Oldfather Financial Services, LLC Top Holdings and 13F Report (2024) About Oldfather Financial Services, LLCInvestment ActivityOldfather Financial Services, LLC has $259.89 million in total holdings as of September 30, 2024.Oldfather Financial Services, LLC owns shares of 76 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 0.75% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, Oldfather Financial Services, LLC has purchased 72 new stocks and bought additional shares in 37 stocks.Oldfather Financial Services, LLC sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $65,104,927SPDR S&P MidCap 400 ETF Trust $29,502,053iShares Russell 2000 ETF $23,759,210SPDR S&P 500 ETF Trust $15,073,423iShares Russell 1000 Growth ETF $10,352,294 Largest New Holdings this Quarter Accenture $227,995 HoldingAbbott Laboratories $215,775 HoldingTesla $205,903 HoldingCostco Wholesale $200,365 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 4,111 shares (about $416.32K)iShares iBoxx $ High Yield Corporate Bond ETF 4,103 shares (about $329.47K)Accenture 645 shares (about $228.00K)Abbott Laboratories 1,893 shares (about $215.78K)Tesla 787 shares (about $205.90K) Largest Sales this Quarter Vanguard S&P 500 ETF 980 shares (about $517.12K)Invesco QQQ 710 shares (about $346.51K)iShares Russell 1000 Value ETF 1,082 shares (about $205.36K)iShares MSCI Emerging Markets ETF 3,745 shares (about $171.75K)iShares Russell 2000 ETF 650 shares (about $143.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOldfather Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$65,104,927$517,116 ▼-0.8%123,38225.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$29,502,053$136,148 ▼-0.5%51,78911.4%ETFIWMiShares Russell 2000 ETF$23,759,210$143,579 ▼-0.6%107,5619.1%FinanceSPYSPDR S&P 500 ETF Trust$15,073,423$16,639 ▼-0.1%26,2715.8%FinanceIWFiShares Russell 1000 Growth ETF$10,352,294$66,067 ▼-0.6%27,5784.0%ETFEFAiShares MSCI EAFE ETF$8,645,138$27,598 ▼-0.3%103,3743.3%FinanceIWDiShares Russell 1000 Value ETF$8,158,206$205,364 ▼-2.5%42,9833.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,456,246$416,323 ▲5.9%73,6272.9%FinanceVBVanguard Small-Cap ETF$7,428,238$23,958 ▼-0.3%31,3152.9%ETFIWOiShares Russell 2000 Growth ETF$7,265,230$47,144 ▼-0.6%25,5822.8%ETFIJJiShares S&P Mid-Cap 400 Value ETF$6,520,760$29,175 ▼-0.4%52,7482.5%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$6,444,232$81,450 ▼-1.2%70,0992.5%ETFBRK.BBerkshire Hathaway$6,200,623$12,427 ▲0.2%13,4722.4%FinanceIWNiShares Russell 2000 Value ETF$5,645,867$56,719 ▼-1.0%33,8442.2%ETFIVViShares Core S&P 500 ETF$3,727,420$15,574 ▼-0.4%6,4621.4%ETFEEMiShares MSCI Emerging Markets ETF$3,688,816$171,747 ▼-4.4%80,4361.4%FinanceWFCWells Fargo & Company$3,647,881$1,186 ▲0.0%64,5761.4%FinanceAAPLApple$3,216,912$33,087 ▲1.0%13,8061.2%Computer and TechnologyBKEBuckle$2,080,960$264 ▲0.0%47,3270.8%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$2,061,861$2,119 ▲0.1%33,0850.8%ETFAXPAmerican Express$2,038,068$4,068 ▲0.2%7,5150.8%FinanceSCHZSchwab U.S. Aggregate Bond ETF$1,683,991$34,642 ▲2.1%35,4380.6%ETFSCHXSchwab US Large-Cap ETF$1,554,446$3,596 ▲0.2%22,9100.6%ETFSCHMSchwab U.S. Mid-Cap ETF$1,486,534$35,063 ▲2.4%17,8910.6%ETFVTIVanguard Total Stock Market ETF$1,463,791$66,832 ▼-4.4%5,1690.6%ETFETNEaton$1,399,008$3,314 ▲0.2%4,2210.5%Industrial ProductsJNJJohnson & Johnson$1,269,187$1,783 ▼-0.1%7,8320.5%MedicalJPMJPMorgan Chase & Co.