Oldfather Financial Services, LLC Incresed Positions in Q1 2025

Oldfather Financial Services, LLC

  • $263 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.32K
+ 8.93%
$74.85 - $84.89 $698K - $791K
114K $9.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
541
+ 4.02%
$442.66 - $534.52 $239K - $289K
14K $7.46M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.76K
+ 9.32%
$95.85 - $99.25 $839K - $869K
103K $10.2M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.11K
+ 23.05%
$71.17 - $73.66 $363K - $376K
27.3K $2M
EEM
Ishares Msci Emerging Markets

ETFs
3.54K
+ 4.32%
$40.81 - $45.34 $144K - $160K
85.4K $3.73M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
12K
+ 35.42%
$25.05 - $25.16 $301K - $302K
45.9K $1.15M
WFC
Wells Fargo & Company

Financial Services
2.12K
+ 3.56%
$66.78 - $81.42 $142K - $173K
61.7K $4.43M
QQQ
Invesco Qqq Trust, Series 1

ETFs
577
+ 74.16%
$468.34 - $539.52 $270K - $311K
1.36K $635K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.58K
+ 56.25%
$27.01 - $28.54 $205K - $216K
21.1K $588K
IWD
Ishares Russell 1000 Val ETF

ETFs
209
+ 0.48%
$182.82 - $196.21 $38.2K - $41K
43.5K $8.18M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.73K
+ 5.63%
$22.46 - $23.26 $106K - $110K
88.8K $2.06M
VBK
Vanguard Small Cap Growth ETF

ETFs
341
+ 37.31%
$247.97 - $296.33 $84.6K - $101K
1.26K $315K
VZ
Verizon Communications Inc

Communication Services
1
+ 0.01%
$37.81 - $46.49 $37.8 - $46.5
10.9K $493K
DE
Deere & CO

Industrials
1
+ 0.08%
$408.57 - $509.27 $409 - $509
1.19K $557K
XOM
Exxon Mobil Corp

Energy
80
+ 2.13%
$105.44 - $118.93 $8.44K - $9.51K
3.83K $455K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
392
+ 1.38%
$18.36 - $20.51 $7.2K - $8.04K
28.8K $570K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
874
+ 6.62%
$25.81 - $28.52 $22.6K - $24.9K
14.1K $387K
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.19%
$225.19 - $279.95 $2.25K - $2.8K
5.34K $1.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
383
+ 6.35%
$42.5 - $46.71 $16.3K - $17.9K
6.42K $290K
MA
Mastercard Inc

Financial Services
1
+ 0.12%
$504.67 - $576.31 $505 - $576
822 $450K
HYG
Ishares Tr

ETFs
69
+ 1.06%
$78.51 - $80.11 $5.42K - $5.53K
6.61K $521K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
71
+ 3.18%
$91.45 - $91.75 $6.49K - $6.51K
2.31K $211K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.27K
+ 7.13%
$57.21 - $65.8 $130K - $149K
34.1K $1.99M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2K
+ 3.77%
$25.58 - $29.24 $51.1K - $58.4K
55K $1.44M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.73K
+ 6.53%
$23.16 - $27.04 $63.3K - $73.9K
44.6K $1.04M
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.14%
$302.31 - $337.54 $1.21K - $1.35K
2.78K $851K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.4K
+ 2.06%
$21.75 - $24.28 $30.5K - $34K
69.5K $1.54M
XLK
Technology Sector Spdr

ETFs
72
+ 2.9%
$206.38 - $242.18 $14.9K - $17.4K
2.56K $528K
USB
Us Bancorp \De\

Financial Services
390
+ 2.59%
$40.92 - $50.9 $16K - $19.9K
15.4K $651K
IVV
Ishares Core S&P 500 ETF

ETFs
131
+ 2.03%
$554.06 - $615.85 $72.6K - $80.7K
6.57K $3.69M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
808
+ 1.52%
$117.4 - $131.02 $94.9K - $106K
54.1K $6.48M
AXP
American Express CO

Financial Services
2
+ 0.03%
$255.39 - $325.87 $511 - $652
7.52K $2.02M
IWN
Ishares Russell2000 Val ETF

ETFs
941
+ 2.78%
$149.27 - $169.4 $140K - $159K
34.8K $5.26M
VB
Vanguard Small Cap ETF

ETFs
765
+ 2.44%
$217.89 - $252.64 $167K - $193K
32.2K $7.13M
IJK
Ishares S&P Midcap 400 Growth

ETFs
577
+ 0.81%
$81.62 - $96.63 $47.1K - $55.8K
71.5K $5.96M
SPY
Spdr S&P 500 ETF Trust

ETFs
249
+ 0.96%
$551.42 - $612.93 $137K - $153K
26.3K $14.7M
BKE
Buckle Inc

Consumer Cyclical
5
+ 0.01%
$35.15 - $51.65 $176 - $258
47.3K $1.81M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
129
+ 0.5%
$254.58 - $302.92 $32.8K - $39.1K
25.8K $6.59M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
333
+ 0.65%
$522.96 - $601.18 $174K - $200K
51.9K $27.7M
IWM
Ishares Russell 2000 ETF

ETFs
1.29K
+ 1.2%
$198.1 - $229.79 $255K - $296K
108K $21.6M
Activity Summary
Buys All Purchases 45 New Holdings 4 Increased Positions 41 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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