Location: Kearney, NE
CIK: 0002107566 · Show all filings
Period: Q2 2026 (← Previous) (Next →)
Filing Date: Jul 8, 2026
Total Value: $392M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 121,422 | $83.39M | 21.3% | $686.81 | $625.40 | +9.8% | S&P 500 ETF SHS | 922908363 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 56,835 | $39.97M | 10.2% | $703.35 | $634.16 | +10.9% | UTSER1 S&PDCRP | 78467Y107 |
| IWM | ISHARES TR | 120,029 | $36.06M | 9.2% | $300.45 | $257.95 | +16.5% | RUSSELL 2000 ETF | 464287655 |
| SPY | STATE STR SPDR S&P 500 ETF T | 25,457 | $19.01M | 4.9% | $746.77 | $679.90 | +9.8% | TR UNIT | 78462F103 |
| EFA | ISHARES TR | 129,400 | $13.44M | 3.4% | $103.88 | $100.05 | +3.8% | MSCI EAFE ETF | 464287465 |
| AGG | ISHARES TR | 129,872 | $12.85M | 3.3% | $98.98 | $99.96 | -1.0% | CORE US AGGBD ET | 464287226 |
| IWF | ISHARES TR | 97,704 | $12.13M | 3.1% | $124.17 | $118.77 | +4.5% | RUS 1000 GRW ETF | 464287614 |
| IWD | ISHARES TR | 45,212 | $10.96M | 2.8% | $242.43 | $219.00 | +10.7% | RUS 1000 VAL ETF | 464287598 |
| IWO | ISHARES TR | 26,514 | $10.45M | 2.7% | $393.97 | $332.65 | +18.4% | RUS 2000 GRW ETF | 464287648 |
| VB | VANGUARD INDEX FDS | 32,420 | $9.827M | 2.5% | $303.12 | $270.62 | +12.0% | SMALL CP ETF | 922908751 |
| IJK | ISHARES TR | 82,646 | $9.711M | 2.5% | $117.50 | $102.73 | +14.4% | S&P MC 400GR ETF | 464287606 |
| IJJ | ISHARES TR | 62,340 | $9.209M | 2.4% | $147.73 | $137.02 | +7.8% | S&P MC 400VL ETF | 464287705 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 12 | $8.986M | 2.3% | $748850.00 | $736358.80 | +1.7% | CL A | 084670108 |
| IWN | ISHARES TR | 37,848 | $8.372M | 2.1% | $221.20 | $193.57 | +14.3% | RUS 2000 VAL ETF | 464287630 |
| PNC | PNC FINL SVCS GROUP INC | 33,813 | $8.325M | 2.1% | $246.22 | $217.77 | +13.1% | COM | 693475105 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 14,132 | $7.072M | 1.8% | $500.39 | $490.77 | +2.0% | CL B NEW | 084670702 |
| EEM | ISHARES TR | 103,087 | $7.052M | 1.8% | $68.41 | $58.82 | +16.3% | MSCI EMG MKT ETF | 464287234 |
| WFC | WELLS FARGO & CO | 61,847 | $5.111M | 1.3% | $82.64 | $85.75 | -3.6% | COM | 949746101 |
| IVV | ISHARES TR | 6,347 | $4.753M | 1.2% | $748.87 | $682.85 | +9.7% | CORE S&P500 ETF | 464287200 |
| BND | VANGUARD BD INDEX FDS | 58,938 | $4.327M | 1.1% | $73.41 | $74.09 | -0.9% | TOTAL BND MRKT | 921937835 |
| AAPL | APPLE INC | 13,276 | $3.841M | 1.0% | $289.35 | $260.69 | +11.0% | COM | 037833100 |
| SCHX | SCHWAB STRATEGIC TR | 91,023 | $2.679M | 0.7% | $29.43 | $26.82 | +9.7% | US LRG CAP ETF | 808524201 |
| IEFA | ISHARES TR | 26,612 | $2.57M | 0.7% | $96.58 | $93.44 | +3.4% | CORE MSCI EAFE | 46432F842 |
| AXP | AMERICAN EXPRESS CO | 7,548 | $2.553M | 0.7% | $338.25 | $335.29 | +0.9% | COM | 025816109 |
