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.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | $73.6M | 117,397 | -1.00pp | 25q | -2.3%-$1.8M | |
| STATE STR SPDR S&P MIDCAP 40 | MDY | $33.3M | 55,249 | -0.28pp | 25q | +0.5%+$180.4K | |
| ISHARES TR | IWM | $28.6M | 116,244 | -0.30pp | 25q | -0.7%-$203.1K | |
| STATE STR SPDR S&P 500 ETF T | SPY | $17.6M | 25,775 | -0.15pp | 25q | -0.7%-$124.8K | |
| ISHARES TR | EFA | $12.2M | 126,608 | +0.06pp | 25q | +3.4%+$399.2K | |
| ISHARES TR | AGG | $11.7M | 117,091 | +0.28pp | 25q | +14.2%+$1.5M | |
| ISHARES TR | IWF | $11.6M | 24,441 | -0.26pp | 25q | -3.7%-$444.4K | |
| ISHARES TR | IWD | $9.3M | 43,987 | -0.05pp | 25q | -0.6%-$55.1K | |
| BERKSHIRE HATHAWAY INC DEL | BRKA | $9.1M | 12 | -0.12pp | 4q | HELD | |
| ISHARES TR | IWO | $8.8M | 27,202 | -0.10pp | 25q | HELD | |
| ISHARES TR | IJJ | $8.3M | 63,185 | +0.12pp | 25q | +8.5%+$648.6K | |
| VANGUARD INDEX FDS | VB | $8.3M | 32,013 | -0.07pp | 25q | HELD | |
| ISHARES TR | IJK | $7.6M | 78,565 | -0.07pp | 25q | +0.6%+$48.1K | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $7.1M | 14,079 | -0.02pp | 25q | +3.6%+$247.8K | |
| ISHARES TR | IWN | $6.8M | 37,564 | -0.07pp | 25q | -1.2%-$81.9K | |
| WELLS FARGO & CO | WFC | $5.8M | 62,200 | +0.11pp | 25q | +0.7%+$40.8K | |
| ISHARES TR | EEM | $5.3M | 97,037 | -0.06pp | 25q | -1.7%-$93.4K | |
| ISHARES TR | IVV | $4.4M | 6,353 | -0.02pp | 25q | +0.8%+$36.3K | |
| APPLE INC | AAPL | $3.7M | 13,696 | +0.12pp | 25q | +9.9%+$334.7K | |
| VANGUARD BD INDEX FDS | BND | $3.1M | 41,962 | +0.08pp | 14q | +15.4%+$413.7K | |
| AMERICAN EXPRESS CO | AXP | $2.8M | 7,688 | +0.07pp | 25q | +2.3%+$64.7K | |
| BUCKLE INC | BKE | $2.3M | 43,986 | -0.10pp | 25q | HELD | |
| SCHWAB STRATEGIC TR | SCHZ | $2.3M | 97,111 | -0.03pp | 25q | HELD | |
| ISHARES TR | IJH | $2.2M | 32,876 | -0.02pp | 25q | HELD | |
| MICROSOFT CORP | MSFT | $2.1M | 4,428 | +0.21pp | 25q | +65.1%+$844.4K | |
| JPMORGAN CHASE & CO | JPM | $2.0M | 6,168 | +0.06pp | 25q | +14.6%+$252.6K | |
| SCHWAB STRATEGIC TR | SCHX | $1.9M | 72,170 | flat | 25q | +2.8%+$52.9K | |
| VANGUARD INDEX FDS | VTI | $1.9M | 5,741 | -0.02pp | 25q | -0.9%-$18.1K | |
| SCHWAB STRATEGIC TR | SCHA | $1.7M | 60,371 | -0.02pp | 25q | -1.0%-$17.9K | |
| JOHNSON & JOHNSON | JNJ | $1.7M | 8,046 | +0.05pp | 25q | +4.8%+$75.5K | |
| SCHWAB STRATEGIC TR | SCHM | $1.6M | 54,712 | -0.01pp | 25q | +1.9%+$31.1K | |
| AMAZON COM INC | AMZN | $1.5M | 6,336 | +0.20pp | 11q | +82.5%+$661.1K | |
| ISHARES TR | IBDV | $1.5M | 65,985 | +0.31pp | 2q | +270.4%+$1.1M | |
| EATON CORP PLC | ETN | $1.4M | 4,311 | -0.08pp | 25q | +1.7%+$23.6K | |
| VANGUARD INDEX FDS | VO | $1.3M | 4,315 | -0.04pp | 24q | -4.2%-$55.4K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $1.2M | 3,925 | +0.03pp | 13q | +8.2%+$88.3K | |
| ISHARES TR | IWB | $1.1M | 2,959 | -0.02pp | 24q | -2.7%-$31.0K | |
| SELECT SECTOR SPDR TR | XLK | $1.1M | 7,532 | -0.03pp | 25q | +89.0%+$510.5K | |
| ALPHABET INC | GOOGL | $1.0M | 3,249 | +0.16pp | 8q | +75.6%+$437.9K | |
