0002104442-26-000002.txt : 20260428 0002104442-26-000002.hdr.sgml : 20260428 20260428150243 ACCESSION NUMBER: 0002104442-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260428 DATE AS OF CHANGE: 20260428 EFFECTIVENESS DATE: 20260428 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HBE Wealth Management, LLC CENTRAL INDEX KEY: 0002104442 ORGANIZATION NAME: EIN: 000000000 STATE OF INCORPORATION: NE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25933 FILM NUMBER: 26906665 BUSINESS ADDRESS: STREET 1: 7140 STEPHANIE LANE CITY: LINCOLN STATE: NE ZIP: 68516 BUSINESS PHONE: 402-423-4343 MAIL ADDRESS: STREET 1: 7140 STEPHANIE LANE CITY: LINCOLN STATE: NE ZIP: 68516 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002104442 XXXXXXXX 03-31-2026 03-31-2026 HBE Wealth Management, LLC

7140 STEPHANIE LANE LINCOLN NE 68516

13F HOLDINGS REPORT 028-25933 000128315 801-119569 N Christopher M. Bedient 4024234343 Christopher M. Bedient Lincoln NE 04-28-2026 0 53 114725843 false INFORMATION TABLE 2 hbeq1.xml ALPHABET INC CAP STK CL A 02079K305 374508 1302 SH SOLE 0 0 1302 ALPHABET INC CAP STK CL C 02079K107 588637 2052 SH SOLE 0 0 2052 AMAZON COM INC COM 023135106 654801 3144 SH SOLE 0 0 3144 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2347156 21247 SH SOLE 0 0 21247 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 7750659 77615 SH SOLE 0 0 77615 AMETEK INC COM 031100100 1291519 6025 SH SOLE 0 0 6025 APPLE INC COM 037833100 798423 3146 SH SOLE 0 0 3146 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1244003 2596 SH SOLE 0 0 2596 BRISTOL-MYERS SQUIBB CO COM 110122108 220341 3633 SH SOLE 0 0 3633 BROADCOM INC COM 11135F101 513477 1659 SH SOLE 0 0 1659 CHUBB LTD SWITZ COM H1467J104 226195 694 SH SOLE 0 0 694 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 470782 10434 SH SOLE 0 0 10434 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 292897 7518 SH SOLE 0 0 7518 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 6465425 166377 SH SOLE 0 0 166377 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1968152 31516 SH SOLE 0 0 31516 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1762905 33401 SH SOLE 0 0 33401 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 1357317 39956 SH SOLE 0 0 39956 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 8841084 184651 SH SOLE 0 0 184651 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 3349415 91116 SH SOLE 0 0 91116 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 1183932 33788 SH SOLE 0 0 33788 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 2766398 85860 SH SOLE 0 0 85860 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 1147284 29089 SH SOLE 0 0 29089 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 320354 9016 SH SOLE 0 0 9016 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 5476444 158508 SH SOLE 0 0 158508 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 618314 12759 SH SOLE 0 0 12759 EA SERIES TRUST EA BRIDGEWAY OMN 02072L532 15699644 618827 SH SOLE 0 0 618827 ELI LILLY & CO COM 532457108 268573 292 SH SOLE 0 0 292 EXXON MOBIL CORP COM 30231G102 261276 1540 SH SOLE 0 0 1540 INTEL CORP COM 458140100 241303 5468 SH SOLE 0 0 5468 ISHARES INC CORE MSCI EMKT 46434G103 386200 5537 SH SOLE 0 0 5537 ISHARES TR MSCI USA QLT FCT 46432F339 273137 1424 SH SOLE 0 0 1424 ISHARES TR MSCI INTL QUALTY 46434V456 292728 6332 SH SOLE 0 0 6332 ISHARES TR MSCI INTL VLU FT 46435G409 228636 5762 SH SOLE 0 0 5762 ISHARES TR NATIONAL MUN ETF 464288414 245631 2314 SH SOLE 0 0 2314 ISHARES TR CORE S&P TTL STK 464287150 11191573 78576 SH SOLE 0 0 78576 ISHARES TR 3 7 YR TREAS BD 464288661 1156739 9753 SH SOLE 0 0 9753 ISHARES TR SP SMCP600VL ETF 464287879 422037 3563 SH SOLE 0 0 3563 ISHARES TR CORE MSCI INTL 46435G326 4601869 55066 SH SOLE 0 0 55066 MERCK & CO INC COM 58933Y105 344617 2865 SH SOLE 0 0 2865 MICRON TECHNOLOGY INC COM 595112103 200677 594 SH SOLE 0 0 594 MICROSOFT CORP COM 594918104 824369 2227 SH SOLE 0 0 2227 NVIDIA CORPORATION COM 67066G104 789683 4528 SH SOLE 0 0 4528 PG&E CORP COM 69331C108 184011 10473 SH SOLE 0 0 10473 SPDR INDEX SHS FDS STATE STREET SPD 78463X889 323932 7096 SH SOLE 0 0 7096 SPDR SERIES TRUST STATE STREET SPD 78464A805 221368 2800 SH SOLE 0 0 2800 TECHNIPFMC PLC COM G87110105 210639 3047 SH SOLE 0 0 3047 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 820321 10462 SH SOLE 0 0 10462 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 331043 554 SH SOLE 0 0 554 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2101626 6551 SH SOLE 0 0 6551 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 8381298 167794 SH SOLE 0 0 167794 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 11941384 200527 SH SOLE 0 0 200527 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 430874 6724 SH SOLE 0 0 6724 WALMART INC COM 931142103 320233 2577 SH SOLE 0 0 2577