$1,122,937$843 ▲0.1%5,3260.4%FinanceUNPUnion Pacific$1,084,848$4,437 ▼-0.4%4,4010.4%TransportationSCHASchwab US Small-Cap ETF$1,070,883$91,824 ▼-7.9%20,7940.4%ETFMSFTMicrosoft$1,070,353$6,025 ▲0.6%2,4870.4%Computer and TechnologyIWBiShares Russell 1000 ETF$969,264$314 ▼0.0%3,0830.4%ETFVOVanguard Mid-Cap ETF$822,3580.0%3,1170.3%ETFBNDVanguard Total Bond Market ETF$822,079$86,527 ▲11.8%10,9450.3%ETFIBMInternational Business Machines$793,014$4,422 ▲0.6%3,5870.3%Computer and TechnologyMCDMcDonald's$759,397$4,872 ▲0.6%2,4940.3%Retail/WholesaleUSBU.S. Bancorp$688,191$2,241 ▲0.3%15,0490.3%FinanceACWXiShares MSCI ACWI ex U.S. ETF$669,2240.0%11,6960.3%ManufacturingSCHFSchwab International Equity ETF$573,240$1,933 ▲0.3%13,9410.2%ETFXLKTechnology Select Sector SPDR Fund$561,4650.0%2,4870.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$556,078$329,471 ▲145.4%6,9250.2%ETFLOWLowe's Companies$499,227$3,792 ▲0.8%1,8430.2%Retail/WholesaleDEDeere & Company$493,390$10,018 ▼-2.0%1,1820.2%Industrial ProductsVZVerizon Communications$486,106$2,201 ▲0.5%10,8240.2%Computer and TechnologyXOMExxon Mobil$449,568$12,426 ▲2.8%3,8350.2%Oils/EnergyPEPPepsiCo$436,088$5,613 ▲1.3%2,5640.2%Consumer StaplesOEFiShares S&P 100 ETF$435,0670.0%1,5720.2%ETFBACBank of America$427,2350.0%10,7670.2%FinanceVBRVanguard Small-Cap Value ETF$420,8350.0%2,0960.2%ETFAMZNAmazon.com$416,820$21,055 ▲5.3%2,2370.2%Retail/WholesaleMAMastercard$408,373$10,370 ▲2.6%8270.2%Business ServicesSCHDSchwab US Dividend Equity ETF$395,338$12,003 ▲3.1%4,6770.2%ETFQQQInvesco QQQ$379,206$346,507 ▼-47.7%7770.1%FinanceUNHUnitedHealth Group$366,594$8,770 ▲2.5%6270.1%MedicalFDLFirst Trust Morningstar Dividend Leaders Index$362,2800.0%8,6360.1%ETFABBVAbbVie$362,178$6,714 ▲1.9%1,8340.1%MedicalSCHESchwab Emerging Markets Equity ETF$358,889$8,550 ▲2.4%12,2990.1%ETFPNCThe PNC Financial Services Group$334,579$1,849 ▲0.6%1,8100.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$300,4610.0%2,8840.1%ETFPFGPrincipal Financial Group$293,903$601 ▲0.2%3,4210.1%FinanceVWOVanguard FTSE Emerging Markets ETF$288,7270.0%6,0340.1%ETFVIGVanguard Dividend Appreciation ETF$277,2840.0%1,4000.1%ETFPGProcter & Gamble$274,086$9,529 ▲3.6%1,5820.1%Consumer StaplesGOOGLAlphabet$272,817$1,658 ▲0.6%1,6450.1%Computer and TechnologyORCLOracle$261,564$3,749 ▲1.5%1,5350.1%Computer and TechnologySDYSPDR S&P Dividend ETF$261,0700.0%1,8380.1%ETFVBKVanguard Small-Cap Growth ETF$244,376$63,901 ▼-20.7%9140.1%ETFAMPAmeriprise Financial$236,314$1,409 ▲0.6%5030.1%FinanceVVisa$234,257$9,348 ▲4.2%8520.1%Business ServicesACNAccenture$227,995$227,995 ▲New Holding6450.1%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$218,8780.0%1,9380.1%ETFABTAbbott Laboratories$215,775$215,775 ▲New Holding1,8930.1%MedicalTSLATesla$205,903$205,903 ▲New Holding7870.1%Auto/Tires/TrucksBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$203,3590.0%2,2150.1%ETFGOOGAlphabet$200,788$167 ▲0.1%1,2010.1%Computer and TechnologyCOSTCostco Wholesale$200,365$200,365 ▲New Holding2260.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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