Oldfather Financial Services, LLC

CIK 0001775530 • 4 13F filings • May 1, 2025 – Jan 16, 2026

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Filer information

Filed by: Oldfather Financial Services, LLC, Sole Member
Address: P.O. BOX 1775, 2033 CENTRAL AVENUE, KEARNEY, NE, 68848
Phone: 3082374571
AUM: $335.8M

AUM over time

$335.8M latest

Sector allocation over time

Past 4 quarters

Q4 2025

Q3 2025

Q2 2025

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $335.8M97 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$285K	0.1%Prev: 0.1%	2,272 SH	Increased+665 SH
ABBVIE INC	COM	$424K	0.1%Prev: 0.1%	1,856 SH	Increased+328 SH
ALPHABET INC	CAP STK CL A	$1.0M	0.3%Prev: 0.1%	3,249 SH	Increased+1,399 SH
ALPHABET INC	CAP STK CL C	$864K	0.3%Prev: 0.2%	2,754 SH	Increased+751 SH
AMAZON COM INC	COM	$1.5M	0.4%Prev: 0.2%	6,336 SH	Increased+2,864 SH
AMERICAN EXPRESS CO	COM	$2.8M	0.8%Prev: 0.8%	7,688 SH	Increased+175 SH
AMERIPRISE FINL INC	COM	$365K	0.1%Prev: 0.1%	744 SH	Increased+241 SH
APPLE INC	COM	$3.7M	1.1%Prev: 1.0%	13,696 SH	Increased+1,231 SH
BANK AMERICA CORP	COM	$618K	0.2%Prev: 0.2%	11,231 SH	Increased+398 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$9.1M	2.7%Prev: 2.8%	12 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.1M	2.1%Prev: 2.1%	14,079 SH	Increased+493 SH
BROADCOM INC	COM	$514K	0.2%	1,485 SH	New
BUCKLE INC	COM	$2.3M	0.7%Prev: 0.8%	43,986 SH	Decreased+4 SH
COCA COLA CO	COM	$228K	0.1%	3,255 SH	New
COSTCO WHSL CORP NEW	COM	$219K	0.1%Prev: 0.1%	253 SH	Increased+27 SH
CUMMINS INC	COM	$215K	0.1%	422 SH	New
DEERE & CO	COM	$555K	0.2%Prev: 0.2%	1,192 SH	Increased+1 SH
EATON CORP PLC	SHS	$1.4M	0.4%Prev: 0.5%	4,311 SH	Decreased+74 SH
ELI LILLY & CO	COM	$343K	0.1%	319 SH	New
EXXON MOBIL CORP	COM	$534K	0.2%Prev: 0.1%	4,440 SH	Increased+651 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.2M	0.3%Prev: 0.3%	3,925 SH	Increased+298 SH
INVESCO QQQ TR	UNIT SER 1	$870K	0.3%Prev: 0.2%	1,416 SH	Increased+101 SH
ISHARES INC	CORE MSCI EMKT	$719K	0.2%	10,690 SH	New
ISHARES TR	CORE MSCI EAFE	$620K	0.2%	6,935 SH	New
ISHARES TR	CORE S&P MCP ETF	$2.2M	0.6%Prev: 0.7%	32,876 SH	Increased+50 SH
ISHARES TR	CORE S&P SCP ETF	$272K	0.1%	2,261 SH	New
ISHARES TR	CORE S&P500 ETF	$4.4M	1.3%Prev: 1.3%	6,353 SH	Increased+53 SH
ISHARES TR	CORE US AGGBD ET	$11.7M	3.5%Prev: 3.2%	117,091 SH	Increased+14,596 SH
ISHARES TR	IBONDS DEC 2030	$1.5M	0.4%Prev: 0.1%	65,985 SH	Increased+48,170 SH
ISHARES TR	IBONDS DEC2026	$754K	0.2%Prev: 0.2%	31,107 SH	Decreased
ISHARES TR	IBOXX HI YD ETF	$522K	0.2%Prev: 0.2%	6,471 SH	Decreased
ISHARES TR	MSCI ACWI ETF	$237K	0.1%Prev: 0.1%	1,678 SH	Increased+1 SH
ISHARES TR	MSCI ACWI EX US	$861K	0.3%Prev: 0.3%	12,832 SH	Increased+124 SH
