Oldfather Financial Services

Oldfather Financial Services as of March 31, 2022

Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 64 positions in its portfolio as reported in the March 2022 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) 22.9 $42M 107k 393.14
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 11.3 $21M 45k 468.75
Ishares Tr Russell 2000 Etf (IWM) 9.5 $18M 92k 190.45
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.7 $12M 29k 427.82
Ishares Tr Core Us Aggbd Et (AGG) 3.7 $6.8M 66k 103.48
Vanguard Index Fds Small Cp Etf (VB) 3.4 $6.3M 31k 200.88
Ishares Tr Rus 1000 Grw Etf (IWF) 3.1 $5.7M 22k 254.91
Ishares Tr Msci Eafe Etf (EFA) 2.8 $5.2M 75k 69.45
Ishares Tr Rus 1000 Val Etf (IWD) 2.8 $5.1M 32k 161.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $4.5M 14k 331.24
Ishares Tr Rus 2000 Grw Etf (IWO) 2.3 $4.2M 18k 231.20
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.0 $3.8M 36k 104.95
Ishares Tr S&p Mc 400gr Etf (IJK) 2.0 $3.6M 49k 73.58
Ishares Tr Rus 2000 Val Etf (IWN) 1.9 $3.5M 23k 153.07
Vanguard Index Fds Real Estate Etf (VNQ) 1.9 $3.5M 32k 108.93
Ishares Tr Core S&p500 Etf (IVV) 1.8 $3.2M 7.5k 429.63
Apple (AAPL) 1.6 $2.9M 18k 163.65
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $2.4M 56k 42.22
Union Pacific Corporation (UNP) 1.0 $1.9M 7.7k 239.27
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.8M 7.2k 256.30
Ishares Tr Select Divid Etf (DVY) 1.0 $1.8M 14k 127.18
Wells Fargo & Company (WFC) 0.9 $1.6M 35k 45.17
Johnson & Johnson (JNJ) 0.8 $1.6M 8.5k 183.49
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.4M 6.7k 214.81
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.4M 27k 50.81
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.6 $1.1M 22k 48.75
American Express Company (AXP) 0.6 $1.0M 5.8k 181.94
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.0M 14k 72.25
UnitedHealth (UNH) 0.5 $939k 1.8k 524.29
Select Sector Spdr Tr Energy (XLE) 0.5 $872k 11k 77.11
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $836k 3.7k 226.13
Microsoft Corporation (MSFT) 0.4 $814k 2.8k 289.68
Wal-Mart Stores (WMT) 0.4 $762k 4.9k 156.24
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $747k 17k 44.37
McDonald's Corporation (MCD) 0.4 $699k 2.8k 254.09
Mondelez Intl Cl A (MDLZ) 0.4 $688k 10k 66.20
Eaton Corp SHS (ETN) 0.3 $625k 4.2k 147.86
Mastercard Incorporated Cl A (MA) 0.3 $578k 1.5k 379.02
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $548k 11k 49.18
Pepsi (PEP) 0.3 $532k 3.0k 177.63
Ishares Tr Rus 1000 Etf (IWB) 0.3 $503k 2.1k 236.48
Ishares Tr S&p 100 Etf (OEF) 0.3 $502k 2.6k 195.33
JPMorgan Chase & Co. (JPM) 0.2 $434k 3.5k 123.23
Deere & Company (DE) 0.2 $428k 1.1k 384.55
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $413k 12k 34.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $382k 2.3k 169.25
Select Sector Spdr Tr Technology (XLK) 0.2 $367k 2.5k 147.57
Amazon (AMZN) 0.2 $353k 122.00 2893.44
Buckle (BKE) 0.2 $353k 11k 32.12
First Tr Morningstar Divid L SHS (FDL) 0.2 $326k 8.6k 37.75
Abbott Laboratories (ABT) 0.2 $293k 2.5k 118.19
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $276k 11k 26.24
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $260k 1.6k 159.12
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $256k 2.9k 89.42
Abbvie (ABBV) 0.1 $255k 1.6k 156.35
Procter & Gamble Company (PG) 0.1 $252k 1.5k 163.42
Ishares Tr Gov/cred Bd Etf (GBF) 0.1 $252k 2.3k 109.33
Coca-Cola Company (KO) 0.1 $243k 3.7k 66.21
Select Sector Spdr Tr Financial (XLF) 0.1 $241k 6.7k 35.73
Kimberly-Clark Corporation (KMB) 0.1 $235k 1.7k 142.17
Tesla Motors (TSLA) 0.1 $214k 244.00 877.05
International Business Machines (IBM) 0.1 $213k 1.6k 135.93
Lowe's Companies (LOW) 0.1 $209k 1.0k 205.51
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $203k 2.2k 91.65