Wealth Management Nebraska portfolio

What changed this quarter

79 positions with a change (8 new, 40 added to, 25 trimmed, 6 sold); also, 1 entered through an IPO. 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• State Street SPDR P Int C Corp ETF+12%more sharesIncreased
  18.8% → 20.0%
• Vanguard S/t Corp Bond ETF−43%fewer sharesReduced
  1.5% → 0.8%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• State Street SPDR P Int C Corp ETFSPIB20.0%
• American Centy ETF TrAVUV12.0%
• American Centy ETF TrAVLV8.4%
• Dimensional ETF TrustDFIV7.2%
• Dimensional ETF TrustDFUS6.5%
• Dimensional ETF TrustDFAW6.4%
• Dimensional ETF TrustDFAS5.6%
• American Centy ETF TrAVDV5.6%
• STE Str SPDR PT S&P 500 ETFSPYM4.2%
• Dimensional ETF TrustDFUV3.3%
• State Street SPDR P AGG Bond ETFSPAB3.0%
• Dimensional ETF TrustDFAE2.5%
• Dimensional ETF TrustDFIS1.9%
• Dimensional ETF TrustDFGR1.6%
• Dimensional ETF TrustDFAT1.2%
• Vanguard Int-term Corporate ETFVCIT1.0%
• Vanguard S/t Corp Bond ETFVCSH0.8%
• American Centy ETF TrAVIV0.5%
• Vanguard International Equity Index FVT0.4%
• EA Series TrustBOXX0.4%
• iShares Core S&P 500 ETFIVV0.4%
• Berkshire HathawayBRK/B0.4%
• Ssga Active TrPRIV0.4%
• Philip Morris InternationalPM0.4%
• Invesco Nasdaq 100 ETFQQQM0.3%
• MicrosoftMSFT0.2%
• AppleAAPL0.2%
• iShares Russell Mid-cap Grow ETFIWP0.2%
• Vanguard Index FundsVTI0.2%
• NVIDIANVDA0.2%
• Vanguard High DVD Yield ETFVYM0.2%
• Texas InstrumentsTXN0.2%
• Exxon MobilXOM0.2%
• State Street SPDR P Long Term C ETFSPLB0.1%
• SPDR Gold Minishares Trust ETFGLDM0.1%
• State Street SPDR P St C Corp ETFSPSB0.1%
• State Str Spdr S&P 500 ETF TSPY0.1%
• AlphabetGOOGL · GOOG0.1%
• Vanguard Total Bond Market ETFBND0.1%
• Vanguard S&P 500 ETFVOO0.1%
• Amazon.comAMZN0.1%
• Vanguard Index FundsVO0.1%
• iShares Core S&P Small-cap E ETFIJR0.1%
• WalmartWMT0.1%
• Direxion Shares ETF TrustSPXL0.1%
• Invesco QQQ Trust Series 1 ETFQQQ0.1%
• American Centy ETF TrAVUS0.1%
• DeereDE0.1%
• Vanguard World FundMGK0.1%
• CaterpillarCAT0.1%
• Mondelez InternationalMDLZ0.1%
• Dimensional ETF TrustDFEV0.1%
• Vanguard Index FundsVBR0.1%
• Schwab US Large-cap Growth ETFSCHG0.1%
• AXON EnterpriseAXON0.1%
• Dimensional ETF TrustDFLV0.1%
• American Centy ETF TrAVIG0.1%
• Meta PlatformsMETA0.1%
• Dimensional ETF TrustDFEM0.1%
• Taiwan Semiconductor ManufacturingTSM0.1%
• Coca-ColaKO0.1%
• Vanguard Most Sm-cap ETF-usd ETFVB0.1%
• Vanguard Ftse Developed ETFVEAunder 0.1%
• Vanguard Intermediate-term B ETFBIVunder 0.1%
• SPDR Gold Shares ETFGLDunder 0.1%
• JPMorgan ChaseJPMunder 0.1%
• BroadcomAVGOunder 0.1%
• VisaVunder 0.1%
• Schwab Crypto Tnlp ETFSTCEunder 0.1%
• DFA Invt Dimensions Group Inunder 0.1%
• iShares National Muni Bond E ETFMUBunder 0.1%
• Sprott Active Gold & Silver ETFGBUGunder 0.1%
• Fidelity Wise Origin BitcoinFBTCunder 0.1%
• Vanguard International Equity Index FVWOunder 0.1%
• HubbellHUBBunder 0.1%
• Vanguard Mrngstar GR ETF-sui ETFVUGunder 0.1%
• Eli LillyLLYunder 0.1%
• State Street SPDR S&P 600 SC Val ETFSLYVunder 0.1%
• NucorNUEunder 0.1%
• SouthernSOunder 0.1%
• Nextera EnergyNEEunder 0.1%
• ChevronCVXunder 0.1%
• iShares U.s. Aerospace & DEF ETFITAunder 0.1%
• Invesco Exchange Traded Fund TXMMOunder 0.1%
• iShares Trust iShares ESG AW ETFESGDunder 0.1%
• ProShares Bitcoin ETF-usd ETFBITOunder 0.1%
• Schwab US Broad Market ETFSCHBunder 0.1%
• TeslaTSLAunder 0.1%
• Union PacificUNPunder 0.1%
• CSXCSXunder 0.1%
• Applied MaterialsAMATunder 0.1%
• MerckMRKunder 0.1%
• Johnson & JohnsonJNJunder 0.1%
• Emerson ElectricEMRunder 0.1%
• Vanguard Long-term Corp Bond ETFVCLTunder 0.1%
• American ExpressAXPunder 0.1%
• Valero EnergyVLOunder 0.1%
• Schwab US Large-cap Value ETFSCHVunder 0.1%
• Fifth Third BancorpFITBunder 0.1%