Location: Lincoln, NE
CIK: 0001968890 · Show all filings
Period: Q2 2026 (← Previous)
Filing Date: Jul 21, 2026
Total Value: $447M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 499 | $361K | 0.1% | $723.00 | — | COM | 038222105 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 365 | $352K | 0.1% | $965.00 | — | ORD SHS | G7997R103 |
| PANW | PALO ALTO NETWORKS INC | 670 | $228K | 0.1% | $341.02 | — | COM | 697435105 |
| V | VISA INC | 646 | $222K | 0.0% | $343.19 | — | COM CL A | 92826C839 |
| D | DOMINION ENERGY INC | 3,200 | $219K | 0.0% | $68.29 | — | COM | 25746U109 |
| CAT | CATERPILLAR INC | 200 | $213K | 0.0% | $1064.90 | — | COM | 149123101 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 1,555,365 (+1.6%) | $127M (+17.4%) | 28.5% | $47.33 | — | US EQUI MARK ETF | 25434V401 |
| SPDW | SPDR INDEX SHS FDS | 662,916 (+1.8%) | $33.4M (+12.4%) | 7.5% | $31.09 | — | ST STR PO EX ETF | 78463X889 |
| IGIB | ISHARES TR | 843,498 (+4.2%) | $44.85M (+4.1%) | 10.0% | $52.04 | — | ISHS 5-10YR INVT | 464288638 |
| VNQ | VANGUARD INDEX FDS | 120,870 (+3.0%) | $11.66M (+12.0%) | 2.6% | $84.99 | — | REAL ESTATE ETF | 922908553 |
| MUNI | PIMCO ETF TR | 187,771 (+13.1%) | $9.877M (+14.0%) | 2.2% | $52.34 | — | INTER MUN BD ACT | 72201R866 |
| BNDX | VANGUARD CHARLOTTE FDS | 496,358 (+4.3%) | $24.04M (+5.1%) | 5.4% | $48.21 | — | TOTAL INT BD ETF | 92203J407 |
| SPTI | SPDR SERIES TRUST | 905,461 (+4.5%) | $25.71M (+3.5%) | 5.7% | $28.37 | — | ST INTER ETF | 78464A672 |
| SPSB | SPDR SERIES TRUST | 940,715 (+3.1%) | $28.23M (+2.9%) | 6.3% | $29.61 | — | ST SHOR CORP ETF | 78464A474 |
| AVDV | AMERICAN CENTY ETF TR | 148,297 (+1.2%) | $15.28M (+4.5%) | 3.4% | $57.40 | — | INTL SMCP VLU | 025072802 |
| DFSU | DIMENSIONAL ETF TRUST | 55,686 (+3.2%) | $2.597M (+17.1%) | 0.6% | $39.75 | — | US SUSTAINABILTY | 25434V716 |
| MUB | ISHARES TR | 31,197 (+4.4%) | $3.357M (+5.9%) | 0.8% | $105.66 | — | NATIONAL MUN ETF | 464288414 |
| AMZN | AMAZON COM INC | 2,558 (+19.0%) | $610K (+36.2%) | 0.1% | $208.96 | — | COM | 023135106 |
| SUSB | ISHARES TR | 89,945 (+4.3%) | $2.248M (+4.0%) | 0.5% | $24.06 | — | ESG AWRE 1 5 YR | 46435G243 |
| DFSI | DIMENSIONAL ETF TRUST | 19,656 (+2.7%) | $886K (+9.3%) | 0.2% | $36.84 | — | INTERNATIONAL | 25434V690 |
| MKL | MARKEL GROUP INC | 282 (+11.0%) | $551K (+13.3%) | 0.1% | $1308.14 | — | COM | 570535104 |
| BOC | BOSTON OMAHA CORP | 24,775 (+2.3%) | $338K (+19.5%) | 0.1% | $13.97 | — | CL A COM STK | 101044105 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| DFEM | DIMENSIONAL ETF TRUST | 477,389 (-2.1%) | $19.4M (+15.1%) | 4.3% | $24.88 | — | EMERGING MKTS CO | 25434V732 |
