Oldfather Financial Services, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Oldfather Financial Services, LLC reported 71 stock positions worth $243.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 24.7% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 11.9%) and iShares Russell 2000 ETF (IWM, 9.4%). Compared with Q4 2023, it opened 9 new positions, sold out of 1, added to 22 and reduced 23. The biggest buy was State Street SPDR S&P Midcap (MDY, shares +1%) and the biggest sale Apple (AAPL, shares −24%).

Most Recent 13F
Q4 2025
Location
KEARNEY, NE
CIK
0001775530
Portfolio Value
$243.0M (Q1 2024)
SEC Filing
0001775530-24-000002 ↗ filed Apr 25, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $243.0M $243.0M Q1 2024 Q2 2024: $243.7M Q2 2024 Q3 2024: $259.9M Q3 2024 Q4 2024: $262.5M Q4 2024 Q1 2025: $263.4M Q1 2025 Q2 2025: $290.9M Q2 2025 Q3 2025: $321.1M Q3 2025 Q4 2025: $335.8M Q4 2025

Holdings 71 stocks · $243.0M
VOO Vanguard S&P 500 ETF 24.66% 124,639 $59.9M Reduce -0.5%
MDY State Street SPDR S&P Midcap 11.89% 51,901 $28.9M Add +0.9%
IWM iShares Russell 2000 ETF 9.35% 108,057 $22.7M Add +1.6%
SPY SS SPDR S&P 500 ETF Trust-US 5.70% 26,476 $13.8M Reduce -2.1%
IWF iShares Russell 1000 Growth 3.89% 28,020 $9.4M Reduce -2.0%
EFA iShares MSCI Eafe ETF 3.36% 102,089 $8.2M Add +1.4%
IWD iShares Russell 1000 Value E 3.23% 43,869 $7.9M Add +0.3%
VB Vanguard Most SM-Cap ETF-Usd 2.96% 31,447 $7.2M Add +0.1%
IWO iShares Russell 2000 Growth 2.89% 25,946 $7.0M Add +2.1%
AGG iShares Core U.S. Aggregate 2.86% 70,837 $6.9M Reduce -3.0%
IJK iShares S&P Mid-Cap 400 Grow 2.67% 71,022 $6.5M Add +2.1%
IJJ iShares S&P Mid-Cap 400 Valu 2.51% 51,626 $6.1M Add +1.8%
BRK.B Berkshire Hathaway Inc. Class B 2.30% 13,295 $5.6M Reduce -0.4%
IWN iShares Russell 2000 Value E 2.21% 33,848 $5.4M Add +2.0%
WFC Wells Fargo & Co. 1.54% 64,552 $3.7M Reduce -0.4%
IVV iShares Core S&P 500 ETF 1.40% 6,485 $3.4M Reduce -1.4%
EEM iShares MSCI Emerging Market 1.40% 82,883 $3.4M Add +4.7%
AAPL Apple Inc. 0.96% 13,664 $2.3M Reduce -24.2%
IJH iShares Core S&P Midcap ETF 0.83% 33,019 $2.0M No change
BKE The Buckle Inc. 0.78% 47,316 $1.9M Reduce -2.1%
AXP American Express Co. 0.75% 7,995 $1.8M No change
SCHZ Schwab US Aggregate Bond ETF 0.64% 33,540 $1.5M Add +1.0%
SCHX Schwab US Large-Cap ETF 0.60% 23,371 $1.5M Reduce -12.2%
SCHM Schwab US Mid Cap ETF 0.58% 17,288 $1.4M Reduce -1.2%
VTI VG Morningstar TS MKT ETF-US 0.58% 5,376 $1.4M Reduce -0.8%
ETN Eaton Corp. PLC 0.54% 4,211 $1.3M Add +0.1%
