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, AGG, and represent 56.23% of Oldfather Financial Services's stock portfolio.
  • Added to shares of these 10 stocks: AGG (+$5.38M), VNQ, VOO, JPST, EFA, PFE, EEM, IWO, MA, SCHZ.
  • Started 2 new stock positions in PFE, VNQ.
  • Reduced shares in these 10 stocks: SPY, BKE, IWD, IWN, MSFT, VB, MDY, BRK.B, IJJ, IVV.
  • Oldfather Financial Services was a net buyer of stock by $8.51M.
  • Oldfather Financial Services has $128.89M in assets under management (AUM), growing by 22.40%.

Portfolio Holdings for Oldfather Financial Services

Companies in the Oldfather Financial Services portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 23.24 100.64k +4% 297.61
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 11.20 42.23k 341.95
Ishares Tr Russell 2000 Etf (IWM) 9.57 82.88k 148.76
Spdr S&p 500 Etf Tr Tr Unit (SPY) 7.47 29.72k -2% 323.95
Ishares Tr Core Us Aggbd Et (AGG) 4.76 51.30k +718% 119.50
Ishares Tr Rus 1000 Grw Etf (IWF) 3.74 23.66k 203.66
Vanguard Index Fds Small Cp Etf (VB) 3.72 31.27k 153.35
Ishares Tr Rus 2000 Grw Etf (IWO) 2.77 16.51k +2% 215.86
Ishares Tr Msci Eafe Etf (EFA) 2.49 50.71k +9% 63.39
Ishares Tr S&p Mc 400gr Etf (IJK) 2.18 11.78k 238.77
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.09 13.89k 194.27
Ishares Tr Rus 1000 Val Etf (IWD) 2.07 22.69k -6% 117.53
Ishares Tr Core S&p500 Etf (IVV) 1.87 7.39k 325.31
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.76 16.38k 138.19
Ishares Tr Rus 2000 Val Etf (IWN) 1.53 19.62k -4% 100.62
Ishares Tr Msci Emg Mkt Etf (EEM) 1.43 42.41k +4% 43.58
Vanguard Index Fds Real Estate Etf (VNQ) 1.13 17.93k NEW 81.53
Apple (AAPL) 1.13 3.79k 384.82
Union Pacific Corporation (UNP) 1.03 7.68k 172.83
Johnson & Johnson (JNJ) 1.02 8.96k +2% 146.83
Ishares Tr Core S&p Mcp Etf (IJH) 1.00 6.86k 187.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.84 6.59k 164.72
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.71 17.95k +108% 50.87
Wells Fargo & Company (WFC) 0.68 35.61k 24.66
Wal-Mart Stores (WMT) 0.48 4.74k 130.04
Thermo Fisher Scientific (TMO) 0.46 1.43k 410.33
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.46 10.32k +11% 56.85
Mondelez Intl Cl A (MDLZ) 0.45 10.33k 55.74
JPMorgan Chase & Co. (JPM) 0.44 5.88k +5% 96.97
McDonald's Corporation (MCD) 0.44 2.91k +3% 195.33
Ishares Tr Msci Acwi Ex Us (ACWX) 0.43 12.17k +6% 45.77
American Express Company (AXP) 0.43 5.82k 94.69
UnitedHealth (UNH) 0.42 1.77k 305.21
Mastercard Incorporated Cl A (MA) 0.41 1.72k +13% 308.72
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.38 8.88k 55.49
Vanguard Index Fds Mid Cap Etf (VO) 0.38 2.81k 173.97
Pepsi (PEP) 0.38 3.51k 137.77
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.35 5.81k 77.94
Microsoft Corporation (MSFT) 0.33 2.11k -13% 203.69
Eaton Corp SHS (ETN) 0.32 4.42k 94.43
Ishares Tr S&p 100 Etf (OEF) 0.30 2.57k 148.64
Clorox Company (CLX) 0.29 1.62k 230.91
Ishares Tr Rus 1000 Etf (IWB) 0.28 1.97k 180.66
Procter & Gamble Company (PG) 0.26 2.58k 131.29
TJX Companies (TJX) 0.26 6.40k 51.55
Kimberly-Clark Corporation (KMB) 0.26 2.16k +12% 152.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.24 4.59k 68.61
Disney Walt Com Disney (DIS) 0.24 2.66k 115.79
Monster Beverage Corp (MNST) 0.24 3.91k 77.77
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.21 2.42k 111.25
Select Sector Spdr Tr Technology (XLK) 0.21 2.49k 107.54
Ishares Tr Eafe Grwth Etf (EFG) 0.20 2.86k 88.02
Alphabet Cap Stk Cl C (GOOG) 0.19 164 1530.49
Abbott Laboratories (ABT) 0.19 2.38k 101.39
Alphabet Cap Stk Cl A (GOOGL) 0.18 149 1536.91
Vanguard Specialized Funds Div App Etf (VIG) 0.17 1.80k 123.68
Pfizer (PFE) 0.16 5.28k NEW 38.67
Buckle (BKE) 0.16 12.47k -51% 16.28

Past Filings by Oldfather Financial Services

View past SEC 13F filings by Oldfather Financial Services

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