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The Analysis of Oldfather Financial Services, LLC's Holdings & P&L

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).

1M P&L

-28.1M-9.40%

3M P&L

-28.4M-9.49%

HY P&L

-11.7M-4.15%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A215.3M

86.0%

2Banks - Diversified8.4M

3.4%

3Credit Services3.8M

1.5%

Top Industries by Stock Count

1N/A54 stocks

60.0%

2Drug Manufacturers - General3 stocks

3.3%

3Credit Services3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS117.4K shares-2.34%2025-12-312026-01-16

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

Sponsored

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

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.1K shares3.63%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

Sponsored

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

Sponsored

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

Sponsored

IBDV ISHARES TR66.0K shares270.39%2025-12-312026-01-16

EATON CORP PLC EATON CORP PLC4.3K shares1.75%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

Sponsored

INVESCO QQQ TR INVESCO QQQ TR1.4K shares7.68%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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

Sponsored

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

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares0.00%2025-12-312026-01-16

VOT VANGUARD INDEX FDS921 shares0.00%2025-12-312026-01-16

Sponsored

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

Sponsored

VIG VANGUARD SPECIALIZED FUNDS983 shares-19.95%2025-12-312026-01-16

CMI CUMMINS INC422 sharesnew addition2025-12-312026-01-16

VANGUARD INDEX FDS

-2.34%

Shares117.4K

Event2025-12-31

Filed2026-01-16

MDY

SPDR S&P MIDCAP 400 ETF TR

0.54%

Shares55.2K

Event2025-12-31

Filed2026-01-16

IWM

ISHARES TR

-0.70%

Shares116.2K

Event2025-12-31

Filed2026-01-16

SPY

SPDR S&P 500 ETF TR

-0.70%

Shares25.8K

Event2025-12-31

Filed2026-01-16

EFA

ISHARES TR

3.39%

Shares126.6K

Event2025-12-31

Filed2026-01-16

AGG

ISHARES TR

14.24%

Shares117.1K

Event2025-12-31

Filed2026-01-16

IWF

ISHARES TR

-3.70%

Shares24.4K

Event2025-12-31

Filed2026-01-16

IWD

ISHARES TR

-0.59%

Shares44.0K

Event2025-12-31

Filed2026-01-16

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares12

Event2025-12-31

Filed2026-01-16

IWO

ISHARES TR

-0.01%

Shares27.2K

Event2025-12-31

Filed2026-01-16

IJJ

ISHARES TR

8.46%

Shares63.2K

Event2025-12-31

Filed2026-01-16

VANGUARD INDEX FDS

0.09%

Shares32.0K

Event2025-12-31

Filed2026-01-16

IJK

ISHARES TR

0.64%

Shares78.6K

Event2025-12-31

Filed2026-01-16

BERKSHIRE HATHAWAY INC DEL

3.63%

Shares14.1K

Event2025-12-31

Filed2026-01-16

IWN

ISHARES TR

-1.19%

Shares37.6K

Event2025-12-31

Filed2026-01-16

WFC

WELLS FARGO CO NEW

0.71%

Shares62.2K

Event2025-12-31

Filed2026-01-16

EEM

ISHARES TR

-1.73%

Shares97.0K

Event2025-12-31

Filed2026-01-16

IVV

ISHARES TR

0.84%

Shares6.4K

Event2025-12-31

Filed2026-01-16

AAPL

APPLE INC

9.88%

Shares13.7K

Event2025-12-31

Filed2026-01-16

BND

VANGUARD BD INDEX FDS

15.35%

Shares42.0K

Event2025-12-31

Filed2026-01-16

AXP

AMERICAN EXPRESS CO

2.33%

Shares7.7K

Event2025-12-31

Filed2026-01-16

BKE

BUCKLE INC

0.01%

Shares44.0K

Event2025-12-31

Filed2026-01-16

SCHZ

SCHWAB STRATEGIC TR

-0.11%

Shares97.1K

Event2025-12-31

Filed2026-01-16

IJH

ISHARES TR

0.15%

Shares32.9K

Event2025-12-31

Filed2026-01-16

MSFT

MICROSOFT CORP

65.10%

Shares4.4K

Event2025-12-31

Filed2026-01-16

JPM

JPMORGAN CHASE & CO.

