Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIMENSIONAL ETF TRUST US EQUI MARK ETF | 1,314,993 | 1,325,005 | +10,012 | 81,793 | 84,469 | 28.07% | +2,677 |
| ISHARES TR | 582,744 | 627,640 | +44,896 | 31,305 | 32,330 | 10.74% | +1,025 |
| SPDR SER TR ST INTER ETF | 633,684 | 676,558 | +42,874 | 18,415 | 18,862 | 6.27% | +448 |
| SPDR SER TR ST SHOR CORP ETF | 683,166 | 706,572 | +23,406 | 20,686 | 21,098 | 7.01% | +412 |
| VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | 329,963 | 346,115 | +16,152 | 16,591 | 16,977 | 5.64% | +386 |
| AMERICAN CENTY ETF TR | 161,880 | 164,742 | +2,862 | 15,532 | 15,903 | 5.28% | +370 |
| VANGUARD INDEX FDS | 1,590 | 2,702 | +1,112 | 450 | 783 | 0.26% | +333 |
| DIMENSIONAL ETF TRUST INTERNATIONAL | 0 | 9,949 | +9,949 | 0 | 327 | 0.11% | +327 |
| DIMENSIONAL ETF TRUST GLOBAL SUSTAINA | 0 | 4,959 | +4,959 | 0 | 253 | 0.08% | +253 |
| AMERICAN CENTY ETF TR | 120,383 | 120,759 | +376 | 11,454 | 11,705 | 3.89% | +251 |
| BANK AMERICA CORP | 0 | 4,836 | +4,836 | 0 | 213 | 0.07% | +213 |
| ISHARES TR ESG AWRE 1 5 YR | 77,551 | 85,880 | +8,329 | 1,951 | 2,121 | 0.70% | +170 |
| APPLE INC(AAPL) | 12,621 | 12,377 | -244 | 2,941 | 3,100 | 1.03% | +159 |
| WELLS FARGO CO NEW(WFC) | 11,336 | 11,243 | -93 | 640 | 790 | 0.26% | +149 |
| ALPHABET INC(GOOG) | 2,776 | 2,776 | 0 | 464 | 529 | 0.18% | +65 |
| EXXON MOBIL CORP | 6,071 | 7,166 | +1,095 | 712 | 771 | 0.26% | +59 |
| US BANCORP DEL(USB) | 24,622 | 24,626 | +4 | 1,126 | 1,178 | 0.39% | +52 |
| JPMORGAN CHASE & CO.(JPM) | 4,056 | 3,781 | -275 | 855 | 906 | 0.30% | +51 |
| BOSTON OMAHA CORP | 10,636 | 14,396 | +3,760 | 158 | 204 | 0.07% | +46 |
| NVIDIA CORPORATION(NVDA) | 3,451 | 3,451 | 0 | 419 | 463 | 0.15% | +44 |
| MARKEL GROUP INC(MKL) | 254 | 254 | 0 | 398 | 438 | 0.15% | +40 |
| AMAZON COM INC(AMZN) | 1,106 | 1,106 | 0 | 206 | 243 | 0.08% | +37 |
| MASTERCARD INCORPORATED(MA) | 1,085 | 1,085 | 0 | 536 | 571 | 0.19% | +36 |
| PIMCO ETF TR INTER MUN BD ACT | 83,263 | 85,755 | +2,492 | 4,411 | 4,436 | 1.47% | +25 |
| WALMART INC(WMT) | 2,815 | 2,735 | -80 | 227 | 247 | 0.08% | +20 |
| DIMENSIONAL ETF TRUST US SUSTAINABILTY | 14,839 | 15,018 | +179 | 552 | 569 | 0.19% | +17 |
| SELECT SECTOR SPDR TR ST STR FINL ETF | 5,227 | 5,227 | 0 | 237 | 253 | 0.08% | +16 |
