Location: Lincoln, NE
CIK: 0001968890 · Show all filings
Period: Q1 2026 (← Previous) (Next →)
Filing Date: Apr 27, 2026
Total Value: $403M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 1,531,004 | $109M | 26.9% | $46.78 | — | US EQUITY MARKET | 25434V401 |
| IGIB | ISHARES TR | 809,747 | $43.09M | 10.7% | $52.00 | — | ISHS 5-10YR INVT | 464288638 |
| SPDW | SPDR INDEX SHS FDS | 651,133 | $29.72M | 7.4% | $30.74 | — | STATE STREET SPD | 78463X889 |
| SPSB | SPDR SERIES TRUST | 912,452 | $27.44M | 6.8% | $29.60 | — | STATE STREET SPD | 78464A474 |
| SPTI | SPDR SERIES TRUST | 866,477 | $24.83M | 6.2% | $28.37 | — | STATE STREET SPD | 78464A672 |
| BNDX | VANGUARD CHARLOTTE FDS | 475,934 | $22.87M | 5.7% | $48.21 | — | TOTAL INT BD ETF | 92203J407 |
| AVUV | AMERICAN CENTY ETF TR | 193,507 | $21.38M | 5.3% | $79.28 | — | US SML CP VALU | 025072877 |
| DFEM | DIMENSIONAL ETF TRUST | 487,786 | $16.85M | 4.2% | $24.88 | — | EMERGING MKTS CO | 25434V732 |
| AVUS | AMERICAN CENTY ETF TR | 134,767 | $14.98M | 3.7% | $73.42 | — | US EQT ETF | 025072885 |
| AVDV | AMERICAN CENTY ETF TR | 146,479 | $14.63M | 3.6% | $56.84 | — | INTL SMCP VLU | 025072802 |
| VNQ | VANGUARD INDEX FDS | 117,361 | $10.41M | 2.6% | $84.65 | — | REAL ESTATE ETF | 922908553 |
| MUNI | PIMCO ETF TR | 166,076 | $8.667M | 2.2% | $52.31 | — | INTER MUN BD ACT | 72201R866 |
| AVEM | AMERICAN CENTY ETF TR | 92,032 | $7.416M | 1.8% | $50.62 | — | AVANTIS EMGMKT | 025072604 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 12,118 | $5.807M | 1.4% | $328.81 | +50.1% | CL B NEW | 084670702 |
| AVDE | AMERICAN CENTY ETF TR | 51,461 | $4.366M | 1.1% | $53.76 | — | INTL EQT ETF | 025072703 |
| MUB | ISHARES TR | 29,874 | $3.171M | 0.8% | $105.57 | — | NATIONAL MUN ETF | 464288414 |
| AAPL | APPLE INC | 11,658 | $2.959M | 0.7% | $182.58 | +43.9% | COM | 037833100 |
| DFSU | DIMENSIONAL ETF TRUST | 53,949 | $2.217M | 0.6% | $39.52 | — | US SUSTAINABILTY | 25434V716 |
| SUSB | ISHARES TR | 86,206 | $2.161M | 0.5% | $24.02 | — | ESG AWRE 1 5 YR | 46435G243 |
| SPTM | SPDR SERIES TRUST | 25,023 | $1.978M | 0.5% | $71.91 | — | STATE STREET SPD | 78464A805 |
| JPM | JPMORGAN CHASE & CO | 6,694 | $1.969M | 0.5% | $219.92 | +41.6% | COM | 46625H100 |
| MSFT | MICROSOFT CORP | 5,076 | $1.879M | 0.5% | $274.00 | +58.6% | COM | 594918104 |
| DFSV | DIMENSIONAL ETF TRUST | 37,318 | $1.308M | 0.3% | $30.19 | — | US SMALL CAP VAL | 25434V815 |
| USB | US BANCORP | 24,530 | $1.276M | 0.3% | $36.85 | +53.7% | COM NEW | 902973304 |
| AVRE | AMERICAN CENTY ETF TR | 28,812 | $1.268M | 0.3% | $41.60 | — | REAL ESTATE ETF | 025072356 |
| XOM | EXXON MOBIL CORP | 6,820 | $1.157M | 0.3% | $99.80 | +39.0% | COM | 30231G102 |
| DFAE | DIMENSIONAL ETF TRUST | 31,426 | $1.064M | 0.3% | $21.95 | — | EMGR CRE EQT MNG | 25434V302 |
| DFSB | DIMENSIONAL ETF TRUST | 17,130 | $886K | 0.2% | $51.99 | — | GLOBAL SUSTAINA | 25434V674 |
| NVDA | NVIDIA CORPORATION | 5,037 | $879K | 0.2% | $113.07 | +65.1% | COM | 67066G104 |
| WFC | WELLS FARGO & CO | 10,738 | $855K | 0.2% | $43.89 | +105.1% | COM | 949746101 |
| GOOG | ALPHABET INC | 2,952 | $847K | 0.2% | $104.08 | +211.0% | CAP STK CL C | 02079K107 |
| DFSI | DIMENSIONAL ETF TRUST | 19,131 | $811K | 0.2% | $36.61 | — | INTERNATIONAL | 25434V690 |
| IWR | ISHARES TR | 7,823 | $761K | 0.2% | $75.12 | — | RUS MID CAP ETF | 464287499 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 1 | $718K | 0.2% | $448761.72 | +65.0% | CL A | 084670108 |
