Location: Kearney, NE
CIK: 0002107566 · Show all filings
Period: Q1 2026 (Next →)
Filing Date: Apr 9, 2026
Total Value: $340M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 120,304 | $71.89M | 21.1% | $597.55 | $625.40 | -4.5% | S&P 500 ETF SHS | 922908363 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 56,110 | $34.61M | 10.2% | $616.76 | $633.70 | -2.7% | UTSER1 S&PDCRP | 78467Y107 |
| IWM | ISHARES TR | 119,078 | $29.53M | 8.7% | $248.00 | $257.95 | -3.9% | RUSSELL 2000 ETF | 464287655 |
| SPY | STATE STR SPDR S&P 500 ETF T | 25,481 | $16.57M | 4.9% | $650.34 | $679.90 | -4.3% | TR UNIT | 78462F103 |
| EFA | ISHARES TR | 128,251 | $12.46M | 3.7% | $97.13 | $100.05 | -2.9% | MSCI EAFE ETF | 464287465 |
| AGG | ISHARES TR | 119,100 | $11.82M | 3.5% | $99.27 | $100.05 | -0.8% | CORE US AGGBD ET | 464287226 |
| IWF | ISHARES TR | 24,681 | $10.52M | 3.1% | $426.41 * | $113.50 | -6.1% | RUS 1000 GRW ETF | 464287614 |
| IWD | ISHARES TR | 44,927 | $9.6M | 2.8% | $213.67 | $219.00 | -2.4% | RUS 1000 VAL ETF | 464287598 |
| IWO | ISHARES TR | 27,622 | $8.668M | 2.5% | $313.81 | $332.65 | -5.7% | RUS 2000 GRW ETF | 464287648 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 12 | $8.618M | 2.5% | $718140.00 | $736358.80 | -2.5% | CL A | 084670108 |
| VB | VANGUARD INDEX FDS | 32,681 | $8.56M | 2.5% | $261.92 | $270.62 | -3.2% | SMALL CP ETF | 922908751 |
| IJK | ISHARES TR | 82,207 | $8.272M | 2.4% | $100.62 | $102.73 | -2.1% | S&P MC 400GR ETF | 464287606 |
| IJJ | ISHARES TR | 61,348 | $8.129M | 2.4% | $132.50 | $136.95 | -3.2% | S&P MC 400VL ETF | 464287705 |
| IWN | ISHARES TR | 38,307 | $7.263M | 2.1% | $189.59 | $193.57 | -2.1% | RUS 2000 VAL ETF | 464287630 |
| PNC | PNC FINL SVCS GROUP INC | 33,813 | $7.036M | 2.1% | $208.09 | $217.77 | -4.4% | COM | 693475105 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 14,008 | $6.713M | 2.0% | $479.20 | $490.77 | -2.4% | CL B NEW | 084670702 |
| EEM | ISHARES TR | 103,598 | $5.883M | 1.7% | $56.79 | $58.82 | -3.4% | MSCI EMG MKT ETF | 464287234 |
| WFC | WELLS FARGO & CO | 62,119 | $4.945M | 1.5% | $79.61 | $85.75 | -7.2% | COM | 949746101 |
| IVV | ISHARES TR | 6,349 | $4.147M | 1.2% | $653.22 | $682.85 | -4.3% | CORE S&P500 ETF | 464287200 |
| BND | VANGUARD BD INDEX FDS | 52,120 | $3.838M | 1.1% | $73.64 | $74.19 | -0.7% | TOTAL BND MRKT | 921937835 |
| AAPL | APPLE INC | 13,001 | $3.299M | 1.0% | $253.78 | $260.16 | -2.4% | COM | 037833100 |
