The Analysis of Oldfather Financial Services, LLC's Holdings
Currently, Oldfather Financial Services, LLC holds 98 types of securities in its portfolio with a total value $335.8M. In the most recent quarter, they have increased their positions in AGG (+14.6K shares, valued at $1.5M), IBDV (+48.2K shares, valued at $1.1M), MSFT (+1.7K shares, valued at $844.4K); decreased their positions in N/A (-2.8K shares, valued at $1.8M), IWF (-939 shares, valued at $444.4K), IWM (-825 shares, valued at $203.1K); initiated new positions in IEMG (+10.7K shares, valued at $718.6K), IEFA (+6.9K shares, valued at $620.4K), N/A (+1.5K shares, valued at $514.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MDY SPDR S&P MIDCAP 400 ETF TR55.2K shares0.54%2025-12-312026-01-16
IWM ISHARES TR116.2K shares-0.70%2025-12-312026-01-16 SPY SPDR S&P 500 ETF TR25.8K shares-0.70%2025-12-312026-01-16 EFA ISHARES TR126.6K shares3.39%2025-12-312026-01-16 AGG ISHARES TR117.1K shares14.24%2025-12-312026-01-16 IWF ISHARES TR24.4K shares-3.70%2025-12-312026-01-16 IWD ISHARES TR44.0K shares-0.59%2025-12-312026-01-16 BRK.A BERKSHIRE HATHAWAY INC DEL12 shares0.00%2025-12-312026-01-16 IWO ISHARES TR27.2K shares-0.01%2025-12-312026-01-16 IJJ ISHARES TR63.2K shares8.46%2025-12-312026-01-16 VB VANGUARD INDEX FDS32.0K shares0.09%2025-12-312026-01-16 IJK ISHARES TR78.6K shares0.64%2025-12-312026-01-16 IWN ISHARES TR37.6K shares-1.19%2025-12-312026-01-16 WFC WELLS FARGO CO NEW62.2K shares0.71%2025-12-312026-01-16 EEM ISHARES TR97.0K shares-1.73%2025-12-312026-01-16 IVV ISHARES TR6.4K shares0.84%2025-12-312026-01-16 AAPL APPLE INC13.7K shares9.88%2025-12-312026-01-16 BND VANGUARD BD INDEX FDS42.0K shares15.35%2025-12-312026-01-16 AXP AMERICAN EXPRESS CO7.7K shares2.33%2025-12-312026-01-16 BKE BUCKLE INC44.0K shares0.01%2025-12-312026-01-16 SCHZ SCHWAB STRATEGIC TR97.1K shares-0.11%2025-12-312026-01-16 IJH ISHARES TR32.9K shares0.15%2025-12-312026-01-16 MSFT MICROSOFT CORP4.4K shares65.10%2025-12-312026-01-16 JPM JPMORGAN CHASE & CO.6.2K shares14.56%2025-12-312026-01-16 SCHX SCHWAB STRATEGIC TR72.2K shares2.80%2025-12-312026-01-16 VTI VANGUARD INDEX FDS5.7K shares-0.93%2025-12-312026-01-16 SCHA SCHWAB STRATEGIC TR60.4K shares-1.03%2025-12-312026-01-16 JNJ JOHNSON & JOHNSON8.0K shares4.75%2025-12-312026-01-16 SCHM SCHWAB STRATEGIC TR54.7K shares1.93%2025-12-312026-01-16 AMZN AMAZON COM INC6.3K shares82.49%2025-12-312026-01-16 IBDV ISHARES TR66.0K shares270.39%2025-12-312026-01-16 VO VANGUARD INDEX FDS4.3K shares-4.24%2025-12-312026-01-16 IBM INTERNATIONAL BUSINESS MACHS3.9K shares8.22%2025-12-312026-01-16 IWB ISHARES TR3.0K shares-2.73%2025-12-312026-01-16 XLK SELECT SECTOR SPDR TR7.5K shares88.96%2025-12-312026-01-16 ALPHABET INC ALPHABET INC3.2K shares75.62%2025-12-312026-01-16 UNP UNION PAC CORP4.0K shares18.12%2025-12-312026-01-16 ALPHABET INC ALPHABET INC2.8K shares37.49%2025-12-312026-01-16 ACWX ISHARES TR12.8K shares0.98%2025-12-312026-01-16 NVDA NVIDIA CORPORATION4.3K shares165.62%2025-12-312026-01-16 USB US BANCORP DEL15.0K shares0.00%2025-12-312026-01-16 MCD MCDONALDS CORP2.5K