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Disclosery

13F-HR filed by Oldfather Financial Services, LLC

Oldfather Financial Services, LLC filed this 13F-HR for the quarter ended 2024-06-30, filed 2024-07-24, with 72 holding rows worth $243,702,893.

Accession
0001775530-24-000003
Filer
CIK 1775530
Filed
2024-07-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2024

A holdings report, 72 entries on the cover page, a total value of $243,702,893 stated on the cover page (in dollars after the unit check, H1), rows summing to $243,702,893 with VALUE read as dollars as filed, 13F file number 028-19711. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM124,362$62,197,050dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS52,028$27,838,958dollars as filed
iShares Russell 2000 ETF464287655SHS108,211$21,954,854dollars as filed
SPY78462F103SHS26,300$14,313,058dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK27,754$10,116,567dollars as filed
ISHARES TR464287465MSCI EAFE ETF103,704$8,123,120dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF44,065$7,688,095dollars as filed
Vanguard Small-Cap ETF922908751SHS31,416$6,850,037dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF25,748$6,759,649dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS69,516$6,747,917dollars as filed
ISHARES TR464287606S&P MC 400GR ETF70,985$6,254,466dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS52,984$6,011,567dollars as filed
Berkshire Hathaway Inc084670702COM13,445$5,469,426dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF34,184$5,206,180dollars as filed
Wells Fargo & Company949746101COM64,555$3,833,908dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF84,181$3,585,275dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS6,489$3,551,230dollars as filed
Apple Inc037833100COM13,664$2,877,940dollars as filed
IJH464287507COM33,051$1,934,135dollars as filed
BUCKLE INC COM118440106Stock47,321$1,748,055dollars as filed
American Express Company025816109COM7,500$1,736,625dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B34,709$1,582,043dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS22,857$1,468,563dollars as filed
VTI922908769COM5,405$1,446,015dollars as filed
Schwab US Mid-Cap ETF808524508SHS17,469$1,359,598dollars as filed
Eaton Corp. PlcG29183103COM4,211$1,320,359dollars as filed
Johnson & Johnson478160104COM7,843$1,146,377dollars as filed
Microsoft Corp594918104COM2,473$1,105,291dollars as filed
JPMorgan Chase & Co46625H100COM5,322$1,076,372dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS22,577$1,071,265dollars as filed
Union Pacific Corporation907818108COM4,419$999,900dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF3,084$917,613dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,117$754,626dollars as filed
INVESCO QQQ TR46090E103COM1,487$712,661dollars as filed
Vanguard Total Bond Market ETF921937835SHS9,793$705,586dollars as filed
McDonalds Corporation580135101COM2,478$631,465dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS11,696$621,389dollars as filed
International Business Machines Corporation459200101COM3,567$616,913dollars as filed
USBANCORPDEL902973304COM NEW15,000$595,500dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,487$562,634dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF13,894$533,811dollars as filed
Deere & Company244199105COM1,206$450,421dollars as filed
Verizon Communications Inc92343V104COM10,775$444,361dollars as filed
EXXON MOBIL CORP30231G102COM3,729$429,247dollars as filed
Bank of America Corp060505104COM10,767$428,204dollars as filed
PepsiCo,Inc.713448108COM2,531$417,455dollars as filed
ISHARES TR464287101S&P 100 ETF1,572$415,480dollars as filed
Amazon.com, Inc023135106COM2,124$410,463dollars as filed
Lowes Companies,Inc.548661107COM1,829$403,180dollars as filed
Vanguard Small-Cap Value ETF922908611SHS2,096$382,562dollars as filed
MasterCard, Inc57636Q104COM806$355,575dollars as filed
SCHD808524797COM4,535$352,679dollars as filed
FIRST TR EXCHANGE-TRADED FD336917109SHS8,636$327,563dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF12,006$318,881dollars as filed
UnitedHealth Group Inc91324P102COM612$311,667dollars as filed
AbbVie,Inc.00287Y109COM1,800$308,736dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,635$297,898dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS2,884$290,796dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS1,153$288,400dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,800$279,864dollars as filed
PRINCIPAL FINANCIAL GROUP INC COM74251V102Stock3,414$267,844dollars as filed
VWO922042858SHS6,034$264,048dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,400$255,570dollars as filed
Procter & Gamble Co742718109COM1,527$251,780dollars as filed
SPDR S&P Dividend ETF78464A763SHS1,838$233,757dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,200$220,187dollars as filed
ISHARES TR464288513IBOXX HI YD ETF2,822$217,689dollars as filed
Visa Inc92826C839COM818$214,700dollars as filed
Oracle Corporation68389X105COM1,513$213,636dollars as filed
AMERIPRISE FINL INC COM03076C106Stock500$213,595dollars as filed
GOLDMAN SACHS ETF TR381430503ACTIVEBETA US LG1,938$207,269dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS2,215$203,293dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001775530-24-000003this filing2024-07-24acceptance time not in the bulk data set