Omaha, NECIK 20480514 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
49 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 174.6K | $33.35M | 14.9% | +2.2K | Added |
| 2 | Dimensional ETF Trust | 687.8K | $29.27M | 13.1% | +69.6K | Added |
| 3 | Vanguard Index Fds | 54.8K | $26.73M | 12.0% | −3.9K | Reduced |
| 4 | Vanguard Scottsdale Fds |
| 243.2K |
| $19.39M |
| 8.7% |
| +29.1K |
| Added |
| 5 | Vanguard Tax-Managed Fds | 248.8K | $15.54M | 7.0% | −1.4K | Reduced |
| 6 | Dimensional ETF Trust | 448.8K | $15.47M | 6.9% | +5.8K | Added |
| 7 | Dimensnl Ultrashrt Fixed | 221.3K | $11.21M | 5.0% | +41.3K | Added |
| 8 | Ishares Tr | 152.0K | $10.03M | 4.5% | −2.8K | Reduced |
| 9 | Ishares Tr | 66.2K | $7.96M | 3.6% | −2.7K | Reduced |
| 10 | Vanguard Intl Equity Index F | 146.4K | $7.87M | 3.5% | −10.9K | Reduced |
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