Oldfather Financial Services

Oldfather Financial Services as of Dec. 31, 2022

Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 60 positions in its portfolio as reported in the December 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) 23.6 $41M 118k 351.34
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 11.6 $20M 46k 442.79
Ishares Tr Russell 2000 Etf (IWM) 9.5 $17M 96k 174.36
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.0 $11M 27k 382.44
Ishares Tr Rus 1000 Val Etf (IWD) 3.5 $6.2M 41k 151.65
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $6.2M 64k 96.99
Ishares Tr Msci Eafe Etf (EFA) 3.5 $6.1M 92k 65.64
Ishares Tr Rus 1000 Grw Etf (IWF) 3.4 $6.0M 28k 214.24
Vanguard Index Fds Small Cp Etf (VB) 3.2 $5.6M 31k 183.54
Ishares Tr Rus 2000 Grw Etf (IWO) 2.6 $4.6M 21k 214.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $4.2M 14k 308.90
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.4 $4.1M 41k 100.80
Ishares Tr S&p Mc 400gr Etf (IJK) 2.2 $3.9M 58k 68.30
Ishares Tr Rus 2000 Val Etf (IWN) 2.2 $3.9M 28k 138.67
Ishares Tr Core S&p500 Etf (IVV) 1.5 $2.6M 6.6k 384.21
Ishares Tr Msci Emg Mkt Etf (EEM) 1.4 $2.4M 64k 37.90
Apple (AAPL) 1.3 $2.4M 18k 129.93
Vanguard Index Fds Real Estate Etf (VNQ) 1.0 $1.8M 22k 82.48
Ishares Tr Select Divid Etf (DVY) 1.0 $1.7M 14k 120.60
Union Pacific Corporation (UNP) 0.9 $1.6M 7.7k 207.06
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.5M 6.3k 241.88
Wells Fargo & Company (WFC) 0.8 $1.4M 35k 41.29
Johnson & Johnson (JNJ) 0.8 $1.4M 7.9k 176.64
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.2M 27k 45.15
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.1M 5.8k 191.20
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.1M 16k 65.61
Buckle (BKE) 0.5 $902k 20k 45.35
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $896k 20k 45.65
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $869k 4.3k 203.83
UnitedHealth (UNH) 0.5 $822k 1.6k 530.18
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $793k 20k 40.51
American Express Company (AXP) 0.4 $782k 5.3k 147.75
Mondelez Intl Cl A (MDLZ) 0.4 $693k 10k 66.65
Wal-Mart Stores (WMT) 0.4 $677k 4.8k 141.79
Eaton Corp SHS (ETN) 0.4 $662k 4.2k 156.95
McDonald's Corporation (MCD) 0.4 $649k 2.5k 263.54
Ishares Tr Rus 1000 Etf (IWB) 0.3 $574k 2.7k 210.52
Microsoft Corporation (MSFT) 0.3 $545k 2.3k 239.78
Deere & Company (DE) 0.3 $478k 1.1k 428.90
JPMorgan Chase & Co. (JPM) 0.3 $472k 3.5k 134.09
Pepsi (PEP) 0.3 $462k 2.6k 180.68
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $446k 14k 32.21
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $426k 9.4k 45.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $397k 10k 38.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $378k 2.4k 158.80
Ishares Tr S&p 100 Etf (OEF) 0.2 $342k 2.0k 170.57
First Tr Morningstar Divid L SHS (FDL) 0.2 $316k 8.6k 36.56
Select Sector Spdr Tr Technology (XLK) 0.2 $310k 2.5k 124.44
Mastercard Incorporated Cl A (MA) 0.2 $285k 820.00 347.73
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $280k 12k 23.67
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $267k 3.7k 71.84
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $250k 2.6k 96.96
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $248k 1.6k 151.85
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $240k 1.2k 200.54
Procter & Gamble Company (PG) 0.1 $230k 1.5k 151.51
Abbott Laboratories (ABT) 0.1 $228k 2.1k 109.77
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $222k 2.4k 91.47
International Business Machines (IBM) 0.1 $221k 1.6k 140.89
Proshares Tr Ultshrt Qqq 0.1 $216k 8.3k 25.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $213k 801.00 266.17