Oldfather Financial Services

Oldfather Financial Services as of March 31, 2021

Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 62 positions in its portfolio as reported in the March 2021 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) 22.1 $39M 103k 375.55
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 11.4 $20M 41k 484.45
Ishares Tr Russell 2000 Etf (IWM) 10.3 $18M 81k 222.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.9 $12M 29k 408.52
Ishares Tr Core Us Aggbd Et (AGG) 5.1 $8.8M 77k 114.31
Vanguard Index Fds Small Cp Etf (VB) 3.7 $6.5M 30k 217.43
Ishares Tr Rus 1000 Grw Etf (IWF) 3.0 $5.3M 21k 254.58
Ishares Tr Rus 2000 Grw Etf (IWO) 2.7 $4.7M 16k 303.52
Ishares Tr Msci Eafe Etf (EFA) 2.6 $4.5M 58k 77.74
Ishares Tr Rus 1000 Val Etf (IWD) 2.4 $4.1M 27k 154.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $3.7M 14k 263.54
Ishares Tr S&p Mc 400gr Etf (IJK) 2.0 $3.5M 44k 79.90
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.9 $3.2M 31k 103.53
Ishares Tr Core S&p500 Etf (IVV) 1.8 $3.1M 7.6k 410.02
Ishares Tr Rus 2000 Val Etf (IWN) 1.8 $3.1M 19k 160.41
Ishares Tr Msci Emg Mkt Etf (EEM) 1.5 $2.6M 47k 54.02
Apple (AAPL) 1.3 $2.3M 17k 130.33
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $2.0M 21k 93.85
Ishares Tr Core S&p Mcp Etf (IJH) 1.1 $1.8M 6.9k 265.07
Union Pacific Corporation (UNP) 1.0 $1.7M 7.7k 220.21
Johnson & Johnson (JNJ) 0.8 $1.4M 8.7k 162.98
Ishares Tr Select Divid Etf (DVY) 0.8 $1.4M 12k 115.34
Wells Fargo & Company (WFC) 0.8 $1.4M 35k 40.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.4M 6.5k 212.85
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.2M 12k 99.22
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $1.0M 19k 54.17
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $934k 12k 76.05
American Express Company (AXP) 0.5 $837k 5.7k 146.97
JPMorgan Chase & Co. (JPM) 0.5 $822k 5.3k 155.07
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $723k 7.2k 100.85
Wal-Mart Stores (WMT) 0.4 $662k 4.7k 139.75
UnitedHealth (UNH) 0.4 $644k 1.8k 364.67
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $643k 11k 56.39
Ishares Tr Rus 1000 Etf (IWB) 0.4 $636k 2.8k 231.02
McDonald's Corporation (MCD) 0.4 $628k 2.7k 230.37
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $627k 2.8k 226.93
Microsoft Corporation (MSFT) 0.4 $620k 2.4k 253.27
Mondelez Intl Cl A (MDLZ) 0.4 $609k 10k 58.93
Eaton Corp SHS (ETN) 0.3 $581k 4.2k 139.80
Mastercard Incorporated Cl A (MA) 0.3 $574k 1.5k 377.63
Walt Disney Company (DIS) 0.3 $514k 2.7k 187.45
Buckle (BKE) 0.3 $506k 12k 41.21
Pepsi (PEP) 0.3 $506k 3.6k 142.46
Ishares Tr S&p 100 Etf (OEF) 0.3 $479k 2.6k 186.38
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $396k 2.4k 167.37
Alphabet Cap Stk Cl C (GOOG) 0.2 $394k 174.00 2264.37
Alphabet Cap Stk Cl A (GOOGL) 0.2 $385k 171.00 2251.46
Monster Beverage Corp (MNST) 0.2 $373k 3.9k 95.42
Deere & Company (DE) 0.2 $371k 993.00 373.62
Select Sector Spdr Tr Technology (XLK) 0.2 $350k 2.5k 140.45
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $304k 7.9k 38.57
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $297k 2.9k 103.74
Abbott Laboratories (ABT) 0.2 $286k 2.4k 119.82
Kimberly-Clark Corporation (KMB) 0.2 $267k 1.9k 137.49
Clorox Company (CLX) 0.2 $265k 1.4k 193.01
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $257k 8.0k 32.06
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $245k 1.6k 149.94
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $234k 6.7k 34.84
Procter & Gamble Company (PG) 0.1 $234k 1.7k 137.16
International Business Machines (IBM) 0.1 $212k 1.6k 135.29
Coca-Cola Company (KO) 0.1 $210k 4.0k 53.08
Amazon (AMZN) 0.1 $201k 61.00 3295.08