Omaha, NECIK 20567834 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
72 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 146.6K | $12.09M | 8.4% | +6.1K | Added |
| 2 | Dimensional ETF Trust | 148.9K | $11.04M | 7.7% | −2.8K | Reduced |
| 3 | Vanguard Star Fds | 105.4K | $7.95M | 5.6% | +24.1K | Added |
| 4 | Spdr Index Shs Fds |
| 176.1K |
| $7.82M |
| 5.5% |
| +8.9K |
| Added |
| 5 | Vanguard Bd Index Fds | 90.0K | $7.10M | 5.0% | +56.1K | Added |
| 6 | Invesco Exch Traded Fd Tr II | 24.7K | $6.25M | 4.4% | +1.5K | Added |
| 7 | Ishares Tr | 191.9K | $5.94M | 4.1% | +19.1K | Added |
| 8 | Ishares Tr | 54.2K | $5.55M | 3.9% | +5.0K | Added |
| 9 | Dimensional ETF Trust | 151.0K | $4.94M | 3.4% | +751 | Added |
| 10 | Pimco ETF Tr | 45.2K | $4.54M | 3.2% | +3.1K | Added |
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