Oldfather Financial Services

Oldfather Financial Services as of Dec. 31, 2025

Portfolio Holdings for Oldfather Financial Services

Oldfather Financial Services holds 98 positions in its portfolio as reported in the December 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) 21.9 $74M 117k 627.13
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 9.9 $33M 55k 603.28
Ishares Tr Russell 2000 Etf (IWM) 8.5 $29M 116k 246.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.2 $18M 26k 681.92
Ishares Tr Msci Eafe Etf (EFA) 3.6 $12M 127k 96.03
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $12M 117k 99.88
Ishares Tr Rus 1000 Grw Etf (IWF) 3.4 $12M 24k 473.30
Ishares Tr Rus 1000 Val Etf (IWD) 2.8 $9.3M 44k 210.34
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.7 $9.1M 12.00 754800.00
Ishares Tr Rus 2000 Grw Etf (IWO) 2.6 $8.8M 27k 323.01
Ishares Tr S&p Mc 400vl Etf (IJJ) 2.5 $8.3M 63k 131.59
Vanguard Index Fds Small Cp Etf (VB) 2.5 $8.3M 32k 257.95
Ishares Tr S&p Mc 400gr Etf (IJK) 2.3 $7.6M 79k 96.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.1 $7.1M 14k 502.65
Ishares Tr Rus 2000 Val Etf (IWN) 2.0 $6.8M 38k 181.21
Wells Fargo & Company (WFC) 1.7 $5.8M 62k 93.20
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $5.3M 97k 54.71
Ishares Tr Core S&p500 Etf (IVV) 1.3 $4.4M 6.4k 684.97
Apple (AAPL) 1.1 $3.7M 14k 271.87
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $3.1M 42k 74.07
American Express Company (AXP) 0.8 $2.8M 7.7k 369.95
Buckle (BKE) 0.7 $2.3M 44k 53.42
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $2.3M 97k 23.37
Ishares Tr Core S&p Mcp Etf (IJH) 0.6 $2.2M 33k 66.00
Microsoft Corporation (MSFT) 0.6 $2.1M 4.4k 483.62
JPMorgan Chase & Co. (JPM) 0.6 $2.0M 6.2k 322.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.6 $1.9M 72k 26.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.9M 5.7k 335.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.5 $1.7M 60k 28.48
Johnson & Johnson (JNJ) 0.5 $1.7M 8.0k 206.96
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.5 $1.6M 55k 30.07
Amazon (AMZN) 0.4 $1.5M 6.3k 230.82
Ishares Tr Ibonds Dec 2030 (IBDV) 0.4 $1.5M 66k 22.07
Eaton Corp SHS (ETN) 0.4 $1.4M 4.3k 318.51
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $1.3M 4.3k 290.23
International Business Machines (IBM) 0.3 $1.2M 3.9k 296.21
Ishares Tr Rus 1000 Etf (IWB) 0.3 $1.1M 3.0k 373.44
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $1.1M 7.5k 143.97
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.0M 3.2k 313.00
Union Pacific Corporation (UNP) 0.3 $914k 4.0k 231.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $870k 1.4k 614.24
Alphabet Cap Stk Cl C (GOOG) 0.3 $864k 2.8k 313.79
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $861k 13k 67.13
NVIDIA Corporation (NVDA) 0.2 $807k 4.3k 186.50
Us Bancorp Del Com New (USB) 0.2 $800k 15k 53.36
McDonald's Corporation (MCD) 0.2 $762k 2.5k 305.66
Ishares Tr Ibonds Dec2026 (IBDR) 0.2 $754k 31k 24.23
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $742k 3.5k 211.79
Ishares Core Msci Emkt (IEMG) 0.2 $719k 11k 67.22
Spdr Gold Tr Gold Shs (GLD) 0.2 $704k 1.8k 396.31
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $695k 29k 24.04
Vanguard Index Fds Large Cap Etf (VV) 0.2 $643k 2.0k 314.80
Ishares Tr Core Msci Eafe (IEFA) 0.2 $620k 6.9k 89.46
Bank of America Corporation (BAC) 0.2 $618k 11k 55.00
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $585k 1.9k 302.11
Deere & Company (DE) 0.2 $555k 1.2k 465.70
Ishares Tr S&p 100 Etf (OEF) 0.2 $553k 1.6k 342.99
Mastercard Incorporated Cl A (MA) 0.2 $541k 948.00 570.88
Exxon Mobil Corporation (XOM) 0.2 $534k 4.4k 120.35
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.2 $522k 6.5k 80.63
Broadcom (AVGO) 0.2 $514k 1.5k 346.10
Meta Platforms Cl A (META) 0.2 $507k 768.00 660.09
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $504k 15k 32.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $479k 18k 27.43
Visa Com Cl A (V) 0.1 $447k 1.3k 350.71
Verizon Communications (VZ) 0.1 $437k 11k 40.73
Abbvie (ABBV) 0.1 $424k 1.9k 228.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $410k 7.6k 53.76
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $401k 12k 32.62
Oracle Corporation (ORCL) 0.1 $388k 2.0k 194.91
Ishares Tr U.s. Tech Etf (IYW) 0.1 $381k 1.9k 199.68
PNC Financial Services (PNC) 0.1 $376k 1.8k 208.73
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $370k 3.0k 123.26
Ameriprise Financial (AMP) 0.1 $365k 744.00 490.34
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $363k 7.8k 46.81
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $350k 5.6k 62.47
Eli Lilly & Co. (LLY) 0.1 $343k 319.00 1074.68
TJX Companies (TJX) 0.1 $340k 2.2k 153.61
Lowe's Companies (LOW) 0.1 $340k 1.4k 241.20
Tesla Motors (TSLA) 0.1 $338k 752.00 449.72
Wal-Mart Stores (WMT) 0.1 $296k 2.7k 111.41
Pepsi (PEP) 0.1 $296k 2.1k 143.53
Abbott Laboratories (ABT) 0.1 $285k 2.3k 125.28
Spdr Series Trust State Street Spd (SDY) 0.1 $279k 2.0k 139.16
Vanguard World Financials Etf (VFH) 0.1 $276k 2.1k 133.49
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $272k 2.3k 120.18
Lam Research Corp Com New (LRCX) 0.1 $265k 1.5k 171.18
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $257k 921.00 279.14
Ssga Active Tr State Street My (MYCG) 0.1 $250k 10k 25.04
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $249k 819.00 303.89
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $237k 1.7k 141.47
Ishares Tr Select Divid Etf (DVY) 0.1 $230k 1.6k 141.14
Coca-Cola Company (KO) 0.1 $228k 3.3k 69.90
Procter & Gamble Company (PG) 0.1 $222k 1.6k 143.28
Spdr Series Trust State Street Spd (SPYM) 0.1 $222k 2.8k 80.22
Costco Wholesale Corporation (COST) 0.1 $219k 253.00 864.03
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $216k 983.00 219.78
Cummins (CMI) 0.1 $215k 422.00 510.45