| VIG | VANGUARD SPECIALIZED FUNDS | 3,190 | $686K | 0.2% | $151.85 | — | DIV APP ETF | 921908844 |
| VTI | VANGUARD INDEX FDS | 2,088 | $670K | 0.2% | $262.16 | — | TOTAL STK MKT | 922908769 |
| VGIT | VANGUARD SCOTTSDALE FDS | 10,612 | $632K | 0.2% | $58.49 | — | INTER TERM TREAS | 92206C706 |
| DE | DEERE & CO | 1,032 | $581K | 0.1% | $369.25 | +49.3% | COM | 244199105 |
| MA | MASTERCARD INCORPORATED | 1,140 | $570K | 0.1% | $465.11 | +15.9% | CL A | 57636Q104 |
| PEP | PEPSICO INC | 3,400 | $528K | 0.1% | $149.54 | +3.5% | COM | 713448108 |
| DFAR | DIMENSIONAL ETF TRUST | 21,166 | $501K | 0.1% | $22.79 | — | US REAL ESTATE E | 25434V823 |
| DFSE | DIMENSIONAL ETF TRUST | 11,712 | $496K | 0.1% | $36.51 | — | EMERGING MARKETS | 25434V682 |
| MKL | MARKEL GROUP INC | 254 | $486K | 0.1% | $1237.05 | +68.0% | COM | 570535104 |
| ORCL | ORACLE CORP | 3,278 | $482K | 0.1% | $196.27 | -13.6% | COM | 68389X105 |
| JNJ | JOHNSON & JOHNSON | 1,936 | $473K | 0.1% | $183.23 | +24.4% | COM | 478160104 |
| AMZN | AMAZON COM INC | 2,150 | $448K | 0.1% | $203.38 | +11.5% | COM | 023135106 |
| IWM | ISHARES TR | 1,758 | $436K | 0.1% | $182.11 | — | RUSSELL 2000 ETF | 464287655 |
| VEA | VANGUARD TAX-MANAGED FDS | 6,586 | $422K | 0.1% | $60.22 | — | VAN FTSE DEV MKT | 921943858 |
| SPIB | SPDR SERIES TRUST | 11,531 | $387K | 0.1% | $31.88 | — | STATE STREET SPD | 78464A375 |
| DFIV | DIMENSIONAL ETF TRUST | 7,320 | $386K | 0.1% | $30.40 | — | INTERNATNAL VAL | 25434V807 |
| ELS | EQUITY LIFESTYLE PROPERTIES | 5,677 | $354K | 0.1% | $60.61 | — | COM | 29472R108 |
| WMT | WALMART INC | 2,745 | $341K | 0.1% | $72.48 | +68.4% | COM | 931142103 |
| VZ | VERIZON COMMUNICATIONS INC | 6,608 | $332K | 0.1% | $43.82 | 0.0% | COM | 92343V104 |
| QQQ | INVESCO QQQ TR | 536 | $309K | 0.1% | $614.31 | — | UNIT SER 1 | 46090E103 |
| GOOGL | ALPHABET INC | 987 | $284K | 0.1% | $209.20 | +54.5% | CAP STK CL A | 02079K305 |
| BOC | BOSTON OMAHA CORP | 24,215 | $283K | 0.1% | $13.98 | -11.4% | CL A COM STK | 101044105 |
| CSCO | CISCO SYS INC | 3,551 | $276K | 0.1% | $77.91 | 0.0% | COM | 17275R102 |
| UNP | UNION PAC CORP | 1,093 | $265K | 0.1% | $190.19 | +27.9% | COM | 907818108 |
| XLF | SELECT SECTOR SPDR TR | 5,227 | $258K | 0.1% | $45.32 | — | STATE STREET FIN | 81369Y605 |
| DFAT | DIMENSIONAL ETF TRUST | 4,113 | $257K | 0.1% | $52.33 | — | US TARGETED VLU | 25434V609 |
| VLO | VALERO ENERGY CORP | 1,000 | $247K | 0.1% | $190.06 | 0.0% | COM | 91913Y100 |
| ROK | ROCKWELL AUTOMATION INC | 681 | $244K | 0.1% | $289.01 | +42.0% | COM | 773903109 |
| IEI | ISHARES TR | 2,042 | $242K | 0.1% | $117.04 | — | 3 7 YR TREAS BD | 464288661 |
| GILD | GILEAD SCIENCES INC | 1,737 | $242K | 0.1% | $138.38 | 0.0% | COM | 375558103 |
| ETN | EATON CORP PLC | 664 | $237K | 0.1% | $306.71 | +15.3% | SHS | G29183103 |
| BAC | BANK AMERICA CORP | 4,836 | $236K | 0.1% | $45.27 | +18.5% | COM | 060505104 |
| SPY | STATE STR SPDR S&P 500 ETF T | 337 | $219K | 0.1% | $618.67 | — | TR UNIT | 78462F103 |
| IEFA | ISHARES TR | 2,418 | $219K | 0.1% | $83.48 | — | CORE MSCI EAFE | 46432F842 |
| NEE | NEXTERA ENERGY INC | 2,333 | $217K | 0.1% | $87.17 | 0.0% | COM | 65339F101 |
| PM | PHILIP MORRIS INTL INC | 1,300 | $215K | 0.1% | $175.91 | 0.0% | COM | 718172109 |
| XLK | SELECT SECTOR SPDR TR | 1,522 | $202K | 0.1% | $212.91 | — | STATE STREET TEC | 81369Y803 |