Oldfather Financial Services, LLC

Q2 2025 13F Holdings

  • Location
    kearney, NE
  • Num holdings

    84

  • Value ($000)

    $290,940

  • Date Filed
    07/10/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$66.97M
23 %

117,899

MDY
MDY

SPDR S&P MIDCAP 400 ETF TR

UTSER1 S&PDCRP
$30.18M
10 %

53,275

IWM
IWM

ISHARES TR

RUSSELL 2000 ETF
$24.30M
8 %

112,611

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$16.07M
6 %

26,002

IWF
IWF

ISHARES TR

RUS 1000 GRW ETF
$10.85M
4 %

25,547

EFA
EFA

ISHARES TR

MSCI EAFE ETF
$10.54M
4 %

117,880

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$10.30M
4 %

103,794

BRK.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A
$8.75M
3 %

12

IWD
IWD

ISHARES TR

RUS 1000 VAL ETF
$8.52M
3 %

43,869

VB
VB

VANGUARD INDEX FDS

SMALL CP ETF
$7.58M
3 %

31,970

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