Oldfather Financial Services

Oldfather Financial Services as of June 30, 2025

Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 84 positions in its portfolio as reported in the June 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) 23.0 $67M 118k 568.03
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 10.4 $30M 53k 566.48
Ishares Tr Russell 2000 Etf (IWM) 8.4 $24M 113k 215.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.5 $16M 26k 617.85
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $11M 26k 424.58
Ishares Tr Msci Eafe Etf (EFA) 3.6 $11M 118k 89.39
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $10M 104k 99.20
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.0 $8.7M 12.00 728800.00
Ishares Tr Rus 1000 Val Etf (IWD) 2.9 $8.5M 44k 194.23
Vanguard Index Fds Small Cp Etf (VB) 2.6 $7.6M 32k 236.98
Ishares Tr Rus 2000 Grw Etf (IWO) 2.6 $7.5M 26k 285.87
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.4 $7.0M 57k 123.58
Ishares Tr S&p Mc 400gr Etf (IJK) 2.3 $6.8M 75k 90.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.3 $6.7M 14k 485.77
Ishares Tr Rus 2000 Val Etf (IWN) 2.0 $5.8M 37k 157.76
Wells Fargo & Company (WFC) 1.7 $4.9M 62k 80.12
Ishares Tr Msci Emg Mkt Etf (EEM) 1.5 $4.3M 90k 48.24
Ishares Tr Core S&p500 Etf (IVV) 1.4 $3.9M 6.3k 620.91
Apple (AAPL) 0.8 $2.4M 12k 205.16
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $2.4M 33k 73.63
American Express Company (AXP) 0.8 $2.4M 7.5k 318.98
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.8 $2.3M 97k 23.24
Buckle (BKE) 0.8 $2.2M 50k 45.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $2.0M 33k 62.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.8M 5.8k 303.91
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.7M 69k 24.44
JPMorgan Chase & Co. (JPM) 0.5 $1.6M 5.3k 289.91
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $1.5M 61k 25.30
Eaton Corp SHS (ETN) 0.5 $1.5M 4.2k 356.99
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $1.5M 54k 28.05
Microsoft Corporation (MSFT) 0.4 $1.3M 2.6k 497.42
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.3M 4.6k 279.83
Johnson & Johnson (JNJ) 0.4 $1.2M 7.7k 152.75
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.4 $1.2M 46k 25.18
International Business Machines (IBM) 0.4 $1.1M 3.6k 294.78
Ishares Tr Rus 1000 Etf (IWB) 0.4 $1.0M 3.0k 339.57
Select Sector Spdr Tr Technology (XLK) 0.3 $888k 3.5k 253.23
Union Pacific Corporation (UNP) 0.3 $879k 3.8k 230.09
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $781k 13k 60.94
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $754k 31k 24.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $725k 1.3k 551.80
McDonald's Corporation (MCD) 0.2 $696k 2.4k 292.19
Us Bancorp Del Com New (USB) 0.2 $679k 15k 45.25
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $618k 28k 22.10
Deere & Company (DE) 0.2 $605k 1.2k 508.31
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $557k 2.0k 276.94
Vanguard Index Fds Large Cap Etf (VV) 0.2 $537k 1.9k 285.30
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $526k 6.5k 80.65
Bank of America Corporation (BAC) 0.2 $513k 11k 47.32
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $490k 19k 26.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $489k 2.5k 195.01
Ishares Tr S&p 100 Etf (OEF) 0.2 $478k 1.6k 304.35
Amazon (AMZN) 0.2 $470k 2.1k 219.39
Verizon Communications (VZ) 0.2 $470k 11k 43.27
Mastercard Incorporated Cl A (MA) 0.2 $451k 802.00 561.94
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $421k 14k 30.14
Exxon Mobil Corporation (XOM) 0.1 $406k 3.8k 107.79
First Tr Exchange-traded SHS (FDL) 0.1 $362k 8.6k 41.87
PNC Financial Services (PNC) 0.1 $336k 1.8k 186.42
Oracle Corporation (ORCL) 0.1 $332k 1.5k 218.63
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $328k 11k 29.21
Alphabet Cap Stk Cl A (GOOGL) 0.1 $320k 1.8k 176.26
Ishares Tr U.s. Tech Etf (IYW) 0.1 $320k 1.8k 173.27
Lowe's Companies (LOW) 0.1 $317k 1.4k 221.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $301k 6.1k 49.46
Abbvie (ABBV) 0.1 $283k 1.5k 185.62
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $271k 2.0k 135.73
Pepsi (PEP) 0.1 $270k 2.0k 132.02
Ameriprise Financial (AMP) 0.1 $269k 503.00 533.73
Select Sector Spdr Tr Financial (XLF) 0.1 $266k 5.1k 52.37
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $262k 921.00 284.39
Vanguard World Financials Etf (VFH) 0.1 $261k 2.0k 127.30
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $256k 1.3k 204.67
Tesla Motors (TSLA) 0.1 $243k 764.00 317.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $241k 2.2k 110.10
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $231k 1.9k 121.38
Costco Wholesale Corporation (COST) 0.1 $225k 227.00 991.19
Abbott Laboratories (ABT) 0.1 $218k 1.6k 135.97
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $216k 1.7k 128.61
Alphabet Cap Stk Cl C (GOOG) 0.1 $213k 1.2k 177.44
Visa Com Cl A (V) 0.1 $211k 595.00 355.05
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $210k 2.3k 91.73
Meta Platforms Cl A (META) 0.1 $204k 276.00 738.09
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $203k 4.8k 42.74