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Oldfather Financial Services

Latest statistics and disclosures from Oldfather Financial Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, MDY, IWM, SPY, IWF, and represent 55.49% of Oldfather Financial Services's stock portfolio.
Added to shares of these 10 stocks: IJH, SCHD, IWM, ABBV, QQQ, MDY, ABT, SDY, V, AMP.
Started 9 new stock positions in GSLC, AMP, SCHD, ABBV, V, ABT, SDY, GOOGL, ACN.
Reduced shares in these 10 stocks: AAPL, UNH, UNP, VOO, SPY, DVY, AGG, SCHX, IWF, JPM.
Sold out of its position in DVY.
Oldfather Financial Services was a net buyer of stock by $2.4M.
Oldfather Financial Services has $243M in assets under management (AUM), dropping by 8.28%.
Central Index Key (CIK): 0001775530

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Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 71 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	24.7	$60M		125k	480.70	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	11.9	$29M		52k	556.40	View chart
Ishares Tr Russell 2000 Etf (IWM)	9.4	$23M		108k	210.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.7	$14M	-2%	27k	523.08	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.9	$9.4M		28k	337.04	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.4	$8.2M		102k	79.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.2	$7.9M		44k	179.11	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.0	$7.2M		31k	228.59	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.9	$7.0M	+2%	26k	270.81	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$6.9M	-2%	71k	97.94	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.7	$6.5M	+2%	71k	91.25	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	2.5	$6.1M		52k	118.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.3	$5.6M		13k	420.52	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	2.2	$5.4M	+2%	34k	158.81	View chart
Wells Fargo & Company (WFC)	1.5	$3.7M		65k	57.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$3.4M		6.5k	525.74	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.4	$3.4M	+4%	83k	41.08	View chart
Apple (AAPL)	1.0	$2.3M	-24%	14k	171.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$2.0M	+400%	33k	60.74	View chart
Buckle (BKE)	0.8	$1.9M	-2%	47k	40.27	View chart
American Express Company (AXP)	0.7	$1.8M		8.0k	227.69	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.6	$1.5M		34k	46.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$1.5M	-12%	23k	62.06	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.4M		17k	81.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.4M		5.4k	259.92	View chart
Eaton Corp SHS (ETN)	0.5	$1.3M		4.2k	312.68	View chart
Johnson & Johnson (JNJ)	0.5	$1.2M		7.8k	158.18	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$1.1M		23k	49.24	View chart
Union Pacific Corporation (UNP)	0.4	$1.1M	-27%	4.4k	245.91	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1M	-8%	5.3k	200.28	View chart
Microsoft Corporation (MSFT)	0.4	$991k	-2%	2.4k	420.81	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$952k		3.3k	288.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$779k		3.1k	249.86	View chart
McDonald's Corporation (MCD)	0.3	$698k		2.5k	281.93	View chart
International Business Machines (IBM)	0.3	$681k		3.6k	190.96	View chart
Us Bancorp Del Com New (USB)	0.3	$671k		15k	44.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$660k	+91%	1.5k	444.03	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$624k		12k	53.39	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$551k		14k	39.02	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$548k	+4%	7.6k	72.63	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$518k		2.5k	208.27	View chart
Deere & Company (DE)	0.2	$483k		1.2k	410.76	View chart
Lowe's Companies (LOW)	0.2	$466k	+78%	1.8k	254.79	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$457k		1.8k	247.41	View chart
Verizon Communications (VZ)	0.2	$452k		11k	41.96	View chart
Pepsi (PEP)	0.2	$441k	+3%	2.5k	174.99	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$433k		2.3k	191.88	View chart
Exxon Mobil Corporation (XOM)	0.2	$426k		3.7k	116.25	View chart
Bank of America Corporation (BAC)	0.2	$408k		11k	37.92	View chart
Mastercard Incorporated Cl A (MA)	0.2	$401k		832.00	481.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$359k	NEW	4.5k	80.64	View chart
Amazon (AMZN)	0.1	$332k	-3%	1.8k	180.38	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$332k		8.6k	38.48	View chart
Abbvie (ABBV)	0.1	$328k	NEW	1.8k	182.10	View chart
UnitedHealth (UNH)	0.1	$303k	-60%	612.00	494.70	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$302k	-2%	12k	25.25	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$301k		1.2k	260.72	View chart
PNC Financial Services (PNC)	0.1	$291k		1.8k	161.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$286k		3.1k	92.71	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$256k	-7%	1.4k	182.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$252k		6.0k	41.77	View chart
Procter & Gamble Company (PG)	0.1	$247k	-3%	1.5k	162.25	View chart
Abbott Laboratories (ABT)	0.1	$241k	NEW	2.1k	113.64	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$241k	NEW	1.8k	131.24	View chart
Visa Com Cl A (V)	0.1	$223k	NEW	798.00	279.08	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$220k	+6%	2.8k	77.73	View chart
Ameriprise Financial (AMP)	0.1	$219k	NEW	500.00	438.44	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$218k	NEW	629.00	346.61	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$210k		2.3k	91.80	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$209k	NEW	2.0k	103.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$202k	NEW	1.3k	150.93	View chart

Past Filings by Oldfather Financial Services

SEC 13F filings are viewable for Oldfather Financial Services going back to 2019

Oldfather Financial Services 2024 Q1 filed April 25, 2024
Oldfather Financial Services 2023 Q4 filed Jan. 16, 2024
Oldfather Financial Services 2023 Q3 filed Oct. 25, 2023
Oldfather Financial Services 2023 Q2 filed July 27, 2023
Oldfather Financial Services 2023 Q1 filed May 1, 2023
Oldfather Financial Services 2022 Q4 filed Feb. 2, 2023
Oldfather Financial Services 2022 Q3 filed Oct. 14, 2022
Oldfather Financial Services 2022 Q2 filed July 28, 2022
Oldfather Financial Services 2022 Q1 filed April 29, 2022
Oldfather Financial Services 2021 Q4 filed Feb. 17, 2022
Oldfather Financial Services 2021 Q3 filed Nov. 15, 2021
Oldfather Financial Services 2021 Q2 filed Aug. 11, 2021
Oldfather Financial Services 2021 Q1 filed April 9, 2021
Oldfather Financial Services 2020 Q4 filed Feb. 8, 2021
Oldfather Financial Services 2020 Q3 filed Oct. 16, 2020
Oldfather Financial Services 2020 Q2 filed July 31, 2020

View all past filings

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