| SCHZ | SCHWAB STRATEGIC TR | 110,173 | $2.548M | 0.7% | $23.13 | $23.39 | -1.1% | US AGGREGATE B | 808524839 |
| IJH | ISHARES TR | 32,604 | $2.514M | 0.6% | $77.11 | $69.37 | +11.2% | CORE S&P MCP ETF | 464287507 |
| VTI | VANGUARD INDEX FDS | 5,775 | $2.137M | 0.5% | $370.04 | $335.51 | +10.3% | TOTAL STK MKT | 922908769 |
| SCHM | SCHWAB STRATEGIC TR | 53,510 | $1.973M | 0.5% | $36.87 | $31.84 | +15.8% | US MID-CAP ETF | 808524508 |
| JNJ | JOHNSON & JOHNSON | 7,385 | $1.876M | 0.5% | $253.97 | $232.95 | +9.0% | COM | 478160104 |
| BKE | BUCKLE INC | 43,779 | $1.847M | 0.5% | $42.20 | $51.33 | -17.8% | COM | 118440106 |
| SCHA | SCHWAB STRATEGIC TR | 50,700 | $1.832M | 0.5% | $36.13 | $29.98 | +20.5% | US SML CAP ETF | 808524607 |
| ETN | EATON CORP PLC | 4,201 | $1.79M | 0.5% | $426.12 | $355.83 | +19.8% | SHS | G29183103 |
| JPM | JPMORGAN CHASE & CO | 5,414 | $1.772M | 0.5% | $327.33 | $303.48 | +7.9% | COM | 46625H100 |
| ACWX | ISHARES TR | 20,297 | $1.545M | 0.4% | $76.11 | $70.54 | +7.9% | MSCI ACWI EX US | 464288240 |
| MSFT | MICROSOFT CORP | 4,114 | $1.535M | 0.4% | $373.02 | $417.92 | -10.7% | COM | 594918104 |
| AMZN | AMAZON COM INC | 6,120 | $1.459M | 0.4% | $238.34 | $224.85 | +6.0% | COM | 023135106 |
| XLK | SELECT SECTOR SPDR TR | 7,574 | $1.443M | 0.4% | $190.52 | $141.98 | +34.2% | ST STR TECHN ETF | 81369Y803 |
| IBDV | ISHARES TR | 65,985 | $1.438M | 0.4% | $21.80 | $22.05 | -1.1% | IBONDS DEC 2030 | 46436E726 |
| VO | VANGUARD INDEX FDS | 15,406 | $1.241M | 0.3% | $80.57 | $76.62 | +5.1% | MID CAP ETF | 922908629 |
| IWB | ISHARES TR | 2,959 | $1.212M | 0.3% | $409.50 | $372.62 | +9.9% | RUS 1000 ETF | 464287622 |
| IBM | INTERNATIONAL BUSINESS MACHS | 3,915 | $1.101M | 0.3% | $281.21 | $269.89 | +4.2% | COM | 459200101 |
| GOOGL | ALPHABET INC | 3,003 | $1.073M | 0.3% | $357.43 | $315.13 | +13.4% | CAP STK CL A | 02079K305 |
| VBK | VANGUARD INDEX FDS | 2,900 | $1.061M | 0.3% | $365.70 | $314.30 | +16.4% | SML CP GRW ETF | 922908595 |
| UNP | UNION PAC CORP | 3,675 | $1M | 0.3% | $271.99 | $244.85 | +11.1% | COM | 907818108 |
| GOOG | ALPHABET INC | 2,786 | $985K | 0.3% | $353.39 | $314.79 | +12.2% | CAP STK CL C | 02079K107 |
| NVDA | NVIDIA CORPORATION | 4,804 | $961K | 0.2% | $200.10 | $186.69 | +7.2% | COM | 67066G104 |
| USB | US BANCORP | 15,099 | $912K | 0.2% | $60.40 | $54.96 | +9.9% | COM NEW | 902973304 |
| QQQ | INVESCO QQQ TR | 1,192 | $878K | 0.2% | $736.60 | $609.46 | +20.8% | UNIT SER 1 | 46090E103 |
| IEMG | ISHARES INC | 10,439 | $865K | 0.2% | $82.84 | $72.17 | +14.8% | CORE MSCI EMKT | 46434G103 |
| VBR | VANGUARD INDEX FDS | 3,280 | $797K | 0.2% | $242.99 | $223.55 | +8.7% | SM CP VAL ETF | 922908611 |
| SCHF | SCHWAB STRATEGIC TR | 27,684 | $767K | 0.2% | $27.70 | $25.44 | +8.9% | INTL EQTY ETF | 808524805 |
