Oldfather Financial Services

Oldfather Financial Services as of March 31, 2023

Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 62 positions in its portfolio as reported in the March 2023 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) 23.7 $46M 122k 376.07
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 11.3 $22M 48k 458.41
Ishares Tr Russell 2000 Etf (IWM) 9.3 $18M 101k 178.40
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.9 $11M 28k 409.39
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $7.1M 29k 244.33
Ishares Tr Core Us Aggbd Et (AGG) 3.6 $7.0M 70k 99.64
Ishares Tr Msci Eafe Etf (EFA) 3.6 $6.9M 97k 71.52
Ishares Tr Rus 1000 Val Etf (IWD) 3.3 $6.5M 42k 152.26
Vanguard Index Fds Small Cp Etf (VB) 3.1 $5.9M 31k 189.56
Ishares Tr Rus 2000 Grw Etf (IWO) 2.7 $5.2M 23k 226.82
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.4 $4.6M 45k 102.77
Ishares Tr S&p Mc 400gr Etf (IJK) 2.3 $4.5M 63k 71.51
Ishares Tr Rus 2000 Val Etf (IWN) 2.2 $4.3M 31k 137.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.2 $4.2M 14k 308.77
Apple (AAPL) 1.5 $3.0M 18k 164.90
Ishares Tr Core S&p500 Etf (IVV) 1.4 $2.7M 6.7k 411.06
Ishares Tr Msci Emg Mkt Etf (EEM) 1.4 $2.6M 67k 39.46
Wells Fargo & Company (WFC) 1.1 $2.0M 55k 37.38
Union Pacific Corporation (UNP) 1.0 $2.0M 9.7k 201.25
Vanguard Index Fds Real Estate Etf (VNQ) 0.9 $1.8M 22k 83.04
Ishares Tr Select Divid Etf (DVY) 0.9 $1.7M 14k 117.18
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $1.6M 6.3k 250.17
American Express Company (AXP) 0.7 $1.4M 8.6k 164.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.3M 27k 48.37
Johnson & Johnson (JNJ) 0.6 $1.3M 8.1k 155.00
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.2M 17k 67.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.2M 5.7k 204.10
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $924k 20k 46.91
Buckle (BKE) 0.5 $888k 25k 35.69
JPMorgan Chase & Co. (JPM) 0.4 $824k 6.3k 130.30
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $815k 19k 41.93
Microsoft Corporation (MSFT) 0.4 $809k 2.8k 288.33
UnitedHealth (UNH) 0.4 $739k 1.6k 472.59
Eaton Corp SHS (ETN) 0.4 $723k 4.2k 171.34
McDonald's Corporation (MCD) 0.4 $689k 2.5k 279.57
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $671k 3.2k 210.92
Ishares Tr Rus 1000 Etf (IWB) 0.3 $610k 2.7k 225.23
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $555k 11k 48.77
Us Bancorp Del Com New (USB) 0.3 $541k 15k 36.05
Deere & Company (DE) 0.2 $483k 1.2k 412.72
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $483k 14k 34.80
Select Sector Spdr Tr Technology (XLK) 0.2 $481k 3.2k 151.01
Pepsi (PEP) 0.2 $478k 2.6k 182.28
International Business Machines (IBM) 0.2 $468k 3.6k 131.09
Verizon Communications (VZ) 0.2 $423k 11k 38.89
Exxon Mobil Corporation (XOM) 0.2 $396k 3.6k 109.66
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $369k 9.1k 40.40
Ishares Tr S&p 100 Etf (OEF) 0.2 $345k 1.8k 187.04
Bank of America Corporation (BAC) 0.2 $308k 11k 28.60
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $307k 4.2k 73.83
First Tr Morningstar Divid L SHS (FDL) 0.2 $307k 8.6k 35.50
Mastercard Incorporated Cl A (MA) 0.2 $304k 837.00 363.41
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $293k 1.8k 158.76
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $290k 12k 24.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $265k 826.00 320.93
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $252k 1.6k 154.01
PNC Financial Services (PNC) 0.1 $229k 1.8k 127.10
Procter & Gamble Company (PG) 0.1 $226k 1.5k 148.73
Abbott Laboratories (ABT) 0.1 $211k 2.1k 101.24
Lowe's Companies (LOW) 0.1 $209k 1.0k 199.89
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $203k 2.2k 91.82
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $201k 3.1k 65.17