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CIK: 0001775530
Total reported value
$335.8M
$335.8M
71 檔
40.1%
The Q1 2024 SEC filing reveals that Oldfather Financial Services, LLC held a total portfolio value of $335.8M, covering 71 public equity positions.
During Q1 2024, Oldfather Financial Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 24.66% | — | -0.52% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 11.89% | -0.28% | +0.94% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.35% | -0.30% | +1.59% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.70% | -0.16% | -2.14% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.89% | -0.26% | -1.96% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.36% | +0.06% | +1.37% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.23% | -0.06% | +0.35% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.96% | — | +0.07% | |
| 9 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.89% | — | +2.12% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.86% | +0.28% | -2.99% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.67% | — | +2.14% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.51% | +0.13% | +1.78% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.30% | -0.02% | -0.43% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.21% | — | +2.05% | |
| 15 | WFC | Wells Fargo & Co | Stock-Financials | 1.54% | +0.12% | -0.38% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.40% | — | -1.37% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.40% | — | +4.73% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.96% | +0.12% | -24.19% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.83% | — | +400.44% | |
| 20 | BKE | Buckle Inc/the | Stock-Other | 0.78% | -0.10% | -2.08% | |
| 21 | AXP | American Express Co | Stock-Financials | 0.75% | +0.07% | — | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.64% | — | +1.01% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | — | -12.20% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.58% | — | -1.22% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | — | -0.83% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.54% | -0.08% | +0.14% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | +0.06% | +0.19% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.46% | — | -1.86% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.44% | — | -27.93% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.06% | -8.91% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | +0.21% | -2.89% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.39% | — | — | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | — | — | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | — | -1.63% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | +0.03% | — | |
| 36 | USB | US Bancorp | Stock-Financials | 0.28% | — | — | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | — | +91.62% | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.26% | — | -1.02% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.23% | — | +0.01% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.23% | +0.09% | +4.60% | |
| 41 | XLK | Ss Technology Select Sector | ETF-Tech | 0.21% | — | — | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.20% | — | +0.17% | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.19% | — | +78.07% | |
| 44 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.19% | — | — | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.19% | — | — | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.18% | — | +3.83% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.18% | +0.06% | — | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | — | +0.08% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.17% | — | — | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.16% | — | — |
According to official SEC Form 13F filings, Oldfather Financial Services, LLC reported a total U.S. public equity portfolio value of $335.8M across 71 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, MDY, IWM) accounted for 40.1% of total reported equity market value during Q1 2024.
During Q1 2024, Oldfather Financial Services, LLC's top holdings by market value included VOO (24.7%)、MDY (11.9%)、IWM (9.3%). The largest single position, VOO, represented 24.7% of total portfolio value.
In Q1 2024, Oldfather Financial Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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