Location: Omaha, NE
CIK: 0001965176 · Show all filings
Period: Q4 2025 (← Previous) (Next →)
Filing Date: Jan 27, 2026
Total Value: $382M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 167,647 | $81.79M | 21.4% | $487.86 * | $49.41 | +64.6% | GROWTH ETF | 922908736 |
| IVV | ISHARES TR | 35,918 | $24.6M | 6.4% | $684.94 | $503.59 | +36.0% | CORE S&P500 ETF | 464287200 |
| ITOT | ISHARES TR | 113,989 | $16.95M | 4.4% | $148.69 | $91.62 | +62.3% | CORE S&P TTL STK | 464287150 |
| EVTR | MORGAN STANLEY ETF TRUST | 297,437 | $15.32M | 4.0% | $51.50 | $51.12 | +0.7% | EATON VANCE TOTA | 61774R841 |
| SCHX | SCHWAB STRATEGIC TR | 559,865 | $15.07M | 3.9% | $26.91 | $23.86 | +12.8% | US LRG CAP ETF | 808524201 |
| IWF | ISHARES TR | 28,695 | $13.58M | 3.6% | $473.30 * | $84.54 | +40.0% | RUS 1000 GRW ETF | 464287614 |
| IUSG | ISHARES TR | 72,558 | $12.19M | 3.2% | $167.94 | $102.22 | +64.3% | CORE S&P US GWT | 464287671 |
| VOE | VANGUARD INDEX FDS | 66,126 | $11.73M | 3.1% | $177.37 | $149.92 | +18.3% | MCAP VL IDXVIP | 922908512 |
| TPR | TAPESTRY INC | 78,129 | $9.983M | 2.6% | $127.77 | $104.00 | +22.9% | COM | 876030107 |
| SPYV | SPDR SERIES TRUST | 163,334 | $9.279M | 2.4% | $56.81 | $45.08 | +26.0% | STATE STREET SPD | 78464A508 |
| SCHD | SCHWAB STRATEGIC TR | 313,559 | $8.601M | 2.3% | $27.43 | $26.49 | +3.6% | US DIVIDEND EQ | 808524797 |
| VTI | VANGUARD INDEX FDS | 24,581 | $8.241M | 2.2% | $335.27 | $220.04 | +52.4% | TOTAL STK MKT | 922908769 |
| IWP | ISHARES TR | 59,016 | $8.082M | 2.1% | $136.94 | $103.75 | +32.0% | RUS MD CP GR ETF | 464287481 |
| UNP | UNION PAC CORP | 33,078 | $7.652M | 2.0% | $231.32 | $223.12 | +3.7% | COM | 907818108 |
| SLYV | SPDR SERIES TRUST | 82,705 | $7.524M | 2.0% | $90.97 | $81.09 | +12.2% | STATE STREET SPD | 78464A300 |
| SCHA | SCHWAB STRATEGIC TR | 251,171 | $7.153M | 1.9% | $28.48 | $25.02 | +13.8% | US SML CAP ETF | 808524607 |
| VTV | VANGUARD INDEX FDS | 28,462 | $5.436M | 1.4% | $190.99 | $138.93 | +37.5% | VALUE ETF | 922908744 |
| BOC | BOSTON OMAHA CORP | 435,744 | $5.39M | 1.4% | $12.37 | $13.43 | -7.9% | CL A COM STK | 101044105 |
| IUSV | ISHARES TR | 51,609 | $5.292M | 1.4% | $102.54 | $71.31 | +43.8% | CORE S&P US VLU | 464287663 |
| AAPL | APPLE INC | 17,979 | $4.888M | 1.3% | $271.85 | $196.03 | +38.7% | COM | 037833100 |
| IWN | ISHARES TR | 26,634 | $4.826M | 1.3% | $181.21 | $146.88 | +23.4% | RUS 2000 VAL ETF | 464287630 |
| IWO | ISHARES TR | 12,880 | $4.16M | 1.1% | $323.01 | $234.39 | +37.8% | RUS 2000 GRW ETF | 464287648 |
| BND | VANGUARD BD INDEX FDS | 52,406 | $3.882M | 1.0% | $74.07 | $72.58 | +2.0% | TOTAL BND MRKT | 921937835 |
| VBR | VANGUARD INDEX FDS | 18,293 | $3.874M | 1.0% | $211.78 | $178.63 | +18.6% | SM CP VAL ETF | 922908611 |
