Oldfather Financial Services, LLC
Q4 2024 13F Holdings
- Locationkearney, NE
- Num holdings
78
- Value ($000)
$262,471
- Date Filed01/16/2025
- Form type13F-HR
- CIK0001775530
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $63.00M | 24 % | 116,917 | ||
MDY SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | $29.38M | 11 % | 51,589 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $23.67M | 9 % | 107,102 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $15.26M | 6 % | 26,038 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $10.81M | 4 % | 26,922 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $9.10M | 4 % | 93,918 | ||
IWD ISHARES TR | RUS 1000 VAL ETF | 464287598 | $8.01M | 3 % | 43,254 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $7.89M | 3 % | 104,353 | ||
VB VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | $7.54M | 3 % | 31,399 | ||
IWO ISHARES TR | RUS 2000 GRW ETF | 464287648 | $7.39M | 3 % | 25,674 |
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