
JPMORGAN CHASE & COSOLE | COM | 18.96K | SH | $5.58M 1.08% | 0.00 | 0.00 | 18.96K |
ALPHABET INCSOLE | CAP STK CL C | 18.97K | SH | $5.44M 1.05% | 0.00 | 0.00 | 18.97K |
MICROSOFT CORPSOLE | COM | 14.04K | SH | $5.20M 1.00% | 0.00 | 0.00 | 14.04K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 67.18K | SH | $5.14M 0.99% | 0.00 | 0.00 | 67.18K |