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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 55.12% of Oldfather Financial Services's stock portfolio.
Added to shares of these 10 stocks: AGG, IWM, VOO, IWO, MDY, SCHZ, IWN, EFA, EEM, HYG.
Started 1 new stock position in HYG.
Reduced shares in these 10 stocks: GBF, SPY, AAPL, BRK.B, VO, QQQ, VTI, SCHA, SCHX, JPM.
Sold out of its position in GBF.
Oldfather Financial Services was a net buyer of stock by $4.6M.
Oldfather Financial Services has $224M in assets under management (AUM), dropping by 13.85%.
Central Index Key (CIK): 0001775530

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Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 63 positions in its portfolio as reported in the December 2023 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)	24.4	$55M		125k	436.80	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	11.6	$26M		51k	507.38	View chart
Ishares Tr Russell 2000 Etf (IWM)	9.5	$21M	+2%	106k	200.71	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.7	$13M		27k	475.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.9	$8.7M	+2%	29k	303.17	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.4	$7.6M	+4%	101k	75.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.2	$7.2M	+10%	73k	99.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.2	$7.2M		44k	165.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.0	$6.7M		31k	213.33	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.9	$6.4M	+7%	25k	252.22	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	2.6	$5.8M	+2%	51k	114.04	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.5	$5.5M	+2%	70k	79.22	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	2.3	$5.2M	+6%	33k	155.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.1	$4.8M		13k	356.66	View chart
Apple (AAPL)	1.5	$3.5M		18k	192.53	View chart
Wells Fargo & Company (WFC)	1.4	$3.2M		65k	49.22	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.4	$3.2M	+7%	79k	40.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$3.1M		6.6k	477.60	View chart
Buckle (BKE)	1.0	$2.3M	+3%	48k	47.52	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$1.8M		6.6k	277.16	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.7	$1.5M	+32%	33k	46.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.7	$1.5M		27k	56.40	View chart
American Express Company (AXP)	0.7	$1.5M		8.0k	187.34	View chart
Union Pacific Corporation (UNP)	0.7	$1.5M		6.1k	245.60	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.6	$1.3M		18k	75.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.3M		5.4k	237.21	View chart
Johnson & Johnson (JNJ)	0.5	$1.2M		7.8k	156.75	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$1.1M		23k	47.24	View chart
Eaton Corp SHS (ETN)	0.5	$1.0M		4.2k	240.82	View chart
JPMorgan Chase & Co. (JPM)	0.4	$983k		5.8k	170.11	View chart
Microsoft Corporation (MSFT)	0.4	$912k	+5%	2.4k	376.04	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$867k		3.3k	262.26	View chart
UnitedHealth (UNH)	0.4	$823k		1.6k	526.47	View chart
McDonald's Corporation (MCD)	0.3	$746k		2.5k	296.51	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$725k	-3%	3.1k	232.64	View chart
Us Bancorp Del Com New (USB)	0.3	$649k		15k	43.28	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$603k		12k	51.04	View chart
International Business Machines (IBM)	0.3	$583k		3.6k	163.55	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$531k	+19%	7.2k	73.55	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$522k		14k	36.96	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$479k		2.5k	192.48	View chart
Deere & Company (DE)	0.2	$469k		1.2k	400.04	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$412k		1.8k	223.39	View chart
Pepsi (PEP)	0.2	$412k		2.4k	169.83	View chart
Verizon Communications (VZ)	0.2	$406k		11k	37.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$406k		2.3k	179.97	View chart
Exxon Mobil Corporation (XOM)	0.2	$366k		3.7k	99.97	View chart
Bank of America Corporation (BAC)	0.2	$363k		11k	33.67	View chart
Mastercard Incorporated Cl A (MA)	0.2	$355k		832.00	426.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$318k	-6%	776.00	409.51	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$310k		8.6k	35.88	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$303k	+2%	12k	24.79	View chart
Amazon (AMZN)	0.1	$289k		1.9k	151.94	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$279k	+19%	1.2k	241.77	View chart
PNC Financial Services (PNC)	0.1	$279k		1.8k	154.85	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$257k		1.5k	170.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$256k		3.1k	82.95	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$248k		6.0k	41.10	View chart
Procter & Gamble Company (PG)	0.1	$231k	+3%	1.6k	146.52	View chart
Lowe's Companies (LOW)	0.1	$228k		1.0k	222.56	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$226k		1.9k	117.22	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$206k		2.3k	91.39	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$206k	NEW	2.7k	77.39	View chart

Past Filings by Oldfather Financial Services

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

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
Oldfather Financial Services 2020 Q1 filed May 13, 2020

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