| UNION PAC CORP | UNP | $913.9K | 3,951 | +0.03pp | 25q | +18.1%+$140.2K | |
| INVESCO QQQ TR | QQQ | $869.8K | 1,416 | +0.01pp | 14q | +7.7%+$62.0K | |
| ALPHABET INC | GOOG | $864.2K | 2,754 | +0.11pp | 3q | +37.5%+$235.7K | |
| ISHARES TR | ACWX | $861.4K | 12,832 | flat | 25q | +1.0%+$8.3K | |
| NVIDIA CORPORATION | NVDA | $807.0K | 4,327 | +0.15pp | 2q | +165.6%+$503.2K | |
| US BANCORP | USB | $800.4K | 15,000 | +0.01pp | 12q | HELD | |
| MCDONALDS CORP | MCD | $762.3K | 2,494 | flat | 25q | +4.6%+$33.6K | |
| ISHARES TR | IBDR | $753.7K | 31,107 | -0.01pp | 5q | DEBT | |
| VANGUARD INDEX FDS | VBR | $741.9K | 3,503 | +0.06pp | 24q | +39.6%+$210.5K | |
| ISHARES INC | IEMG | $718.6K | 10,690 | - | new | NEW | |
| SPDR GOLD TR | GLD | $704.2K | 1,777 | +0.01pp | 2q | HELD | |
| SCHWAB STRATEGIC TR | SCHF | $695.4K | 28,926 | flat | 20q | +2.5%+$17.2K | |
| VANGUARD INDEX FDS | VV | $642.5K | 2,041 | +0.01pp | 3q | +8.5%+$50.4K | |
| ISHARES TR | IEFA | $620.4K | 6,935 | - | new | NEW | |
| BANK OF AMER CORP | BAC | $617.7K | 11,231 | +0.01pp | 12q | +3.7%+$21.9K | |
| VANGUARD INDEX FDS | VBK | $585.2K | 1,937 | -0.01pp | 11q | -3.7%-$22.7K | |
| DEERE & CO | DE | $555.1K | 1,192 | flat | 22q | HELD | |
| ISHARES TR | OEF | $552.6K | 1,611 | flat | 25q | +1.4%+$7.9K | |
| MASTERCARD INCORPORATED | MA | $541.2K | 948 | +0.02pp | 25q | +21.7%+$96.5K | |
| EXXON MOBIL CORP | XOMXXXX | $534.3K | 4,440 | +0.03pp | 12q | +17.2%+$78.3K | |
| ISHARES TR | HYG | $521.8K | 6,471 | -0.01pp | 9q | HELD | |
| BROADCOM INC | AVGO | $514.0K | 1,485 | - | new | NEW | |
| META PLATFORMS INC | META | $506.9K | 768 | +0.07pp | 3q | +124.6%+$281.2K | |
| SCHWAB STRATEGIC TR | SCHE | $504.4K | 15,400 | flat | 20q | +6.3%+$29.9K | |
| SCHWAB STRATEGIC TR | SCHD | $478.8K | 17,454 | -0.01pp | 8q | -4.4%-$22.1K | |
| VISA INC | V | $446.5K | 1,273 | +0.07pp | 8q | +114.7%+$238.5K | |
| VERIZON COMMUNICATIONS INC | VZ | $437.4K | 10,740 | -0.02pp | 12q | -1.0%-$4.5K | |
| ABBVIE INC | ABBV | $424.1K | 1,856 | +0.02pp | 8q | +21.5%+$74.9K | |
| VANGUARD INTL EQUITY INDEX F | VWO | $409.6K | 7,619 | +0.03pp | 15q | +33.4%+$102.6K | |
| SCHWAB STRATEGIC TR | SCHG | $401.4K | 12,305 | -0.01pp | 12q | -4.6%-$19.3K | |
| ORACLE CORP | ORCL | $387.7K | 1,989 | -0.02pp | 7q | +30.9%+$91.6K | |
| ISHARES TR | IYW | $381.2K | 1,909 | flat | 4q | HELD | |
| PNC FINL SVCS GROUP INC | PNC | $375.7K | 1,800 | flat | 12q | HELD | |
| ISHARES TR | IVW | $369.5K | 2,998 | flat | 3q | HELD | |
| AMERIPRISE FINL INC | AMP | $364.8K | 744 | +0.03pp | 8q | +47.9%+$118.2K | |
| SPDR INDEX SHS FDS | SPEM | $362.8K | 7,751 | +0.04pp | 3q | +62.9%+$140.1K | |
| VANGUARD TAX-MANAGED FDS | VEA | $350.4K | 5,609 | - | new | NEW | |
| ELI LILLY & CO | LLY | $342.8K | 319 | - | new | NEW | |
| TJX COS INC NEW | TJX | $340.1K | 2,214 | - | new | NEW | |
| LOWES COS INC | LOW | $339.9K | 1,409 | -0.01pp | 12q | -1.5%-$5.3K | |
| TESLA INC | TSLA | $338.2K | 752 | -0.01pp | 3q | -2.3%-$8.1K | |
