Oldfather Financial Services, LLC Top Holdings and 13F Report (2024) → The most important AI company you've never heard of (From Manward Press) (Ad) About Oldfather Financial Services, LLCInvestment ActivityOldfather Financial Services, LLC has $242.96 million in total holdings as of March 31, 2024.Oldfather Financial Services, LLC owns shares of 71 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.41% of the portfolio was purchased this quarter.About 1.42% of the portfolio was sold this quarter.This quarter, Oldfather Financial Services, LLC has purchased 63 new stocks and bought additional shares in 23 stocks.Oldfather Financial Services, LLC sold shares of 23 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $59,913,928SPDR S&P MidCap 400 ETF Trust $28,877,810iShares Russell 2000 ETF $22,724,386SPDR S&P 500 ETF Trust $13,849,051iShares Russell 1000 Growth ETF $9,443,985 Largest New Holdings this Quarter Schwab US Dividend Equity ETF $358,923 HoldingAbbVie $327,780 HoldingAbbott Laboratories $241,249 HoldingSPDR S&P Dividend ETF $241,219 HoldingVisa $222,706 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 26,421 shares (about $1.60M)Schwab US Dividend Equity ETF 4,451 shares (about $358.92K)iShares Russell 2000 ETF 1,687 shares (about $354.78K)AbbVie 1,800 shares (about $327.78K)Invesco QQQ 711 shares (about $315.71K) Largest Sales this Quarter Apple 4,359 shares (about $747.47K)UnitedHealth Group 952 shares (about $470.95K)Union Pacific 1,690 shares (about $415.58K)Vanguard S&P 500 ETF 655 shares (about $314.86K)SPDR S&P 500 ETF Trust 580 shares (about $303.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOldfather Financial Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$59,913,928$314,858 ▼-0.5%124,63924.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$28,877,810$268,742 ▲0.9%51,90111.9%ETFIWMiShares Russell 2000 ETF$22,724,386$354,776 ▲1.6%108,0579.4%FinanceSPYSPDR S&P 500 ETF Trust$13,849,051$303,386 ▼-2.1%26,4765.7%FinanceIWFiShares Russell 1000 Growth ETF$9,443,985$188,408 ▼-2.0%28,0203.9%ETFEFAiShares MSCI EAFE ETF$8,152,834$110,047 ▲1.4%102,0893.4%FinanceIWDiShares Russell 1000 Value ETF$7,857,398$27,404 ▲0.3%43,8693.2%ETFVBVanguard Small-Cap ETF$7,188,566$4,800 ▲0.1%31,4473.0%ETFIWOiShares Russell 2000 Growth ETF$7,026,306$145,964 ▲2.1%25,9462.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,937,739$213,900 ▼-3.0%70,8372.9%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$6,480,782$135,598 ▲2.1%71,0222.7%ETFIJJiShares S&P Mid-Cap 400 Value ETF$6,106,854$106,934 ▲1.8%51,6262.5%ETFBRK.BBerkshire Hathaway$5,590,813$24,390 ▼-0.4%13,2952.3%FinanceIWNiShares Russell 2000 Value ETF$5,375,426$108,150 ▲2.1%33,8482.2%ETFWFCWells Fargo & Company$3,741,452$14,374 ▼-0.4%64,5521.5%FinanceIVViShares Core S&P 500 ETF$3,409,442$47,317 ▼-1.4%6,4851.4%ETFEEMiShares MSCI Emerging Markets ETF$3,404,821$153,803 ▲4.7%82,8831.4%FinanceAAPLApple$2,343,054$747,466 ▼-24.2%13,6641.0%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,005,548$1,604,791 ▲400.4%33,0190.8%ETFBKEBuckle$1,905,406$40,511 ▼-2.1%47,3160.8%Retail/WholesaleAXPAmerican Express$1,820,3820.0%7,9950.7%FinanceSCHZSchwab U.S. Aggregate Bond ETF$1,542,853$15,502 ▲1.0%33,5400.6%ETFSCHXSchwab US Large-Cap ETF$1,450,405$201,571 ▼-12.2%23,3710.6%ETFSCHMSchwab U.S. Mid-Cap ETF$1,407,747$17,426 ▼-1.2%17,2880.6%ETFVTIVanguard Total Stock Market ETF$1,397,342$11,697 ▼-0.8%5,3760.6%ETFETNEaton$1,316,695$1,876 ▲0.1%4,2110.5%Industrial ProductsJNJJohnson & Johnson$1,233,048$2,373 ▲0.2%7,7950.5%MedicalSCHASchwab US Small-Cap ETF$1,115,272$21,173 ▼-1.9%22,6500.5%ETFUNPUnion Pacific$1,072,146$415,580 ▼-27.9%4,3600.4%TransportationJPMJPMorgan Chase & Co.