Oldfather Financial Services, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Oldfather Financial Services, LLC 13F Holdings
CIK 0001775530 · KEARNEY, NE
As of Sep 30, 2025, Oldfather Financial Services, LLC reported
92 positions worth $321.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD 500 INDEX FUND | VOO | — | 120,209 | $73.6M | 22.93% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 54,950 | $32.8M | 10.20% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 117,069 | $28.3M | 8.82% |
| SPDR S&P 500 ETF TRUST | SPY | — | 25,958 |
|
7.3M5.39% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 25,380 |
1.9M | 3.70% |
| ISHARES MSCI EAFE ETF | EFA | — | 122,451 |
1.4M | 3.56% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 102,495 |
0.3M | 3.20% |
| BERKSHIRE HATHAWAY INC | BRK.A | Financial Services | 12 | $9.1M | 2.82% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 44,249 | $9.0M | 2.81% |
| ISHARES RUSSELL 2000 GROWTH ETF | IWO | — | 27,205 | $8.7M | 2.71% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 31,984 | $8.1M | 2.53% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 58,256 | $7.6M | 2.35% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 78,068 | $7.5M | 2.33% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 13,586 | $6.8M | 2.13% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 38,016 | $6.7M | 2.09% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 98,745 | $5.3M | 1.64% |
| WELLS FARGO & COMPANY | WFC | Financial Services | 61,762 | $5.2M | 1.61% |
| ISHARES CORE S&P 500 ETF | IVV | — | 6,300 | $4.2M | 1.31% |
| APPLE INC | AAPL | Technology | 12,465 | $3.2M | 0.99% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 36,377 | $2.7M | 0.84% |
| BUCKLE INC | BKE | Consumer Cyclical | 43,982 | $2.6M | 0.80% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 7,513 | $2.5M | 0.78% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 97,215 | $2.3M | 0.71% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 32,826 | $2.1M | 0.67% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 5,795 |
.9M | 0.59% |