OF
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Oldfather Financial Services, LLC13F | |
| Oldfather Financial Services, LLC | |
| Last update 2024-10-28 | 76 Stocks (4 new) |
| Value $260.00 Mil | Turnover 2 % |
| Portfolio Report | |
Oldfather Financial Services, ... Top Holdings of 2024-09-30
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| 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 | +0.35% | -0.79% | 539292.493 | ||
MDY | S&P MidCap 400 ETF | 51,789 | 29502.050 | -0.46% | 11.350 | -0.05% | 0.130 | -1.01% | +0.11% | 24057.626 | ||
IWM | iShares Russell 2000 ETF | 107,561 | 23759.210 | -0.60% | 9.140 | -0.05% | 0.030 | -1.81% | -1.68% | 70409.383 | ||
SPY | S&P 500 ETF TRUST ETF | 26,271 | 15073.420 | -0.11% | 5.800 | -0.01% | 0.000 | +0.31% | -0.80% | 614403.485 | ||
IWF | iShares Russell 1000 Growth ETF | 27,578 | 10352.290 | -0.63% | 3.980 | -0.03% | 0.010 | +4.38% | -1.22% | 104601.436 | ||
EFA | iShares MSCI EAFE ETF | 103,374 | 8645.140 | -0.32% | 3.330 | -0.01% | 0.010 | -9.05% | -1.01% | 52590.953 | ||
IWD | iShares Russell 1000 Value ETF | 42,983 | 8158.210 | -2.46% | 3.140 | -0.08% | 0.010 | -3.23% | +0.05% | 62955.446 | ||
AGG | iShares Core U.S. Aggregate Bond ETF | 73,627 | 7456.250 | +5.91% | 2.870 | +0.16% | 0.010 | -3.67% | -1.08% | 118633.237 | ||
VB | Vanguard Small Cap ETF | 31,315 | 7428.240 | -0.32% | 2.860 | -0.01% | 0.010 | +0.32% | -0.21% | 60596.569 | ||
IWO | iShares Russell 2000 Growth ETF | 25,582 | 7265.230 | -0.64% | 2.800 | -0.02% | 0.060 | -0.67% | -1.20% | 12498.141 |
Oldfather Financial Services, LLC's Historical Top Holdings Breakdowns
Oldfather Financial Services, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VNQ | Vanguard Real Estate Index Fund ETF | 2023-06-30 | Sold Out | -0.95% | 77.52 ($81.06) 83.56 | $86.63 | 6.87% | Sold Out | 0 | -22,080 | |
VOO | Vanguard S&P 500 ETF | 2023-03-31 | Add | +0.78% | 347.23 ($365.38) 381.37 | $534.67 | 46.33% | Add 3.39% | 121,749 | 3,993 | |
IJH | iShares Core S&P Mid-Cap ETF | 2024-03-31 | Add | +0.66% | 53.67 ($56.61) 60.74 | $62.38 | 10.20% | Add 400.44% | 33,019 | 26,421 | |
IWM | iShares Russell 2000 ETF | 2023-03-31 | Add | +0.51% | 170.25 ($183.51) 197.59 | $217.45 | 18.49% | Add 5.78% | 101,021 | 5,517 | |
MDY | S&P MidCap 400 ETF | 2023-09-30 | Add | +0.47% | 450.89 ($479.22) 498.33 | $570.24 | 18.99% | Add 4.15% | 50,629 | 2,018 | |
MDY | S&P MidCap 400 ETF | 2023-03-31 | Add | +0.43% | 433.1 ($465.1) 495.79 | $570.24 | 22.61% | Add 3.97% | 47,647 | 1,819 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | Add | +0.40% | 20.37 ($21.79) 22.62 | $23.05 | 5.78% | Add 200.7% | 68,730 | 15,291 | |
MDLZ | Mondelez International Inc | 2023-03-31 | Sold Out | -0.39% | 63.84 ($66.23) 70.37 | $56.17 | -15.19% | Sold Out | 0 | -10,393 | |
WMT | Walmart Inc | 2023-03-31 | Sold Out | -0.39% | 45.66 ($47.46) 49.15 | $91.53 | 92.86% | Sold Out | 0 | -4,777 | |
WFC | Wells Fargo & Co | 2023-03-31 | Add | +0.39% | 36.23 ($43.59) 48.5 | $70.53 | 61.80% | Add 57.5% | 54,790 | 20,003 |
Oldfather Financial Services, LLC Total Holding History ($B)
Oldfather Financial Services, LLC's Asset Allocation
Oldfather Financial Services, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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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
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Oldfather Financial Services, LLC's Holdings Bubble Chart
Oldfather Financial Services, LLC News
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