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Wealth Management Nebraska 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Wealth Management Nebraska

报告期 2026-03-31 · CIK 0002042783

持仓数

100

前50大市值合计

$968.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPIB SPDR SERIES TRUST

STATE STREET SPD

$196.0M

5,842,882

20.2%

AVSC AMERICAN CENTY ETF TR

AVANTIS US SMALL

$120.4M

1,089,651

12.4%

AVLV AMERICAN CENTY ETF TR

US LARGE CAP VLU

$75.6M

937,713

7.8%

DFIV DIMENSIONAL ETF TRUST

INTERNATNAL VAL

$70.1M

1,328,121

7.2%

DFAW DIMENSIONAL ETF TRUST

WORLD EQUITY ETF

$59.3M

804,355

6.1%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$59.2M

835,254

6.1%

AVDV AMERICAN CENTY ETF TR

INTL SMCP VLU

$56.4M

565,044

5.8%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$53.4M

750,357

5.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$41.7M

544,531

4.3%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$36.4M

1,420,137

3.8%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$34.3M

706,853

3.5%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$22.9M

675,630

2.4%

DFIS DIMENSIONAL ETF TRUST

INTL SMALL CAP E

$17.9M

530,360

1.8%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$17.6M

221,955

1.8%

DFGR DIMENSIONAL ETF TRUST

GLOBAL REAL EST

$16.5M

620,513

1.7%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$13.4M

214,986

1.4%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$10.6M

128,020

1.1%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$8.3M

60,265

0.9%

AVIV AMERICAN CENTY ETF TR

INTERNATIONAL LR

$5.4M

72,815

0.6%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$4.4M

9,266

0.5%

IVV ISHARES TR

CORE S&P500 ETF

$4.1M

6,205

0.4%

BOXX EA SERIES TRUST

ALPHA ARCH 1-3

$4.0M

34,655

0.4%

PM PHILIP MORRIS INTL INC

COM

$3.5M

21,134

0.4%

SPSB SPDR SERIES TRUST

STATE STREET SPD

$2.5M

84,535

0.3%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$2.5M

10,428

0.3%

SPTS SPDR SERIES TRUST

STATE STREET SPD

$2.4M

25,480

0.2%

IWP ISHARES TR

RUS MD CP GR ETF

$2.3M

18,310

0.2%

AAPL APPLE INC

COM

$2.1M

8,185

0.2%

MSFT MICROSOFT CORP

COM

$2.0M

5,311

0.2%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$1.9M

12,786

0.2%

PRIV SSGA ACTIVE TR

STATE STREET IG

$1.7M

68,165

0.2%

NVDA NVIDIA CORPORATION

COM

$1.6M

9,112

0.2%

WMT WALMART INC

COM

$1.5M

12,293

0.2%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$1.4M

41,232

0.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.4M

2,089

0.1%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.3M

4,158

0.1%

TXN TEXAS INSTRS INC

COM

$1.3M

6,773

0.1%

IJR ISHARES TR

CORE S&P SCP ETF

$1.2M

9,565

0.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.1M

1,898

0.1%

VO VANGUARD INDEX FDS

MID CAP ETF

$1.1M

3,706

0.1%

AMZN AMAZON COM INC

COM

$947.4K

4,549

0.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$927.1K

1,606

0.1%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$863.0K

11,719

0.1%

AVUS AMERICAN CENTY ETF TR

US EQT ETF

$841.2K

7,566

0.1%

AXON AXON ENTERPRISE INC

COM

$820.9K

1,933

0.1%

MDLZ MONDELEZ INTL INC

CL A

$771.0K

13,376

0.1%

CAT CATERPILLAR INC

COM

$736.2K

1,039

0.1%

GOOGL ALPHABET INC

CAP STK CL A

$706.3K

2,456

0.1%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$655.2K

3,016

0.1%

AVIG AMERICAN CENTY ETF TR

AVANTIS CORE FI

$642.6K

15,470

0.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

60%前 6 大占比

SPIB20.2%AVSC12.4%AVLV7.8%DFIV7.2%DFAW6.1%DFUS6.1%