Oldfather Financial Services, LLC Top Holdings and 13F Report (2025) About Oldfather Financial Services, LLCInvestment ActivityOldfather Financial Services, LLC has $262.47 million in total holdings as of December 31, 2024.Oldfather Financial Services, LLC owns shares of 78 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.61% of the portfolio was purchased this quarter.About 1.94% of the portfolio was sold this quarter.This quarter, Oldfather Financial Services, LLC has purchased 76 new stocks and bought additional shares in 35 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 $62,996,296SPDR S&P MidCap 400 ETF Trust $29,384,228iShares Russell 2000 ETF $23,665,317SPDR S&P 500 ETF Trust $15,260,368iShares Russell 1000 Growth ETF $10,811,368 Largest New Holdings this Quarter iShares iBonds Dec 2025 Term Corporate ETF $848,644 HoldingiShares iBonds Dec 2026 Term Corporate ETF $748,745 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 20,291 shares (about $1.97M)Schwab U.S. Aggregate Bond ETF 48,600 shares (about $1.10M)Schwab US Large-Cap ETF 45,227 shares (about $1.05M)Schwab U.S. Mid-Cap ETF 35,119 shares (about $973.15K)iShares iBonds Dec 2025 Term Corporate ETF 33,878 shares (about $848.64K) Largest Sales this Quarter Vanguard S&P 500 ETF 6,465 shares (about $3.48M)Wells Fargo & Company 4,971 shares (about $349.16K)Apple 1,282 shares (about $321.03K)iShares Russell 1000 Growth ETF 656 shares (about $263.44K)SPDR S&P 500 ETF Trust 233 shares (about $136.56K) 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$62,996,296$3,483,420 ▼-5.2%116,91724.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$29,384,228$113,917 ▼-0.4%51,58911.2%ETFIWMiShares Russell 2000 ETF$23,665,317$101,421 ▼-0.4%107,1029.0%FinanceSPYSPDR S&P 500 ETF Trust$15,260,368$136,557 ▼-0.9%26,0385.8%FinanceIWFiShares Russell 1000 Growth ETF$10,811,368$263,437 ▼-2.4%26,9224.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$9,100,628$1,966,192 ▲27.6%93,9183.5%FinanceIWDiShares Russell 1000 Value ETF$8,007,695$50,171 ▲0.6%43,2543.1%ETFEFAiShares MSCI EAFE ETF$7,890,133$74,022 ▲0.9%104,3533.0%FinanceVBVanguard Small-Cap ETF$7,544,537$20,183 ▲0.3%31,3992.9%ETFIWOiShares Russell 2000 Growth ETF$7,389,501$26,479 ▲0.4%25,6742.8%ETFIJJiShares S&P Mid-Cap 400 Value ETF$6,657,636$66,229 ▲1.0%53,2782.5%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$6,451,327$77,200 ▲1.2%70,9482.5%ETFBRK.BBerkshire Hathaway$6,106,5880.0%13,4722.3%FinanceIWNiShares Russell 2000 Value ETF$5,560,687$4,597 ▲0.1%33,8722.1%ETFWFCWells Fargo & Company$4,186,651$349,163 ▼-7.7%59,6051.6%FinanceIVViShares Core S&P 500 ETF$3,792,398$11,774 ▼-0.3%6,4421.4%ETFEEMiShares MSCI Emerging Markets ETF$3,425,457$61,642 ▲1.8%81,9101.3%FinanceAAPLApple$3,136,220$321,034 ▼-9.3%12,5241.2%Computer and TechnologyBKEBuckle$2,405,541$864 ▲0.0%47,3440.9%Retail/WholesaleAXPAmerican Express$2,230,3770.0%7,5150.8%FinanceIJHiShares Core S&P Mid-Cap ETF$1,982,166$79,384 ▼-3.9%31,8110.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,907,663$1,103,220 ▲137.1%84,0380.7%ETFVTIVanguard Total Stock Market ETF$1,681,438$183,445 ▲12.2%5,8020.6%ETFBNDVanguard Total Bond Market ETF$1,593,166$806,111 ▲102.4%22,1550.6%ETFSCHXSchwab US Large-Cap ETF$1,579,406$1,048,355 ▲197.4%68,1370.6%ETFSCHMSchwab U.S. Mid-Cap ETF$1,468,908$973,148 ▲196.3%53,0100.6%ETFETNEaton$1,401,155$332 ▲0.0%4,2220.5%Industrial ProductsJPMJPMorgan Chase & Co.