WM
| |
Wealth Management Nebraska13F | |
| Wealth Management Nebraska | |
| Last update 2025-05-15 | 74 Stocks (12 new) |
| Value $657.00 Mil | Turnover 16 % |
Wealth Management Nebraska Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 4,359,350 | 144,904.8 | +4.77% | 22.040 | +1.00% | 1.550 | +1.92% | +2.32% | 10,458.2 | ||
AVSC | Avantis U.S Small Cap Equity ETF | 688,923 | 60,053.4 | +30.00% | 9.140 | +2.11% | 2.290 | +19.70% | -0.74% | 1,727.3 | ||
DFIV | Dimensional International Value ETF | 1,108,439 | 43,628.1 | -6.36% | 6.640 | -0.43% | 0.410 | +10.57% | +22.41% | 12,331.7 | ||
DFUS | Dimensional U.S. Equity Market ETF | 686,340 | 41,509.8 | +14.26% | 6.310 | +0.79% | 0.300 | +19.76% | +7.04% | 15,832.0 | ||
AVLV | Avantis U.S. Large Cap Value ETF | 620,453 | 40,459.7 | +14.92% | 6.150 | +0.80% | 0.610 | +14.47% | +4.01% | 7,802.0 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 572,613 | 37,655.1 | New Holding | 5.730 | +5.73% | 0.060 | +19.38% | +7.31% | 77,449.7 | ||
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 526,664 | 36,729.5 | +5.78% | 5.590 | +0.31% | 0.460 | +14.74% | +25.34% | 9,959.7 | ||
DFAS | Dimensional U.S. Small Cap ETF | 554,313 | 33,120.2 | -0.49% | 5.040 | -0.03% | 0.350 | +17.74% | +1.04% | 10,648.9 | ||
SPAB | SPDR Portfolio Aggregate Bond ETF | 1,235,637 | 31,558.2 | +2.66% | 4.800 | +0.12% | 0.360 | +1.11% | +1.76% | 8,539.4 | ||
DFUV | Dimensional US Marketwide Value ETF | 711,999 | 29,341.5 | -3.20% | 4.460 | -0.16% | 0.260 | +12.36% | +5.06% | 11,765.5 |
Wealth Management Nebraska's Historical Top Holdings Breakdowns
Wealth Management Nebraska's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HYMB |
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
| 2025-03-31 | Sold Out Sold Out | -6.86% | 25.12 ($25.65) 26.05 | $24.28 | -5.34% | Sold Out | 0 | -612,065 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | New Buy New Buy | +5.73% | 64.88 ($69.16) 72.1 | $73.98 | 6.97% | New holding | 572,613 | 572,613 | |
VT | Vanguard Total World Stock ETF | 2025-03-31 | New Buy New Buy | +2.39% | 115.08 ($119.66) 123.97 | $130.55 | 9.10% | New holding | 135,663 | 135,663 | |
AVSC | Avantis U.S Small Cap Equity ETF | 2025-03-31 | Add Add | +2.11% | 48.08 ($52.81) 56.12 | $53.96 | 2.18% | Add 30% | 688,923 | 159,000 | |
SPIB |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
| 2025-03-31 | Add Add | +1.00% | 32.5 ($32.96) 33.3 | $33.52 | 1.70% | Add 4.77% | 4,359,350 | 198,591 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2025-03-31 | Add Add | +0.80% | 63.51 ($67.8) 70.42 | $69.45 | 2.43% | Add 14.92% | 620,453 | 80,531 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Add Add | +0.79% | 59.61 ($63.9) 66.74 | $68.24 | 6.79% | Add 14.26% | 686,340 | 85,643 | |
DFAW | Dimensional World Equity ETF | 2025-03-31 | Add Add | +0.67% | 60.42 ($63.31) 65.39 | $68.44 | 8.11% | Add 21.93% | 399,224 | 71,790 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.58% | 554.06 ($590.51) 615.85 | $631.74 | 6.98% | Reduce -50.71% | 5,969 | -6,142 | |
DFAT | Dimensional U.S. Targeted Value ETF | 2025-03-31 | Reduce Reduce | -0.57% | 50.44 ($55.03) 58.1 | $56.17 | 2.07% | Reduce -24.1% | 199,056 | -63,203 |
Wealth Management Nebraska Total Holding History ($B)
Wealth Management Nebraska's Asset Allocation
Wealth Management Nebraska Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Wealth Management Nebraska's Hypothetical Growth since 2025-03-31
Wealth Management Nebraska's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wealth Management Nebraska's Holdings Heat Map
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Wealth Management Nebraska's Holdings Bubble Chart
Wealth Management Nebraska News
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