$1,054,490$103,146 ▼-8.9%5,2650.4%FinanceMSFTMicrosoft$991,425$29,457 ▼-2.9%2,3560.4%Computer and TechnologyIWBiShares Russell 1000 ETF$951,6510.0%3,3040.4%ETFVOVanguard Mid-Cap ETF$778,8140.0%3,1170.3%ETFMCDMcDonald's$697,784$11,559 ▼-1.6%2,4750.3%Retail/WholesaleIBMInternational Business Machines$681,1540.0%3,5670.3%Computer and TechnologyUSBU.S. Bancorp$670,5000.0%15,0000.3%FinanceQQQInvesco QQQ$660,275$315,706 ▲91.6%1,4870.3%FinanceACWXiShares MSCI ACWI ex U.S. ETF$623,794$6,407 ▼-1.0%11,6840.3%ManufacturingSCHFSchwab International Equity ETF$550,927$78 ▲0.0%14,1190.2%ETFBNDVanguard Total Bond Market ETF$548,357$24,113 ▲4.6%7,5500.2%ETFXLKTechnology Select Sector SPDR Fund$517,9670.0%2,4870.2%ETFDEDeere & Company$482,641$822 ▲0.2%1,1750.2%Industrial ProductsLOWLowe's Companies$465,508$204,090 ▲78.1%1,8270.2%Retail/WholesaleOEFiShares S&P 100 ETF$456,7190.0%1,8460.2%ETFVZVerizon Communications$452,1190.0%10,7750.2%Computer and TechnologyPEPPepsiCo$441,155$16,274 ▲3.8%2,5210.2%Consumer StaplesVBRVanguard Small-Cap Value ETF$432,6890.0%2,2550.2%ETFXOMExxon Mobil$426,045$349 ▲0.1%3,6650.2%Oils/EnergyBACBank of America$408,2850.0%10,7670.2%FinanceMAMastercard$400,6660.0%8320.2%Business ServicesSCHDSchwab US Dividend Equity ETF$358,923$358,923 ▲New Holding4,4510.1%ETFAMZNAmazon.com$332,440$10,823 ▼-3.2%1,8430.1%Retail/WholesaleFDLFirst Trust Morningstar Dividend Leaders Index$332,3130.0%8,6360.1%ETFABBVAbbVie$327,780$327,780 ▲New Holding1,8000.1%MedicalUNHUnitedHealth Group$302,756$470,954 ▼-60.9%6120.1%MedicalSCHESchwab Emerging Markets Equity ETF$301,941$6,363 ▼-2.1%11,9580.1%ETFVBKVanguard Small-Cap Growth ETF$300,6100.0%1,1530.1%ETFPNCThe PNC Financial Services Group$290,8800.0%1,8000.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$285,9240.0%3,0840.1%ETFVIGVanguard Dividend Appreciation ETF$255,654$19,539 ▼-7.1%1,4000.1%ETFVWOVanguard FTSE Emerging Markets ETF$252,0400.0%6,0340.1%ETFPGProcter & Gamble$247,104$8,275 ▼-3.2%1,5230.1%Consumer StaplesABTAbbott Laboratories$241,249$241,249 ▲New Holding2,1230.1%MedicalSDYSPDR S&P Dividend ETF$241,219$241,219 ▲New Holding1,8380.1%ETFVVisa$222,706$222,706 ▲New Holding7980.1%Business ServicesHYGiShares iBoxx $ High Yield Corporate Bond ETF$219,510$13,059 ▲6.3%2,8240.1%ETFAMPAmeriprise Financial$219,220$219,220 ▲New Holding5000.1%FinanceACNAccenture$218,018$218,018 ▲New Holding6290.1%Business ServicesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$209,579$2,662 ▲1.3%2,2830.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$209,241$209,241 ▲New Holding2,0160.1%ETFGOOGLAlphabet$201,492$201,492 ▲New Holding1,3350.1%Computer and TechnologyDVYiShares Select Dividend ETF$0$226,235 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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