Oldfather Financial Services, LLC — Q2 2025 13F Holdings

Name: Oldfather Financial Services, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001775530

Total reported value

$335.8M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	23.02%	—	+3.25%
2	MDY	State Street Spdr S&p Midcap	ETF-Other	10.37%	-0.28%	+2.61%
3	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	8.35%	-0.30%	+3.90%
4	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	5.52%	-0.16%	-1.08%
5	IWF	Ishares Russell 1000 Growth	ETF-Other	3.73%	-0.26%	-0.71%
6	EFA	Ishares Msci Eafe ETF	ETF-Other	3.62%	+0.06%	+3.70%
7	AGG	Ishares Core U.s. Aggregate	ETF-Other	3.54%	+0.28%	+1.09%
8	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	3.01%	—	—
9	IWD	Ishares Russell 1000 Value E	ETF-Other	2.93%	-0.06%	+0.93%
10	VB	Vanguard Small-cap ETF	ETF-Other	2.60%	—	-0.60%
11	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	2.59%	—	+2.08%
12	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	2.40%	+0.13%	+4.59%
13	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	2.33%	—	+4.36%
14	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	2.30%	-0.02%	-1.56%
15	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	1.98%	—	+4.93%
16	WFC	Wells Fargo & Co	Stock-Financials	1.70%	+0.12%	+0.06%
17	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	1.49%	—	+4.83%
18	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	1.35%	—	-3.58%
19	AAPL	Apple INC	Stock-Tech	0.84%	+0.12%	-2.93%
20	BND	Vanguard Total Bond Market	ETF-Other	0.83%	+0.09%	+20.08%
21	AXP	American Express Co	Stock-Financials	0.82%	+0.07%	-0.05%
22	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	0.78%	—	+9.44%
23	BKE	Buckle Inc/the	Stock-Other	0.77%	-0.10%	+4.44%
24	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.70%	—	-3.36%
25	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.61%	—	—
26	SCHX	Schwab US Large-cap ETF	ETF-Other	0.58%	—	-0.51%
27	JPM	Jpmorgan Chase & Co	Stock-Financials	0.53%	+0.06%	+0.15%
28	SCHA	Schwab US Small-cap ETF	ETF-Other	0.53%	—	+36.77%
29	ETN	Eaton Corporation plc	Stock-Industrials	0.52%	-0.08%	+0.36%
30	SCHM	Schwab US Mid Cap ETF	ETF-Other	0.52%	—	-2.81%
31	MSFT	Microsoft CORP	Stock-Tech	0.44%	+0.21%	-0.19%
32	VO	Vanguard Mid-cap ETF	ETF-Other	0.44%	—	+48.78%
33	JNJ	Johnson & Johnson	Stock-Healthcare	0.40%	+0.06%	-0.22%
34	IBDQ	Ishares Ibonds Dec 2025 Term	ETF-Other	0.40%	-0.36%	EXIT
35	IBM	Intl Business Machines CORP	Stock-Tech	0.36%	+0.03%	+0.11%
36	IWB	Ishares Russell 1000 ETF	ETF-Other	0.36%	—	+9.58%
37	XLK	Ss Technology Select Sector	ETF-Tech	0.31%	—	+37.01%
38	UNP	Union Pacific CORP	Stock-Industrials	0.30%	—	-9.27%
39	ACWX	Ishares Msci Acwi Ex US ETF	ETF-Other	0.27%	—	-6.93%
40	IBDR	Ishares Ibonds Dec 2026 Term	ETF-Other	0.26%	—	—
41	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.25%	—	-3.03%
42	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.24%	—	-3.21%
43	USB	US Bancorp	Stock-Financials	0.23%	—	-2.84%
44	SCHF	Schwab Intl Equity ETF	ETF-Other	0.21%	—	-3.01%
45	DE	Deere & Co	Stock-Industrials	0.21%	—	+0.25%
46	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	0.19%	—	+60.32%
47	VV	Vanguard Large-cap ETF	ETF-Other	0.18%	—	—
48	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	0.18%	—	-1.38%
49	BAC	Bank Of America CORP	Stock-Financials	0.18%	—	+0.39%
50	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.17%	—	-12.17%

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