HolderBook

Oldfather Financial Services, LLC

Reported holdings as of Q4 2025, from 25 quarterly filings.

This filer last reported in Q4 2025; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1775530
Reported value
$335.8M
Positions
98
Top 10 weight
64.2%
Filed
2026-01-16
Days after quarter end
16

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
VANGUARD INDEX FDSVOO$73.6M117,39721.92%-1.00pp25q-2.3%-$1.8M
STATE STR SPDR S&P MIDCAP 40MDY$33.3M55,2499.92%-0.28pp25q+0.5%+$180.4K
ISHARES TRIWM$28.6M116,2448.52%-0.30pp25q-0.7%-$203.1K
STATE STR SPDR S&P 500 ETF TSPY$17.6M25,7755.23%-0.15pp25q-0.7%-$124.8K
ISHARES TREFA$12.2M126,6083.62%+0.06pp25q+3.4%+$399.2K
ISHARES TRAGG$11.7M117,0913.48%+0.28pp25q+14.2%+$1.5M
ISHARES TRIWF$11.6M24,4413.44%-0.26pp25q-3.7%-$444.4K
ISHARES TRIWD$9.3M43,9872.75%-0.05pp25q-0.6%-$55.1K
BERKSHIRE HATHAWAY INC DELBRKA$9.1M122.70%-0.12pp4qHELD
ISHARES TRIWO$8.8M27,2022.62%-0.10pp25qHELD
ISHARES TRIJJ$8.3M63,1852.48%+0.12pp25q+8.5%+$648.6K
VANGUARD INDEX FDSVB$8.3M32,0132.46%-0.07pp25qHELD
ISHARES TRIJK$7.6M78,5652.27%-0.07pp25q+0.6%+$48.1K
BERKSHIRE HATHAWAY INC DELBRKB$7.1M14,0792.11%-0.02pp25q+3.6%+$247.8K
ISHARES TRIWN$6.8M37,5642.03%-0.07pp25q-1.2%-$81.9K
WELLS FARGO & COWFC$5.8M62,2001.73%+0.11pp25q+0.7%+$40.8K
ISHARES TREEM$5.3M97,0371.58%-0.06pp25q-1.7%-$93.4K
ISHARES TRIVV$4.4M6,3531.30%-0.02pp25q+0.8%+$36.3K
APPLE INCAAPL$3.7M13,6961.11%+0.12pp25q+9.9%+$334.7K
VANGUARD BD INDEX FDSBND$3.1M41,9620.93%+0.08pp14q+15.4%+$413.7K
AMERICAN EXPRESS COAXP$2.8M7,6880.85%+0.07pp25q+2.3%+$64.7K
BUCKLE INCBKE$2.3M43,9860.70%-0.10pp25qHELD
SCHWAB STRATEGIC TRSCHZ$2.3M97,1110.68%-0.03pp25qHELD
ISHARES TRIJH$2.2M32,8760.65%-0.02pp25qHELD
MICROSOFT CORPMSFT$2.1M4,4280.64%+0.21pp25q+65.1%+$844.4K
JPMORGAN CHASE & COJPM$2.0M6,1680.59%+0.06pp25q+14.6%+$252.6K
SCHWAB STRATEGIC TRSCHX$1.9M72,1700.58%flat25q+2.8%+$52.9K
VANGUARD INDEX FDSVTI$1.9M5,7410.57%-0.02pp25q-0.9%-$18.1K
SCHWAB STRATEGIC TRSCHA$1.7M60,3710.51%-0.02pp25q-1.0%-$17.9K
JOHNSON & JOHNSONJNJ$1.7M8,0460.50%+0.05pp25q+4.8%+$75.5K
SCHWAB STRATEGIC TRSCHM$1.6M54,7120.49%-0.01pp25q+1.9%+$31.1K
AMAZON COM INCAMZN$1.5M6,3360.44%+0.20pp11q+82.5%+$661.1K
ISHARES TRIBDV$1.5M65,9850.43%+0.31pp2q+270.4%+$1.1M
EATON CORP PLCETN$1.4M4,3110.41%-0.08pp25q+1.7%+$23.6K
VANGUARD INDEX FDSVO$1.3M4,3150.37%-0.04pp24q-4.2%-$55.4K
INTERNATIONAL BUSINESS MACHSIBM$1.2M3,9250.35%+0.03pp13q+8.2%+$88.3K
ISHARES TRIWB$1.1M2,9590.33%-0.02pp24q-2.7%-$31.0K
SELECT SECTOR SPDR TRXLK$1.1M7,5320.32%-0.03pp25q+89.0%+$510.5K
ALPHABET INCGOOGL$1.0M3,2490.30%+0.16pp8q+75.6%+$437.9K
UNION PAC CORPUNP$913.9K3,9510.27%+0.03pp25q+18.1%+$140.2K
INVESCO QQQ TRQQQ$869.8K1,4160.26%+0.01pp14q+7.7%+$62.0K
ALPHABET INCGOOG$864.2K2,7540.26%+0.11pp3q+37.5%+$235.7K
ISHARES TRACWX$861.4K12,8320.26%flat25q+1.0%+$8.3K
NVIDIA CORPORATIONNVDA$807.0K4,3270.24%+0.15pp2q+165.6%+$503.2K
