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| Name: |
Flagstone Financial Management |
| City: |
Lincoln |
| State: |
NE |
| Zip: |
68516 |
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data |
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| Holdings
Found :
15 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFUS |
Dimensional U S Equity Etf |
1 |
- |
$57.00 |
$72,097,000 |
1,265,302 |
27.85% |
7,164,000 |
12,494 |
0.141 |
N/A |
|
|
GWL |
St Spdr S&P Wld Xus |
2 |
- |
$36.22 |
$22,023,000 |
614,489 |
8.51% |
1,171,000 |
1,376 |
0.068 |
Closed - End Fund - E... |
|
|
ITE |
Spdr Brcly Cap Intrmd Trm |
5 |
- |
$27.82 |
$16,220,000 |
575,570 |
6.27% |
440,000 |
23,034 |
0.058 |
Closed - End Fund - E... |
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BNDX |
Vanguard Total Internationa... |
6 |
- |
$48.60 |
$14,685,000 |
298,536 |
5.67% |
577,000 |
12,742 |
0.033 |
N/A |
|
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AVUV |
Avantis Us Small Cap Value Etf |
7 |
- |
$93.26 |
$14,128,000 |
150,766 |
5.46% |
782,000 |
2,147 |
0.168 |
N/A |
|
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AVUS |
Avantis Us Equity Etf |
8 |
- |
$0.00 |
$10,393,000 |
116,124 |
4.02% |
1,277,000 |
4,338 |
0.129 |
N/A |
|
|
DFEM |
Dfa Dimensional Emerging Ma... |
10 |
- |
$0.00 |
$10,100,000 |
396,250 |
3.9% |
2,368,000 |
86,473 |
0.383 |
N/A |
|
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VNQ |
Vanguard REIT Index VIPERs |
13 |
- |
$83.80 |
$6,960,000 |
80,485 |
2.69% |
36,000 |
2,120 |
0.022 |
Closed - End Fund - E... |
|
|
MUNI |
PIMCO Intermediate Municipa... |
16 |
- |
$52.18 |
$2,698,000 |
51,416 |
1.04% |
1,148,000 |
22,058 |
0.057 |
Closed - End Fund - Debt |
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AAPL |
Apple Inc |
20 |
- |
$187.43 |
$1,064,000 |
6,205 |
0.41% |
-109,000 |
113 |
0 |
Personal Computers |
|
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DFAE |
Dfa Dimensional Emerging Co... |
23 |
- |
$0.00 |
$783,000 |
31,663 |
0.3% |
22,000 |
108 |
0.005 |
N/A |
|
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AVRE |
Avantis Real Estate Etf |
24 |
- |
$0.00 |
$755,000 |
17,865 |
0.29% |
26,000 |
1,024 |
0.199 |
N/A |
|
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CPBI |
Central Plains Bancshares, ... |
31 |
- |
$0.00 |
$424,000 |
41,462 |
0.16% |
11,000 |
1,000 |
0 |
N/A |
|
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VTI |
Vanguard Total Stock Market... |
35 |
- |
$259.45 |
$381,000 |
1,465 |
0.15% |
40,000 |
27 |
0 |
Closed - End Fund - E... |
|
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IEI |
iShares Barclays 3-7 Year T... |
40 |
- |
$114.64 |
$236,000 |
2,034 |
0.09% |
8,000 |
86 |
0.002 |
Closed - End Fund - E... |
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