Omaha, NECIK 20460335 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
54 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Admiral Fds Inc | 39.6K | $17.59M | 12.0% | −317 | Reduced |
| 2 | Putnam ETF Trust | 355.4K | $16.20M | 11.0% | +5.3K | Added |
| 3 | Spdr Series Trust | 180.0K | $14.44M | 9.8% | +1.5K | Added |
| 4 | Pacer Fds Tr |
| 337.5K |
| $10.91M |
| 7.4% |
| +7.2K |
| Added |
| 5 | Franklin Templeton ETF Tr | 141.1K | $7.94M | 5.4% | +4.4K | Added |
| 6 | J P Morgan Exchange Traded F | 156.6K | $7.84M | 5.3% | +2.7K | Added |
| 7 | Ishares Tr | 8.5K | $5.80M | 4.0% | +14 | Added |
| 8 | Vanguard Index Fds | 26.2K | $4.64M | 3.2% | +503 | Added |
| 9 | Capital Grp Fixed Incm ETF T | 174.7K | $4.63M | 3.2% | +4.2K | Added |
| 10 | Virtus ETF Tr II | 181.1K | $4.42M | 3.0% | +4.8K | Added |
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