Location: Lincoln, NE
CIK: 0001968890 · Show all filings
Period: Q3 2025 (← Previous) (Next →)
Filing Date: Oct 31, 2025
Total Value: $379M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 1,495,008 | $108M | 28.6% | $46.06 | — | US EQUITY MARKET | 25434V401 |
| IGIB | ISHARES TR | 740,520 | $40.05M | 10.6% | $51.86 | — | ISHS 5-10YR INVT | 464288638 |
| SPDW | SPDR INDEX SHS FDS | 663,535 | $28.39M | 7.5% | $30.74 | — | PORTFOLIO DEVLPD | 78463X889 |
| SPSB | SPDR SERIES TRUST | 816,255 | $24.72M | 6.5% | $29.54 | — | PORTFOLIO SHORT | 78464A474 |
| SPTI | SPDR SERIES TRUST | 799,735 | $23.11M | 6.1% | $28.34 | — | PORTFLI INTRMDIT | 78464A672 |
| BNDX | VANGUARD CHARLOTTE FDS | 421,253 | $20.84M | 5.5% | $48.21 | — | TOTAL INT BD ETF | 92203J407 |
| AVUV | AMERICAN CENTY ETF TR | 190,665 | $18.98M | 5.0% | $78.94 | — | US SML CP VALU | 025072877 |
| DFEM | DIMENSIONAL ETF TRUST | 504,148 | $16.17M | 4.3% | $24.88 | — | EMERGING MKTS CO | 25434V732 |
| AVUS | AMERICAN CENTY ETF TR | 132,085 | $14.36M | 3.8% | $72.94 | — | US EQT ETF | 025072885 |
| AVDV | AMERICAN CENTY ETF TR | 160,846 | $14.32M | 3.8% | $56.84 | — | INTL SMCP VLU | 025072802 |
| VNQ | VANGUARD INDEX FDS | 107,483 | $9.826M | 2.6% | $84.28 | — | REAL ESTATE ETF | 922908553 |
| AVEM | AMERICAN CENTY ETF TR | 96,273 | $7.231M | 1.9% | $50.62 | — | AVANTIS EMGMKT | 025072604 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 12,305 | $6.186M | 1.6% | $328.81 | +47.3% | CL B NEW | 084670702 |
| MUNI | PIMCO ETF TR | 98,474 | $5.148M | 1.4% | $52.35 | — | INTER MUN BD ACT | 72201R866 |
| AVDE | AMERICAN CENTY ETF TR | 53,341 | $4.209M | 1.1% | $53.76 | — | INTL EQT ETF | 025072703 |
| MUB | ISHARES TR | 29,737 | $3.167M | 0.8% | $105.57 | — | NATIONAL MUN ETF | 464288414 |
| AAPL | APPLE INC | 12,017 | $3.06M | 0.8% | $182.58 | +23.6% | COM | 037833100 |
| MSFT | MICROSOFT CORP | 5,237 | $2.713M | 0.7% | $274.00 | +85.7% | COM | 594918104 |
| SUSB | ISHARES TR | 82,991 | $2.1M | 0.6% | $23.97 | — | ESG AWRE 1 5 YR | 46435G243 |
| SPTM | SPDR SERIES TRUST | 25,100 | $2.024M | 0.5% | $71.91 | — | PORTFOLI S&P1500 | 78464A805 |
| DFSU | DIMENSIONAL ETF TRUST | 47,461 | $2.016M | 0.5% | $39.09 | — | US SUSTAINABILTY | 25434V716 |
| JPM | JPMORGAN CHASE & CO. | 3,781 | $1.193M | 0.3% | $138.50 | +113.7% | COM | 46625H100 |
| USB | US BANCORP DEL | 24,637 | $1.191M | 0.3% | $36.85 | +25.8% | COM NEW | 902973304 |
| AVRE | AMERICAN CENTY ETF TR | 26,637 | $1.185M | 0.3% | $41.42 | — | REAL ESTATE ETF | 025072356 |
| DFSV | DIMENSIONAL ETF TRUST | 32,265 | $1.027M | 0.3% | $29.43 | — | US SMALL CAP VAL | 25434V815 |
| DFAE | DIMENSIONAL ETF TRUST | 31,663 | $998K | 0.3% | $21.95 | — | EMGR CRE EQT MNG | 25434V302 |
| WFC | WELLS FARGO CO NEW | 11,257 | $944K | 0.2% | $41.66 | +93.2% | COM | 949746101 |
| NVDA | NVIDIA CORPORATION | 5,007 | $934K | 0.2% | $113.07 | +54.1% | COM | 67066G104 |
| DFSB | DIMENSIONAL ETF TRUST | 16,989 | $905K | 0.2% | $52.00 | — | GLOBAL SUSTAINA | 25434V674 |