| SCHZ | SCHWAB STRATEGIC TR | 105,282 | $2.445M | 0.7% | $23.22 | $23.40 | -0.8% | US AGGREGATE B | 808524839 |
| SCHX | SCHWAB STRATEGIC TR | 91,609 | $2.349M | 0.7% | $25.64 | $26.82 | -4.4% | US LRG CAP ETF | 808524201 |
| IEFA | ISHARES TR | 25,536 | $2.312M | 0.7% | $90.53 | $93.33 | -3.0% | CORE MSCI EAFE | 46432F842 |
| AXP | AMERICAN EXPRESS CO | 7,520 | $2.275M | 0.7% | $302.48 | $335.29 | -9.8% | COM | 025816109 |
| IJH | ISHARES TR | 32,579 | $2.2M | 0.6% | $67.53 | $69.37 | -2.7% | CORE S&P MCP ETF | 464287507 |
| BKE | BUCKLE INC | 43,349 | $2.183M | 0.6% | $50.36 | $51.33 | -1.9% | COM | 118440106 |
| JNJ | JOHNSON & JOHNSON | 7,663 | $1.873M | 0.6% | $244.45 | $232.95 | +4.9% | COM | 478160104 |
| VTI | VANGUARD INDEX FDS | 5,755 | $1.846M | 0.5% | $320.83 | $335.51 | -4.4% | TOTAL STK MKT | 922908769 |
| JPM | JPMORGAN CHASE & CO | 6,091 | $1.792M | 0.5% | $294.18 | $303.48 | -3.1% | COM | 46625H100 |
| SCHM | SCHWAB STRATEGIC TR | 54,043 | $1.673M | 0.5% | $30.96 | $31.84 | -2.8% | US MID-CAP ETF | 808524508 |
| MSFT | MICROSOFT CORP | 4,199 | $1.554M | 0.5% | $370.16 | $417.92 | -11.4% | COM | 594918104 |
| SCHA | SCHWAB STRATEGIC TR | 52,032 | $1.513M | 0.4% | $29.08 | $29.98 | -3.0% | US SML CAP ETF | 808524607 |
| ETN | EATON CORP PLC | 4,216 | $1.508M | 0.4% | $357.67 | $355.83 | +0.5% | SHS | G29183103 |
| ACWX | ISHARES TR | 21,652 | $1.483M | 0.4% | $68.47 | $70.54 | -2.9% | MSCI ACWI EX US | 464288240 |
| IBDV | ISHARES TR | 65,985 | $1.444M | 0.4% | $21.89 | $22.05 | -0.7% | IBONDS DEC 2030 | 46436E726 |
| VO | VANGUARD INDEX FDS | 4,300 | $1.235M | 0.4% | $287.19 * | $74.30 | -3.4% | MID CAP ETF | 922908629 |
| AMZN | AMAZON COM INC | 5,192 | $1.081M | 0.3% | $208.27 | $220.17 | -5.4% | COM | 023135106 |
| IWB | ISHARES TR | 2,959 | $1.055M | 0.3% | $356.56 | $372.62 | -4.3% | RUS 1000 ETF | 464287622 |
| XLK | SELECT SECTOR SPDR TR | 7,304 | $971K | 0.3% | $132.90 | $140.92 | -5.7% | STATE STREET TEC | 81369Y803 |
| IBM | INTERNATIONAL BUSINESS MACHS | 3,932 | $953K | 0.3% | $242.39 | $269.89 | -10.2% | COM | 459200101 |
| UNP | UNION PAC CORP | 3,657 | $887K | 0.3% | $242.61 | $244.85 | -0.9% | COM | 907818108 |
| VBK | VANGUARD INDEX FDS | 2,915 | $881K | 0.3% | $302.25 | $314.30 | -3.8% | SML CP GRW ETF | 922908595 |
| GOOGL | ALPHABET INC | 2,945 | $847K | 0.2% | $287.58 | $314.25 | -8.5% | CAP STK CL A | 02079K305 |
| GOOG | ALPHABET INC | 2,748 | $788K | 0.2% | $286.88 | $314.20 | -8.7% | CAP STK CL C | 02079K107 |