ISHARES TR	MSCI EAFE ETF	$12.2M	3.6%Prev: 3.6%	126,608 SH	Increased+4,157 SH
ISHARES TR	MSCI EMG MKT ETF	$5.3M	1.6%Prev: 1.6%	97,037 SH	Increased-1,708 SH
ISHARES TR	RUS 1000 ETF	$1.1M	0.3%Prev: 0.3%	2,959 SH	Decreased-83 SH
ISHARES TR	RUS 1000 GRW ETF	$11.6M	3.4%Prev: 3.7%	24,441 SH	Decreased-939 SH
ISHARES TR	RUS 1000 VAL ETF	$9.3M	2.8%Prev: 2.8%	43,987 SH	Increased-262 SH
ISHARES TR	RUS 2000 GRW ETF	$8.8M	2.6%Prev: 2.7%	27,202 SH	Increased-3 SH
ISHARES TR	RUS 2000 VAL ETF	$6.8M	2.0%Prev: 2.1%	37,564 SH	Increased-452 SH
ISHARES TR	RUSSELL 2000 ETF	$28.6M	8.5%Prev: 8.8%	116,244 SH	Increased-825 SH
ISHARES TR	S&P 100 ETF	$553K	0.2%Prev: 0.2%	1,611 SH	Increased+23 SH
ISHARES TR	S&P 500 GRWT ETF	$370K	0.1%Prev: 0.1%	2,998 SH	Increased
ISHARES TR	S&P MC 400GR ETF	$7.6M	2.3%Prev: 2.3%	78,565 SH	Increased+497 SH
ISHARES TR	S&P MC 400VL ETF	$8.3M	2.5%Prev: 2.4%	63,185 SH	Increased+4,929 SH
ISHARES TR	SELECT DIVID ETF	$230K	0.1%Prev: 0.1%	1,631 SH	Increased+211 SH
ISHARES TR	U.S. TECH ETF	$381K	0.1%Prev: 0.1%	1,909 SH	Increased
JOHNSON & JOHNSON	COM	$1.7M	0.5%Prev: 0.4%	8,046 SH	Increased+365 SH
JPMORGAN CHASE & CO.	COM	$2.0M	0.6%Prev: 0.5%	6,168 SH	Increased+784 SH
LAM RESEARCH CORP	COM NEW	$265K	0.1%Prev: 0.1%	1,547 SH	Increased
LOWES COS INC	COM	$340K	0.1%Prev: 0.1%	1,409 SH	Decreased-22 SH
MASTERCARD INCORPORATED	CL A	$541K	0.2%Prev: 0.1%	948 SH	Increased+169 SH
MCDONALDS CORP	COM	$762K	0.2%Prev: 0.2%	2,494 SH	Increased+110 SH
META PLATFORMS INC	CL A	$507K	0.2%Prev: 0.1%	768 SH	Increased+426 SH
MICROSOFT CORP	COM	$2.1M	0.6%Prev: 0.4%	4,428 SH	Increased+1,746 SH
NVIDIA CORPORATION	COM	$807K	0.2%Prev: 0.1%	4,327 SH	Increased+2,698 SH
ORACLE CORP	COM	$388K	0.1%Prev: 0.1%	1,989 SH	Decreased+470 SH
PEPSICO INC	COM	$296K	0.1%Prev: 0.1%	2,060 SH	Increased-9 SH
PNC FINL SVCS GROUP INC	COM	$376K	0.1%Prev: 0.1%	1,800 SH	Increased
PROCTER AND GAMBLE CO	COM	$222K	0.1%	1,550 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$504K	0.2%Prev: 0.2%	15,400 SH	Increased+914 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$695K	0.2%Prev: 0.2%	28,926 SH	Increased+714 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$2.3M	0.7%Prev: 0.7%	97,111 SH	Decreased-104 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$479K	0.1%Prev: 0.2%	17,454 SH	Decreased-806 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$401K	0.1%Prev: 0.1%	12,305 SH	Decreased-593 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.9M	0.6%Prev: 0.6%	72,170 SH	Increased+1,965 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.6M	0.5%Prev: 0.5%	54,712 SH	Increased+1,034 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.7M	0.5%Prev: 0.5%	60,371 SH	Increased-629 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.1M	0.3%	7,532 SH	New