| BKE | BUCKLE INC | 61,439 | $3.282M | 0.9% | $53.42 * | $50.44 | -0.5% | COM | 118440106 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 6,305 | $3.169M | 0.8% | $502.68 | $373.70 | +34.5% | CL B NEW | 084670702 |
| SCHF | SCHWAB STRATEGIC TR | 130,872 | $3.146M | 0.8% | $24.04 | $23.16 | +3.8% | INTL EQTY ETF | 808524805 |
| META | META PLATFORMS INC | 4,607 | $3.042M | 0.8% | $660.19 | $699.80 | -5.7% | CL A | 30303M102 |
| IJT | ISHARES TR | 19,973 | $2.819M | 0.7% | $141.16 | $122.18 | +15.5% | S&P SML 600 GWT | 464287887 |
| MSFT | MICROSOFT CORP | 5,384 | $2.604M | 0.7% | $483.65 | $413.73 | +16.9% | COM | 594918104 |
| SCHM | SCHWAB STRATEGIC TR | 85,435 | $2.569M | 0.7% | $30.07 | $28.91 | +4.0% | US MID-CAP ETF | 808524508 |
| SPYG | SPDR SERIES TRUST | 23,020 | $2.456M | 0.6% | $106.70 | $75.15 | +42.0% | STATE STREET SPD | 78464A409 |
| AMZN | AMAZON COM INC | 10,595 | $2.446M | 0.6% | $230.82 | $167.27 | +38.0% | COM | 023135106 |
| SPMD | SPDR SERIES TRUST | 40,414 | $2.34M | 0.6% | $57.91 | $49.82 | +16.2% | STATE STREET SPD | 78464A847 |
| NVDA | NVIDIA CORPORATION | 12,032 | $2.244M | 0.6% | $186.50 | $127.68 | +46.1% | COM | 67066G104 |
| VOT | VANGUARD INDEX FDS | 7,947 | $2.218M | 0.6% | $279.14 | $216.86 | +28.7% | MCAP GR IDXVIP | 922908538 |
| VEA | VANGUARD TAX-MANAGED FDS | 34,671 | $2.166M | 0.6% | $62.47 | $45.94 | +36.0% | VAN FTSE DEV MKT | 921943858 |
| SPTM | SPDR SERIES TRUST | 25,004 | $2.063M | 0.5% | $82.50 | $53.19 | +55.1% | STATE STREET SPD | 78464A805 |
| SPY | SPDR S&P 500 ETF TR | 2,940 | $2.005M | 0.5% | $681.82 | $503.98 | +35.3% | TR UNIT | 78462F103 |
| SPDW | SPDR INDEX SHS FDS | 44,481 | $1.975M | 0.5% | $44.41 | $32.54 | +36.5% | PORTFOLIO DEVLPD | 78463X889 |
| MDYV | SPDR SERIES TRUST | 23,225 | $1.966M | 0.5% | $84.65 | $68.45 | +23.7% | STATE STREET SPD | 78464A839 |
| SCHE | SCHWAB STRATEGIC TR | 59,995 | $1.965M | 0.5% | $32.75 | $32.55 | +0.6% | EMRG MKTEQ ETF | 808524706 |
| GOOGL | ALPHABET INC | 6,269 | $1.962M | 0.5% | $312.97 | $230.08 | +36.0% | CAP STK CL A | 02079K305 |
| SCHG | SCHWAB STRATEGIC TR | 57,498 | $1.876M | 0.5% | $32.62 | $26.69 | +22.2% | US LCAP GR ETF | 808524300 |
| VO | VANGUARD INDEX FDS | 6,299 | $1.828M | 0.5% | $290.20 * | $51.73 | +40.3% | MID CAP ETF | 922908629 |
| VTEB | VANGUARD MUN BD FDS | 34,127 | $1.716M | 0.4% | $50.29 | $49.55 | +1.5% | TAX EXEMPT BD | 922907746 |
| SLYG | SPDR SERIES TRUST | 16,125 | $1.519M | 0.4% | $94.19 | $84.36 | +11.6% | STATE STREET SPD | 78464A201 |
| TSLA | TESLA INC | 2,961 | $1.332M | 0.3% | $449.76 | $262.21 | +71.5% | COM | 88160R101 |
| MA | MASTERCARD INCORPORATED | 2,305 | $1.316M | 0.3% | $570.97 | $572.90 | -0.4% | CL A | 57636Q104 |
| DFAS | DIMENSIONAL ETF TRUST | 18,354 | $1.279M | 0.3% | $69.67 | $61.21 | +13.8% | US SMALL CAP ETF | 25434V500 |