JNJ Johnson & Johnson 0.51% 7,795 $1.2M Add +0.2%
SCHA Schwab US Small-Cap ETF 0.46% 22,650 $1.1M Reduce -1.9%
UNP Union Pacific Corp. 0.44% 4,360 $1.1M Reduce -27.9%
JPM JPMorgan Chase & Co. 0.43% 5,265 $1.1M Reduce -8.9%
MSFT Microsoft Corp. 0.41% 2,356 $991K Reduce -2.9%
IWB iShares Russell 1000 ETF 0.39% 3,304 $952K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.32% 3,117 $779K No change
MCD McDonald's Corp. 0.29% 2,475 $698K Reduce -1.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.28% 3,567 $681K No change
USB US Bancorp 0.28% 15,000 $671K No change
QQQ Invesco QQQ Trust Series 1 0.27% 1,487 $660K Add +91.6%
ACWX iShares MSCI Acwi Ex US ETF 0.26% 11,684 $624K Reduce -1.0%
SCHF Schwab Intl Equity ETF 0.23% 14,119 $551K Add +0.0%
BND Vanguard Total Bond Market 0.23% 7,550 $548K Add +4.6%
XLK SS Technology Select Sector 0.21% 2,487 $518K No change
DE Deere & Co. 0.20% 1,175 $483K Add +0.2%
LOW Lowe's Cos Inc. 0.19% 1,827 $466K Add +78.1%
OEF iShares S&P 100 ETF 0.19% 1,846 $457K No change
VZ Verizon Communications Inc. 0.19% 10,775 $452K No change
PEP Pepsico Inc. 0.18% 2,521 $441K Add +3.8%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.18% 2,255 $433K No change
XOM Exxon Mobil Corp. 0.18% 3,665 $426K Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.17% 10,767 $408K No change
MA Mastercard Inc. Class A 0.16% 832 $401K No change
SCHD Schwab US DVD Equity ETF 0.15% 4,451 $359K New
AMZN Amazon.com Inc. 0.14% 1,843 $332K Reduce -3.1%
FDL First Trust Morn DVD Lead Inc. 0.14% 8,636 $332K No change
ABBV Abbvie Inc. 0.13% 1,800 $328K New
UNH Unitedhealth Group Inc. 0.12% 612 $303K Reduce -60.9%
SCHE Schwab Emrg Mrkts Eqty ETF 0.12% 11,958 $302K Reduce -2.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.12% 1,153 $301K No change
PNC PNC Financial Services Group 0.12% 1,800 $291K No change
SCHG Schwab US Large-Cap Growth 0.12% 3,084 $286K No change
VIG Vanguard Dividend Apprec ETF 0.11% 1,400 $256K Reduce -7.1%
VWO Vanguard Ftse Emerging Marke 0.10% 6,034 $252K No change
PG The Procter & Gamble Co. 0.10% 1,523 $247K Reduce -3.2%
ABT Abbott Laboratories 0.10% 2,123 $241K New
SDY SS SPDR S&P Dividend ETF 0.10% 1,838 $241K New
V Visa Inc. Class A 0.09% 798 $223K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.09% 2,824 $220K Add +6.3%
AMP Ameriprise Financial Inc. 0.09% 500 $219K New
ACN Accenture PLC Class A 0.09% 629 $218K New
BIL SS SPDR BB 1-3M T-Bill ETF 0.09% 2,283 $210K Add +1.3%
GSLC Goldman Activebeta US LC ETF 0.09% 2,016 $209K New
GOOGL Alphabet Inc. Class A 0.08% 1,335 $201K New

