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CIK: 0001775530
Total reported value
$335.8M
$335.8M
76 檔
42.8%
During the Q3 2024 filing period, Oldfather Financial Services, LLC (CIK: 0001775530) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $335.8M across 76 reported positions.
During Q3 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 | 25.05% | — | -0.79% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 11.35% | -0.28% | -0.46% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.14% | -0.30% | -0.60% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.80% | -0.16% | -0.11% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.98% | -0.26% | -0.63% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.33% | +0.06% | -0.32% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.14% | -0.06% | -2.46% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.87% | +0.28% | +5.91% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 2.86% | — | -0.32% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.80% | — | -0.64% | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 2.51% | +0.13% | -0.45% | |
| 12 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 2.48% | — | -1.25% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.39% | -0.02% | +0.20% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.17% | — | -0.99% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.43% | — | -0.42% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.42% | — | -4.45% | |
| 17 | WFC | Wells Fargo & Co | Stock-Financials | 1.40% | +0.12% | +0.03% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.24% | +0.12% | +1.04% | |
| 19 | BKE | Buckle Inc/the | Stock-Other | 0.80% | -0.10% | +0.01% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.79% | — | +0.10% | |
| 21 | AXP | American Express Co | Stock-Financials | 0.78% | +0.07% | +0.20% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.65% | — | +2.10% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.60% | — | +0.23% | |
| 24 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.57% | — | +2.42% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.56% | — | -4.37% | |
| 26 | ETN | Eaton Corporation plc | Stock-Industrials | 0.54% | -0.08% | +0.24% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | +0.06% | -0.14% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.43% | +0.06% | +0.08% | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 0.42% | — | -0.41% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.41% | — | -7.90% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | +0.21% | +0.57% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.37% | — | -0.03% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | — | — | |
| 34 | BND | Vanguard Total Bond Market | ETF-Other | 0.32% | +0.09% | +11.76% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | +0.03% | +0.56% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | — | +0.65% | |
| 37 | USB | US Bancorp | Stock-Financials | 0.26% | — | +0.33% | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.26% | — | — | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.22% | — | +0.34% | |
| 40 | XLK | Ss Technology Select Sector | ETF-Tech | 0.22% | — | — | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.21% | — | +145.39% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.19% | — | +0.77% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.19% | — | -1.99% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.19% | — | +0.45% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | — | +2.84% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.17% | — | +1.30% | |
| 47 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.17% | — | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.16% | — | — | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.16% | +0.06% | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | +0.20% | +5.32% |
According to official SEC Form 13F filings, Oldfather Financial Services, LLC reported a total U.S. public equity portfolio value of $335.8M across 76 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, MDY, IWM) accounted for 42.8% of total reported equity market value during Q3 2024.
During Q3 2024, Oldfather Financial Services, LLC's top holdings by market value included VOO (25.1%)、MDY (11.3%)、IWM (9.1%). The largest single position, VOO, represented 25.1% of total portfolio value.
In Q3 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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