Oldfather Financial Services, LLC

Q1 2025 13F Holdings

  • Location
    kearney, NE
  • Num holdings

    78

  • Value ($000)

    $263,444

  • Date Filed
    05/01/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$58.68M
22 %

114,184

MDY
MDY

SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP
78467Y107
$27.70M
11 %

51,922

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$21.62M
8 %

108,389

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$14.70M
6 %

26,287

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$10.16M
4 %

102,673

BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
084670108
$9.58M
4 %

12

EFA
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$9.29M
4 %

113,675

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
464287614
$9.29M
4 %

25,729

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
464287598
$8.18M
3 %

43,463

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$7.46M
3 %

14,013

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