Oldfather Financial Services, LLC Top Holdings and 13F Report (2024) → They say it’s ‘unstoppable’ – How I made 43,509% (From Investing Daily) (Ad) About Oldfather Financial Services, LLCInvestment ActivityOldfather Financial Services, LLC has $224.38 million in total holdings as of December 31, 2023.Oldfather Financial Services, LLC owns shares of 63 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.31% of the portfolio was purchased this quarter.About 0.26% of the portfolio was sold this quarter.This quarter, Oldfather Financial Services, LLC has purchased 63 new stocks and bought additional shares in 36 stocks.Oldfather Financial Services, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard S&P 500 ETF $54,728,373SPDR S&P MidCap 400 ETF Trust $26,088,403iShares Russell 2000 ETF $21,349,565SPDR S&P 500 ETF Trust $12,859,831iShares Russell 1000 Growth ETF $8,664,337 Largest New Holdings this Quarter iShares iBoxx $ High Yield Corporate Bond ETF $205,548 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 6,806 shares (about $675.50K)iShares Russell 2000 ETF 3,032 shares (about $608.55K)Vanguard S&P 500 ETF 1,303 shares (about $569.15K)iShares Russell 2000 Growth ETF 1,869 shares (about $471.41K)SPDR S&P MidCap 400 ETF Trust 789 shares (about $400.32K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 203 shares (about $96.49K)Apple 231 shares (about $44.48K)Berkshire Hathaway 89 shares (about $31.74K)Vanguard Mid-Cap ETF 101 shares (about $23.50K)Invesco QQQ 52 shares (about $21.29K) 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$54,728,373$569,150 ▲1.1%125,29424.4%ETFMDYSPDR S&P MidCap 400 ETF Trust$26,088,403$400,322 ▲1.6%51,41811.6%ETFIWMiShares Russell 2000 ETF$21,349,565$608,554 ▲2.9%106,3709.5%FinanceSPYSPDR S&P 500 ETF Trust$12,859,831$96,487 ▼-0.7%27,0565.7%FinanceIWFiShares Russell 1000 Growth ETF$8,664,337$186,147 ▲2.2%28,5793.9%ETFEFAiShares MSCI EAFE ETF$7,588,606$317,828 ▲4.4%100,7113.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$7,247,345$675,497 ▲10.3%73,0213.2%FinanceIWDiShares Russell 1000 Value ETF$7,224,094$98,324 ▲1.4%43,7163.2%ETFVBVanguard Small-Cap ETF$6,704,187$71,680 ▲1.1%31,4263.0%ETFIWOiShares Russell 2000 Growth ETF$6,408,244$471,406 ▲7.9%25,4072.9%ETFIJJiShares S&P Mid-Cap 400 Value ETF$5,784,350$154,639 ▲2.7%50,7222.6%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$5,508,671$142,518 ▲2.7%69,5362.5%ETFIWNiShares Russell 2000 Value ETF$5,151,849$327,126 ▲6.8%33,1672.3%ETFBRK.BBerkshire Hathaway$4,762,481$31,743 ▼-0.7%13,3532.1%FinanceAAPLApple$3,470,026$44,475 ▼-1.3%18,0231.5%Computer and TechnologyWFCWells Fargo & Company$3,189,441$197 ▲0.0%64,8001.4%FinanceEEMiShares MSCI Emerging Markets ETF$3,182,167$209,855 ▲7.1%79,1391.4%FinanceIVViShares Core S&P 500 ETF$3,140,211$6,209 ▲0.2%6,5751.4%ETFBKEBuckle$2,296,257$82,970 ▲3.7%48,3221.0%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$1,828,730$554 ▼0.0%6,5980.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,547,928$377,809 ▲32.3%33,2030.7%ETFSCHXSchwab US Large-Cap ETF$1,501,306$11,224 ▼-0.7%26,6190.7%ETFAXPAmerican Express$1,497,783$5,058 ▼-0.3%7,9950.7%FinanceUNPUnion Pacific$1,485,892$1,965 ▲0.1%6,0500.7%TransportationSCHMSchwab U.S. Mid-Cap ETF$1,318,222$22,897 ▲1.8%17,5020.6%ETFVTIVanguard Total Stock Market ETF$1,285,899$20,163 ▼-1.5%5,4210.6%ETFJNJJohnson & Johnson$1,219,515$13,324 ▲1.1%7,7800.5%MedicalSCHASchwab US Small-Cap ETF$1,090,293$19,368 ▼-1.7%23,0800.5%ETFETNEaton$1,012,648$2,649 ▼-0.3%4,2050.5%Industrial ProductsJPMJPMorgan Chase & Co.$983,225$5,443 ▼-0.6%5,7800.4%FinanceMSFTMicrosoft$912,276$44,373 ▲5.1%2,4260.4%Computer and TechnologyIWBiShares Russell 1000 ETF$866,507$5,770 ▲0.7%3,3040.4%ETFUNHUnitedHealth Group$823,399$2,632 ▲0.3%1,5640.4%MedicalMCDMcDonald's$746,029$13,936 ▲1.9%2,5160.3%Retail/WholesaleVOVanguard Mid-Cap ETF$725,139$23,497 ▼-3.1%3,1170.3%ETFUSBU.S. Bancorp$649,2000.0%15,0000.3%FinanceACWXiShares MSCI ACWI ex U.S. ETF$602,462$561 ▲0.1%11,8040.3%ManufacturingIBMInternational Business Machines$583,3830.0%3,5670.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$530,884$88,334 ▲20.0%7,2180.2%ETFSCHFSchwab International Equity ETF$521,767$9,536 ▲1.9%14,1170.2%ETFXLKTechnology Select Sector SPDR Fund$478,6980.0%2,4870.2%ETFDEDeere & Company$469,245$400 ▲0.1%1,1730.2%Industrial ProductsOEFiShares S&P 100 ETF$412,3780.0%1,8460.2%ETFPEPPepsiCo$412,353$1,189 ▼-0.3%2,4280.2%Consumer StaplesVZVerizon Communications$406,218$3,996 ▼-1.0%10,7750.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$405,8320.0%2,2550.2%ETFXOMExxon Mobil$366,090$4,499 ▲1.2%3,6620.2%Oils/EnergyBACBank of America$362,525$471 ▼-0.1%10,7670.2%FinanceMAMastercard$354,8560.0%8320.2%Business ServicesQQQInvesco QQQ$317,779$21,294 ▼-6.3%7760.1%FinanceFDLFirst Trust Morningstar Dividend Leaders Index$309,8600.0%8,6360.1%ETFSCHESchwab Emerging Markets Equity ETF$302,687$7,140 ▲2.4%12,2100.1%ETFAMZNAmazon.com$289,142$5,014 ▲1.8%1,9030.1%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$278,761$46,420 ▲20.0%1,1530.1%ETFPNCThe PNC Financial Services Group$278,730$1,549 ▼-0.6%1,8000.1%FinanceVIGVanguard Dividend Appreciation ETF$256,7930.0%1,5070.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$255,811$83 ▲0.0%3,0840.1%ETFVWOVanguard FTSE Emerging Markets ETF$247,9970.0%6,0340.1%ETFPGProcter & Gamble$230,626$7,033 ▲3.1%1,5740.1%Consumer StaplesLOWLowe's Companies$228,347$223 ▲0.1%1,0260.1%Retail/WholesaleDVYiShares Select Dividend ETF$226,2350.0%1,9300.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$205,993$3,564 ▲1.8%2,2540.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$205,548$205,548 ▲New Holding2,6560.1%ETFGBFiShares Government/Credit Bond ETF$0$290,680 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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