OMAHA, NE
Allocation by class
Portfolio Concentration
Top 3 weight
19.5%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 5.81M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.81M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 137.25K | SH | $39.71M 7.59% | 0.00 | 0.00 | 137.25K |
BERKSHIRE HATHAWAY INC DELOTR | CL B NEW | 63.16K | SH | $31.60M 6.04% | 0.00 | 0.00 | 63.16K |
ISHARES TRSOLE | CORE S&P500 ETF | 41.06K | SH | $30.75M 5.88% | 0.00 | 0.00 | 41.06K |
ISHARES TRSOLE | CORE DIV GRWTH | 197.58K | SH | $14.97M 2.86% | 0.00 | 0.00 | 197.58K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 19.64K | SH | $14.46M 2.77% | 0.00 | 0.00 | 19.64K |
FIRST TR EXCHNG TRADED FD VISOLE | FT LADD BUFF ETF | 348.81K | SH | $12.74M 2.44% | 0.00 | 0.00 | 348.81K |
NVIDIA CORPORATIONSOLE | COM | 53.38K | SH | $10.68M 2.04% | 0.00 | 0.00 | 53.38K |
EA SERIES TRUSTSOLE | BUFF US BUFF ETF | 186.41K | SH | $10.15M 1.94% | 0.00 | 0.00 | 186.41K |
AMAZON COM INCSOLE | COM | 40.32K | SH | $9.61M 1.84% | 0.00 | 0.00 | 40.32K |
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 106.50K | SH | $9.36M 1.79% | 0.00 | 0.00 | 106.50K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 61.63K | SH | $8.48M 1.62% | 0.00 | 0.00 | 61.63K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 22.41K | SH | $8.29M 1.59% | 0.00 | 0.00 | 22.41K |
VANECK ETF TRUSTSOLE | CLO ETF | 150.43K | SH | $7.97M 1.52% | 0.00 | 0.00 | 150.43K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 46.31K | SH | $7.32M 1.40% | 0.00 | 0.00 | 46.31K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 75.38K | SH | $7.27M 1.39% | 0.00 | 0.00 | 75.38K |
ISHARES TRSOLE | CORE US AGGBD ET | 68.14K | SH | $6.74M 1.29% | 0.00 | 0.00 | 68.14K |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.55K | SH | $6.13M 1.17% | 0.00 | 0.00 | 6.55K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 192.52K | SH | $6.10M 1.17% | 0.00 | 0.00 | 192.52K |
WISDOMTREE TROTR | US LARGECAP FUND | 75.49K | SH | $5.87M 1.12% | 0.00 | 0.00 | 75.49K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 124.69K | SH | $5.85M 1.12% | 0.00 | 0.00 | 124.69K |
MICROSOFT CORPSOLE | COM | 15.34K | SH | $5.72M 1.09% | 0.00 | 0.00 | 15.34K |
J P MORGAN EXCHANGE TRADED FOTR | HEDG EQU LAD ETF | 83.97K | SH | $5.67M 1.08% | 0.00 | 0.00 | 83.97K |
JPMORGAN CHASE & COSOLE | COM | 17.28K | SH | $5.66M 1.08% | 0.00 | 0.00 | 17.28K |
PGIM ETF TRSOLE | AAA CLO ETF | 108.68K | SH | $5.57M 1.07% | 0.00 | 0.00 | 108.68K |
UNION PAC CORPSOLE | COM | 19.92K | SH | $5.42M 1.04% | 0.00 | 0.00 | 19.92K |