$1,278,012$1,199 ▲0.1%5,3310.5%FinanceJNJJohnson & Johnson$1,132,6890.0%7,8320.4%MedicalMSFTMicrosoft$1,100,100$51,844 ▲4.9%2,6100.4%Computer and TechnologySCHASchwab US Small-Cap ETF$1,082,046$544,307 ▲101.2%41,8420.4%ETFUNPUnion Pacific$1,003,5060.0%4,4010.4%TransportationIWBiShares Russell 1000 ETF$893,028$100,192 ▼-10.1%2,7720.3%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$848,644$848,644 ▲New Holding33,8780.3%ETFVOVanguard Mid-Cap ETF$812,728$10,565 ▼-1.3%3,0770.3%ETFIBMInternational Business Machines$788,5300.0%3,5870.3%Computer and TechnologyIBDRiShares iBonds Dec 2026 Term Corporate ETF$748,745$748,745 ▲New Holding31,1070.3%ETFMCDMcDonald's$723,524$580 ▲0.1%2,4960.3%Retail/WholesaleUSBU.S. Bancorp$719,7940.0%15,0490.3%FinanceACWXiShares MSCI ACWI ex U.S. ETF$610,667$626 ▲0.1%11,7080.2%ManufacturingXLKTechnology Select Sector SPDR Fund$578,2770.0%2,4870.2%ETFSCHFSchwab International Equity ETF$525,951$268,044 ▲103.9%28,4300.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$514,292$30,359 ▼-5.6%6,5390.2%ETFDEDeere & Company$502,409$1,694 ▲0.3%1,1860.2%Industrial ProductsAMZNAmazon.com$481,561$9,214 ▼-1.9%2,1950.2%Retail/WholesaleBACBank of America$478,791$5,582 ▲1.2%10,8940.2%FinanceLOWLowe's Companies$455,709$741 ▲0.2%1,8460.2%Retail/WholesaleOEFiShares S&P 100 ETF$454,0720.0%1,5720.2%ETFVZVerizon Communications$434,611$1,760 ▲0.4%10,8680.2%Computer and TechnologyMAMastercard$432,314$3,159 ▼-0.7%8210.2%Business ServicesVBRVanguard Small-Cap Value ETF$415,3850.0%2,0960.2%ETFXOMExxon Mobil$403,596$8,928 ▼-2.2%3,7520.2%Oils/EnergyQQQInvesco QQQ$397,658$511 ▲0.1%7780.2%FinancePEPPepsiCo$387,064$2,890 ▼-0.7%2,5450.1%Consumer StaplesSCHDSchwab US Dividend Equity ETF$368,277$240,500 ▲188.2%13,4800.1%ETFSCHESchwab Emerging Markets Equity ETF$351,454$23,940 ▲7.3%13,1980.1%ETFPNCThe PNC Financial Services Group$349,0590.0%1,8100.1%FinanceGOOGLAlphabet$348,004$36,542 ▲11.7%1,8380.1%Computer and TechnologyFDLFirst Trust Morningstar Dividend Leaders Index$347,6850.0%8,6360.1%ETFABBVAbbVie$326,613$711 ▲0.2%1,8380.1%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$321,528$241,153 ▲300.0%11,5370.1%ETFUNHUnitedHealth Group$309,080$8,094 ▼-2.6%6110.1%MedicalTSLATesla$293,592$24,230 ▼-7.6%7270.1%Auto/Tires/TrucksVVisa$268,634$632 ▼-0.2%8500.1%Business ServicesAMPAmeriprise Financial$267,8120.0%5030.1%FinanceVWOVanguard FTSE Emerging Markets ETF$265,7370.0%6,0340.1%ETFPFGPrincipal Financial Group$265,490$697 ▲0.3%3,4300.1%FinancePGProcter & Gamble$263,426$1,844 ▼-0.7%1,5710.1%Consumer StaplesVBKVanguard Small-Cap Growth ETF$255,9750.0%9140.1%ETFORCLOracle$254,126$1,666 ▼-0.7%1,5250.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$245,179$28,983 ▼-10.6%1,2520.1%ETFSDYSPDR S&P Dividend ETF$242,8000.0%1,8380.1%ETFGOOGAlphabet$228,7880.0%1,2010.1%Computer and TechnologyACNAccenture$226,9050.0%6450.1%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$223,2190.0%1,9380.1%ETFABTAbbott Laboratories$215,170$1,018 ▲0.5%1,9020.1%MedicalCOSTCostco Wholesale$207,1760.0%2260.1%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$204,255$1,737 ▲0.9%2,2340.1%ETFShowing 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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