| USB | US BANCORP | 15,070 | $784K | 0.2% | $52.01 | $54.96 | -5.4% | COM NEW | 902973304 |
| IBDR | ISHARES TR | 31,107 | $754K | 0.2% | $24.24 | $24.23 | +0.0% | IBONDS DEC2026 | 46435GAA0 |
| MCD | MCDONALDS CORP | 2,408 | $748K | 0.2% | $310.82 | $318.60 | -2.4% | COM | 580135101 |
| IEMG | ISHARES INC | 10,437 | $728K | 0.2% | $69.75 | $72.17 | -3.4% | CORE MSCI EMKT | 46434G103 |
| NVDA | NVIDIA CORPORATION | 4,124 | $719K | 0.2% | $174.40 | $183.57 | -5.0% | COM | 67066G104 |
| VBR | VANGUARD INDEX FDS | 3,283 | $713K | 0.2% | $217.25 | $223.55 | -2.8% | SM CP VAL ETF | 922908611 |
| SCHF | SCHWAB STRATEGIC TR | 28,251 | $699K | 0.2% | $24.75 | $25.44 | -2.7% | INTL EQTY ETF | 808524805 |
| IBDU | ISHARES TR | 29,750 | $692K | 0.2% | $23.26 | $23.39 | -0.6% | IBONDS DEC 29 | 46436E205 |
| XOM | EXXON MOBIL CORP | 3,989 | $677K | 0.2% | $169.67 | $145.92 | +16.3% | COM | 30231G102 |
| DE | DEERE & CO | 1,199 | $675K | 0.2% | $563.37 | $564.21 | -0.2% | COM | 244199105 |
| QQQ | INVESCO QQQ TR | 1,163 | $671K | 0.2% | $577.34 | $607.50 | -5.0% | UNIT SER 1 | 46090E103 |
| VV | VANGUARD INDEX FDS | 1,935 | $578K | 0.2% | $298.85 | $312.88 | -4.5% | LARGE CAP ETF | 922908637 |
| BAC | BANK AMERICA CORP | 11,293 | $551K | 0.2% | $48.75 | $51.60 | -5.5% | COM | 060505104 |
| VZ | VERIZON COMMUNICATIONS INC | 10,648 | $535K | 0.2% | $50.20 | $46.35 | +8.3% | COM | 92343V104 |
| HYG | ISHARES TR | 6,471 | $515K | 0.2% | $79.56 | $80.43 | -1.1% | IBOXX HI YD ETF | 464288513 |
| OEF | ISHARES TR | 1,611 | $512K | 0.2% | $318.11 | $335.22 | -5.1% | S&P 100 ETF | 464287101 |
| SCHE | SCHWAB STRATEGIC TR | 15,247 | $502K | 0.1% | $32.95 | $34.14 | -3.5% | EMRG MKTEQ ETF | 808524706 |
| SCHD | SCHWAB STRATEGIC TR | 16,013 | $491K | 0.1% | $30.68 | $30.34 | +1.1% | US DIVIDEND EQ | 808524797 |
| AVGO | BROADCOM INC | 1,429 | $442K | 0.1% | $309.51 | $329.05 | -5.9% | COM | 11135F101 |
| VWO | VANGUARD INTL EQUITY INDEX F | 7,619 | $412K | 0.1% | $54.05 | $56.02 | -3.5% | FTSE EMR MKT ETF | 922042858 |
| META | META PLATFORMS INC | 702 | $402K | 0.1% | $572.13 | $640.81 | -10.7% | CL A | 30303M102 |
| MA | MASTERCARD INCORPORATED | 723 | $361K | 0.1% | $499.66 | $526.55 | -5.1% | CL A | 57636Q104 |
| SCHG | SCHWAB STRATEGIC TR | 12,345 | $360K | 0.1% | $29.13 | $31.09 | -6.3% | US LCAP GR ETF | 808524300 |
| VEA | VANGUARD TAX-MANAGED FDS | 5,609 | $359K | 0.1% | $64.08 | $66.00 | -2.9% | VAN FTSE DEV MKT | 921943858 |
