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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 2024-09-30, filed 2024-10-28, with 76 holding rows worth $259,888,348.

Accession
0001775530-24-000006
Filer
CIK 1775530
Filed
2024-10-28
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2024

A holdings report, 76 entries on the cover page, a total value of $259,888,348 stated on the cover page (in dollars after the unit check, H1), rows summing to $259,888,348 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 ETF922908363COM123,382$65,104,927dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS51,789$29,502,053dollars as filed
iShares Russell 2000 ETF464287655SHS107,561$23,759,210dollars as filed
SPY78462F103SHS26,271$15,073,423dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK27,578$10,352,294dollars as filed
ISHARES TR464287465MSCI EAFE ETF103,374$8,645,138dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF42,983$8,158,206dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS73,627$7,456,246dollars as filed
Vanguard Small-Cap ETF922908751SHS31,315$7,428,238dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF25,582$7,265,230dollars as filed
iShares S&P Mid-Cap 400 Value ETF464287705SHS52,748$6,520,760dollars as filed
ISHARES TR464287606S&P MC 400GR ETF70,099$6,444,232dollars as filed
Berkshire Hathaway Inc084670702COM13,472$6,200,623dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF33,844$5,645,867dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS6,462$3,727,420dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF80,436$3,688,816dollars as filed
Wells Fargo & Company949746101COM64,576$3,647,881dollars as filed
Apple Inc037833100COM13,806$3,216,912dollars as filed
BUCKLE INC COM118440106Stock47,327$2,080,960dollars as filed
IJH464287507COM33,085$2,061,861dollars as filed
American Express Company025816109COM7,515$2,038,068dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B35,438$1,683,991dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS22,910$1,554,446dollars as filed
Schwab US Mid-Cap ETF808524508SHS17,891$1,486,534dollars as filed
VTI922908769COM5,169$1,463,791dollars as filed
Eaton Corp. PlcG29183103COM4,221$1,399,008dollars as filed
Johnson & Johnson478160104COM7,832$1,269,187dollars as filed
JPMorgan Chase & Co46625H100COM5,326$1,122,937dollars as filed
Union Pacific Corporation907818108COM4,401$1,084,848dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS20,794$1,070,883dollars as filed
Microsoft Corp594918104COM2,487$1,070,353dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF3,083$969,264dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,117$822,358dollars as filed
Vanguard Total Bond Market ETF921937835SHS10,945$822,079dollars as filed
International Business Machines Corporation459200101COM3,587$793,014dollars as filed
McDonalds Corporation580135101COM2,494$759,397dollars as filed
USBANCORPDEL902973304COM NEW15,049$688,191dollars as filed
iShares MSCI ACWI ex U.S. ETF464288240SHS11,696$669,224dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF13,941$573,240dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS2,487$561,465dollars as filed
ISHARES TR464288513IBOXX HI YD ETF6,925$556,078dollars as filed
Lowes Companies,Inc.548661107COM1,843$499,227dollars as filed
Deere & Company244199105COM1,182$493,390dollars as filed
Verizon Communications Inc92343V104COM10,824$486,106dollars as filed
EXXON MOBIL CORP30231G102COM3,835$449,568dollars as filed
PepsiCo,Inc.713448108COM2,564$436,088dollars as filed
ISHARES TR464287101S&P 100 ETF1,572$435,067dollars as filed
Bank of America Corp060505104COM10,767$427,235dollars as filed
Vanguard Small-Cap Value ETF922908611SHS2,096$420,835dollars as filed
Amazon.com, Inc023135106COM2,237$416,820dollars as filed
MasterCard, Inc57636Q104COM827$408,373dollars as filed
SCHD808524797COM4,677$395,338dollars as filed
INVESCO QQQ TR46090E103COM777$379,206dollars as filed
UnitedHealth Group Inc91324P102COM627$366,594dollars as filed
FIRST TR EXCHANGE-TRADED FD336917109SHS8,636$362,280dollars as filed
AbbVie,Inc.00287Y109COM1,834$362,178dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF12,299$358,889dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock1,810$334,579dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS2,884$300,461dollars as filed
PRINCIPAL FINANCIAL GROUP INC COM74251V102Stock3,421$293,903dollars as filed
VWO922042858SHS6,034$288,727dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS1,400$277,284dollars as filed
Procter & Gamble Co742718109COM1,582$274,086dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,645$272,817dollars as filed
Oracle Corporation68389X105COM1,535$261,564dollars as filed
SPDR S&P Dividend ETF78464A763SHS1,838$261,070dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS914$244,376dollars as filed
AMERIPRISE FINL INC COM03076C106Stock503$236,314dollars as filed
Visa Inc92826C839COM852$234,257dollars as filed
Accenture Plc Class AG1151C101COM645$227,995dollars as filed
GOLDMAN SACHS ETF TR381430503ACTIVEBETA US LG1,938$218,878dollars as filed
Abbott Laboratories002824100COM1,893$215,775dollars as filed
Tesla Motors, Inc88160R101COM787$205,903dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS2,215$203,359dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,201$200,788dollars as filed
Costco Wholesale Corporation22160K105COM226$200,365dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001775530-24-000006this filing2024-10-28acceptance time not in the bulk data set