| VIG | VANGUARD SPECIALIZED FUNDS | 3,904 | $842K | 0.2% | $151.85 | — | DIV APP ETF | 921908844 |
| IWR | ISHARES TR | 7,823 | $755K | 0.2% | $75.12 | — | RUS MID CAP ETF | 464287499 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 1 | $754K | 0.2% | $448761.72 | +62.0% | CL A | 084670108 |
| XOM | EXXON MOBIL CORP | 6,680 | $753K | 0.2% | $98.98 | +10.8% | COM | 30231G102 |
| DFSI | DIMENSIONAL ETF TRUST | 17,665 | $723K | 0.2% | $36.09 | — | INTERNATIONAL | 25434V690 |
| GOOG | ALPHABET INC | 2,877 | $701K | 0.2% | $98.35 | +113.4% | CAP STK CL C | 02079K107 |
| VTI | VANGUARD INDEX FDS | 2,087 | $685K | 0.2% | $262.16 | — | TOTAL STK MKT | 922908769 |
| MA | MASTERCARD INCORPORATED | 1,085 | $617K | 0.2% | $461.72 | +24.2% | CL A | 57636Q104 |
| VGIT | VANGUARD SCOTTSDALE FDS | 10,029 | $602K | 0.2% | $58.43 | — | INTER TERM TREAS | 92206C706 |
| DFAR | DIMENSIONAL ETF TRUST | 21,166 | $505K | 0.1% | $22.79 | — | US REAL ESTATE E | 25434V823 |
| DE | DEERE & CO | 1,097 | $502K | 0.1% | $369.25 | +32.6% | COM | 244199105 |
| MKL | MARKEL GROUP INC | 254 | $485K | 0.1% | $1237.05 | +58.5% | COM | 570535104 |
| DFSE | DIMENSIONAL ETF TRUST | 11,043 | $454K | 0.1% | $35.81 | — | EMERGING MARKETS | 25434V682 |
| IWM | ISHARES TR | 1,758 | $425K | 0.1% | $182.11 | — | RUSSELL 2000 ETF | 464287655 |
| SPIB | SPDR SERIES TRUST | 11,531 | $391K | 0.1% | $31.88 | — | PORTFOLIO INTRMD | 78464A375 |
| DFIV | DIMENSIONAL ETF TRUST | 7,651 | $353K | 0.1% | $30.40 | — | INTERNATNAL VAL | 25434V807 |
| BOC | BOSTON OMAHA CORP | 22,515 | $294K | 0.1% | $14.05 | -4.4% | CL A COM STK | 101044105 |
| WMT | WALMART INC | 2,745 | $283K | 0.1% | $72.48 | +36.9% | COM | 931142103 |
| XLF | SELECT SECTOR SPDR TR | 5,227 | $282K | 0.1% | $45.32 | — | FINANCIAL | 81369Y605 |
| AMZN | AMAZON COM INC | 1,269 | $279K | 0.1% | $186.80 | +21.2% | COM | 023135106 |
| UNP | UNION PAC CORP | 1,093 | $258K | 0.1% | $190.19 | +17.3% | COM | 907818108 |
| BAC | BANK AMERICA CORP | 4,836 | $249K | 0.1% | $42.83 | +12.9% | COM | 060505104 |
| ETN | EATON CORP PLC | 664 | $249K | 0.1% | $306.71 | +18.4% | SHS | G29183103 |
| IEI | ISHARES TR | 2,042 | $244K | 0.1% | $117.04 | — | 3 7 YR TREAS BD | 464288661 |
| GOOGL | ALPHABET INC | 987 | $240K | 0.1% | $209.20 | 0.0% | CAP STK CL A | 02079K305 |
| DFAT | DIMENSIONAL ETF TRUST | 4,113 | $239K | 0.1% | $52.33 | — | US TARGETED VLU | 25434V609 |
| SPY | SPDR S&P 500 ETF TR | 337 | $225K | 0.1% | $618.67 | — | TR UNIT | 78462F103 |
| ROK | ROCKWELL AUTOMATION INC | 631 | $221K | 0.1% | $282.18 | +21.7% | COM | 773903109 |
| SHOP | SHOPIFY INC | 1,480 | $220K | 0.1% | $135.57 | 0.0% | CL A SUB VTG SHS | 82509L107 |
| VEA | VANGUARD TAX-MANAGED FDS | 3,596 | $215K | 0.1% | $57.01 | — | VAN FTSE DEV MKT | 921943858 |
| XLK | SELECT SECTOR SPDR TR | 761 | $214K | 0.1% | $281.86 | — | TECHNOLOGY | 81369Y803 |
| IEFA | ISHARES TR | 2,418 | $211K | 0.1% | $83.48 | — | CORE MSCI EAFE | 46432F842 |
| JNJ | JOHNSON & JOHNSON | 1,110 | $206K | 0.1% | $169.51 | 0.0% | COM | 478160104 |