| IYW | ISHARES TR | 1,946 | $353K | 0.1% | $181.42 | $193.24 | -6.1% | U.S. TECH ETF | 464287721 |
| IVW | ISHARES TR | 2,998 | $339K | 0.1% | $113.11 | $120.27 | -6.0% | S&P 500 GRWT ETF | 464287309 |
| LOW | LOWES COS INC | 1,422 | $336K | 0.1% | $236.20 | $260.56 | -9.3% | COM | 548661107 |
| LRCX | LAM RESEARCH CORP | 1,557 | $333K | 0.1% | $213.66 | $223.72 | -4.5% | COM NEW | 512807306 |
| ABBV | ABBVIE INC | 1,517 | $330K | 0.1% | $217.49 | $221.56 | -1.8% | COM | 00287Y109 |
| PEP | PEPSICO INC | 2,090 | $324K | 0.1% | $155.25 | $155.85 | -0.4% | COM | 713448108 |
| SDY | SPDR SERIES TRUST | 2,017 | $294K | 0.1% | $145.94 | $149.00 | -2.1% | STATE STREET SPD | 78464A763 |
| IWR | ISHARES TR | 3,021 | $294K | 0.1% | $97.23 | $99.89 | -2.7% | RUS MID CAP ETF | 464287499 |
| ORCL | ORACLE CORP | 1,947 | $286K | 0.1% | $147.11 | $162.49 | -9.5% | COM | 68389X105 |
| TSLA | TESLA INC | 767 | $285K | 0.1% | $371.75 | $412.01 | -9.8% | COM | 88160R101 |
| TJX | TJX COS INC NEW | 1,764 | $282K | 0.1% | $159.70 | $155.53 | +2.7% | COM | 872540109 |
| AMP | AMERIPRISE FINL INC | 603 | $268K | 0.1% | $444.40 | $481.29 | -7.7% | COM | 03076C106 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 2,827 | $255K | 0.1% | $90.11 | $91.39 | -1.4% | COM | 74251V102 |
| MYCG | SSGA ACTIVE TR | 10,000 | $250K | 0.1% | $25.00 | $25.04 | -0.2% | STATE STREET MY | 78470P812 |
| VFH | VANGUARD WORLD FD | 2,068 | $250K | 0.1% | $120.81 | $127.52 | -5.3% | FINANCIALS ETF | 92204A405 |
| DVY | ISHARES TR | 1,631 | $247K | 0.1% | $151.41 | $151.02 | +0.3% | SELECT DIVID ETF | 464287168 |
| WMT | WALMART INC | 1,979 | $246K | 0.1% | $124.28 | $122.82 | +1.2% | COM | 931142103 |
| VOT | VANGUARD INDEX FDS | 921 | $237K | 0.1% | $257.35 | $274.43 | -6.2% | MCAP GR IDXVIP | 922908538 |
| ACWI | ISHARES TR | 1,678 | $232K | 0.1% | $138.36 | $143.74 | -3.7% | MSCI ACWI ETF | 464288257 |
| CMI | CUMMINS INC | 430 | $231K | 0.1% | $538.02 | $565.03 | -4.8% | COM | 231021106 |
| NBIS | NEBIUS GROUP N.V. | 2,222 | $231K | 0.1% | $103.76 | $99.84 | +3.9% | SHS CLASS A | N97284108 |
| LLY | ELI LILLY & CO | 246 | $226K | 0.1% | $919.77 | $1012.94 | -9.2% | COM | 532457108 |
| SPEM | SPDR INDEX SHS FDS | 4,809 | $226K | 0.1% | $46.91 | $48.72 | -3.7% | STATE STREET SPD | 78463X509 |
| COST | COSTCO WHOLESALE CORPORATION | 219 | $218K | 0.1% | $994.58 | $974.33 | +2.3% | COM | 22160K105 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 628 | $212K | 0.1% | $337.95 | $344.13 | -1.8% | SPONSORED ADS | 874039100 |