Oldfather Financial Services, LLC Top Holdings and 13F Report (2025) About Oldfather Financial Services, LLCInvestment ActivityOldfather Financial Services, LLC has $263.44 million in total holdings as of March 31, 2025.Oldfather Financial Services, LLC owns shares of 78 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 5.92% of the portfolio was purchased this quarter.About 1.32% of the portfolio was sold this quarter.This quarter, Oldfather Financial Services, LLC has purchased 78 new stocks and bought additional shares in 41 stocks.Oldfather Financial Services, LLC sold shares of 24 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $58,680,266SPDR S&P MidCap 400 ETF Trust $27,699,516iShares Russell 2000 ETF $21,622,612SPDR S&P 500 ETF Trust $14,704,891iShares Core U.S. Aggregate Bond ETF $10,156,456 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $9,581,299 Holding464287721 - iShares U.S. Technology ETF $304,755 Holding92204A405 - Vanguard Financials ETF $234,400 Holding81369Y605 - Financial Select Sector SPDR Fund $209,601 Holding Largest Purchases this Quarter Berkshire Hathaway 12 shares (about $9.58M)iShares Core U.S. Aggregate Bond ETF 8,755 shares (about $866.05K)iShares MSCI EAFE ETF 9,322 shares (about $761.89K)Vanguard Total Bond Market ETF 5,106 shares (about $375.04K)iShares U.S. Technology ETF 2,170 shares (about $304.76K) Largest Sales this Quarter Vanguard S&P 500 ETF 2,733 shares (about $1.40M)iShares Russell 1000 Growth ETF 1,193 shares (about $430.78K)Visa 269 shares (about $94.27K)Lowe's Companies 401 shares (about $93.51K)AbbVie 299 shares (about $62.65K) 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$58,680,266$1,404,515 ▼-2.3%114,18422.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$27,699,516$177,650 ▲0.6%51,92210.5%ETFIWMiShares Russell 2000 ETF$21,622,612$256,745 ▲1.2%108,3898.2%FinanceSPYSPDR S&P 500 ETF Trust$14,704,891$139,290 ▲1.0%26,2875.6%FinanceAGGiShares Core U.S. Aggregate Bond ETF$10,156,456$866,048 ▲9.3%102,6733.9%FinanceBRK.ABerkshire Hathaway$9,581,299$9,581,299 ▲New Holding123.6%FinanceEFAiShares MSCI EAFE ETF$9,290,661$761,887 ▲8.9%113,6753.5%FinanceIWFiShares Russell 1000 Growth ETF$9,290,488$430,781 ▼-4.4%25,7293.5%ETFIWDiShares Russell 1000 Value ETF$8,177,976$39,325 ▲0.5%43,4633.1%ETFBRK.BBerkshire Hathaway$7,463,044$288,126 ▲4.0%14,0132.8%FinanceVBVanguard Small-Cap ETF$7,132,408$169,640 ▲2.4%32,1642.7%ETFIWOiShares Russell 2000 Growth ETF$6,593,539$32,964 ▲0.5%25,8032.5%ETFIJJiShares S&P Mid-Cap 400 Value ETF$6,475,716$96,742 ▲1.5%54,0862.5%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$5,956,604$48,053 ▲0.8%71,5252.3%ETFIWNiShares Russell 2000 Value ETF$5,256,086$142,073 ▲2.8%34,8132.0%ETFWFCWells Fargo & Company$4,431,175$152,123 ▲3.6%61,7241.7%FinanceEEMiShares MSCI Emerging Markets ETF$3,733,970$154,522 ▲4.3%85,4461.4%FinanceIVViShares Core S&P 500 ETF$3,693,158$73,605 ▲2.0%6,5731.4%ETFAAPLApple$2,719,357$62,642 ▼-2.3%12,2421.0%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$2,055,817$109,500 ▲5.6%88,7660.8%ETFAXPAmerican Express$2,022,449$538 ▲0.0%7,5170.8%FinanceBNDVanguard Total Bond Market ETF$2,002,320$375,036 ▲23.0%27,2610.8%ETFIJHiShares Core S&P Mid-Cap ETF$1,988,466$132,280 ▲7.1%34,0780.8%ETFBKEBuckle$1,814,428$192 ▲0.0%47,3490.7%Retail/WholesaleVTIVanguard Total Stock Market ETF$1,593,405$1,099 ▼-0.1%5,7980.6%ETFSCHXSchwab US Large-Cap ETF$1,535,403$30,934 ▲2.1%69,5380.6%ETFSCHMSchwab U.S. Mid-Cap ETF$1,441,202$52,347 ▲3.8%55,0080.5%ETFJPMJPMorgan Chase & Co.