| DE | DEERE & CO | 1,205 | $764K | 0.2% | $634.33 | $564.21 | +12.4% | COM | 244199105 |
| IBDR | ISHARES TR | 31,107 | $754K | 0.2% | $24.23 | $24.23 | -0.0% | IBONDS DEC2026 | 46435GAA0 |
| LRCX | LAM RESEARCH CORP | 1,601 | $694K | 0.2% | $433.33 | $225.92 | +91.8% | COM NEW | 512807306 |
| IBDU | ISHARES TR | 29,750 | $689K | 0.2% | $23.16 | $23.39 | -1.0% | IBONDS DEC 29 | 46436E205 |
| BAC | BANK OF AMER CORP | 11,416 | $650K | 0.2% | $56.98 | $51.61 | +10.4% | COM | 060505104 |
| MCD | MCDONALDS CORP | 2,186 | $591K | 0.2% | $270.32 | $318.60 | -15.2% | COM | 580135101 |
| OEF | ISHARES TR | 1,572 | $575K | 0.1% | $365.87 | $335.22 | +9.1% | S&P 100 ETF | 464287101 |
| AVGO | BROADCOM INC | 1,484 | $561K | 0.1% | $377.75 | $331.72 | +13.9% | COM | 11135F101 |
| SCHE | SCHWAB STRATEGIC TR | 15,260 | $553K | 0.1% | $36.26 | $34.14 | +6.2% | EMRG MKTEQ ETF | 808524706 |
| NBIS | NEBIUS GROUP N.V. | 2,000 | $552K | 0.1% | $276.17 | $99.84 | +176.6% | SHS CLASS A | N97284108 |
| XOM | EXXON MOBIL CORP | 4,016 | $549K | 0.1% | $136.73 | $145.92 | -6.3% | COM | 30231G102 |
| IYW | ISHARES TR | 2,100 | $530K | 0.1% | $252.23 | $195.92 | +28.7% | U.S. TECH ETF | 464287721 |
| HYG | ISHARES TR | 6,471 | $517K | 0.1% | $79.97 | $80.43 | -0.6% | IBOXX HI YD ETF | 464288513 |
| SCHD | SCHWAB STRATEGIC TR | 16,104 | $511K | 0.1% | $31.71 | $30.34 | +4.5% | US DIVIDEND EQ | 808524797 |
| VZ | VERIZON COMMUNICATIONS INC | 10,732 | $454K | 0.1% | $42.34 | $46.35 | -8.7% | COM | 92343V104 |
| VWO | VANGUARD INTL EQUITY INDEX F | 7,539 | $450K | 0.1% | $59.69 | $56.02 | +6.6% | FTSE EMR MKT ETF | 922042858 |
| IVW | ISHARES TR | 2,998 | $412K | 0.1% | $137.53 | $120.27 | +14.4% | S&P 500 GRWT ETF | 464287309 |
| VEA | VANGUARD TAX-MANAGED FDS | 5,609 | $400K | 0.1% | $71.25 | $66.00 | +8.0% | VAN FTSE DEV MKT | 921943858 |
| MA | MASTERCARD INCORPORATED | 708 | $364K | 0.1% | $513.82 | $526.55 | -2.5% | CL A | 57636Q104 |
| SCHG | SCHWAB STRATEGIC TR | 10,531 | $356K | 0.1% | $33.84 | $31.09 | +8.9% | US LCAP GR ETF | 808524300 |
| META | META PLATFORMS INC | 607 | $342K | 0.1% | $563.29 | $640.81 | -12.1% | CL A | 30303M102 |
| IWR | ISHARES TR | 3,021 | $333K | 0.1% | $110.32 | $99.89 | +10.4% | RUS MID CAP ETF | 464287499 |
| TSLA | TESLA INC | 766 | $322K | 0.1% | $420.60 | $412.01 | +2.1% | COM | 88160R101 |
| VGT | VANGUARD WORLD FD | 2,695 | $322K | 0.1% | $119.51 | $109.49 | +9.2% | INF TECH ETF | 92204A702 |
| LOW | LOWES COS INC | 1,449 | $320K | 0.1% | $220.50 | $259.94 | -15.2% | COM | 548661107 |
| ABBV | ABBVIE INC | 1,253 | $315K | 0.1% | $251.58 | $221.56 | +13.6% | COM | 00287Y109 |
| LLY | ELI LILLY & CO | 262 | $314K | 0.1% | $1199.56 | $1013.48 | +18.3% | COM | 532457108 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 653 | $312K | 0.1% | $477.85 | $346.49 | +37.8% | SPONSORED ADS | 874039100 |
