Titelia

Holdings of Wealth Management Nebraska

93 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 81.9 % of the equity sleeve

Sector breakdown

  • Technology 0.9 %
  • Funds 0.7 %
  • Financials 0.7 %
  • Consumer staples 0.6 %
  • Industrials 0.3 %
  • Communication 0.2 %
  • Consumer discretionary 0.2 %
  • Utilities 0.1 %
  • Energy 0.1 %
  • Unattributed 96.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US92906.8M $99.95 %
2TW1441.4K $0.05 %

Positions

RankCompanySharesValueWeight
1State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 5,842,882196M $
2Avantis US Small Cap Equity ETF 1,089,651120.4M $
3Avantis US Large Cap Value ETF 937,71375.6M $
4Dimensional International Value ETF 1,328,12170.1M $
5Dimensional ETF Trust 835,25459.2M $
6Avantis International Small Cap Value ETF 565,04456.4M $
7Dimensional U S Small Cap ETF 750,35753.4M $
8SPDR Series Trust 544,53141.7M $
9State Street SPDR Portfolio Ag 1,420,13736.4M $
10DFA Dimensional US Marketwide Value ETF 706,85334.3M $
11Dimensional ETF Trust 675,63022.9M $
12Dimensional International Smal 530,36017.9M $
13VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 221,95517.6M $
14Dimensional U S Targeted Value ETF 214,98613.4M $
15Vanguard Intermediate-Term Corporate Bond ETF 128,02010.6M $
16Vanguard Total World Stock ETF 60,2658.3M $
17Avantis International Large Cap Value ETF 72,8155.4M $
18Berkshire Hathaway Inc 9,2664.4M $
19iShares Core S&P 500 ETF 6,2054.1M $
20Alpha Architect 1-3 Month Box 34,6554M $
21Philip Morris International Inc. 21,1343.5M $
22SPDR Series Trust 84,5352.5M $
23INVESCO EXCHANGE-TRADED FUND TRUST II 10,4282.5M $
24State Street SPDR Portfolio Short Term Treasury ETF 25,4802.4M $
25iShares Trust 18,3102.3M $
26Apple Inc 8,1852.1M $
27Microsoft Corp 5,3112M $
28Vanguard High Dividend Yield E 12,7861.9M $
29NVIDIA Corp 9,1121.6M $
30Walmart Inc 12,2931.5M $
31State Street SPDR S&P 500 ETF Trust 2,0891.4M $
32Vanguard Total Stock Market ETF 4,1581.3M $
33Texas Instruments Inc 6,7731.3M $
34iShares Core S&P Small-Cap ETF 9,5651.2M $
35Vanguard S&P 500 ETF 1,8981.1M $
36Vanguard Mid-Cap ETF 3,7061.1M $
37Amazon.com Inc 4,549947.4K $
38Invesco QQQ Trust Series 1 1,606927.1K $
39Vanguard Total Bond Market ETF 11,719863K $
40Avantis US Equity ETF 7,566841.2K $
41Axon Enterprise Inc 1,933820.9K $
42Mondelez International Inc 13,376771K $
43Caterpillar Inc 1,039736.2K $
44Alphabet Inc 2,456706.3K $
45Vanguard Index Funds 3,016655.2K $
46Avantis Core Fixed Income ETF 15,470642.6K $
47Vanguard Mega Cap Growth ETF 1,740639.6K $
48Dimensional Emerging Markets V 17,277618.2K $
49SPDR Gold Shares 1,401602.8K $
50Exxon Mobil Corp 3,420580.4K $
51Dimensional ETF Trust 16,194578.3K $
52Vanguard Bond Index Funds 7,417572.4K $
53Visa Inc 1,858561.7K $
54iShares National Muni Bond ETF 5,207552.7K $
55Meta Platforms Inc 937536.1K $
56Vanguard FTSE Developed Markets ETF 8,358535.6K $
57Vanguard Small-Cap ETF 2,008525.9K $
58Direxion Shares ETF Trust 8,080509.8K $
59Alphabet Inc 1,644471.6K $
60JPMorgan Chase & Co 1,532450.7K $
61Schwab U.S. Large-Cap ETF 15,389448.3K $
62Taiwan Semiconductor Manufacturing Co Ltd 1,306441.4K $
63NextEra Energy Inc 4,707437.2K $
64Southern Co/The 4,494433.8K $
65Hubbell Inc 852418.1K $
66Dimensional ETF Trust 16,615392.9K $
67Broadcom Inc 1,259389.7K $
68Vanguard International Equity Index Funds 7,129385.3K $
69Chevron Corp 1,819376.4K $
70Vanguard Tax-Exempt Bond Index ETF 7,397369K $
71SPDR SERIES TRUST 3,833362.5K $
72iShares Trust 1,509330.1K $
73Schwab Strategic Trust 5,976310.7K $
74Eli Lilly & Co 328301.7K $
75iShares ESG Aware MSCI EAFE ETF 3,111297.5K $
76Invesco S&P MidCap Momentum ET 1,954283.4K $
77ProShares Bitcoin ETF 29,331273.1K $
78Fidelity Wise Origin Bitcoin Fund 4,585270.7K $
79Vanguard Growth ETF 606264.7K $
80Bank of America Corp 5,328259.7K $
81Home Depot Inc/The 788259.2K $
82Tesla Inc 691256.9K $
83Equifax Inc 1,399251.9K $
84CSX Corp 5,706234.2K $
85American Express Co 768232.3K $
86Oracle Corp 1,561229.7K $
87Nucor Corp 1,293218.6K $
88Duke Energy Corp 1,661217.6K $
89Constellation Energy Corp. 744207.8K $
90Schwab Strategic Trust 6,798207.3K $
91Fifth Third Bancorp 4,394204.2K $
92Emerson Electric Co. 1,549203K $
93QuantumScape Corp 20,989133.9K $