Omaha, NECIK 136053313 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
2,090 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Northern Lts Fd Tr IV | 17.51M | $1.13B | 8.3% | +88.5K | Added |
| 2 | Ishares Tr | 508.7K | $348.44M | 2.6% | +62.0K | Added |
| 3 | Northern Lts Fd Tr IV | 21.71M | $310.89M | 2.3% | +2.69M | Added |
| 4 | Apple Inc |
| 1.03M |
| $280.54M |
| 2.1% |
| +45.9K |
| Added |
| 5 | Nvidia Corporation | 1.41M | $263.22M | 1.9% | +95.7K | Added |
| 6 | Microsoft Corp | 496.2K | $239.99M | 1.8% | +16.3K | Added |
| 7 | Vanguard Index Fds | 691.6K | $231.88M | 1.7% | +9.6K | Added |
| 8 | Advisors Inner Circle Fd II | 8.12M | $200.25M | 1.5% | +2.69M | Added |
| 9 | Vanguard Index Fds | 316.9K | $154.59M | 1.1% | +28.4K | Added |
| 10 | Vanguard Tax-Managed Fds | 2.43M | $151.93M | 1.1% | +87.8K | Added |
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