Oldfather Financial Services

Oldfather Financial Services as of Dec. 31, 2024

Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 78 positions in its portfolio as reported in the December 2024 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) 24.0 $63M 117k 538.81
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 11.2 $29M 52k 569.58
Ishares Tr Russell 2000 Etf (IWM) 9.0 $24M 107k 220.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.8 $15M 26k 586.08
Ishares Tr Rus 1000 Grw Etf (IWF) 4.1 $11M 27k 401.58
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $9.1M 94k 96.90
Ishares Tr Rus 1000 Val Etf (IWD) 3.1 $8.0M 43k 185.13
Ishares Tr Msci Eafe Etf (EFA) 3.0 $7.9M 104k 75.61
Vanguard Index Fds Small Cp Etf (VB) 2.9 $7.5M 31k 240.28
Ishares Tr Rus 2000 Grw Etf (IWO) 2.8 $7.4M 26k 287.82
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.5 $6.7M 53k 124.96
Ishares Tr S&p Mc 400gr Etf (IJK) 2.5 $6.5M 71k 90.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $6.1M 14k 453.28
Ishares Tr Rus 2000 Val Etf (IWN) 2.1 $5.6M 34k 164.17
Wells Fargo & Company (WFC) 1.6 $4.2M 60k 70.24
Ishares Tr Core S&p500 Etf (IVV) 1.4 $3.8M 6.4k 588.70
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $3.4M 82k 41.82
Apple (AAPL) 1.2 $3.1M 13k 250.42
Buckle (BKE) 0.9 $2.4M 47k 50.81
American Express Company (AXP) 0.8 $2.2M 7.5k 296.79
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $2.0M 32k 62.31
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $1.9M 84k 22.70
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.7M 5.8k 289.80
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.6 $1.6M 22k 71.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.6M 68k 23.18
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.6 $1.5M 53k 27.71
Eaton Corp SHS (ETN) 0.5 $1.4M 4.2k 331.87
JPMorgan Chase & Co. (JPM) 0.5 $1.3M 5.3k 239.73
Johnson & Johnson (JNJ) 0.4 $1.1M 7.8k 144.62
Microsoft Corporation (MSFT) 0.4 $1.1M 2.6k 421.49
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.1M 42k 25.86
Union Pacific Corporation (UNP) 0.4 $1.0M 4.4k 228.02
Ishares Tr Rus 1000 Etf (IWB) 0.3 $893k 2.8k 322.16
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.3 $849k 34k 25.05
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $813k 3.1k 264.13
International Business Machines (IBM) 0.3 $789k 3.6k 219.83
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $749k 31k 24.07
McDonald's Corporation (MCD) 0.3 $724k 2.5k 289.87
Us Bancorp Del Com New (USB) 0.3 $720k 15k 47.83
Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $611k 12k 52.16
Select Sector Spdr Tr Technology (XLK) 0.2 $578k 2.5k 232.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $526k 28k 18.50
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $514k 6.5k 78.65
Deere & Company (DE) 0.2 $502k 1.2k 423.62
Amazon (AMZN) 0.2 $482k 2.2k 219.39
Bank of America Corporation (BAC) 0.2 $479k 11k 43.95
Lowe's Companies (LOW) 0.2 $456k 1.8k 246.86
Ishares Tr S&p 100 Etf (OEF) 0.2 $454k 1.6k 288.85
Verizon Communications (VZ) 0.2 $435k 11k 39.99
Mastercard Incorporated Cl A (MA) 0.2 $432k 821.00 526.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $415k 2.1k 198.18
Exxon Mobil Corporation (XOM) 0.2 $404k 3.8k 107.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $398k 778.00 511.13
Pepsi (PEP) 0.1 $387k 2.5k 152.09
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $368k 14k 27.32
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $352k 13k 26.63
PNC Financial Services (PNC) 0.1 $349k 1.8k 192.85
Alphabet Cap Stk Cl A (GOOGL) 0.1 $348k 1.8k 189.34
First Tr Morningstar Divid L SHS (FDL) 0.1 $348k 8.6k 40.26
Abbvie (ABBV) 0.1 $327k 1.8k 177.70
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $322k 12k 27.87
UnitedHealth (UNH) 0.1 $309k 611.00 505.86
Tesla Motors (TSLA) 0.1 $294k 727.00 403.84
Visa Com Cl A (V) 0.1 $269k 850.00 316.04
Ameriprise Financial (AMP) 0.1 $268k 503.00 532.43
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $266k 6.0k 44.04
Principal Financial (PFG) 0.1 $266k 3.4k 77.40
Procter & Gamble Company (PG) 0.1 $263k 1.6k 167.68
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $256k 914.00 280.06
Oracle Corporation (ORCL) 0.1 $254k 1.5k 166.64
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $245k 1.3k 195.83
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $243k 1.8k 132.10
Alphabet Cap Stk Cl C (GOOG) 0.1 $229k 1.2k 190.50
Accenture Plc Ireland Shs Class A (ACN) 0.1 $227k 645.00 351.79
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $223k 1.9k 115.18
Abbott Laboratories (ABT) 0.1 $215k 1.9k 113.13
Costco Wholesale Corporation (COST) 0.1 $207k 226.00 916.71
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $204k 2.2k 91.43