| VANGUARD SCOTTSDALE FDS INTER TERM TREAS | 9,030 | 9,579 | +549 | 546 | 556 | 0.18% | +10 |
| DEERE & CO(DE) | 1,097 | 1,097 | 0 | 458 | 465 | 0.15% | +7 |
| SPDR SER TR ST STR PR SP1500 | 4,545 | 4,545 | 0 | 318 | 325 | 0.11% | +6 |
| ISHARES TR | 7,823 | 7,870 | +47 | 690 | 696 | 0.23% | +6 |
| DIMENSIONAL ETF TRUST US SMALL CAP ETF | 6,587 | 6,720 | +133 | 203 | 207 | 0.07% | +4 |
| ISHARES TR | 1,758 | 1,765 | +7 | 388 | 390 | 0.13% | +2 |
| EATON CORP PLC(ETN) | 704 | 704 | 0 | 233 | 234 | 0.08% | 0 |
| DIMENSIONAL ETF TRUST US TARGETED VLU | 4,113 | 4,113 | 0 | 229 | 229 | 0.08% | 0 |
| ISHARES TR | 2,034 | 2,085 | +51 | 243 | 241 | 0.08% | -2 |
| DIMENSIONAL ETF TRUST US REAL ESTA ETF | 19,274 | 21,124 | +1,850 | 494 | 492 | 0.16% | -3 |
| ISHARES TR | 4,120 | 4,120 | 0 | 448 | 439 | 0.15% | -9 |
| UNION PAC CORP(UNP) | 1,093 | 1,093 | 0 | 270 | 249 | 0.08% | -20 |
| BERKSHIRE HATHAWAY INC DEL | 2 | 2 | 0 | 1,382 | 1,362 | 0.45% | -21 |
| DIMENSIONAL ETF TRUST INTERNATNAL VAL | 8,152 | 8,152 | 0 | 310 | 289 | 0.10% | -21 |
| MICROSOFT CORP(MSFT) | 5,483 | 5,455 | -28 | 2,359 | 2,299 | 0.76% | -60 |
| DIMENSIONAL ETF TRUST EMGR CRE EQT MNG | 31,663 | 31,663 | 0 | 868 | 803 | 0.27% | -65 |
| AMERICAN CENTY ETF TR | 19,756 | 20,452 | +696 | 931 | 857 | 0.28% | -74 |
| SPDR SER TR ST INTER BD ETF | 20,182 | 16,444 | -3,738 | 680 | 539 | 0.18% | -142 |
| AMERICAN CENTY ETF TR | 53,281 | 55,076 | +1,795 | 3,571 | 3,380 | 1.12% | -191 |
| VANGUARD SPECIALIZED FUNDS | 5,034 | 4,108 | -926 | 997 | 804 | 0.27% | -193 |
| BERKSHIRE HATHAWAY INC DEL | 11,363 | 11,100 | -263 | 5,230 | 5,031 | 1.67% | -199 |
| PEPSICO INC(PEP) | 1,224 | 0 | -1,224 | 208 | 0 | — | -208 |
| ELI LILLY & CO(LLY) | 248 | 0 | -248 | 220 | 0 | — | -220 |
| CENTRAL PLAINS BANCSHARES IN | 41,462 | 13,872 | -27,590 | 521 | 208 | 0.07% | -313 |
| DIMENSIONAL ETF TRUST EMERGING MKTS CO | 481,955 | 503,771 | +21,816 | 13,567 | 13,194 | 4.38% | -373 |
| VANGUARD INDEX FDS | 87,224 | 90,030 | +2,806 | 8,497 | 8,020 | 2.66% | -477 |
| AMERICAN CENTY ETF TR | 158,548 | 163,562 | +5,014 | 11,205 | 10,645 | 3.54% | -560 |
| AMERICAN CENTY ETF TR | 112,018 | 113,164 | +1,146 | 7,236 | 6,653 | 2.21% | -583 |
| SPDR INDEX SHS FDS ST STR PO EX ETF | 635,907 | 662,803 | +26,896 | 23,885 | 22,621 | 7.52% | -1,263 |