US BANCORPUSB$800.4K15,0000.24%+0.01pp12qHELD
MCDONALDS CORPMCD$762.3K2,4940.23%flat25q+4.6%+$33.6K
ISHARES TRIBDR$753.7K31,1070.22%-0.01pp5qDEBT
VANGUARD INDEX FDSVBR$741.9K3,5030.22%+0.06pp24q+39.6%+$210.5K
ISHARES INCIEMG$718.6K10,6900.21%-newNEW
SPDR GOLD TRGLD$704.2K1,7770.21%+0.01pp2qHELD
SCHWAB STRATEGIC TRSCHF$695.4K28,9260.21%flat20q+2.5%+$17.2K
VANGUARD INDEX FDSVV$642.5K2,0410.19%+0.01pp3q+8.5%+$50.4K
ISHARES TRIEFA$620.4K6,9350.18%-newNEW
BANK OF AMER CORPBAC$617.7K11,2310.18%+0.01pp12q+3.7%+$21.9K
VANGUARD INDEX FDSVBK$585.2K1,9370.17%-0.01pp11q-3.7%-$22.7K
DEERE & CODE$555.1K1,1920.17%flat22qHELD
ISHARES TROEF$552.6K1,6110.16%flat25q+1.4%+$7.9K
MASTERCARD INCORPORATEDMA$541.2K9480.16%+0.02pp25q+21.7%+$96.5K
EXXON MOBIL CORPXOMXXXX$534.3K4,4400.16%+0.03pp12q+17.2%+$78.3K
ISHARES TRHYG$521.8K6,4710.16%-0.01pp9qHELD
BROADCOM INCAVGO$514.0K1,4850.15%-newNEW
META PLATFORMS INCMETA$506.9K7680.15%+0.07pp3q+124.6%+$281.2K
SCHWAB STRATEGIC TRSCHE$504.4K15,4000.15%flat20q+6.3%+$29.9K
SCHWAB STRATEGIC TRSCHD$478.8K17,4540.14%-0.01pp8q-4.4%-$22.1K
VISA INCV$446.5K1,2730.13%+0.07pp8q+114.7%+$238.5K
VERIZON COMMUNICATIONS INCVZ$437.4K10,7400.13%-0.02pp12q-1.0%-$4.5K
ABBVIE INCABBV$424.1K1,8560.13%+0.02pp8q+21.5%+$74.9K
VANGUARD INTL EQUITY INDEX FVWO$409.6K7,6190.12%+0.03pp15q+33.4%+$102.6K
SCHWAB STRATEGIC TRSCHG$401.4K12,3050.12%-0.01pp12q-4.6%-$19.3K
ORACLE CORPORCL$387.7K1,9890.12%-0.02pp7q+30.9%+$91.6K
ISHARES TRIYW$381.2K1,9090.11%flat4qHELD
PNC FINL SVCS GROUP INCPNC$375.7K1,8000.11%flat12qHELD
ISHARES TRIVW$369.5K2,9980.11%flat3qHELD
AMERIPRISE FINL INCAMP$364.8K7440.11%+0.03pp8q+47.9%+$118.2K
SPDR INDEX SHS FDSSPEM$362.8K7,7510.11%+0.04pp3q+62.9%+$140.1K
VANGUARD TAX-MANAGED FDSVEA$350.4K5,6090.10%-newNEW
ELI LILLY & COLLY$342.8K3190.10%-newNEW
TJX COS INC NEWTJX$340.1K2,2140.10%-newNEW
LOWES COS INCLOW$339.9K1,4090.10%-0.01pp12q-1.5%-$5.3K
TESLA INCTSLA$338.2K7520.10%-0.01pp3q-2.3%-$8.1K
WALMART INCWMT$296.4K2,6600.09%-newNEW
PEPSICO INCPEP$295.7K2,0600.09%flat25qHELD
ABBOTT LABORATORIESABT$284.6K2,2720.08%+0.02pp6q+41.4%+$83.3K
SPDR SERIES TRUSTSDY$279.3K2,0070.08%-0.01pp8q-2.4%-$7.0K
VANGUARD WORLD FDVFH$276.1K2,0680.08%flat4qHELD
ISHARES TRIJR$271.7K2,2610.08%-newNEW
LAM RESEARCH CORPLRCX$264.8K1,5470.08%+0.01pp2qHELD
VANGUARD INDEX FDSVOT$257.1K9210.08%-0.01pp3qHELD
SSGA ACTIVE TRMYCG$250.4K10,0000.07%-newNEW
TAIWAN SEMICONDUCTOR MANUFACTSM$248.9K8190.07%-newNEW
ISHARES TRACWI$237.4K1,6780.07%flat3qHELD
ISHARES TRDVY$230.2K1,6310.07%+0.01pp2q+14.9%+$29.8K
COCA COLA COKO$227.5K3,2550.07%-newNEW
PROCTER & GAMBLE COPG$222.1K1,5500.07%-newNEW
SPDR SERIES TRUSTSPYM$221.6K2,7630.07%-newNEW
COSTCO WHOLESALE CORPORATIONCOST$218.6K2530.07%flat6q+11.9%+$23.3K
VANGUARD SPECIALIZED FUNDSVIG$216.0K9830.06%-0.02pp24q-20.0%-$53.8K
CUMMINS INCCMI$215.4K4220.06%-newNEW