shares4.61%2025-12-312026-01-16 IBDR ISHARES TR31.1K shares0.00%2025-12-312026-01-16 VBR VANGUARD INDEX FDS3.5K shares39.62%2025-12-312026-01-16 IEMG ISHARES INC10.7K sharesnew addition2025-12-312026-01-16 GLD SPDR GOLD TR1.8K shares0.00%2025-12-312026-01-16 SCHF SCHWAB STRATEGIC TR28.9K shares2.53%2025-12-312026-01-16 VV VANGUARD INDEX FDS2.0K shares8.51%2025-12-312026-01-16 IEFA ISHARES TR6.9K sharesnew addition2025-12-312026-01-16 BAC BANK AMERICA CORP11.2K shares3.67%2025-12-312026-01-16 VBK VANGUARD INDEX FDS1.9K shares-3.73%2025-12-312026-01-16 DE DEERE & CO1.2K shares0.08%2025-12-312026-01-16 OEF ISHARES TR1.6K shares1.45%2025-12-312026-01-16 MA MASTERCARD INCORPORATED948 shares21.69%2025-12-312026-01-16 XOM EXXON MOBIL CORP4.4K shares17.18%2025-12-312026-01-16 HYG ISHARES TR6.5K shares0.00%2025-12-312026-01-16 BROADCOM INC BROADCOM INC1.5K sharesnew addition2025-12-312026-01-16 META META PLATFORMS INC768 shares124.56%2025-12-312026-01-16 SCHE SCHWAB STRATEGIC TR15.4K shares6.31%2025-12-312026-01-16 SCHD SCHWAB STRATEGIC TR17.5K shares-4.41%2025-12-312026-01-16 V VISA INC1.3K shares114.67%2025-12-312026-01-16 VZ VERIZON COMMUNICATIONS INC10.7K shares-1.02%2025-12-312026-01-16 ABBV ABBVIE INC1.9K shares21.47%2025-12-312026-01-16 VWO VANGUARD INTL EQUITY INDEX F7.6K shares33.41%2025-12-312026-01-16 SCHG SCHWAB STRATEGIC TR12.3K shares-4.60%2025-12-312026-01-16 ORCL ORACLE CORP2.0K shares30.94%2025-12-312026-01-16 IYW ISHARES TR1.9K shares0.00%2025-12-312026-01-16 PNC PNC FINL SVCS GROUP INC1.8K shares0.00%2025-12-312026-01-16 IVW ISHARES TR3.0K shares0.00%2025-12-312026-01-16 AMP AMERIPRISE FINL INC744 shares47.91%2025-12-312026-01-16 SPEM SPDR INDEX SHS FDS7.8K shares62.94%2025-12-312026-01-16 VEA VANGUARD TAX-MANAGED FDS5.6K sharesnew addition2025-12-312026-01-16 LLY ELI LILLY & CO319 sharesnew addition2025-12-312026-01-16 TJX TJX COS INC NEW2.2K sharesnew addition2025-12-312026-01-16 LOW LOWES COS INC1.4K shares-1.54%2025-12-312026-01-16 TSLA TESLA INC752 shares-2.34%2025-12-312026-01-16 WMT WALMART INC2.7K sharesnew addition2025-12-312026-01-16 PEP PEPSICO INC2.1K shares-0.43%2025-12-312026-01-16 ABT ABBOTT LABS2.3K shares41.38%2025-12-312026-01-16 SDY SPDR SERIES TRUST2.0K shares-2.43%2025-12-312026-01-16 VFH VANGUARD WORLD FD2.1K shares0.00%2025-12-312026-01-16 IJR ISHARES TR2.3K sharesnew addition2025-12-312026-01-16 VOT VANGUARD INDEX FDS921 shares0.00%2025-12-312026-01-16 MYCG SSGA ACTIVE TR10.0K sharesnew addition2025-12-312026-01-16 TSM TAIWAN SEMICONDUCTOR MFG LTD819 sharesnew addition2025-12-312026-01-16 ACWI ISHARES TR1.7K shares0.06%2025-12-312026-01-16 DVY ISHARES TR1.6K shares14.86%2025-12-312026-01-16 KO COCA COLA CO3.3K sharesnew addition2025-12-312026-01-16 PG PROCTER AND GAMBLE CO1.6K sharesnew addition2025-12-312026-01-16 SPYM SPDR SERIES TRUST2.8K sharesnew addition2025-12-312026-01-16 COST COSTCO WHSL CORP NEW253 shares11.95%2025-12-312026-01-16 VIG VANGUARD SPECIALIZED FUNDS983 shares-19.95%2025-12-312026-01-16 CMI CUMMINS INC422 sharesnew addition2025-12-312026-01-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available