Oldfather Financial Services, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Oldfather Financial Services, LLC reported 72 stock positions worth $243.7 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 25.5% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 11.4%) and iShares Russell 2000 ETF (IWM, 9.0%). Compared with Q1 2024, it opened 3 new positions, sold out of 2, added to 32 and reduced 19. The biggest buy was a new position in Principal Financial (PFG) and the biggest sale Vanguard Most SM-Cap ETF-Usd (VB, shares −0%).

Most Recent 13F
Q4 2025
Location
KEARNEY, NE
CIK
0001775530
Portfolio Value
$243.7M (Q2 2024)
SEC Filing
0001775530-24-000003 ↗ filed Jul 24, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $243.0M Q1 2024 Q2 2024: $243.7M $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 72 stocks · $243.7M
VOO Vanguard S&P 500 ETF 25.52% 124,362 $62.2M Reduce -0.2%
MDY State Street SPDR S&P Midcap 11.42% 52,028 $27.8M Add +0.2%
IWM iShares Russell 2000 ETF 9.01% 108,211 $22.0M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 5.87% 26,300 $14.3M Reduce -0.7%
IWF iShares Russell 1000 Growth 4.15% 27,754 $10.1M Reduce -0.9%
EFA iShares MSCI Eafe ETF 3.33% 103,704 $8.1M Add +1.6%
IWD iShares Russell 1000 Value E 3.15% 44,065 $7.7M Add +0.5%
VB Vanguard Most SM-Cap ETF-Usd 2.81% 31,416 $6.9M Reduce -0.1%
IWO iShares Russell 2000 Growth 2.77% 25,748 $6.8M Reduce -0.8%
AGG iShares Core U.S. Aggregate 2.77% 69,516 $6.7M Reduce -1.9%
IJK iShares S&P Mid-Cap 400 Grow 2.57% 70,985 $6.3M Reduce -0.1%
IJJ iShares S&P Mid-Cap 400 Valu 2.47% 52,984 $6.0M Add +2.6%
BRK.B Berkshire Hathaway Inc. Class B 2.24% 13,445 $5.5M Add +1.1%
IWN iShares Russell 2000 Value E 2.14% 34,184 $5.2M Add +1.0%
WFC Wells Fargo & Co. 1.57% 64,555 $3.8M Add +0.0%
EEM iShares MSCI Emerging Market 1.47% 84,181 $3.6M Add +1.6%
IVV iShares Core S&P 500 ETF 1.46% 6,489 $3.6M Add +0.1%
AAPL Apple Inc. 1.18% 13,664 $2.9M No change
IJH iShares Core S&P Midcap ETF 0.79% 33,051 $1.9M Add +0.1%
BKE The Buckle Inc. 0.72% 47,321 $1.7M Add +0.0%
AXP American Express Co. 0.71% 7,500 $1.7M Reduce -6.2%
SCHZ Schwab US Aggregate Bond ETF 0.65% 34,709 $1.6M Add +3.5%
SCHX Schwab US Large-Cap ETF 0.60% 22,857 $1.5M Reduce -2.2%
VTI VG Morningstar TS MKT ETF-US 0.59% 5,405 $1.4M Add +0.5%
SCHM Schwab US Mid Cap ETF 0.56% 17,469 $1.4M Add +1.1%
ETN Eaton Corp. PLC 0.54% 4,211 $1.3M No change
JNJ Johnson & Johnson 0.47% 7,843 $1.1M Add +0.6%
MSFT Microsoft Corp. 0.45% 2,473 $1.1M Add +5.0%
JPM JPMorgan Chase & Co. 0.44% 5,322 $1.1M Add +1.1%
SCHA Schwab US Small-Cap ETF 0.44% 22,577 $1.1M Reduce -0.3%
UNP Union Pacific Corp. 0.41% 4,419 $1000K Add +1.4%
IWB iShares Russell 1000 ETF 0.38% 3,084 $918K Reduce -6.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.31% 3,117 $755K No change
QQQ Invesco QQQ Trust Series 1 0.29% 1,487 $713K No change
BND Vanguard Total Bond Market 0.29% 9,793 $706K Add +29.7%
MCD McDonald's Corp. 0.26% 2,478 $631K Add +0.1%
ACWX iShares MSCI Acwi Ex US ETF 0.26% 11,696 $621K Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.25% 3,567 $617K No change
USB US Bancorp 0.24% 15,000 $596K No change
XLK SS Technology Select Sector 0.23% 2,487 $563K No change
SCHF Schwab Intl Equity ETF 0.22% 13,894 $534K Reduce -1.6%
DE Deere & Co. 0.18% 1,206 $450K Add +2.6%
VZ Verizon Communications Inc. 0.18% 10,775 $444K No change
XOM Exxon Mobil Corp. 0.18% 3,729 $429K Add +1.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.18% 10,767 $428K No change
PEP Pepsico Inc. 0.17% 2,531 $417K Add +0.4%
OEF iShares S&P 100 ETF 0.17% 1,572 $415K Reduce -14.8%
AMZN Amazon.com Inc. 0.17% 2,124 $410K Add +15.3%
LOW Lowe's Cos Inc. 0.17% 1,829 $403K Add +0.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.16% 2,096 $383K Reduce -7.0%
MA Mastercard Inc. Class A 0.15% 806 $356K Reduce -3.1%
SCHD Schwab US DVD Equity ETF 0.14% 4,535 $353K Add +1.9%
FDL First Trust Morn DVD Lead Inc. 0.13% 8,636 $328K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.13% 12,006 $319K Add +0.4%
UNH Unitedhealth Group Inc. 0.13% 612 $312K No change
ABBV Abbvie Inc. 0.13% 1,800 $309K No change
GOOGL Alphabet Inc. Class A 0.12% 1,635 $298K Add +22.5%
SCHG Schwab US Large-Cap Growth 0.12% 2,884 $291K Reduce -6.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.12% 1,153 $288K No change
PNC PNC Financial Services Group 0.11% 1,800 $280K No change
PFG Principal Financial Group 0.11% 3,414 $268K New
VWO Vanguard Ftse Emerging Marke 0.11% 6,034 $264K No change
VIG Vanguard Dividend Apprec ETF 0.10% 1,400 $256K No change
PG The Procter & Gamble Co. 0.10% 1,527 $252K Add +0.3%
SDY SS SPDR S&P Dividend ETF 0.10% 1,838 $234K No change
GOOG Alphabet Inc. Class C 0.09% 1,200 $220K New
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.09% 2,822 $218K Reduce -0.1%
V Visa Inc. Class A 0.09% 818 $215K Add +2.5%
ORCL Oracle Corp. 0.09% 1,513 $214K New
AMP Ameriprise Financial Inc. 0.09% 500 $214K No change
GSLC Goldman Activebeta US LC ETF 0.09% 1,938 $207K Reduce -3.9%
BIL SS SPDR BB 1-3M T-Bill ETF 0.08% 2,215 $203K Reduce -3.0%

