0001599868-14-000001.txt : 20140214 0001599868-14-000001.hdr.sgml : 20140214 20140214132523 ACCESSION NUMBER: 0001599868-14-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140214 DATE AS OF CHANGE: 20140214 EFFECTIVENESS DATE: 20140214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Nelson, Van Denburg & Campbell Wealth Management Group, LLC CENTRAL INDEX KEY: 0001599868 IRS NUMBER: 264010495 STATE OF INCORPORATION: NE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15984 FILM NUMBER: 14614012 BUSINESS ADDRESS: STREET 1: 14301 FIRST NATIONAL BANK PARKWAY STREET 2: #110 CITY: OMAHA STATE: NE ZIP: 68154 BUSINESS PHONE: 402-218-4064 MAIL ADDRESS: STREET 1: 14301 FIRST NATIONAL BANK PARKWAY STREET 2: #110 CITY: OMAHA STATE: NE ZIP: 68154 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001599868 XXXXXXXX 12-31-2013 12-31-2013 Nelson, Van Denburg & Campbell Wealth Management Group, LLC
14301 FIRST NATIONAL BANK PARKWAY #110 OMAHA NE 68154
13F HOLDINGS REPORT 028-15984 N
Kent Nelson Managing Director 402-218-4064 Kent Nelson Omaha NE 02-14-2014 0 60 105434 false
INFORMATION TABLE 2 InitialForm13F.xml APPLE COMPUTER, INC. Stock 037833100 1789 3189 SH SOLE 0 0 0 BERKSHIRE HATHAWAY INC DEL CL A Stock 084670108 178 1 SH SOLE 0 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 084670702 2881 24300 SH SOLE 0 0 0 BP PLC SPON ADR ADR 055622104 759 15620 SH SOLE 0 0 0 BROADCOM CORP CL A Stock 111320107 223 7532 SH SOLE 0 0 0 DUKE ENERGY CORP NEW Stock 26441C204 277 4020 SH SOLE 0 0 0 ELI LILLY AND CO Stock 532457108 200 3924 SH SOLE 0 0 0 ENTERPRISE PRODS PARTNERS L P MLP 293792107 191 2881 SH SOLE 0 0 0 FIRST TR MORNINGSTARDIVID LEADERS INDEX FD SHS ETF 336917109 311 14179 SH SOLE 0 0 0 GENERAL ELECTRIC CO Stock 369604103 563 20078 SH SOLE 0 0 0 GENERAL MOTORS CORP Stock 37045V100 1526 37348 SH SOLE 0 0 0 GOLDMAN SACHS GROUP INC Stock 38141G104 179 1010 SH SOLE 0 0 0 HEWLETT-PACKARD CO Stock 428236103 1038 37102 SH SOLE 0 0 0 ISHARES 20+ YR TREASURY ETF ETF 464287432 1415 13887 SH SOLE 0 0 0 ISHARES 1-3 YR CREDIT BOND ETF ETF 464288646 481 4556 SH SOLE 0 0 0 ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457 2310 27376 SH SOLE 0 0 0 ISHARES 7-10 YR TREASURY BOND ETF ETF 464287440 559 5632 SH SOLE 0 0 0 ISHARES COHEN & STEERS RLTY ETF 464287564 1558 20851 SH SOLE 0 0 0 ISHARES DJ SELECT DIVIDEND ETF ETF 464287168 2398 33612 SH SOLE 0 0 0 ISHARES IBOXX CORPORATE BOND ETF ETF 464287242 4845 42427 SH SOLE 0 0 0 ISHARES IBOXX HIGH YIELD CORPORATE BD ETF 464288513 13099 14105 SH SOLE 0 0 0 ISHARES JPMORGAN USD EMERGING MKTS BDFD ETF ETF 464288281 1873 17320 SH SOLE 0 0 0 ISHARES MSCI EAFE ETF ETF 464287465 753 11217 SH SOLE 0 0 0 ISHARES MSCI EMERGING MARKETS ETF ETF 464287234 277 6619 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 743 6442 SH SOLE 0 0 0 ISHARES S&P 500 GROWTH ETF ETF 464287309 974 9864 SH SOLE 0 0 0 ISHARES S&P 500 VALUE ETF ETF 464287408 1070 12521 SH SOLE 0 0 0 ISHARES S&P MIDCAP 400 GROWTH INDEX ETF 464287606 503 3351 SH SOLE 0 0 0 ISHARES S&P MIDCAP 400 VALUE ETF ETF 464287705 847 7286 SH SOLE 0 0 0 ISHARES S&P NORTH AMER NATURAL RESOURCES ETF 464287374 651 15003 SH SOLE 0 0 0 ISHARES S&P SMALLCAP 600 GROWTH ETF ETF 464287887 392 3304 SH SOLE 0 0 0 ISHARES S&P SMALLCAP 600 VALUE ETF ETF 464287879 458 4115 SH SOLE 0 0 0 ISHARES TIPS BOND ETF ETF 464287176 1937 17626 SH SOLE 0 0 0 ISHARES TR RUSSELL MIDCAP INDEX FD ETF 464287499 704 4691 SH SOLE 0 0 0 MICRON TECHNOLOGY Stock 595112103 218 10000 SH SOLE 0 0 0 ONEOK INC NEW Stock 682680103 221 3559 SH SOLE 0 0 0 SCH US REIT ETF ETF 808524847 794 26239 SH SOLE 0 0 0 SCHWAB ETFS- US SMALL-CAP ETF ETF 808524607 5175 98573 SH SOLE 0 0 0 SCHWAB INTL SMALL CAP ETF ETF 808524888 664 20789 SH SOLE 0 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF ETF 808524805 660 20917 SH SOLE 0 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF ETF 808524201 4060 92114 SH SOLE 0 0 0 SCHWAB US MID-CAP ETF ETF 808524508 5142 137331 SH SOLE 0 0 0 SOUTHWEST Stock 844741108 192 10200 SH SOLE 0 0 0 TRIMBLE NAV LTD Stock 896239100 257 7400 SH SOLE 0 0 0 UNION PACIFIC CORP Stock 907818108 1914 11391 SH SOLE 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 4852 116406 SH SOLE 0 0 0 VANGUARD FTSE EMERGING MARKETS ETF ETF 922042858 2497 60693 SH SOLE 0 0 0 VANGUARD GROWTH ETF ETF 922908736 560 6052 SH SOLE 0 0 0 VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF ETF 922908512 4241 6020 SH SOLE 0 0 0 VANGUARD LARGE CAP ETF 922908637 613 7224 SH SOLE 0 0 0 VANGUARD MID CAP GROWTH ETF ETF 922908538 2245 24873 SH SOLE 0 0 0 VANGUARD REIT INDEX ETF 922908553 465 7201 SH SOLE 0 0 0 VANGUARD SMALL CAP ETF ETF 922908751 368 3350 SH SOLE 0 0 0 VANGUARD SMALL CAP GROWTH ETF ETF 922908595 1989 16265 SH SOLE 0 0 0 VANGUARD SMALL CAP VALUE ETF ETF 922908611 3809 39123 SH SOLE 0 0 0 VANGUARD VALUE ETF ETF 922908744 428 5608 SH SOLE 0 0 0 VANGUARD WORLD FD MEGA CAP 300 VALUE INDEX ETF ETF 921910840 8166 148454 SH SOLE 0 0 0 VANGUARD WORLD FUND ETF MEGA CAP 300 GROWTH ETF ETF 921910816 6353 87647 SH SOLE 0 0 0 WELLS FARGO & CO Stock 949746101 1589 35000 SH SOLE 0 0 0