Omaha, NECIK 16336954 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
176 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 144.4K | $90.54M | 17.2% | −2.4K | Reduced |
| 2 | Vanguard Bd Index Fds | 730.6K | $54.12M | 10.3% | +35.9K | Added |
| 3 | Vanguard Tax-Managed Fds | 548.8K | $34.28M | 6.5% | −23.5K | Reduced |
| 4 | Ishares Tr |
| 308.5K |
| $20.36M |
| 3.9% |
| +13.3K |
| Added |
| 5 | Vanguard Charlotte Fds | 290.0K | $14.01M | 2.7% | +23.6K | Added |
| 6 | Microsoft Corp | 28.3K | $13.70M | 2.6% | −413 | Reduced |
| 7 | Vanguard Index Fds | 36.3K | $12.17M | 2.3% | −762 | Reduced |
| 8 | J P Morgan Exchange Traded F | 208.5K | $12.12M | 2.3% | +1.6K | Added |
| 9 | Berkshire Hathaway Inc Del | 15 | $11.32M | 2.2% | 0 | Held |
| 10 | J P Morgan Exchange Traded F | 182.4K | $10.44M | 2.0% | −5.1K | Reduced |
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