Oldfather Financial Services, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 28, 2024), Oldfather Financial Services, LLC reported 76 stock positions worth $259.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 25.1% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 11.4%) and iShares Russell 2000 ETF (IWM, 9.1%). Compared with Q2 2024, it opened 4 new positions, added to 37 and reduced 22. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +0%) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −1%).
- Most Recent 13F
- Q4 2025
- Location
- KEARNEY, NE
- CIK
- 0001775530
- Portfolio Value
- $259.9M (Q3 2024)
- SEC Filing
- 0001775530-24-000006 ↗ filed Oct 28, 2024
Holdings Value
Holdings 76 stocks · $259.9M
| VOO Vanguard S&P 500 ETF | 25.05% | 123,382 | $65.1M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 11.35% | 51,789 | $29.5M | Reduce -0.5% |
| IWM iShares Russell 2000 ETF | 9.14% | 107,561 | $23.8M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.80% | 26,271 | $15.1M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 3.98% | 27,578 | $10.4M | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 3.33% | 103,374 | $8.6M | Reduce -0.3% |
| IWD iShares Russell 1000 Value E | 3.14% | 42,983 | $8.2M | Reduce -2.5% |
| AGG iShares Core U.S. Aggregate | 2.87% | 73,627 | $7.5M | Add +5.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.86% | 31,315 | $7.4M | Reduce -0.3% |
| IWO iShares Russell 2000 Growth | 2.80% | 25,582 | $7.3M | Reduce -0.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 2.51% | 52,748 | $6.5M | Reduce -0.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 2.48% | 70,099 | $6.4M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.39% | 13,472 | $6.2M | Add +0.2% |
| IWN iShares Russell 2000 Value E | 2.17% | 33,844 | $5.6M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 1.43% | 6,462 | $3.7M | Reduce -0.4% |
| EEM iShares MSCI Emerging Market | 1.42% | 80,436 | $3.7M | Reduce -4.5% |
| WFC Wells Fargo & Co. | 1.40% | 64,576 | $3.6M | Add +0.0% |
| AAPL Apple Inc. | 1.24% | 13,806 | $3.2M | Add +1.0% |
| BKE The Buckle Inc. | 0.80% | 47,327 | $2.1M | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 0.79% | 33,085 | $2.1M | Add +0.1% |
| AXP American Express Co. | 0.78% | 7,515 | $2.0M | Add +0.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.65% | 35,438 | $1.7M | Add +2.1% |
| SCHX Schwab US Large-Cap ETF | 0.60% | 22,910 | $1.6M | Add +0.2% |
| SCHM Schwab US Mid Cap ETF | 0.57% | 17,891 | $1.5M | Add +2.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.56% | 5,169 | $1.5M | Reduce -4.4% |
| ETN Eaton Corp. PLC | 0.54% | 4,221 | $1.4M | Add +0.2% |
| JNJ Johnson & Johnson | 0.49% | 7,832 | $1.3M | Reduce -0.1% |
| JPM JPMorgan Chase & Co. | 0.43% | 5,326 | $1.1M | Add +0.1% |
| UNP Union Pacific Corp. | 0.42% | 4,401 | $1.1M | Reduce -0.4% |
| SCHA Schwab US Small-Cap ETF | 0.41% | 20,794 | $1.1M | Reduce -7.9% |
| MSFT Microsoft Corp. | 0.41% | 2,487 | $1.1M | Add +0.6% |
| IWB iShares Russell 1000 ETF | 0.37% | 3,083 | $969K | Reduce -0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.32% | 3,117 | $822K | No change |
| BND Vanguard Total Bond Market | 0.32% | 10,945 | $822K | Add +11.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 3,587 | $793K | Add +0.6% |
| MCD McDonald's Corp. | 0.29% | 2,494 | $759K | Add +0.7% |
| USB US Bancorp | 0.26% | 15,049 | $688K | Add +0.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.26% | 11,696 | $669K | No change |