14.56%

Shares6.2K

Event2025-12-31

Filed2026-01-16

SCHX

SCHWAB STRATEGIC TR

2.80%

Shares72.2K

Event2025-12-31

Filed2026-01-16

VTI

VANGUARD INDEX FDS

-0.93%

Shares5.7K

Event2025-12-31

Filed2026-01-16

SCHA

SCHWAB STRATEGIC TR

-1.03%

Shares60.4K

Event2025-12-31

Filed2026-01-16

JNJ

JOHNSON & JOHNSON

4.75%

Shares8.0K

Event2025-12-31

Filed2026-01-16

SCHM

SCHWAB STRATEGIC TR

1.93%

Shares54.7K

Event2025-12-31

Filed2026-01-16

AMZN

AMAZON COM INC

82.49%

Shares6.3K

Event2025-12-31

Filed2026-01-16

IBDV

ISHARES TR

270.39%

Shares66.0K

Event2025-12-31

Filed2026-01-16

EATON CORP PLC

1.75%

Shares4.3K

Event2025-12-31

Filed2026-01-16

VANGUARD INDEX FDS

-4.24%

Shares4.3K

Event2025-12-31

Filed2026-01-16

IBM

INTERNATIONAL BUSINESS MACHS

8.22%

Shares3.9K

Event2025-12-31

Filed2026-01-16

IWB

ISHARES TR

-2.73%

Shares3.0K

Event2025-12-31

Filed2026-01-16

XLK

SELECT SECTOR SPDR TR

88.96%

Shares7.5K

Event2025-12-31

Filed2026-01-16

ALPHABET INC

75.62%

Shares3.2K

Event2025-12-31

Filed2026-01-16

UNP

UNION PAC CORP

18.12%

Shares4.0K

Event2025-12-31

Filed2026-01-16

INVESCO QQQ TR

7.68%

Shares1.4K

Event2025-12-31

Filed2026-01-16

ALPHABET INC

37.49%

Shares2.8K

Event2025-12-31

Filed2026-01-16

ACWX

ISHARES TR

0.98%

Shares12.8K

Event2025-12-31

Filed2026-01-16

NVDA

NVIDIA CORPORATION

165.62%

Shares4.3K

Event2025-12-31

Filed2026-01-16

USB

US BANCORP DEL

0.00%

Shares15.0K

Event2025-12-31

Filed2026-01-16

MCD

MCDONALDS CORP

4.61%

Shares2.5K

Event2025-12-31

Filed2026-01-16

IBDR

ISHARES TR

0.00%

Shares31.1K

Event2025-12-31

Filed2026-01-16

VBR

VANGUARD INDEX FDS

39.62%

Shares3.5K

Event2025-12-31

Filed2026-01-16

IEMG

ISHARES INC

New

Shares10.7K

Event2025-12-31

Filed2026-01-16

GLD

SPDR GOLD TR

0.00%

Shares1.8K

Event2025-12-31

Filed2026-01-16

SCHF

SCHWAB STRATEGIC TR

2.53%

Shares28.9K

Event2025-12-31

Filed2026-01-16

VANGUARD INDEX FDS

8.51%

Shares2.0K

Event2025-12-31

Filed2026-01-16

IEFA

ISHARES TR

New

Shares6.9K

Event2025-12-31

Filed2026-01-16

BAC

BANK AMERICA CORP

3.67%

Shares11.2K

Event2025-12-31

Filed2026-01-16

VBK

VANGUARD INDEX FDS

-3.73%

Shares1.9K

Event2025-12-31

Filed2026-01-16

DEERE & CO

0.08%

Shares1.2K

Event2025-12-31

Filed2026-01-16

OEF

ISHARES TR

1.45%

Shares1.6K

Event2025-12-31

Filed2026-01-16

MASTERCARD INCORPORATED

21.69%

Shares948

Event2025-12-31

Filed2026-01-16

XOM

EXXON MOBIL CORP

17.18%

Shares4.4K

Event2025-12-31

Filed2026-01-16

HYG

ISHARES TR

0.00%

Shares6.5K

Event2025-12-31

Filed2026-01-16

BROADCOM INC

New

Shares1.5K

Event2025-12-31

Filed2026-01-16