Nabity-Jensen Investment Management Inc Last Quarter Change: USA ETF, Reduced

Nabity-Jensen Investment Management Inc quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Nabity-Jensen Investment Management Inc opened 5 positions, added to 6, reduced 12, sold out of 3 and left 8 unchanged. The largest increase in value was QQQ (+$2,115,318); the largest decrease was CWB (-$1,142,902).

QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 14,155; Shares 2026-06-30 13,967.
VTV: Country of operation —; Class VALUE ETF; Shares 2026-03-31 110,704; Shares 2026-06-30 109,239.
GSLC: Country of operation —; Class ACTIVEBETA US LG; Shares 2026-03-31 119,824; Shares 2026-06-30 117,869.
VBK: Country of operation —; Class SML CP GRW ETF; Shares 2026-03-31 14,116; Shares 2026-06-30 14,039.

Two Form 13F-HR filings compared (SEC CIK 2044851): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
QQQ INVESCO QQQ TR	UNIT SER 1	14,155	13,967	-188	$8,169,990	$10,285,308	+$2,115,318
VTV VANGUARD INDEX FDS	VALUE ETF	110,704	109,239	-1,465	$21,720,109	$23,806,451	+$2,086,342
GSLC GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	119,824	117,869	-1,955	$14,993,577	$16,724,432	+$1,730,855
VBK VANGUARD INDEX FDS	SML CP GRW ETF	14,116	14,039	-77	$4,266,710	$5,133,908	+$867,198
VBR VANGUARD INDEX FDS	SM CP VAL ETF	34,977	34,819	-158	$7,598,743	$8,460,790	+$862,047
SCHG SCHWAB STRATEGIC TR	US LCAP GR ETF	161,371	161,339	-32	$4,700,737	$5,459,712	+$758,975
VEA VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	72,413	72,192	-221	$4,640,243	$5,143,710	+$503,467
VTI VANGUARD INDEX FDS	TOTAL STK MKT	7,724	7,387	-337	$2,478,065	$2,733,337	+$255,272
VB VANGUARD INDEX FDS	SMALL CP ETF	5,181	5,120	-61	$1,357,100	$1,551,827	+$194,727
VXUS VANGUARD STAR FDS	VG TL INTL STK F	15,313	15,309	-4	$1,180,785	$1,308,766	+$127,981
BSV VANGUARD BD INDEX FDS	SHORT TRM BOND	4,238	3,332	-906	$332,302	$259,596	-$72,706
VOO VANGUARD INDEX FDS	S&P 500 ETF SHS	604	601	-3	$361,018	$412,939	+$51,921

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