| IEFA | ISHARES TR | 14,134 | $1.264M | 0.3% | $89.46 | $60.01 | +49.1% | CORE MSCI EAFE | 46432F842 |
| SPGI | S&P GLOBAL INC | 2,273 | $1.188M | 0.3% | $522.54 | $533.00 | -2.0% | COM | 78409V104 |
| AGG | ISHARES TR | 11,836 | $1.182M | 0.3% | $99.88 | $97.95 | +2.0% | CORE US AGGBD ET | 464287226 |
| AVGO | BROADCOM INC | 3,382 | $1.171M | 0.3% | $346.15 | $294.58 | +17.5% | COM | 11135F101 |
| VBK | VANGUARD INDEX FDS | 3,461 | $1.046M | 0.3% | $302.09 | $253.60 | +19.1% | SML CP GRW ETF | 922908595 |
| VGK | VANGUARD INTL EQUITY INDEX F | 12,229 | $1.022M | 0.3% | $83.61 | $78.32 | +6.8% | FTSE EUROPE ETF | 922042874 |
| GOOG | ALPHABET INC | 3,251 | $1.02M | 0.3% | $313.79 | $181.02 | +73.4% | CAP STK CL C | 02079K107 |
| IJH | ISHARES TR | 14,570 | $962K | 0.3% | $66.00 | $60.33 | +9.4% | CORE S&P MCP ETF | 464287507 |
| SPYM | SPDR SERIES TRUST | 11,465 | $920K | 0.2% | $80.22 | $56.40 | +42.2% | STATE STREET SPD | 78464A854 |
| TMO | THERMO FISHER SCIENTIFIC INC | 1,446 | $838K | 0.2% | $579.32 | $470.68 | +23.1% | COM | 883556102 |
| IEMG | ISHARES INC | 12,334 | $829K | 0.2% | $67.22 | $50.24 | +33.8% | CORE MSCI EMKT | 46434G103 |
| VV | VANGUARD INDEX FDS | 2,595 | $817K | 0.2% | $314.74 | $245.88 | +28.0% | LARGE CAP ETF | 922908637 |
| JIRE | J P MORGAN EXCHANGE TRADED F | 10,813 | $810K | 0.2% | $74.88 | $70.42 | +6.3% | INTRNL RES EQT | 46641Q134 |
| MUB | ISHARES TR | 6,971 | $747K | 0.2% | $107.12 | $104.00 | +3.0% | NATIONAL MUN ETF | 464288414 |
| VWO | VANGUARD INTL EQUITY INDEX F | 13,477 | $725K | 0.2% | $53.76 | $43.07 | +24.8% | FTSE EMR MKT ETF | 922042858 |
| SGOV | ISHARES TR | 6,911 | $694K | 0.2% | $100.37 | $100.53 | -0.1% | 0-3 MNTH TREASRY | 46436E718 |
| IWS | ISHARES TR | 4,895 | $691K | 0.2% | $141.06 | $113.00 | +24.8% | RUS MDCP VAL ETF | 464287473 |
| VGT | VANGUARD WORLD FD | 900 | $679K | 0.2% | $754.18 * | $62.87 | +49.9% | INF TECH ETF | 92204A702 |
| BINC | BLACKROCK ETF TRUST II | 12,686 | $669K | 0.2% | $52.77 | $52.18 | +1.1% | ISHARES FLEXIBLE | 092528603 |
| SCHC | SCHWAB STRATEGIC TR | 13,437 | $612K | 0.2% | $45.53 | $45.32 | +0.5% | INTL SCEQT ETF | 808524888 |
| IGIB | ISHARES TR | 11,226 | $605K | 0.2% | $53.88 | $54.05 | -0.3% | ISHS 5-10YR INVT | 464288638 |
| QQQ | INVESCO QQQ TR | 933 | $573K | 0.2% | $614.57 | $514.30 | +19.4% | UNIT SER 1 | 46090E103 |
| V | VISA INC | 1,584 | $556K | 0.1% | $350.76 | $343.21 | +2.2% | COM CL A | 92826C839 |
| JPM | JPMORGAN CHASE & CO. | 1,665 | $536K | 0.1% | $322.09 | $276.44 | +16.6% | COM | 46625H100 |
| SPEM | SPDR INDEX SHS FDS | 11,376 | $532K | 0.1% | $46.81 | $41.29 | +13.4% | PORTFOLIO EMG MK | 78463X509 |
| IWR | ISHARES TR | 5,306 | $511K | 0.1% | $96.26 | $69.34 | +38.8% | RUS MID CAP ETF | 464287499 |
