Oldfather Financial Services, LLC

Q4 2024 13F Holdings

  • Location
    kearney, NE
  • Num holdings

    78

  • Value ($000)

    $262,471

  • Date Filed
    01/16/2025
  • Form type
    13F-HR
  • CIK
    0001775530
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$63.00M
24 %

116,917

MDY
MDY

SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP
$29.38M
11 %

51,589

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$23.67M
9 %

107,102

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$15.26M
6 %

26,038

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$10.81M
4 %

26,922

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$9.10M
4 %

93,918

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
$8.01M
3 %

43,254

EFA
EFA

ISHARES TR

MSCI EAFE ETF
$7.89M
3 %

104,353

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$7.54M
3 %

31,399

IWO
IWO

ISHARES TR

RUS 2000 GRW ETF
$7.39M
3 %

25,674

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