Portfolio (Quarterly)
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Wealth Management Nebraska
· CIK 0002042783| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VO | VANGUARD INDEX FDS | — | 15,113.0 | $1.2M | 0.11% | NEW | — | $80.57 | -1.9% |
| 42 | QQQ | INVESCO QQQ TR | Financial Services | 1,568.0 | $1.2M | 0.10% | NEW | — | $736.52 | +0.2% |
| 43 | AMZN | AMAZON COM INC | Consumer Cyclical | 4,639.0 | $1.1M | 0.10% | NEW | — | $238.34 | +3.5% |
| 44 | SPXL | DIREXION SHARES ETF TRUST | — | 3,902.0 | $1.1M | 0.09% | NEW | — | $270.68 | +4.6% |
| 45 | CAT | CATERPILLAR INC | Industrials | 978.0 | $1.0M | 0.09% | NEW | — | $1065.08 | -22.4% |
| 46 | AXON | AXON ENTERPRISE INC | Industrials | 1,783.0 | $1000K | 0.09% | NEW | — | $560.61 | -25.2% |
| 47 | AVUS | AMERICAN CENTY ETF TR | — | 7,443.0 | $953K | 0.09% | NEW | — | $128.08 | +0.4% |
| 48 | GOOGL | ALPHABET INC | Communication Services | 2,501.0 | $894K | 0.08% | NEW | — | $357.37 | -4.6% |
| 49 | DE | DEERE & CO | Industrials | 1,273.0 | $808K | 0.07% | NEW | — | $634.33 | +7.3% |
| 50 | MGK | VANGUARD WORLD FD | — | 8,935.0 | $785K | 0.07% | NEW | — | $87.91 | +5.1% |
| 51 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 13,376.0 | $774K | 0.07% | NEW | — | $57.84 | +2.6% |
| 52 | VBR | VANGUARD INDEX FDS | — | 3,142.0 | $763K | 0.07% | NEW | — | $242.99 | -4.1% |
| 53 | DFEV | DIMENSIONAL ETF TRUST | — | 17,561.0 | $749K | 0.07% | NEW | — | $42.67 | -0.0% |
| 54 | DFLV | DIMENSIONAL ETF TRUST | — | 16,696.0 | $660K | 0.06% | NEW | — | $39.54 | +2.3% |
| 55 | DFEM | DIMENSIONAL ETF TRUST | — | 15,776.0 | $641K | 0.06% | NEW | — | $40.64 | -1.5% |
| 56 | AVIG | AMERICAN CENTY ETF TR | — | 15,266.0 | $632K | 0.06% | NEW | — | $41.41 | -4.8% |
| 57 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | Technology | 1,306.0 | $624K | 0.06% | NEW | — | $477.57 | -4.3% |
| 58 | VB | VANGUARD INDEX FDS | — | 2,008.0 | $609K | 0.05% | NEW | — | $303.12 | -5.6% |
| 59 | V | VISA INC | Financial Services | 1,758.0 | $603K | 0.05% | NEW | — | $343.15 | +6.6% |
| 60 | VEA | VANGUARD TAX-MANAGED FDS | — | 8,014.0 | $571K | 0.05% | NEW | — | $71.25 | -0.1% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
29.7%
Financial Services
22.5%
Consumer Defensive
18.0%
Industrials
12.4%
Consumer Cyclical
5.6%
Communication Services
4.2%
Utilities
3.2%
Energy
2.3%
Healthcare
1.2%
Basic Materials
0.9%