| CMI | CUMMINS INC | 434 | $310K | 0.1% | $713.21 | $565.03 | +26.2% | COM | 231021106 |
| SDY | SPDR SERIES TRUST | 2,017 | $307K | 0.1% | $152.18 | $149.00 | +2.1% | ST STR SP DIV | 78464A763 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 2,834 | $305K | 0.1% | $107.78 | $91.39 | +17.9% | COM | 74251V102 |
| PJUL | INNOVATOR ETFS TRUST | 6,146 | $300K | 0.1% | $48.81 | $48.07 | +1.5% | US EQTY PWR BUF | 45782C813 |
| CAT | CATERPILLAR INC | 277 | $295K | 0.1% | $1064.90 | $878.47 | +21.2% | COM | 149123101 |
| ORCL | ORACLE CORP | 1,981 | $290K | 0.1% | $146.55 | $162.81 | -10.0% | COM | 68389X105 |
| VOT | VANGUARD INDEX FDS | 921 | $282K | 0.1% | $306.30 | $274.43 | +11.6% | MCAP GR IDXVIP | 922908538 |
| BOXX | EA SERIES TRUST | 2,391 | $280K | 0.1% | $117.09 | $116.70 | +0.3% | ALPHA ARCH 1-3 | 02072L565 |
| CSCO | CISCO SYS INC | 2,367 | $278K | 0.1% | $117.46 | $104.58 | +12.3% | COM | 17275R102 |
| AMP | AMERIPRISE FINL INC | 603 | $277K | 0.1% | $458.76 | $481.29 | -4.7% | COM | 03076C106 |
| VFH | VANGUARD WORLD FD | 2,068 | $272K | 0.1% | $131.60 | $127.52 | +3.2% | FINANCIALS ETF | 92204A405 |
| TJX | TJX COS INC NEW | 1,788 | $271K | 0.1% | $151.46 | $155.57 | -2.6% | COM | 872540109 |
| ACWI | ISHARES TR | 1,678 | $263K | 0.1% | $157.00 | $143.74 | +9.2% | MSCI ACWI ETF | 464288257 |
| XLF | SELECT SECTOR SPDR TR | 4,902 | $263K | 0.1% | $53.61 | $51.97 | +3.1% | ST STR FINL ETF | 81369Y605 |
| PEP | PEPSICO INC | 1,930 | $261K | 0.1% | $135.38 | $155.85 | -13.1% | COM | 713448108 |
| DVY | ISHARES TR | 1,631 | $255K | 0.1% | $156.30 | $151.02 | +3.5% | SELECT DIVID ETF | 464287168 |
| MYCG | SSGA ACTIVE TR | 10,000 | $250K | 0.1% | $24.99 | $25.04 | -0.2% | STATE STREET MY | 78470P812 |
| SPEM | SPDR INDEX SHS FDS | 4,809 | $249K | 0.1% | $51.78 | $48.72 | +6.3% | ST PORT MARK ETF | 78463X509 |
| V | VISA INC | 664 | $228K | 0.1% | $343.09 | $321.04 | +6.9% | COM CL A | 92826C839 |
| WMT | WALMART INC | 1,979 | $224K | 0.1% | $113.26 | $122.82 | -7.8% | COM | 931142103 |
| SPYM | SPDR SERIES TRUST | 2,546 | $224K | 0.1% | $87.88 | $85.32 | +3.0% | ST STR P500ETF | 78464A854 |
| XLY | SELECT SECTOR SPDR TR | 1,898 | $223K | 0.1% | $117.28 | $116.72 | +0.5% | ST STR DISCR ETF | 81369Y407 |
| XAR | SPDR SERIES TRUST | 774 | $220K | 0.1% | $283.79 | $270.40 | +5.0% | ST STR SP AERO | 78464A631 |
| VOE | VANGUARD INDEX FDS | 1,079 | $213K | 0.1% | $197.60 | $193.47 | +2.1% | MCAP VL IDXVIP | 922908512 |
| GLW | CORNING INC | 827 | $211K | 0.1% | $255.43 | $181.94 | +40.4% | COM | 219350105 |
| COST | COSTCO WHOLESALE CORPORATION | 226 | $211K | 0.1% | $934.22 | $975.02 | -4.1% | COM | 22160K105 |
| PJAN | INNOVATOR ETFS TRUST | 4,245 | $210K | 0.1% | $49.49 | $48.66 | +1.7% | US EQTY PWR BUF | 45782C508 |