Oldfather Financial Services

Oldfather Financial Services as of Sept. 30, 2025

Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 92 positions in its portfolio as reported in the September 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) 22.9 $74M 120k 612.38
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 10.2 $33M 55k 596.03
Ishares Tr Russell 2000 Etf (IWM) 8.8 $28M 117k 241.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.4 $17M 26k 666.17
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $12M 25k 468.41
Ishares Tr Msci Eafe Etf (EFA) 3.6 $11M 123k 93.37
Ishares Tr Core Us Aggbd Et (AGG) 3.2 $10M 103k 100.25
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.8 $9.1M 12.00 754200.00
Ishares Tr Rus 1000 Val Etf (IWD) 2.8 $9.0M 44k 203.59
Ishares Tr Rus 2000 Grw Etf (IWO) 2.7 $8.7M 27k 320.04
Vanguard Index Fds Small Cp Etf (VB) 2.5 $8.1M 32k 254.28
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.4 $7.6M 58k 129.72
Ishares Tr S&p Mc 400gr Etf (IJK) 2.3 $7.5M 78k 95.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $6.8M 14k 502.74
Ishares Tr Rus 2000 Val Etf (IWN) 2.1 $6.7M 38k 176.81
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $5.3M 99k 53.40
Wells Fargo & Company (WFC) 1.6 $5.2M 62k 83.82
Ishares Tr Core S&p500 Etf (IVV) 1.3 $4.2M 6.3k 669.33
Apple (AAPL) 1.0 $3.2M 13k 254.63
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $2.7M 36k 74.37
Buckle (BKE) 0.8 $2.6M 44k 58.66
American Express Company (AXP) 0.8 $2.5M 7.5k 332.16
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $2.3M 97k 23.47
Ishares Tr Core S&p Mcp Etf (IJH) 0.7 $2.1M 33k 65.26
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.9M 5.8k 328.19
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.8M 70k 26.34
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $1.7M 61k 27.90
JPMorgan Chase & Co. (JPM) 0.5 $1.7M 5.4k 315.45
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $1.6M 54k 29.64
Eaton Corp SHS (ETN) 0.5 $1.6M 4.2k 374.25
Johnson & Johnson (JNJ) 0.4 $1.4M 7.7k 185.43
Microsoft Corporation (MSFT) 0.4 $1.4M 2.7k 517.86
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.3M 4.5k 293.74
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.4 $1.2M 46k 25.19
Select Sector Spdr Tr Technology (XLK) 0.3 $1.1M 4.0k 281.86
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.1M 3.0k 365.48
International Business Machines (IBM) 0.3 $1.0M 3.6k 282.16
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $826k 13k 65.01
Union Pacific Corporation (UNP) 0.2 $791k 3.3k 236.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $789k 1.3k 600.29
Amazon (AMZN) 0.2 $762k 3.5k 219.57
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $756k 31k 24.30
Us Bancorp Del Com New (USB) 0.2 $725k 15k 48.33
McDonald's Corporation (MCD) 0.2 $725k 2.4k 303.91
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $657k 28k 23.28
Spdr Gold Tr Gold Shs (GLD) 0.2 $632k 1.8k 355.47
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $599k 2.0k 297.62
Vanguard Index Fds Large Cap Etf (VV) 0.2 $579k 1.9k 307.86
Bank of America Corporation (BAC) 0.2 $559k 11k 51.59
Deere & Company (DE) 0.2 $545k 1.2k 457.22
Ishares Tr S&p 100 Etf (OEF) 0.2 $529k 1.6k 332.84
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $525k 6.5k 81.19
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $524k 2.5k 208.71
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $499k 18k 27.30
Alphabet Cap Stk Cl C (GOOG) 0.2 $488k 2.0k 243.51
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $483k 15k 33.37
Verizon Communications (VZ) 0.1 $477k 11k 43.95
Alphabet Cap Stk Cl A (GOOGL) 0.1 $450k 1.9k 243.06
Mastercard Incorporated Cl A (MA) 0.1 $443k 779.00 568.81
Oracle Corporation (ORCL) 0.1 $427k 1.5k 281.24
Exxon Mobil Corporation (XOM) 0.1 $427k 3.8k 112.74
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $412k 13k 31.91
Ishares Tr Ibonds Dec 2030 (IBDV) 0.1 $395k 18k 22.15
First Tr Exchange-traded SHS (FDL) 0.1 $391k 9.0k 43.41
Ishares Tr U.s. Tech Etf (IYW) 0.1 $374k 1.9k 195.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $362k 3.0k 120.72
PNC Financial Services (PNC) 0.1 $362k 1.8k 200.93
Lowe's Companies (LOW) 0.1 $360k 1.4k 251.26
Abbvie (ABBV) 0.1 $354k 1.5k 231.54
Tesla Motors (TSLA) 0.1 $342k 770.00 444.72
Select Sector Spdr Tr Financial (XLF) 0.1 $331k 6.1k 53.87
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $309k 5.7k 54.18
NVIDIA Corporation (NVDA) 0.1 $304k 1.6k 186.58
Pepsi (PEP) 0.1 $291k 2.1k 140.45
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $288k 2.1k 140.05
Vanguard World Financials Etf (VFH) 0.1 $271k 2.1k 131.24
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $271k 921.00 293.79
Nebius Group Shs Class A (NBIS) 0.1 $269k 2.4k 112.27
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $265k 1.2k 215.79
Meta Platforms Cl A (META) 0.1 $251k 342.00 734.38
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $248k 1.9k 130.28
Ameriprise Financial (AMP) 0.1 $247k 503.00 491.25
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.1 $245k 2.7k 91.75
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $232k 1.7k 138.25
Citigroup Com New (C) 0.1 $231k 2.3k 101.50
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $225k 1.6k 139.21
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $223k 4.8k 46.81
Abbott Laboratories (ABT) 0.1 $215k 1.6k 133.95
Costco Wholesale Corporation (COST) 0.1 $210k 226.00 927.22
Lam Research Corp Com New (LRCX) 0.1 $207k 1.5k 133.90
Visa Com Cl A (V) 0.1 $202k 593.00 341.38
Ishares Tr Select Divid Etf (DVY) 0.1 $202k 1.4k 142.10