Portfolio Sells Q1 2024 → Q2 2024
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.1% 2.81% −0.15
IWO iShares Russell 2000 Growth Reduce -0.8% 2.77% −0.12
IJK iShares S&P Mid-Cap 400 Grow Reduce -0.1% 2.57% −0.10
ABT Abbott Laboratories Sold out 0.00% −0.10
ACN Accenture PLC Class A Sold out 0.00% −0.09
AGG iShares Core U.S. Aggregate Reduce -1.9% 2.77% −0.09
AXP American Express Co. Reduce -6.2% 0.71% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -7.0% 0.16% −0.02
SCHA Schwab US Small-Cap ETF Reduce -0.3% 0.44% −0.02
MA Mastercard Inc. Class A Reduce -3.1% 0.15% −0.02
OEF iShares S&P 100 ETF Reduce -14.8% 0.17% −0.02
IWB iShares Russell 1000 ETF Reduce -6.7% 0.38% −0.02
SCHF Schwab Intl Equity ETF Reduce -1.6% 0.22% −0.01
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -3.0% 0.08% −0.00
GSLC Goldman Activebeta US LC ETF Reduce -3.9% 0.09% −0.00
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -0.1% 0.09% −0.00
SCHG Schwab US Large-Cap Growth Reduce -6.5% 0.12% +0.00
SCHX Schwab US Large-Cap ETF Reduce -2.2% 0.60% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.7% 5.87% +0.17
IWF iShares Russell 1000 Growth Reduce -0.9% 4.15% +0.26
VOO Vanguard S&P 500 ETF Reduce -0.2% 25.52% +0.86

Portfolio Buys Q1 2024 → Q2 2024
PFG Principal Financial Group New 0.11% +0.11
GOOG Alphabet Inc. Class C New 0.09% +0.09
ORCL Oracle Corp. New 0.09% +0.09
EEM iShares MSCI Emerging Market Add +1.6% 1.47% +0.07
BND Vanguard Total Bond Market Add +29.7% 0.29% +0.06
IVV iShares Core S&P 500 ETF Add +0.1% 1.46% +0.05
MSFT Microsoft Corp. Add +5.0% 0.45% +0.05
GOOGL Alphabet Inc. Class A Add +22.5% 0.12% +0.04
WFC Wells Fargo & Co. Add +0.0% 1.57% +0.03
AMZN Amazon.com Inc. Add +15.3% 0.17% +0.03
VTI VG Morningstar TS MKT ETF-US Add +0.5% 0.59% +0.02
SCHZ Schwab US Aggregate Bond ETF Add +3.5% 0.65% +0.01
JPM JPMorgan Chase & Co. Add +1.1% 0.44% +0.01
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.4% 0.13% +0.01
PG The Procter & Gamble Co. Add +0.3% 0.10% +0.00
XOM Exxon Mobil Corp. Add +1.8% 0.18% +0.00
ACWX iShares MSCI Acwi Ex US ETF Add +0.1% 0.26% −0.00
SCHD Schwab US DVD Equity ETF Add +1.9% 0.14% −0.00
V Visa Inc. Class A Add +2.5% 0.09% −0.00
PEP Pepsico Inc. Add +0.4% 0.17% −0.01
DE Deere & Co. Add +2.6% 0.18% −0.01
SCHM Schwab US Mid Cap ETF Add +1.1% 0.56% −0.02
EFA iShares MSCI Eafe ETF Add +1.6% 3.33% −0.02
LOW Lowe's Cos Inc. Add +0.1% 0.17% −0.03
MCD McDonald's Corp. Add +0.1% 0.26% −0.03
UNP Union Pacific Corp. Add +1.4% 0.41% −0.03
IJH iShares Core S&P Midcap ETF Add +0.1% 0.79% −0.03
JNJ Johnson & Johnson Add +0.6% 0.47% −0.04
IJJ iShares S&P Mid-Cap 400 Valu Add +2.6% 2.47% −0.05
BRK.B Berkshire Hathaway Inc. Class B Add +1.1% 2.24% −0.06
BKE The Buckle Inc. Add +0.0% 0.72% −0.07
IWN iShares Russell 2000 Value E Add +1.0% 2.14% −0.08
IWD iShares Russell 1000 Value E Add +0.5% 3.15% −0.08
IWM iShares Russell 2000 ETF Add +0.1% 9.01% −0.34
MDY State Street SPDR S&P Midcap Add +0.2% 11.42% −0.46

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