Oldfather Financial Services

Oldfather Financial Services as of March 31, 2025

Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 78 positions in its portfolio as reported in the March 2025 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) 22.3 $59M 114k 513.91
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 10.5 $28M 52k 533.48
Ishares Tr Russell 2000 Etf (IWM) 8.2 $22M 108k 199.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.6 $15M 26k 559.40
Ishares Tr Core Us Aggbd Et (AGG) 3.9 $10M 103k 98.92
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.6 $9.6M 12.00 798441.58
Ishares Tr Msci Eafe Etf (EFA) 3.5 $9.3M 114k 81.73
Ishares Tr Rus 1000 Grw Etf (IWF) 3.5 $9.3M 26k 361.09
Ishares Tr Rus 1000 Val Etf (IWD) 3.1 $8.2M 44k 188.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $7.5M 14k 532.58
Vanguard Index Fds Small Cp Etf (VB) 2.7 $7.1M 32k 221.75
Ishares Tr Rus 2000 Grw Etf (IWO) 2.5 $6.6M 26k 255.53
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.5 $6.5M 54k 119.73
Ishares Tr S&p Mc 400gr Etf (IJK) 2.3 $6.0M 72k 83.28
Ishares Tr Rus 2000 Val Etf (IWN) 2.0 $5.3M 35k 150.98
Wells Fargo & Company (WFC) 1.7 $4.4M 62k 71.79
Ishares Tr Msci Emg Mkt Etf (EEM) 1.4 $3.7M 85k 43.70
Ishares Tr Core S&p500 Etf (IVV) 1.4 $3.7M 6.6k 561.87
Apple (AAPL) 1.0 $2.7M 12k 222.13
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.8 $2.1M 89k 23.16
American Express Company (AXP) 0.8 $2.0M 7.5k 269.05
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $2.0M 27k 73.45
Ishares Tr Core S&p Mcp Etf (IJH) 0.8 $2.0M 34k 58.35
Buckle (BKE) 0.7 $1.8M 47k 38.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.6M 5.8k 274.82
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.5M 70k 22.08
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $1.4M 55k 26.20
JPMorgan Chase & Co. (JPM) 0.5 $1.3M 5.3k 245.29
Johnson & Johnson (JNJ) 0.5 $1.3M 7.7k 165.85
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.4 $1.2M 46k 25.15
Eaton Corp SHS (ETN) 0.4 $1.1M 4.2k 271.83
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $1.0M 45k 23.43
Union Pacific Corporation (UNP) 0.4 $994k 4.2k 236.23
Microsoft Corporation (MSFT) 0.4 $969k 2.6k 375.33
International Business Machines (IBM) 0.3 $892k 3.6k 248.66
Ishares Tr Rus 1000 Etf (IWB) 0.3 $852k 2.8k 306.74
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $796k 3.1k 258.62
McDonald's Corporation (MCD) 0.3 $769k 2.5k 312.36
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $763k 14k 55.45
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $753k 31k 24.21
Us Bancorp Del Com New (USB) 0.2 $652k 15k 42.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $635k 1.4k 468.92
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $589k 21k 27.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $570k 29k 19.78
Deere & Company (DE) 0.2 $557k 1.2k 469.43
Select Sector Spdr Tr Technology (XLK) 0.2 $528k 2.6k 206.48
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $521k 6.6k 78.89
Verizon Communications (VZ) 0.2 $493k 11k 45.36
Exxon Mobil Corporation (XOM) 0.2 $456k 3.8k 118.92
Mastercard Incorporated Cl A (MA) 0.2 $451k 822.00 548.12
Bank of America Corporation (BAC) 0.2 $450k 11k 41.73
Ishares Tr S&p 100 Etf (OEF) 0.2 $426k 1.6k 270.83
Amazon (AMZN) 0.2 $397k 2.1k 190.26
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $391k 2.1k 186.29
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $388k 14k 27.57
First Tr Morningstar Divid L SHS (FDL) 0.1 $375k 8.6k 43.44
Lowe's Companies (LOW) 0.1 $337k 1.4k 233.19
Pepsi (PEP) 0.1 $333k 2.2k 149.93
Abbvie (ABBV) 0.1 $323k 1.5k 209.52
PNC Financial Services (PNC) 0.1 $317k 1.8k 175.77
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $316k 1.3k 251.77
UnitedHealth (UNH) 0.1 $313k 598.00 523.75
Ishares Tr U.s. Tech Etf (IYW) 0.1 $305k 2.2k 140.44
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $290k 6.4k 45.26
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $280k 11k 25.04
Alphabet Cap Stk Cl A (GOOGL) 0.1 $276k 1.8k 154.63
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $249k 1.8k 135.68
Ameriprise Financial (AMP) 0.1 $244k 503.00 484.11
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $243k 1.3k 193.99
Vanguard World Financials Etf (VFH) 0.1 $234k 2.0k 119.47
Abbott Laboratories (ABT) 0.1 $213k 1.6k 132.64
Procter & Gamble Company (PG) 0.1 $212k 1.2k 170.39
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $211k 2.3k 91.73
Oracle Corporation (ORCL) 0.1 $211k 1.5k 139.81
Select Sector Spdr Tr Financial (XLF) 0.1 $210k 4.2k 49.81
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $210k 1.9k 110.08
Costco Wholesale Corporation (COST) 0.1 $207k 219.00 946.61
Visa Com Cl A (V) 0.1 $204k 581.00 350.46