| AVUS | AMERICAN CENTY ETF TR | 132,214 (-1.9%) | $16.93M (+13.0%) | 3.8% | $73.42 | — | US EQT ETF | 025072885 |
| AVEM | AMERICAN CENTY ETF TR | 88,013 (-4.4%) | $8.492M (+14.5%) | 1.9% | $50.62 | — | AVANTIS EMGMKT | 025072604 |
| AAPL | APPLE INC | 11,485 (-1.5%) | $3.323M (+12.3%) | 0.7% | $182.58 | — | COM | 037833100 |
| XOM | EXXON MOBIL CORP | 6,531 (-4.2%) | $893K (-22.8%) | 0.2% | $99.80 | — | COM | 30231G102 |
| AVDE | AMERICAN CENTY ETF TR | 50,816 (-1.3%) | $4.533M (+3.8%) | 1.0% | $53.76 | — | INTL EQT ETF | 025072703 |
| USB | US BANCORP | 23,693 (-3.4%) | $1.431M (+12.2%) | 0.3% | $36.85 | — | COM NEW | 902973304 |
| GOOG | ALPHABET INC | 2,752 (-6.8%) | $972K (+14.8%) | 0.2% | $104.08 | — | CAP STK CL C | 02079K107 |
| QQQ | INVESCO QQQ TR | 524 (-2.2%) | $386K (+24.7%) | 0.1% | $614.31 | — | UNIT SER 1 | 46090E103 |
| DFSE | DIMENSIONAL ETF TRUST | 11,545 (-1.4%) | $564K (+13.7%) | 0.1% | $36.51 | — | EMER MARK SU ETF | 25434V682 |
| DFSV | DIMENSIONAL ETF TRUST | 35,430 (-5.1%) | $1.374M (+5.1%) | 0.3% | $30.19 | — | US SMALL CAP ETF | 25434V815 |
| VEA | VANGUARD TAX-MANAGED FDS | 5,205 (-21.0%) | $371K (-12.1%) | 0.1% | $60.22 | — | VAN FTSE DEV MKT | 921943858 |
| ETN | EATON CORP PLC | 639 (-3.8%) | $272K (+14.7%) | 0.1% | $306.71 | — | SHS | G29183103 |
| DFAR | DIMENSIONAL ETF TRUST | 18,004 (-14.9%) | $471K (-5.9%) | 0.1% | $22.79 | — | US REAL ESTA ETF | 25434V823 |
| DFIV | DIMENSIONAL ETF TRUST | 6,939 (-5.2%) | $375K (-3.0%) | 0.1% | $30.40 | — | INTERNATNAL VAL | 25434V807 |
| JNJ | JOHNSON & JOHNSON | 1,906 (-1.5%) | $484K (+2.3%) | 0.1% | $183.23 | — | COM | 478160104 |
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 195,332 | $24.37M | 5.4% | $79.28 | — | US SML CP VALU | 025072877 |
| SPTM | SPDR SERIES TRUST | 25,023 | $2.272M | 0.5% | $71.91 | — | ST STR PR SP1500 | 78464A805 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 12,096 | $6.053M | 1.4% | $328.81 | — | CL B NEW | 084670702 |
| JPM | JPMORGAN CHASE & CO | 6,694 | $2.191M | 0.5% | $219.92 | — | COM | 46625H100 |
| DFAE | DIMENSIONAL ETF TRUST | 31,426 | $1.264M | 0.3% | $21.95 | — | EMGR CRE EQT MNG | 25434V302 |
| CSCO | CISCO SYS INC | 3,551 | $417K | 0.1% | $77.91 | — | COM | 17275R102 |
| NVDA | NVIDIA CORPORATION | 5,043 | $1.009M | 0.2% | $113.07 | — | COM | 67066G104 |
| AVRE | AMERICAN CENTY ETF TR | 29,006 | $1.374M | 0.3% | $41.60 | — | REAL ESTATE ETF | 025072356 |
| IWR | ISHARES TR | 7,823 | $863K | 0.2% | $75.12 | — | RUS MID CAP ETF | 464287499 |
| VTI | VANGUARD INDEX FDS | 2,068 | $765K | 0.2% | $262.16 | — | TOTAL STK MKT | 922908769 |
