Wealth Management Nebraska Reduced Holdings in Q4 2025

Wealth Management Nebraska

  • $875 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VT
Vanguard Total World Stk Index

ETFs
-14K
- 13.79%
$135.16 - $141.78 $1.89M - $1.99M
87.6K $12.4B
AXON
Axon Enterprise, Inc.

Industrials
-2
- 0.1%
$554.37 - $759.44 $1.11K - $1.52K
1.93K $1.1B
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.54K
- 1.77%
$83.45 - $84.82 $212K - $216K
141K $11.8B
IWP
Ishares Russell Mid Cap Growth

ETFs
-608
- 2.97%
$136.84 - $145.3 $83.2K - $88.3K
19.9K $2.72B
STCE
Schwab Strategic Tr Crypto The
-344
- 4.42%
N/A
7.43K $446M
MUB
Ishares National Muni Bond ETF

ETFs
-1.32K
- 23.05%
$106.36 - $107.61 $140K - $142K
4.41K $472M
ORCL
Oracle Corp

Technology
-50
- 4.07%
$217.57 - $313.0 $10.9K - $15.7K
1.18K $230M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-750
- 5.51%
$137.47 - $143.13 $103K - $107K
12.9K $1.85B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-137
- 24.29%
$459.47 - $491.71 $62.9K - $67.4K
427 $202M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-543
- 4.8%
$114.27 - $121.15 $62K - $65.8K
10.8K $1.29B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-87
- 5.46%
$589.5 - $635.77 $51.3K - $55.3K
1.51K $925M
TSLA
Tesla, Inc.

Consumer Cyclical
-54
- 8.36%
$401.99 - $468.37 $21.7K - $25.3K
592 $266M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-241
- 3.02%
$77.73 - $78.84 $18.7K - $19K
7.74K $603M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-56
- 2.73%
$600.51 - $631.95 $33.6K - $35.4K
2K $1.25B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-152
- 3.71%
$84.91 - $90.88 $12.9K - $13.8K
3.94K $359M
CRF
Cornerstone Total Return Fund Inc

Financial Services
-10
- 0.05%
$7.81 - $8.21 $78.1 - $82.1
20.5K $165M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-81
- 1.03%
$25.85 - $27.19 $2.09K - $2.2K
7.78K $209M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-37
- 2.98%
$280.66 - $305.09 $10.4K - $11.3K
1.21K $366M
VTI
Vanguard Total Stock Market Et

ETFs
-31
- 0.69%
$321.8 - $337.95 $9.98K - $10.5K
4.48K $1.5B
AXP
American Express CO

Financial Services
-8
- 1.03%
$316.26 - $372.77 $2.53K - $2.98K
768 $284M
GLD
Spdr Gold Trust

ETFs
-53
- 3.53%
$354.79 - $403.15 $18.8K - $21.4K
1.45K $573M
GOOG
Alphabet Inc.

Communication Services
-62
- 4.2%
$237.49 - $291.74 $14.7K - $18.1K
1.41K $443M
LLY
Eli Lilly & CO

Healthcare
-24
- 6.65%
$799.57 - $1025.28 $19.2K - $24.6K
337 $362M
AVIV
American Centy ETF Tr Avantis
-2.36K
- 3.06%
$66.39 - $70.06 $156K - $165K
74.6K $5.32B
GOOGL
Alphabet Inc.

Communication Services
-90
- 3.8%
$236.57 - $291.31 $21.3K - $26.2K
2.28K $712M
AGQ
Pro Shares Trust Ii

ETFs
-729
- 17.8%
$74.46 - $97.42 $54.3K - $71K
3.37K $522M
DFAT
Dimensional ETF Tr U S Target

ETFs
-143
- 0.07%
$55.75 - $58.83 $7.97K - $8.41K
216K $12.9B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-4.66K
- 0.65%
$43.57 - $45.71 $203K - $213K
709K $33B
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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