Oldfather Financial Services, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OF Oldfather Financial Services, LLC | Institutional Filer | ▲ 4.59% | $335.8M | 98 |
Current Portfolio Holdings
Showing all 98 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 117K | $73.6M | 21.92% |
| 2 | MDY | SPDR S&P MIDCAP 400 ETF TR | — | 55K | $33.3M | 9.92% |
| 3 | IWM | iShares Russell 2000 ETF | — | 116K | $28.6M | 8.52% |
| 4 | SPY | SPDR S&P 500 ETF Trust | — | 26K | $17.6M | 5.23% |
| 5 | EFA | ISHARES TR | — | 127K | $12.2M | 3.62% |
| 6 | AGG | ISHARES TR | — | 117K | $11.7M | 3.48% |
| 7 | IWF | ISHARES TR | — | 24K | $11.6M | 3.44% |
| 8 | IWD | ISHARES TR | — | 44K | $9.3M | 2.75% |
| 9 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 12 | $9.1M | 2.70% |
| 10 | IWO | ISHARES TR | — | 27K | $8.8M | 2.62% |
| 11 | IJJ | ISHARES TR | — | 63K | $8.3M | 2.48% |
| 12 | VB | VANGUARD INDEX FDS | — | 32K | $8.3M | 2.46% |
| 13 | IJK | ISHARES TR | — | 79K | $7.6M | 2.27% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 14K | $7.1M | 2.11% |
| 15 | IWN | ISHARES TR | — | 38K | $6.8M | 2.03% |
Showing 1 to 15 of 98 holdings