| ROK | ROCKWELL AUTOMATION INC | 681 | $337K | 0.1% | $289.01 | — | COM | 773903109 |
| IWM | ISHARES TR | 1,758 | $528K | 0.1% | $182.11 | — | RUSSELL 2000 ETF | 464287655 |
| XLK | SELECT SECTOR SPDR TR | 1,522 | $290K | 0.1% | $212.91 | — | ST STR TECHN ETF | 81369Y803 |
| DE | DEERE & CO | 1,032 | $655K | 0.1% | $369.25 | — | COM | 244199105 |
| GOOGL | ALPHABET INC | 987 | $353K | 0.1% | $209.20 | — | CAP STK CL A | 02079K305 |
| VIG | VANGUARD SPECIALIZED FUNDS | 3,190 | $755K | 0.2% | $151.85 | — | DIV APP ETF | 921908844 |
| PEP | PEPSICO INC | 3,400 | $460K | 0.1% | $149.54 | — | COM | 713448108 |
| VZ | VERIZON COMMUNICATIONS INC | 6,619 | $280K | 0.1% | $43.82 | — | COM | 92343V104 |
| BAC | BANK OF AMER CORP | 4,836 | $276K | 0.1% | $45.27 | — | COM | 060505104 |
| WFC | WELLS FARGO & CO | 10,746 | $888K | 0.2% | $43.89 | — | COM | 949746101 |
| SPY | STATE STR SPDR S&P 500 ETF T | 337 | $252K | 0.1% | $618.67 | — | TR UNIT | 78462F103 |
| UNP | UNION PAC CORP | 1,093 | $297K | 0.1% | $190.19 | — | COM | 907818108 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 1 | $749K | 0.2% | $448761.72 | — | CL A | 084670108 |
| DFAT | DIMENSIONAL ETF TRUST | 4,113 | $287K | 0.1% | $52.33 | — | US TARGETED VLU | 25434V609 |
| WMT | WALMART INC | 2,745 | $311K | 0.1% | $72.48 | — | COM | 931142103 |
| MSFT | MICROSOFT CORP | 5,100 | $1.902M | 0.4% | $274.00 | — | COM | 594918104 |
| GILD | GILEAD SCIENCES INC | 1,737 | $219K | 0.0% | $138.38 | — | COM | 375558103 |
| XLF | SELECT SECTOR SPDR TR | 5,227 | $280K | 0.1% | $45.32 | — | ST STR FINL ETF | 81369Y605 |
| PM | PHILIP MORRIS INTL INC | 1,300 | $235K | 0.1% | $175.91 | — | COM | 718172109 |
| MA | MASTERCARD INCORPORATED | 1,140 | $586K | 0.1% | $465.11 | — | CL A | 57636Q104 |
| DFSB | DIMENSIONAL ETF TRUST | 17,292 | $901K | 0.2% | $51.99 | — | GLOBAL SUSTAINA | 25434V674 |
| IEFA | ISHARES TR | 2,418 | $234K | 0.1% | $83.48 | — | CORE MSCI EAFE | 46432F842 |
| VLO | VALERO ENERGY CORP | 1,000 | $260K | 0.1% | $190.06 | — | COM | 91913Y100 |
| NEE | NEXTERA ENERGY INC | 2,333 | $205K | 0.0% | $87.17 | — | COM | 65339F101 |
| ELS | EQUITY LIFESTYLE PROPERTIES | 5,677 | $366K | 0.1% | $60.61 | — | COM | 29472R108 |
| VGIT | VANGUARD SCOTTSDALE FDS | 10,612 | $626K | 0.1% | $58.49 | — | INTER TERM TREAS | 92206C706 |
| IEI | ISHARES TR | 2,042 | $240K | 0.1% | $117.04 | — | 3 7 YR TREAS BD | 464288661 |
| ORCL | ORACLE CORP | 3,278 | $480K | 0.1% | $196.27 | — | COM | 68389X105 |
| SPIB | SPDR SERIES TRUST | 11,531 | $386K | 0.1% | $31.88 | — | ST INTER BD ETF | 78464A375 |