$1,310,103$2,453 ▲0.2%5,3410.5%FinanceJNJJohnson & Johnson$1,275,720$23,219 ▼-1.8%7,6920.5%MedicalIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,153,832$301,800 ▲35.4%45,8780.4%ETFETNEaton$1,144,676$2,990 ▼-0.3%4,2110.4%IndustrialsSCHASchwab US Small-Cap ETF$1,044,366$64,011 ▲6.5%44,5740.4%ETFUNPUnion Pacific$994,274$45,355 ▼-4.4%4,2090.4%TransportationMSFTMicrosoft$968,719$10,884 ▼-1.1%2,5810.4%Computer and TechnologyIBMInternational Business Machines$891,9430.0%3,5870.3%Computer and TechnologyIWBiShares Russell 1000 ETF$851,510$1,227 ▲0.1%2,7760.3%ETFVOVanguard Mid-Cap ETF$795,7740.0%3,0770.3%ETFMCDMcDonald's$768,709$10,932 ▼-1.4%2,4610.3%Retail/WholesaleACWXiShares MSCI ACWI ex U.S. ETF$763,135$113,946 ▲17.6%13,7630.3%ManufacturingIBDRiShares iBonds Dec 2026 Term Corporate ETF$753,1000.0%31,1070.3%ETFUSBU.S. Bancorp$651,835$16,466 ▲2.6%15,4390.2%FinanceQQQInvesco QQQ$635,384$270,566 ▲74.2%1,3550.2%FinanceSCHDSchwab US Dividend Equity ETF$588,923$212,021 ▲56.3%21,0630.2%ETFSCHFSchwab International Equity ETF$570,094$7,754 ▲1.4%28,8220.2%ETFDEDeere & Company$557,209$469 ▲0.1%1,1870.2%IndustrialsXLKTechnology Select Sector SPDR Fund$528,382$14,867 ▲2.9%2,5590.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$521,305$5,443 ▲1.1%6,6080.2%ETFVZVerizon Communications$493,018$45 ▲0.0%10,8690.2%Computer and TechnologyXOMExxon Mobil$455,706$9,514 ▲2.1%3,8320.2%EnergyMAMastercard$450,555$548 ▲0.1%8220.2%Business ServicesBACBank of America$450,308$4,298 ▼-0.9%10,7910.2%FinanceOEFiShares S&P 100 ETF$425,7450.0%1,5720.2%ETFAMZNAmazon.com$396,692$20,929 ▼-5.0%2,0850.2%Retail/WholesaleVBRVanguard Small-Cap Value ETF$390,4640.0%2,0960.1%ETFSCHESchwab Emerging Markets Equity ETF$387,956$24,096 ▲6.6%14,0720.1%ETFFDLFirst Trust Morningstar Dividend Leaders Index$375,1480.0%8,6360.1%ETFLOWLowe's Companies$336,965$93,511 ▼-21.7%1,4450.1%Retail/WholesalePEPPepsiCo$333,447$48,128 ▼-12.6%2,2240.1%Consumer StaplesABBVAbbVie$322,451$62,646 ▼-16.3%1,5390.1%MedicalPNCThe PNC Financial Services Group$317,441$703 ▼-0.2%1,8060.1%FinanceVBKVanguard Small-Cap Growth ETF$315,971$85,853 ▲37.3%1,2550.1%ETFUNHUnitedHealth Group$313,203$6,809 ▼-2.1%5980.1%MedicalIYWiShares U.S. Technology ETF$304,755$304,755 ▲New Holding2,1700.1%ManufacturingVWOVanguard FTSE Emerging Markets ETF$290,449$17,336 ▲6.3%6,4170.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$279,506$9,390 ▼-3.3%11,1620.1%ETFGOOGLAlphabet$275,547$8,659 ▼-3.0%1,7820.1%Computer and TechnologySDYSPDR S&P Dividend ETF$249,3800.0%1,8380.1%ETFAMPAmeriprise Financial$243,5070.0%5030.1%FinanceVIGVanguard Dividend Appreciation ETF$242,8750.0%1,2520.1%ETFVFHVanguard Financials ETF$234,400$234,400 ▲New Holding1,9620.1%ETFABTAbbott Laboratories$212,759$39,528 ▼-15.7%1,6040.1%MedicalPGProcter & Gamble$211,970$55,719 ▼-20.8%1,2440.1%Consumer StaplesBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$211,438$6,513 ▲3.2%2,3050.1%ETFORCLOracle$210,973$2,237 ▼-1.0%1,5090.1%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$209,601$209,601 ▲New Holding4,2080.1%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$209,592$3,743 ▼-1.8%1,9040.1%ETFCOSTCostco Wholesale$207,308$6,626 ▼-3.1%2190.1%Retail/WholesaleVVisa$203,617$94,274 ▼-31.6%5810.1%Business ServicesTSLATesla$0$293,592 ▼-100.0%00.0%Auto/Tires/TrucksPFGPrincipal Financial Group$0$265,490 ▼-100.0%00.0%FinanceGOOGAlphabet$0$228,788 ▼-100.0%00.0%Computer and TechnologyACNAccenture$0$226,905 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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