Oldfather Financial Services, LLC

Est. AUM

$335.8M

13F long equity, this entity only

Positions

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$73.6M	117397	21.92%	SOLE
2	SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$33.3M	55249	9.92%	SOLE
3	ISHARES TR	RUSSELL 2000 ETF	$28.6M	116244	8.52%	SOLE
4	SPDR S&P 500 ETF TR	TR UNIT	$17.6M	25775	5.23%	SOLE
5	ISHARES TR	MSCI EAFE ETF	$12.2M	126608	3.62%	SOLE
6	ISHARES TR	CORE US AGGBD ET	$11.7M	117091	3.48%	SOLE
7	ISHARES TR	RUS 1000 GRW ETF	$11.6M	24441	3.44%	SOLE
8	ISHARES TR	RUS 1000 VAL ETF	$9.3M	43987	2.75%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL A	$9.1M	12	2.70%	SOLE
10	ISHARES TR	RUS 2000 GRW ETF	$8.8M	27202	2.62%	SOLE
11	ISHARES TR	S&P MC 400VL ETF	$8.3M	63185	2.48%	SOLE
12	VANGUARD INDEX FDS	SMALL CP ETF	$8.3M	32013	2.46%	SOLE
13	ISHARES TR	S&P MC 400GR ETF	$7.6M	78565	2.27%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.1M	14079	2.11%	SOLE
15	ISHARES TR	RUS 2000 VAL ETF	$6.8M	37564	2.03%	SOLE
16	WELLS FARGO CO NEW	COM	$5.8M	62200	1.73%	SOLE
17	ISHARES TR	MSCI EMG MKT ETF	$5.3M	97037	1.58%	SOLE
18	ISHARES TR	CORE S&P500 ETF	$4.4M	6353	1.30%	SOLE
19	APPLE INC	COM	$3.7M	13696	1.11%	SOLE
20	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.1M	41962	0.93%	SOLE
21	AMERICAN EXPRESS CO	COM	$2.8M	7688	0.85%	SOLE
22	BUCKLE INC	COM	$2.4M	43986	0.70%	SOLE
23	SCHWAB STRATEGIC TR	US AGGREGATE B	$2.3M	97111	0.68%	SOLE
24	ISHARES TR	CORE S&P MCP ETF	$2.2M	32876	0.65%	SOLE
25	MICROSOFT CORP	COM	$2.1M	4428	0.64%	SOLE
26	JPMORGAN CHASE & CO.	COM	$2.0M	6168	0.59%	SOLE
27	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.9M	72170	0.58%	SOLE
28	VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	5741	0.57%	SOLE
29	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.7M	60371	0.51%	SOLE
30	JOHNSON & JOHNSON	COM	$1.7M	8046	0.50%	SOLE
31	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.6M	54712	0.49%	SOLE
32	AMAZON COM INC	COM	$1.5M	6336	0.44%	SOLE
33	ISHARES TR	IBONDS DEC 2030	$1.5M	65985	0.43%	SOLE
34	EATON CORP PLC	SHS	$1.4M	4311	0.41%	SOLE
35	VANGUARD INDEX FDS	MID CAP ETF	$1.3M	4315	0.37%	SOLE
36	INTERNATIONAL BUSINESS MACHS	COM	$1.2M	3925	0.35%	SOLE
37	ISHARES TR	RUS 1000 ETF	$1.1M	2959	0.33%	SOLE
38	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.1M	7532	0.32%	SOLE
39	ALPHABET INC	CAP STK CL A	$1.0M	3249	0.30%	SOLE
40	UNION PAC CORP	COM	$914K	3951	0.27%	SOLE
41	INVESCO QQQ TR	UNIT SER 1	$870K	1416	0.26%	SOLE
42	ALPHABET INC	CAP STK CL C	$864K	2754	0.26%	SOLE
43	ISHARES TR	MSCI ACWI EX US	$861K	12832	0.26%	SOLE
44	NVIDIA CORPORATION	COM	$807K	4327	0.24%	SOLE
45	US BANCORP DEL	COM NEW	$800K	15000	0.24%	SOLE
46	MCDONALDS CORP	COM	$762K	2494	0.23%	SOLE
47	ISHARES TR	IBONDS DEC2026	$754K	31107	0.22%	SOLE
48	VANGUARD INDEX FDS	SM CP VAL ETF	$742K	3503	0.22%	SOLE
49	ISHARES INC	CORE MSCI EMKT	$719K	10690	0.21%	SOLE
50	SPDR GOLD TR	GOLD SHS	$704K	1777	0.21%	SOLE

1–50 of 98

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.