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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 55.33% of Oldfather Financial Services's stock portfolio.
Added to shares of these 10 stocks: AGG, HYG, ACN, ABT, TSLA, COST, BND, SCHM, SCHZ, AAPL.
Started 4 new stock positions in COST, ABT, TSLA, ACN.
Reduced shares in these 10 stocks: VOO, QQQ, IWD, EEM, IWM, MDY, SCHA, IJK, VTI, IWF.
Oldfather Financial Services was a net seller of stock by $-172k.
Oldfather Financial Services has $260M in assets under management (AUM), dropping by 6.64%.
Central Index Key (CIK): 0001775530

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Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 76 positions in its portfolio as reported in the September 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)	25.1	$65M		123k	527.67	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	11.4	$30M		52k	569.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	9.1	$24M		108k	220.89	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.8	$15M		26k	573.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.0	$10M		28k	375.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.3	$8.6M		103k	83.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.1	$8.2M	-2%	43k	189.80	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.9	$7.5M	+5%	74k	101.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.9	$7.4M		31k	237.21	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.8	$7.3M		26k	284.00	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	2.5	$6.5M		53k	123.62	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.5	$6.4M		70k	91.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.4	$6.2M		14k	460.26	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	2.2	$5.6M		34k	166.82	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$3.7M		6.5k	576.82	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.4	$3.7M	-4%	80k	45.86	View chart
Wells Fargo & Company (WFC)	1.4	$3.6M		65k	56.49	View chart
Apple (AAPL)	1.2	$3.2M		14k	233.01	View chart
Buckle (BKE)	0.8	$2.1M		47k	43.97	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$2.1M		33k	62.32	View chart
American Express Company (AXP)	0.8	$2.0M		7.5k	271.20	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.6	$1.7M	+2%	35k	47.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$1.6M		23k	67.85	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.5M	+2%	18k	83.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.5M	-4%	5.2k	283.19	View chart
Eaton Corp SHS (ETN)	0.5	$1.4M		4.2k	331.44	View chart
Johnson & Johnson (JNJ)	0.5	$1.3M		7.8k	162.05	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.1M		5.3k	210.84	View chart
Union Pacific Corporation (UNP)	0.4	$1.1M		4.4k	246.50	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.1M	-7%	21k	51.50	View chart
Microsoft Corporation (MSFT)	0.4	$1.1M		2.5k	430.38	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$969k		3.1k	314.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$822k		3.1k	263.83	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$822k	+11%	11k	75.11	View chart
International Business Machines (IBM)	0.3	$793k		3.6k	221.08	View chart
McDonald's Corporation (MCD)	0.3	$759k		2.5k	304.49	View chart
Us Bancorp Del Com New (USB)	0.3	$688k		15k	45.73	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$669k		12k	57.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$573k		14k	41.12	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$562k		2.5k	225.76	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$556k	+145%	6.9k	80.30	View chart
Lowe's Companies (LOW)	0.2	$499k		1.8k	270.88	View chart
Deere & Company (DE)	0.2	$493k		1.2k	417.42	View chart
Verizon Communications (VZ)	0.2	$486k		11k	44.91	View chart
Exxon Mobil Corporation (XOM)	0.2	$450k	+2%	3.8k	117.23	View chart
Pepsi (PEP)	0.2	$436k		2.6k	170.08	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$435k		1.6k	276.76	View chart
Bank of America Corporation (BAC)	0.2	$427k		11k	39.68	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$421k		2.1k	200.78	View chart
Amazon (AMZN)	0.2	$417k	+5%	2.2k	186.33	View chart
Mastercard Incorporated Cl A (MA)	0.2	$408k	+2%	827.00	493.80	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$395k	+3%	4.7k	84.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$379k	-47%	777.00	488.04	View chart
UnitedHealth (UNH)	0.1	$367k	+2%	627.00	584.68	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$362k		8.6k	41.95	View chart
Abbvie (ABBV)	0.1	$362k		1.8k	197.48	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$359k	+2%	12k	29.18	View chart
PNC Financial Services (PNC)	0.1	$335k		1.8k	184.85	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$301k		2.9k	104.18	View chart
Principal Financial (PFG)	0.1	$294k		3.4k	85.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$289k		6.0k	47.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$277k		1.4k	198.06	View chart
Procter & Gamble Company (PG)	0.1	$274k	+3%	1.6k	173.25	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$273k		1.6k	165.85	View chart
Oracle Corporation (ORCL)	0.1	$262k		1.5k	170.40	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$261k		1.8k	142.04	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$244k	-20%	914.00	267.37	View chart
Ameriprise Financial (AMP)	0.1	$236k		503.00	469.81	View chart
Visa Com Cl A (V)	0.1	$234k	+4%	852.00	274.95	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$228k	NEW	645.00	353.48	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$219k		1.9k	112.94	View chart
Abbott Laboratories (ABT)	0.1	$216k	NEW	1.9k	113.99	View chart
Tesla Motors (TSLA)	0.1	$206k	NEW	787.00	261.63	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$203k		2.2k	91.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$201k		1.2k	167.18	View chart
Costco Wholesale Corporation (COST)	0.1	$200k	NEW	226.00	886.57	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 Q3 filed Oct. 28, 2024
Oldfather Financial Services 2024 Q2 filed July 24, 2024
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

View all past filings

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