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Home > Institutional Investor > Wealth Management Nebraska > Profile

Instuitional Investor - Wealth Management Nebraska

Fund Profile
Filing Period:
Fund Name: Wealth Management Nebraska
Portfolio Value $1,141,096,003
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 7,069,823 $228,213,896 20%
2.
American Centy Etf Tr
 1,162,492 $136,906,785 12%
3.
American Centy Etf Tr
 1,065,353 $96,350,568 8.44%
4.
Dimensional Etf Trust
 DFAC 1,467,288 $81,962,739 7.18%
5.
Dimensional Etf Trust
 DFAC 898,692 $74,618,431 6.54%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.