| SCHF Schwab Intl Equity ETF | 0.22% | 13,941 | $573K | Add +0.3% |
| XLK SS Technology Select Sector | 0.22% | 2,487 | $561K | No change |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.21% | 6,925 | $556K | Add +145.4% |
| LOW Lowe's Cos Inc. | 0.19% | 1,843 | $499K | Add +0.8% |
| DE Deere & Co. | 0.19% | 1,182 | $493K | Reduce -2.0% |
| VZ Verizon Communications Inc. | 0.19% | 10,824 | $486K | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.17% | 3,835 | $450K | Add +2.8% |
| PEP Pepsico Inc. | 0.17% | 2,564 | $436K | Add +1.3% |
| OEF iShares S&P 100 ETF | 0.17% | 1,572 | $435K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 10,767 | $427K | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.16% | 2,096 | $421K | No change |
| AMZN Amazon.com Inc. | 0.16% | 2,237 | $417K | Add +5.3% |
| MA Mastercard Inc. Class A | 0.16% | 827 | $408K | Add +2.6% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 4,677 | $395K | Add +3.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 777 | $379K | Reduce -47.8% |
| UNH Unitedhealth Group Inc. | 0.14% | 627 | $367K | Add +2.5% |
| FDL First Trust Morn DVD Lead Inc. | 0.14% | 8,636 | $362K | No change |
| ABBV Abbvie Inc. | 0.14% | 1,834 | $362K | Add +1.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.14% | 12,299 | $359K | Add +2.4% |
| PNC PNC Financial Services Group | 0.13% | 1,810 | $335K | Add +0.6% |
| SCHG Schwab US Large-Cap Growth | 0.12% | 2,884 | $300K | No change |
| PFG Principal Financial Group | 0.11% | 3,421 | $294K | Add +0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 6,034 | $289K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.11% | 1,400 | $277K | No change |
| PG The Procter & Gamble Co. | 0.11% | 1,582 | $274K | Add +3.6% |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,645 | $273K | Add +0.6% |
| ORCL Oracle Corp. | 0.10% | 1,535 | $262K | Add +1.4% |
| SDY SS SPDR S&P Dividend ETF | 0.10% | 1,838 | $261K | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.09% | 914 | $244K | Reduce -20.7% |
| AMP Ameriprise Financial Inc. | 0.09% | 503 | $236K | Add +0.6% |
| V Visa Inc. Class A | 0.09% | 852 | $234K | Add +4.2% |
| ACN Accenture PLC Class A | 0.09% | 645 | $228K | New |
| GSLC Goldman Activebeta US LC ETF | 0.08% | 1,938 | $219K | No change |
| ABT Abbott Laboratories | 0.08% | 1,893 | $216K | New |
| TSLA Tesla Inc. | 0.08% | 787 | $206K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.08% | 2,215 | $203K | No change |
| GOOG Alphabet Inc. Class C | 0.08% | 1,201 | $201K | Add +0.1% |
| COST Costco Wholesale Corp. | 0.08% | 226 | $200K | New |
Portfolio Sells Q2 2024 → Q3 2024
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 25.05% | −0.47 |
| IWF iShares Russell 1000 Growth | Reduce -0.6% | 3.98% | −0.17 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -47.8% | 0.15% | −0.15 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -1.3% | 2.48% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 5.80% | −0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -0.5% | 11.35% | −0.07 |
| EEM iShares MSCI Emerging Market | Reduce -4.5% | 1.42% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.4% | 0.56% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -7.9% | 0.41% | −0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -20.7% | 0.09% | −0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 1.43% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -2.5% | 3.14% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.3% | 3.33% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -0.0% | 0.37% | −0.00 |