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -24.2% 0.96% −0.58
AGG iShares Core U.S. Aggregate Reduce -3.0% 2.86% −0.37
UNH Unitedhealth Group Inc. Reduce -60.9% 0.12% −0.24
BKE The Buckle Inc. Reduce -2.1% 0.78% −0.24
UNP Union Pacific Corp. Reduce -27.9% 0.44% −0.22
DVY iShares Select Dividend ETF Sold out 0.00% −0.10
SCHX Schwab US Large-Cap ETF Reduce -12.2% 0.60% −0.07
MCD McDonald's Corp. Reduce -1.6% 0.29% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.1% 5.70% −0.03
SCHA Schwab US Small-Cap ETF Reduce -1.9% 0.46% −0.03
ACWX iShares MSCI Acwi Ex US ETF Reduce -1.0% 0.26% −0.01
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -2.1% 0.12% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -7.1% 0.11% −0.01
SCHM Schwab US Mid Cap ETF Reduce -1.2% 0.58% −0.01
JPM JPMorgan Chase & Co. Reduce -8.9% 0.43% −0.00
PG The Procter & Gamble Co. Reduce -3.2% 0.10% −0.00
MSFT Microsoft Corp. Reduce -2.9% 0.41% +0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.8% 0.58% +0.00
IVV iShares Core S&P 500 ETF Reduce -1.4% 1.40% +0.00
AMZN Amazon.com Inc. Reduce -3.1% 0.14% +0.01
IWF iShares Russell 1000 Growth Reduce -2.0% 3.89% +0.03
WFC Wells Fargo & Co. Reduce -0.4% 1.54% +0.12
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.4% 2.30% +0.18
VOO Vanguard S&P 500 ETF Reduce -0.5% 24.66% +0.27

Portfolio Buys Q4 2023 → Q1 2024
MDY State Street SPDR S&P Midcap Add +0.9% 11.89% +0.26
IJK iShares S&P Mid-Cap 400 Grow Add +2.1% 2.67% +0.21
SCHD Schwab US DVD Equity ETF New 0.15% +0.15
ABBV Abbvie Inc. New 0.13% +0.13
QQQ Invesco QQQ Trust Series 1 Add +91.6% 0.27% +0.13
ABT Abbott Laboratories New 0.10% +0.10
SDY SS SPDR S&P Dividend ETF New 0.10% +0.10
V Visa Inc. Class A New 0.09% +0.09
ETN Eaton Corp. PLC Add +0.1% 0.54% +0.09
AMP Ameriprise Financial Inc. New 0.09% +0.09
LOW Lowe's Cos Inc. Add +78.1% 0.19% +0.09
ACN Accenture PLC Class A New 0.09% +0.09
GSLC Goldman Activebeta US LC ETF New 0.09% +0.09
GOOGL Alphabet Inc. Class A New 0.08% +0.08
IWO iShares Russell 2000 Growth Add +2.1% 2.89% +0.04
IWD iShares Russell 1000 Value E Add +0.3% 3.23% +0.01
XOM Exxon Mobil Corp. Add +0.1% 0.18% +0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +6.3% 0.09% −0.00
PEP Pepsico Inc. Add +3.8% 0.18% −0.00
BIL SS SPDR BB 1-3M T-Bill ETF Add +1.3% 0.09% −0.01
SCHF Schwab Intl Equity ETF Add +0.0% 0.23% −0.01
DE Deere & Co. Add +0.2% 0.20% −0.01
BND Vanguard Total Bond Market Add +4.6% 0.23% −0.01
EEM iShares MSCI Emerging Market Add +4.7% 1.40% −0.02
EFA iShares MSCI Eafe ETF Add +1.4% 3.36% −0.03
VB Vanguard Most SM-Cap ETF-Usd Add +0.1% 2.96% −0.03
JNJ Johnson & Johnson Add +0.2% 0.51% −0.04
SCHZ Schwab US Aggregate Bond ETF Add +1.0% 0.64% −0.05
IJJ iShares S&P Mid-Cap 400 Valu Add +1.8% 2.51% −0.06
IWN iShares Russell 2000 Value E Add +2.0% 2.21% −0.08
IWM iShares Russell 2000 ETF Add +1.6% 9.35% −0.16

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q4 2025 98$335.8MVOO, MDY, IWM, SPY, EFA
Q3 2025 92$321.1MVOO, MDY, IWM, SPY, IWF
Q2 2025 84$290.9MVOO, MDY, IWM, SPY, IWF
Q1 2025 78$263.4MVOO, MDY, IWM, SPY, AGG
Q4 2024 78$262.5MVOO, MDY, IWM, SPY, IWF
Q3 2024 76$259.9MVOO, MDY, IWM, SPY, IWF
Q2 2024 72$243.7MVOO, MDY, IWM, SPY, IWF
Q1 2024 71$243.0MVOO, MDY, IWM, SPY, IWF