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Funds & ETFs 15.4%Insurance 4.8%Banks & Lending 3.7%Retail & Consumer 1.7%Other sectors 6.2%Not classified 68.1%
 
SectorValueShare
Funds & ETFs$51.8M15.4%
Insurance$16.1M4.8%
Banks & Lending$12.4M3.7%
Retail & Consumer$5.8M1.7%
Other sectors$21.0M6.2%
Not classified$228.8M68.1%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q4 2025$335.8M98144619864.2%16
Q3 2025$321.1M9283513066.1%16
Q2 2025$290.9M8482926266.7%10
Q1 2025$263.4M7843321467.1%31
Q4 2024$262.5M7822018069.4%16
Q3 2024$259.9M7642413070.3%28
Q2 2024$243.7M7231914270.8%24
Q1 2024$243.0M7191621170.8%25
Q4 2023$224.4M6312811170.8%16
Q3 2023$197.1M6311718170.9%25
Q2 2023$204.6M6321917170.9%27
Q1 2023$193.4M627327570.2%31
Q4 2022$175.5M6051827370.3%33
Q3 2022$159.6M582268769.8%14
Q2 2022$175.2M631218269.5%28
Q1 2022$184.2M641239068.6%29
Q4 2021$190.5M632425268.6%48
Q3 2021$194.6M636238170.3%46
Q2 2021$182.9M5802017470.7%42
Q1 2021$173.8M6251217470.3%9
Q4 2020$168.5M6132316170.6%39
Q3 2020$140.4M592156170.7%16
Q2 2020$128.9M5821617071.1%31
Q1 2020$105.3M565237672.0%43
Q4 2019$107.7M57000070.0%30

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.