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Nate Raabe

Wealth Management Nebraska

Assets Managed
$987.307M
Holdings
100
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
12.87%(2Q avg: 8.57%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Wealth Management Nebraska's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 100 positions.

Assets under management

The assets under management (AUM) of Wealth Management Nebraska over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 987.307M in assets, with a quarterly growth rate of 12.87% and a 2-quarter average growth rate of 8.57%. The portfolio is managed by Nate Raabe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 8.17%
19.85%
$195.97M
5.843M shares@ $33.55 avg price
AVSC
Avantis Us Small Cap Equity
Recent Activity
Increased 7.84%
12.2%
$120.374M
1.09M shares@ $110.48 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 8.28%
7.66%
$75.589M
937,713 shares@ $80.62 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 4.37%
7.1%
$70.098M
1.328M shares@ $52.79 avg price
DFAW
Dimenstional World Eqty Etf
Recent Activity
Increased 19.13%
6.02%
$59.345M
804,355 shares@ $73.79 avg price
DFUS
Dimensional Us Eq Mkt Etf
Recent Activity
Increased 6.9%
6%
$59.228M
835,254 shares@ $70.92 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 2.24%
5.72%
$56.425M
565,044 shares@ $99.87 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Increased 6.55%
5.41%
$53.373M
750,357 shares@ $71.14 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
New Position
4.23%
$41.678M
544,531 shares@ $76.55 avg price
SPAB
Spdr Portfolio Aggregate Bon
Recent Activity
Increased 0.08%
3.69%
$36.384M
1.42M shares@ $25.63 avg price

1-10 of 100