SPDR GOLD TR	GOLD SHS	$704K	0.2%Prev: 0.2%	1,777 SH	Increased
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$363K	0.1%Prev: 0.1%	7,751 SH	Increased+2,994 SH
SPDR S&P 500 ETF TR	TR UNIT	$17.6M	5.2%Prev: 5.4%	25,775 SH	Increased-183 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$33.3M	9.9%Prev: 10.2%	55,249 SH	Increased+299 SH
SPDR SERIES TRUST	STATE STREET SPD	$501K	0.1%	4,770 SH	New
SSGA ACTIVE TR	STATE STREET MY	$250K	0.1%	10,000 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$249K	0.1%	819 SH	New
TESLA INC	COM	$338K	0.1%Prev: 0.1%	752 SH	Decreased-18 SH
TJX COS INC NEW	COM	$340K	0.1%	2,214 SH	New
UNION PAC CORP	COM	$914K	0.3%Prev: 0.2%	3,951 SH	Increased+606 SH
US BANCORP DEL	COM NEW	$800K	0.2%Prev: 0.2%	15,000 SH	Increased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$3.1M	0.9%Prev: 0.8%	41,962 SH	Increased+5,585 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$643K	0.2%Prev: 0.2%	2,041 SH	Increased+160 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$257K	0.1%Prev: 0.1%	921 SH	Decreased
VANGUARD INDEX FDS	MID CAP ETF	$1.3M	0.4%Prev: 0.4%	4,315 SH	Decreased-191 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$73.6M	21.9%Prev: 22.9%	117,397 SH	Increased-2,812 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$742K	0.2%Prev: 0.2%	3,503 SH	Increased+994 SH
VANGUARD INDEX FDS	SMALL CP ETF	$8.3M	2.5%Prev: 2.5%	32,013 SH	Increased+29 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$585K	0.2%Prev: 0.2%	1,937 SH	Decreased-75 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.9M	0.6%Prev: 0.6%	5,741 SH	Increased-54 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$410K	0.1%Prev: 0.1%	7,619 SH	Increased+1,908 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$216K	0.1%Prev: 0.1%	983 SH	Decreased-245 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$350K	0.1%	5,609 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$276K	0.1%Prev: 0.1%	2,068 SH	Increased
VERIZON COMMUNICATIONS INC	COM	$437K	0.1%Prev: 0.1%	10,740 SH	Decreased-111 SH
VISA INC	COM CL A	$446K	0.1%Prev: 0.1%	1,273 SH	Increased+680 SH
WALMART INC	COM	$296K	0.1%	2,660 SH	New
WELLS FARGO CO NEW	COM	$5.8M	1.7%Prev: 1.6%	62,200 SH	Increased+438 SH

Sold (vs prior filing)

CITIGROUP INC — $231K
FIRST TR EXCHANGE-TRADED FD — $391K
GOLDMAN SACHS ETF TR — $248K
ISHARES TR — $1.2M
NEBIUS GROUP N.V. — $269K
SELECT SECTOR SPDR TR — $331K
SELECT SECTOR SPDR TR — $225K
SELECT SECTOR SPDR TR — $1.1M
SPDR SERIES TRUST — $245K
SPDR SERIES TRUST — $288K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0001775530-26-000001	$335.8M	View
Oct 16, 2025	Q3 2025	13F-HR	0001775530-25-000009	$321.1M	View
Jul 10, 2025	Q2 2025