Omaha, NECIK 19651764 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
103 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 167.6K | $81.79M | 21.4% | +10.2K | Added |
| 2 | Ishares Tr | 35.9K | $24.60M | 6.4% | +4.8K | Added |
| 3 | Ishares Tr | 114.0K | $16.95M | 4.4% | +2.3K | Added |
| 4 | Morgan Stanley ETF Trust |
| 297.4K |
| $15.32M |
| 4.0% |
| +57.8K |
| Added |
| 5 | Schwab Strategic Tr | 559.9K | $15.07M | 3.9% | +162.5K | Added |
| 6 | Ishares Tr | 28.7K | $13.58M | 3.6% | +4.1K | Added |
| 7 | Ishares Tr | 72.6K | $12.19M | 3.2% | +2.4K | Added |
| 8 | Vanguard Index Fds | 66.1K | $11.73M | 3.1% | +7.5K | Added |
| 9 | Tapestry Inc | 78.1K | $9.98M | 2.6% | −299 | Reduced |
| 10 | Spdr Series Trust | 163.3K | $9.28M | 2.4% | +39.7K | Added |
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio