Omaha, NECIK 17371124 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
102 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 253.5K | $159.00M | 10.8% | +6.6K | Added |
| 2 | Spdr Series Trust | 2.39M | $135.66M | 9.2% | +121.5K | Added |
| 3 | Ishares Tr | 1.58M | $104.17M | 7.1% | +89.9K | Added |
| 4 | Vanguard Bd Index Fds |
| 1.36M |
| $100.95M |
| 6.9% |
| +98.3K |
| Added |
| 5 | Vanguard Mun Bd Fds | 1.49M | $74.77M | 5.1% | +151.1K | Added |
| 6 | Spdr Series Trust | 783.4K | $66.32M | 4.5% | +57.3K | Added |
| 7 | Vanguard Scottsdale Fds | 819.5K | $65.34M | 4.4% | +73.8K | Added |
| 8 | Schwab Strategic Tr | 2.21M | $58.46M | 4.0% | +216.5K | Added |
| 9 | Ishares Tr | 597.6K | $56.90M | 3.9% | +58.6K | Added |
| 10 | Spdr S&P 500 ETF Tr | 66.9K | $45.60M | 3.1% | −2.8K | Reduced |
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