| VB | VANGUARD INDEX FDS | 1,864 | $481K | 0.1% | $257.98 | $240.82 | +7.1% | SMALL CP ETF | 922908751 |
| VGIT | VANGUARD SCOTTSDALE FDS | 7,920 | $475K | 0.1% | $59.93 | $58.90 | +1.7% | INTER TERM TREAS | 92206C706 |
| VYM | VANGUARD WHITEHALL FDS | 3,186 | $457K | 0.1% | $143.50 | $130.03 | +10.4% | HIGH DIV YLD | 921946406 |
| XLK | SELECT SECTOR SPDR TR | 3,143 | $452K | 0.1% | $143.96 | $128.46 | +12.1% | STATE STREET TEC | 81369Y803 |
| SCHK | SCHWAB STRATEGIC TR | 12,759 | $418K | 0.1% | $32.80 | $27.70 | +18.4% | 1000 INDEX ETF | 808524722 |
| WMT | WALMART INC | 3,500 | $390K | 0.1% | $111.39 | $98.58 | +13.0% | COM | 931142103 |
| VCIT | VANGUARD SCOTTSDALE FDS | 4,228 | $354K | 0.1% | $83.76 | $82.17 | +1.9% | INT-TERM CORP | 92206C870 |
| VOO | VANGUARD INDEX FDS | 552 | $346K | 0.1% | $627.01 | $528.29 | +18.7% | S&P 500 ETF SHS | 922908363 |
| DIA | SPDR DOW JONES INDL AVERAGE | 645 | $310K | 0.1% | $480.87 | $451.13 | +6.5% | UT SER 1 | 78467X109 |
| GS | GOLDMAN SACHS GROUP INC | 345 | $304K | 0.1% | $880.12 | $813.35 | +8.1% | COM | 38141G104 |
| JNJ | JOHNSON & JOHNSON | 1,432 | $296K | 0.1% | $207.04 | $173.60 | +19.2% | COM | 478160104 |
| PRE | PRENETICS GLOBAL LTD | 18,207 | $287K | 0.1% | $15.75 | $6.82 | +130.9% | SHS NEW | G72245122 |
| IJR | ISHARES TR | 2,348 | $282K | 0.1% | $120.17 | $119.59 | +0.5% | CORE S&P SCP ETF | 464287804 |
| BKNG | BOOKING HOLDINGS INC | 50 | $267K | 0.1% | $5337.46 | $5137.84 | +4.2% | COM | 09857L108 |
| PH | PARKER-HANNIFIN CORP | 302 | $266K | 0.1% | $879.47 | $817.77 | +7.5% | COM | 701094104 |
| HD | HOME DEPOT INC | 737 | $254K | 0.1% | $344.00 | $359.42 | -4.3% | COM | 437076102 |
| ISRG | INTUITIVE SURGICAL INC | 438 | $248K | 0.1% | $566.84 | $532.37 | +6.4% | COM NEW | 46120E602 |
| SBUX | STARBUCKS CORP | 2,890 | $243K | 0.1% | $84.18 | $85.28 | -1.3% | COM | 855244109 |
| TJX | TJX COS INC NEW | 1,566 | $241K | 0.1% | $153.61 | $147.70 | +4.0% | COM | 872540109 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 792 | $241K | 0.1% | $303.71 | $245.59 | +23.7% | SPONSORED ADS | 874039100 |
| XLV | SELECT SECTOR SPDR TR | 1,536 | $238K | 0.1% | $154.83 | $135.68 | +14.1% | STATE STREET HEA | 81369Y209 |
| LLY | ELI LILLY & CO | 198 | $213K | 0.1% | $1075.96 | $955.55 | +12.5% | COM | 532457108 |
| IJK | ISHARES TR | 2,158 | $209K | 0.1% | $96.90 | $94.26 | +2.8% | S&P MC 400GR ETF | 464287606 |
| PLTR | PALANTIR TECHNOLOGIES INC | 1,163 | $207K | 0.1% | $177.68 | $181.03 | -1.8% | CL A | 69608A108 |
| VSS | VANGUARD INTL EQUITY INDEX F | 1,436 | $206K | 0.1% | $143.30 | $123.36 | +16.2% | FTSE SMCAP ETF | 922042718 |
| IWM | ISHARES TR | 827 | $203K | 0.1% | $246.04 | $245.85 | +0.1% | RUSSELL 2000 ETF | 464287655 |
| COST | COSTCO WHSL CORP NEW | 233 | $201K | 0.1% | $860.67 | $905.73 | -4.8% | COM | 22160K105 |