Oldfather Financial Services

Oldfather Financial Services as of June 30, 2022

Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 63 positions in its portfolio as reported in the June 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) 23.0 $40M 109k 368.66
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 11.3 $20M 44k 445.59
Ishares Tr Russell 2000 Etf (IWM) 9.8 $17M 94k 183.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.3 $11M 28k 401.04
Ishares Tr Core Us Aggbd Et (AGG) 4.2 $7.3M 71k 103.31
Vanguard Index Fds Small Cp Etf (VB) 3.4 $5.9M 31k 189.71
Ishares Tr Rus 1000 Grw Etf (IWF) 3.1 $5.4M 23k 236.79
Ishares Tr Msci Eafe Etf (EFA) 3.1 $5.4M 83k 64.49
Ishares Tr Rus 1000 Val Etf (IWD) 2.9 $5.0M 33k 151.69
Ishares Tr Rus 2000 Grw Etf (IWO) 2.5 $4.4M 20k 224.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $3.9M 14k 290.30
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.1 $3.7M 37k 100.47
Ishares Tr Rus 2000 Val Etf (IWN) 2.1 $3.6M 25k 146.64
Ishares Tr S&p Mc 400gr Etf (IJK) 2.0 $3.6M 51k 69.60
Ishares Tr Core S&p500 Etf (IVV) 1.8 $3.1M 7.7k 403.14
Apple (AAPL) 1.6 $2.8M 18k 156.77
Ishares Tr Msci Emg Mkt Etf (EEM) 1.4 $2.4M 60k 39.99
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $2.3M 24k 95.33
Ishares Tr Core S&p Mcp Etf (IJH) 1.0 $1.8M 7.2k 243.78
Ishares Tr Select Divid Etf (DVY) 1.0 $1.7M 14k 119.66
Union Pacific Corporation (UNP) 1.0 $1.7M 7.7k 219.85
Wells Fargo & Company (WFC) 0.9 $1.5M 35k 43.71
Johnson & Johnson (JNJ) 0.8 $1.5M 8.5k 173.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.4M 6.7k 200.92
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $1.3M 28k 47.49
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.0M 15k 67.27
UnitedHealth (UNH) 0.5 $957k 1.8k 534.34
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $911k 19k 48.67
American Express Company (AXP) 0.5 $870k 5.7k 151.62
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $816k 19k 42.07
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $781k 3.7k 209.89
McDonald's Corporation (MCD) 0.4 $713k 2.8k 258.71
Mondelez Intl Cl A (MDLZ) 0.4 $661k 10k 63.60
Microsoft Corporation (MSFT) 0.4 $656k 2.4k 268.85
Wal-Mart Stores (WMT) 0.4 $638k 5.0k 126.69
Eaton Corp SHS (ETN) 0.3 $598k 4.2k 141.61
Mastercard Incorporated Cl A (MA) 0.3 $528k 1.5k 343.08
Pepsi (PEP) 0.3 $516k 3.0k 171.71
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $486k 11k 45.82
Ishares Tr S&p 100 Etf (OEF) 0.3 $472k 2.6k 183.66
Ishares Tr Rus 1000 Etf (IWB) 0.3 $470k 2.1k 220.97
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $420k 13k 32.42
JPMorgan Chase & Co. (JPM) 0.2 $407k 3.5k 115.36
Deere & Company (DE) 0.2 $362k 1.1k 325.54
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $362k 2.3k 160.39
Select Sector Spdr Tr Technology (XLK) 0.2 $348k 2.5k 139.93
First Tr Morningstar Divid L SHS (FDL) 0.2 $338k 9.4k 35.98
Buckle (BKE) 0.2 $292k 9.8k 29.73
Abbott Laboratories (ABT) 0.2 $273k 2.5k 109.95
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $259k 10k 25.14
Amazon (AMZN) 0.1 $257k 2.1k 120.94
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $256k 6.2k 41.39
Ishares Tr Gov/cred Bd Etf (GBF) 0.1 $251k 2.3k 109.04
Abbvie (ABBV) 0.1 $247k 1.6k 151.07
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $245k 1.6k 149.94
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $244k 2.9k 85.23
Coca-Cola Company (KO) 0.1 $232k 3.7k 62.99
Procter & Gamble Company (PG) 0.1 $225k 1.5k 145.91
Select Sector Spdr Tr Financial (XLF) 0.1 $223k 6.8k 33.02
Kimberly-Clark Corporation (KMB) 0.1 $219k 1.7k 131.93
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $203k 2.2k 91.65
International Business Machines (IBM) 0.1 $202k 1.6k 128.91
Tesla Motors (TSLA) 0.1 $200k 243.00 823.05