OF

Oldfather Financial Services, LLC

13F
Oldfather Financial Services, LLC
Last update 2024-10-28 76 Stocks (4 new)
Value $260.00 Mil Turnover 2 %
Countries:
Top Holdings: VOO(25.05%)MDY(11.35%)IWM(9.14%)SPY(5.80%)IWF(3.98%)
Portfolio Report
Summary Stock Picks Current Portfolio
Oldfather Financial Services, ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
123,382
65104.930
-0.79%
25.050
-0.20%
0.010
+11.98%
+25.63%
488017.393
 
MDY 		S&P MidCap 400 ETF
51,789
29502.050
-0.46%
11.350
-0.05%
0.130
+12.83%
+18.50%
24796.439
 
IWM 		iShares Russell 2000 ETF
107,561
23759.210
-0.60%
9.140
-0.05%
0.030
+16.06%
+18.31%
73932.308
 
SPY 		S&P 500 ETF TRUST ETF
26,271
15073.420
-0.11%
5.800
-0.01%
0.000
+11.91%
+25.56%
617362.995
 
IWF 		iShares Russell 1000 Growth ETF
27,578
10352.290
-0.63%
3.980
-0.03%
0.010
+15.04%
+31.54%
103764.585
 
EFA 		iShares MSCI EAFE ETF
103,374
8645.140
-0.32%
3.330
-0.01%
0.010
+0.52%
+3.13%
54180.273
 
IWD 		iShares Russell 1000 Value ETF
42,983
8158.210
-2.46%
3.140
-0.08%
0.010
+10.05%
+18.00%
61138.741
 
AGG 		iShares Core U.S. Aggregate Bond ETF
73,627
7456.250
+5.91%
2.870
+0.16%
0.010
-2.02%
-1.55%
118827.554
 
VB 		Vanguard Small Cap ETF
31,315
7428.240
-0.32%
2.860
-0.01%
0.010
+15.91%
+18.69%
58811.613
 
IWO 		iShares Russell 2000 Growth ETF
25,582
7265.230
-0.64%
2.800
-0.02%
0.060
+17.48%
+22.18%
13050.206
 

Oldfather Financial Services, LLC's Historical Top Holdings Breakdowns

Oldfather Financial Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHX 		Schwab U.S. Large-Cap ETF2024-09-30Add
+0.40%
●
20.37 ($21.79) 22.62
$23.65
8.54%
Add 200.7%
68,730
15,291
SCHM 		Schwab U.S. Mid-Cap ETF2024-09-30Add
+0.38%
●
25.16 ($26.59) 27.75
$29.17
9.70%
Add 207.25%
53,673
12,068
SCHZ 		Schwab US Aggregate Bond ETF2024-09-30Add
+0.33%
●
22.6 ($23.41) 23.93
$22.91
-2.14%
Add 104.2%
70,876
18,084
VOO 		Vanguard S&P 500 ETF2024-09-30Reduce
-0.20%
●
475.2 ($508.3) 527.7
$548.76
7.96%
Reduce -0.79%
123,382
-980
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Add
+0.19%
●
23.45 ($24.83) 25.98
$27.59
11.12%
Add 84.21%
41,588
9,506
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+0.16%
●
96.25 ($99.77) 101.98
$97.72
-2.05%
Add 5.91%
73,627
4,111
QQQ 		INVESCO QQQ Trust2024-09-30Reduce
-0.14%
●
434.77 ($473.23) 502.96
$512.90
8.38%
Reduce -47.75%
777
-710
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF2024-09-30Add
+0.12%
●
76.72 ($78.67) 80.36
$79.39
0.92%
Add 145.39%
6,925
4,103
SCHF 		Schwab International Equity ETF2024-09-30Add
+0.11%
●
18.49 ($19.77) 20.77
$19.24
-2.68%
Add 100.68%
27,882
6,994
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.10%
●
25.67 ($27.24) 28.35
$28.91
6.13%
Add 209.39%
14,031
3,165

Oldfather Financial Services, LLC Total Holding History ($B)

To

Oldfather Financial Services, LLC's Asset Allocation

To

Oldfather Financial Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Oldfather Financial Services, LLC's Hypothetical Growth since 2024-09-30

Oldfather Financial Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Oldfather Financial Services, LLC's Holdings Heat Map

Size field:

Oldfather Financial Services, LLC's Holdings Bubble Chart

Oldfather Financial Services, LLC News

  • 1

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