Nabity-Jensen Investment Management Inc

Est. AUM

$144.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	VALUE ETF	$21.7M	110704	15.06%	SOLE
2	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$15.0M	119824	10.40%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$10.5M	23986	7.27%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$8.2M	14155	5.67%	SOLE
5	VANGUARD INDEX FDS	SM CP VAL ETF	$7.6M	34977	5.27%	SOLE
6	NVIDIA CORPORATION	COM	$6.7M	38142	4.61%	SOLE
7	SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.7M	161371	3.26%	SOLE
8	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$4.6M	72413	3.22%	SOLE
9	APPLE INC	COM	$4.5M	17576	3.09%	SOLE
10	VANGUARD INDEX FDS	SML CP GRW ETF	$4.3M	14116	2.96%	SOLE
11	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.9M	8053	2.68%	SOLE
12	VANGUARD BD INDEX FDS	INTERMED TERM	$2.9M	37032	1.98%	SOLE
13	MICROSOFT CORP	COM	$2.8M	7475	1.92%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$2.5M	7724	1.72%	SOLE
15	JPMORGAN CHASE & CO	COM	$2.1M	7210	1.47%	SOLE
16	CATERPILLAR INC	COM	$2.0M	2886	1.42%	SOLE
17	ALPHABET INC	CAP STK CL A	$2.0M	6943	1.39%	SOLE
18	VALMONT INDS INC	COM	$2.0M	4939	1.37%	SOLE
19	AMAZON COM INC	COM	$1.9M	9119	1.32%	SOLE
20	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.8M	33624	1.26%	SOLE
21	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.8M	62929	1.22%	SOLE
22	ISHARES TR	RUS 1000 VAL ETF	$1.7M	7818	1.16%	SOLE
23	ELI LILLY & CO	COM	$1.5M	1660	1.06%	SOLE
24	VANGUARD INDEX FDS	SMALL CP ETF	$1.4M	5181	0.94%	SOLE
25	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.3M	16904	0.93%	SOLE
26	COSTCO WHOLESALE CORPORATION	COM	$1.2M	1234	0.85%	SOLE
27	VANGUARD STAR FDS	VG TL INTL STK F	$1.2M	15313	0.82%	SOLE
28	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.2M	38476	0.82%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$1.1M	12488	0.79%	SOLE
30	JOHNSON & JOHNSON	COM	$1.1M	4574	0.78%	SOLE
31	EXXON MOBIL CORP	COM	$1.0M	6154	0.72%	SOLE
32	SCHWAB CHARLES CORP	COM	$1.0M	11100	0.72%	SOLE
33	META PLATFORMS INC	CL A	$848K	1482	0.59%	SOLE
34	ISHARES TR	RUS 1000 GRW ETF	$823K	1931	0.57%	SOLE
35	ISHARES TR	CORE S&P TTL STK	$793K	5566	0.55%	SOLE
36	VISA INC	COM CL A	$667K	2208	0.46%	SOLE
37	UNION PAC CORP	COM	$659K	2715	0.46%	SOLE
38	LINDE PLC	SHS	$627K	1265	0.43%	SOLE
39	SALESFORCE INC	COM	$613K	3285	0.43%	SOLE
40	VERTEX PHARMACEUTICALS INC	COM	$602K	1348	0.42%	SOLE
41	J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$601K	5132	0.42%	SOLE
42	BROADCOM INC	COM	$599K	1934	0.42%	SOLE
43	ALPHABET INC	CAP STK CL C	$559K	1949	0.39%	SOLE
44	ISHARES TR	CORE S&P SCP ETF	$544K	4380	0.38%	SOLE
45	DISNEY WALT CO	COM	$501K	5194	0.35%	SOLE
46	GENERAL DYNAMICS CORP	COM	$489K	1426	0.34%	SOLE
47	UNITEDHEALTH GROUP INC	COM	$477K	1762	0.33%	SOLE
48	STARBUCKS CORP	COM	$462K	5153	0.32%	SOLE
49	TESLA INC	COM	$424K	1141	0.29%	SOLE
50	WALMART INC	COM	$414K	3328	0.29%	SOLE

1–50 of 70

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.