| WALMART INC | WMT | $296.4K | 2,660 | - | new | NEW | |
| PEPSICO INC | PEP | $295.7K | 2,060 | flat | 25q | HELD | |
| ABBOTT LABORATORIES | ABT | $284.6K | 2,272 | +0.02pp | 6q | +41.4%+$83.3K | |
| SPDR SERIES TRUST | SDY | $279.3K | 2,007 | -0.01pp | 8q | -2.4%-$7.0K | |
| VANGUARD WORLD FD | VFH | $276.1K | 2,068 | flat | 4q | HELD | |
| ISHARES TR | IJR | $271.7K | 2,261 | - | new | NEW | |
| LAM RESEARCH CORP | LRCX | $264.8K | 1,547 | +0.01pp | 2q | HELD | |
| VANGUARD INDEX FDS | VOT | $257.1K | 921 | -0.01pp | 3q | HELD | |
| SSGA ACTIVE TR | MYCG | $250.4K | 10,000 | - | new | NEW | |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $248.9K | 819 | - | new | NEW | |
| ISHARES TR | ACWI | $237.4K | 1,678 | flat | 3q | HELD | |
| ISHARES TR | DVY | $230.2K | 1,631 | +0.01pp | 2q | +14.9%+$29.8K | |
| COCA COLA CO | KO | $227.5K | 3,255 | - | new | NEW | |
| PROCTER & GAMBLE CO | PG | $222.1K | 1,550 | - | new | NEW | |
| SPDR SERIES TRUST | SPYM | $221.6K | 2,763 | - | new | NEW | |
| COSTCO WHOLESALE CORPORATION | COST | $218.6K | 253 | flat | 6q | +11.9%+$23.3K | |
| VANGUARD SPECIALIZED FUNDS | VIG | $216.0K | 983 | -0.02pp | 24q | -20.0%-$53.8K | |
| CUMMINS INC | CMI | $215.4K | 422 | - | new | NEW |
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.
| Sector | Value | Share |
|---|---|---|
| Funds & ETFs | $51.8M | 15.4% |
| Insurance | $16.1M | 4.8% |
| Banks & Lending | $12.4M | 3.7% |
| Retail & Consumer | $5.8M | 1.7% |
| Other sectors | $21.0M | 6.2% |
| Not classified | $228.8M | 68.1% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | $335.8M | 98 | 14 | 46 | 19 | 8 | 64.2% | 16 |
| Q3 2025 | $321.1M | 92 | 8 | 35 | 13 | 0 | 66.1% | 16 |
| Q2 2025 | $290.9M | 84 | 8 | 29 | 26 | 2 | 66.7% | 10 |
| Q1 2025 | $263.4M | 78 | 4 | 33 | 21 | 4 | 67.1% | 31 |
| Q4 2024 | $262.5M | 78 | 2 | 20 | 18 | 0 | 69.4% | 16 |
| Q3 2024 | $259.9M | 76 | 4 | 24 | 13 | 0 | 70.3% | 28 |
| Q2 2024 | $243.7M | 72 | 3 | 19 | 14 | 2 | 70.8% | 24 |
| Q1 2024 | $243.0M | 71 | 9 | 16 | 21 | 1 | 70.8% | 25 |
| Q4 2023 | $224.4M | 63 | 1 | 28 | 11 | 1 | 70.8% | 16 |
| Q3 2023 | $197.1M | 63 | 1 | 17 | 18 | 1 | 70.9% | 25 |
| Q2 2023 | $204.6M | 63 | 2 | 19 | 17 | 1 | 70.9% | 27 |
| Q1 2023 | $193.4M | 62 | 7 | 32 | 7 | 5 | 70.2% | 31 |
| Q4 2022 | $175.5M | 60 | 5 | 18 | 27 | 3 | 70.3% | 33 |
| Q3 2022 | $159.6M | 58 | 2 | 26 | 8 | 7 | 69.8% | 14 |
| Q2 2022 | $175.2M | 63 | 1 | 21 | 8 | 2 | 69.5% | 28 |
| Q1 2022 | $184.2M | 64 | 1 | 23 | 9 | 0 | 68.6% | 29 |
| Q4 2021 | $190.5M | 63 | 2 | 42 | 5 | 2 | 68.6% | 48 |
| Q3 2021 | $194.6M | 63 | 6 | 23 | 8 | 1 | 70.3% | 46 |
| Q2 2021 | $182.9M | 58 | 0 | 20 | 17 | 4 | 70.7% | 42 |
| Q1 2021 | $173.8M | 62 | 5 | 12 | 17 | 4 | 70.3% | 9 |
| Q4 2020 | $168.5M | 61 | 3 | 23 | 16 | 1 | 70.6% | 39 |
| Q3 2020 | $140.4M | 59 | 2 | 15 | 6 | 1 | 70.7% | 16 |
| Q2 2020 | $128.9M | 58 | 2 | 16 | 17 | 0 | 71.1% | 31 |
| Q1 2020 | $105.3M | 56 | 5 | 23 | 7 | 6 | 72.0% | 43 |
| Q4 2019 | $107.7M | 57 | 0 | 0 | 0 | 0 | 70.0% | 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.