| DE Deere & Co. | Reduce -2.0% | 0.19% | +0.01 |
| UNP Union Pacific Corp. | Reduce -0.4% | 0.42% | +0.01 |
| JNJ Johnson & Johnson | Reduce -0.1% | 0.49% | +0.02 |
| IWO iShares Russell 2000 Growth | Reduce -0.6% | 2.80% | +0.02 |
| IWN iShares Russell 2000 Value E | Reduce -1.0% | 2.17% | +0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.5% | 2.51% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.3% | 2.86% | +0.05 |
| IWM iShares Russell 2000 ETF | Reduce -0.6% | 9.14% | +0.13 |
Portfolio Buys Q2 2024 → Q3 2024
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 2.39% | +0.14 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +145.4% | 0.21% | +0.12 |
| AGG iShares Core U.S. Aggregate | Add +5.9% | 2.87% | +0.10 |
| ACN Accenture PLC Class A | New | 0.09% | +0.09 |
| BKE The Buckle Inc. | Add +0.0% | 0.80% | +0.08 |
| ABT Abbott Laboratories | New | 0.08% | +0.08 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| COST Costco Wholesale Corp. | New | 0.08% | +0.08 |
| AXP American Express Co. | Add +0.2% | 0.78% | +0.07 |
| AAPL Apple Inc. | Add +1.0% | 1.24% | +0.06 |
| IBM Intl Business Machines Corp. | Add +0.6% | 0.31% | +0.05 |
| MCD McDonald's Corp. | Add +0.7% | 0.29% | +0.03 |
| BND Vanguard Total Bond Market | Add +11.8% | 0.32% | +0.03 |
| LOW Lowe's Cos Inc. | Add +0.8% | 0.19% | +0.03 |
| USB US Bancorp | Add +0.3% | 0.26% | +0.02 |
| SCHM Schwab US Mid Cap ETF | Add +2.4% | 0.57% | +0.01 |
| PNC PNC Financial Services Group | Add +0.6% | 0.13% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +2.5% | 0.14% | +0.01 |
| ORCL Oracle Corp. | Add +1.4% | 0.10% | +0.01 |
| ABBV Abbvie Inc. | Add +1.9% | 0.14% | +0.01 |
| MA Mastercard Inc. Class A | Add +2.6% | 0.16% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +3.1% | 0.15% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +2.4% | 0.14% | +0.01 |
| VZ Verizon Communications Inc. | Add +0.5% | 0.19% | +0.00 |
| AMP Ameriprise Financial Inc. | Add +0.6% | 0.09% | +0.00 |
| PFG Principal Financial Group | Add +0.2% | 0.11% | +0.00 |
| PG The Procter & Gamble Co. | Add +3.6% | 0.11% | +0.00 |
| V Visa Inc. Class A | Add +4.2% | 0.09% | +0.00 |
| SCHF Schwab Intl Equity ETF | Add +0.3% | 0.22% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.1% | 0.79% | −0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +2.1% | 0.65% | −0.00 |
| XOM Exxon Mobil Corp. | Add +2.8% | 0.17% | −0.00 |
| PEP Pepsico Inc. | Add +1.3% | 0.17% | −0.00 |
| ETN Eaton Corp. PLC | Add +0.2% | 0.54% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Add +0.2% | 0.60% | −0.00 |
| AMZN Amazon.com Inc. | Add +5.3% | 0.16% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.43% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.08% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.10% | −0.02 |
| MSFT Microsoft Corp. | Add +0.6% | 0.41% | −0.04 |
| WFC Wells Fargo & Co. | Add +0.0% | 1.40% | −0.17 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 98 | $335.8M | VOO, MDY, IWM, SPY, EFA |
| Q3 2025 | 92 | $321.1M | VOO, MDY, IWM, SPY, IWF |
| Q2 2025 | 84 | $290.9M | VOO, MDY, IWM, SPY, IWF |
| Q1 2025 | 78 | $263.4M | VOO, MDY, IWM, SPY, AGG |
| Q4 2024 | 78 | $262.5M | VOO, MDY, IWM, SPY, IWF |
| Q3 2024 | 76 | $259.9M | VOO, MDY, IWM, SPY, IWF |
| Q2 2024 | 72 | $243.7M | VOO, MDY, IWM, SPY, IWF |
| Q1 2024 | 71 | $243.0M | VOO, MDY, IWM, SPY, IWF |