The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
EATON CORP PLC | SHS | G29183103 | 237,041 | 664 | SH | SOLE | 0 | 0 | 664 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 510,273 | 2,877 | SH | SOLE | 0 | 0 | 2,877 | ||
AMAZON COM INC | COM | 023135106 | 278,406 | 1,269 | SH | SOLE | 0 | 0 | 1,269 | ||
AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 | 1,079,150 | 24,437 | SH | SOLE | 27 | 0 | 24,410 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | 7,053,929 | 102,917 | SH | SOLE | 32 | 0 | 102,885 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | 4,131,592 | 55,825 | SH | SOLE | 59 | 0 | 55,766 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | 12,938,083 | 163,195 | SH | SOLE | 0 | 0 | 163,195 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | 16,779,388 | 184,186 | SH | SOLE | 0 | 0 | 184,186 | ||
AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | 13,220,898 | 131,134 | SH | SOLE | 173 | 0 | 130,961 | ||
APPLE INC | COM | 037833100 | 2,506,448 | 12,216 | SH | SOLE | 0 | 0 | 12,216 | ||
BANK AMERICA CORP | COM | 060505104 | 228,821 | 4,836 | SH | SOLE | 0 | 0 | 4,836 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 728,800 | 1 | SH | SOLE | 0 | 0 | 1 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 5,976,434 | 12,303 | SH | SOLE | 0 | 0 | 12,303 | ||
BOSTON OMAHA CORP | CL A COM STK | 101044105 | 247,315 | 17,615 | SH | SOLE | 0 | 0 | 17,615 | ||
DEERE & CO | COM | 244199105 | 557,895 | 1,097 | SH | SOLE | 0 | 0 | 1,097 | ||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | 916,636 | 31,663 | SH | SOLE | 0 | 0 | 31,663 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | 98,313,017 | 1,466,921 | SH | SOLE | 0 | 0 | 1,466,921 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | 221,938 | 4,113 | SH | SOLE | 0 | 0 | 4,113 | ||
DIMENSIONAL ETF TRUST | GLOBAL SUSTAINA | 25434V674 | 653,802 | 12,470 | SH | SOLE | 0 | 0 | 12,470 | ||
DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | 318,144 | 8,359 | SH | SOLE | 0 | 0 | 8,359 | ||
DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | 515,208 | 13,073 | SH | SOLE | 0 | 0 | 13,073 | ||
DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | 1,125,495 | 28,675 | SH | SOLE | 0 | 0 | 28,675 | ||
DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | 15,096,444 | 508,640 | SH | SOLE | 0 | 0 | 508,640 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 333,432 | 7,785 | SH | SOLE | 0 | 0 | 7,785 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | 949,559 | 32,265 | SH | SOLE | 0 | 0 | 32,265 | ||
DIMENSIONAL ETF TRUST | US REAL ESTATE E | 25434V823 | 496,542 | 21,166 | SH | SOLE | 0 | 0 | 21,166 | ||
EXXON MOBIL CORP | COM | 30231G102 | 720,100 | 6,680 | SH | SOLE | 0 | 0 | 6,680 | ||
ISHARES TR | RUS MID CAP ETF | 464287499 | 719,481 | 7,823 | SH | SOLE | 0 | 0 | 7,823 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 379,359 | 1,758 | SH | SOLE | 0 | 0 | 1,758 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 1,944,184 | 18,608 | SH | SOLE | 0 | 0 | 18,608 | ||
ISHARES TR | ISHS 5-10YR INVT | 464288638 | 37,667,313 | 706,836 | SH | SOLE | 0 | 0 | 706,836 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | 243,182 | 2,042 | SH | SOLE | 0 | 0 | 2,042 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 217,967 | 2,611 | SH | SOLE | 0 | 0 | 2,611 | ||
ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | 2,053,697 | 81,593 | SH | SOLE | 0 | 0 | 81,593 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | 1,096,280 | 3,781 | SH | SOLE | 0 | 0 | 3,781 | ||
MARKEL GROUP INC | COM | 570535104 | 507,329 | 254 | SH | SOLE | 0 | 0 | 254 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 609,705 | 1,085 | SH | SOLE | 0 | 0 | 1,085 | ||
MICROSOFT CORP | COM | 594918104 | 2,715,120 | 5,459 | SH | SOLE | 0 | 0 | 5,459 | ||
NUCANA PLC | SPONSORED ADR | 67022C205 | 718 | 12,500 | SH | SOLE | 0 | 0 | 12,500 | ||
NVIDIA CORPORATION | COM | 67066G104 | 779,317 | 4,933 | SH | SOLE | 0 | 0 | 4,933 | ||
PIMCO ETF TR | INTER MUN BD ACT | 72201R866 | 5,555,028 | 108,159 | SH | SOLE | 0 | 0 | 108,159 | ||
ROCKWELL AUTOMATION INC | COM | 773903109 | 209,599 | 631 | SH | SOLE | 0 | 0 | 631 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 208,493 | 337 | SH | SOLE | 0 | 0 | 337 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 26,643,029 | 658,015 | SH | SOLE | 0 | 0 | 658,015 | ||
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | 387,211 | 11,531 | SH | SOLE | 0 | 0 | 11,531 | ||
SPDR SERIES TRUST | PORTFOLIO SHORT | 78464A474 | 23,307,374 | 772,023 | SH | SOLE | 0 | 0 | 772,023 | ||
SPDR SERIES TRUST | PORTFLI INTRMDIT | 78464A672 | 21,876,396 | 760,390 | SH | SOLE | 0 | 0 | 760,390 | ||
SPDR SERIES TRUST | PORTFOLI S&P1500 | 78464A805 | 1,877,943 | 25,076 | SH | SOLE | 0 | 0 | 25,076 | ||
SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 273,733 | 5,227 | SH | SOLE | 0 | 0 | 5,227 | ||
US BANCORP DEL | COM NEW | 902973304 | 1,114,671 | 24,634 | SH | SOLE | 0 | 0 | 24,634 | ||
UNION PAC CORP | COM | 907818108 | 251,588 | 1,093 | SH | SOLE | 0 | 0 | 1,093 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 840,738 | 4,108 | SH | SOLE | 0 | 0 | 4,108 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 205,007 | 3,596 | SH | SOLE | 0 | 0 | 3,596 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 19,594,081 | 395,760 | SH | SOLE | 0 | 0 | 395,760 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 572,920 | 9,579 | SH | SOLE | 0 | 0 | 9,579 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 9,075,113 | 101,899 | SH | SOLE | 0 | 0 | 101,899 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 627,635 | 2,065 | SH | SOLE | 0 | 0 | 2,065 | ||
WALMART INC | COM | 931142103 | 268,360 | 2,745 | SH | SOLE | 0 | 0 | 2,745 | ||
WELLS FARGO CO NEW | COM | 949746101 | 900,929 | 11,245 | SH | SOLE | 0 | 0 | 11,245 |