| As of Date | 05/29/2026 |
| Registration | SEC, Approved, 12/01/2025 |
| ADV Location | KEARNEY, NE, United States |
| Contact Info | 308 xxxxxxx |
| Websites |
| AUM* | 556,268,824 |
| of that, discretionary | 542,648,546 |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 451,884 |
| % High Net Worth | 6.70% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$84,266,687 | % Position22.00% | $ Change1.00% | # Change-1.00% |
| Stck Ticker78467Y107 | Stock NameSTATE STR SPDR S&P MIDCAP 40 | $ Position$37,252,158 | % Position10.00% | $ Change-7.00% | # Change0.00% |
| Stck Ticker464287655 | Stock NameISHARES TR | $ Position$33,248,654 | % Position9.00% | $ Change-8.00% | # Change0.00% |
| Stck Ticker78462F103 | Stock NameSTATE STR SPDR S&P 500 ETF T | $ Position$18,944,437 | % Position5.00% | $ Change0.00% | # Change-2.00% |
| Stck Ticker464287598 | Stock NameISHARES TR | $ Position$10,913,210 | % Position3.00% | $ Change0.00% | # Change-3.00% |
| Stck Ticker464287614 | Stock NameISHARES TR | $ Position$12,519,113 | % Position3.00% | $ Change3.00% | # Change2.00% |
| Stck Ticker464287465 | Stock NameISHARES TR | $ Position$13,272,521 | % Position3.00% | $ Change-1.00% | # Change-1.00% |
| Stck Ticker464287226 | Stock NameISHARES TR | $ Position$12,286,351 | % Position3.00% | $ Change-4.00% | # Change0.00% |
| Stck Ticker464287630 | Stock NameISHARES TR | $ Position$7,952,222 | % Position2.00% | $ Change-5.00% | # Change0.00% |
| Stck Ticker464287705 | Stock NameISHARES TR | $ Position$8,660,203 | % Position2.00% | $ Change-6.00% | # Change1.00% |