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Oldfather Financial Services, LLC

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13F filer, CIK 1775530, KEARNEY, NE

Oldfather Financial Services, LLC reported $321,101,657 across 92 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-16. Its ten largest share positions make up 66.13% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001775530-25-000009

Period
2025-09-30
Reported value
$321M
Holdings
92
Top 10 weight
66.13%
New
8
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+2,310$1.41M
IWMadded+4,458$1.08M
MDYadded+1,675$998K
GLDnew+1,777$632K
EEMadded+9,172$490K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BKEreduced-5,471-$321K
AGGreduced-1,299-$130K
UNPreduced-474-$112K
BRK-Breduced-208-$105K
IWFreduced-167-$78.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001775530-25-000009, largest first. % of portfolio is the value over $321,101,657, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 124,639 shares; 2024Q2: 124,362 shares; 2024Q3: 123,382 shares; 2024Q4: 116,917 shares; 2025Q1: 114,184 shares; 2025Q2: 117,899 shares; 2025Q3: 120,209 shares 120,209$73.6M22.93%+2,310Timeline
MDYSTATE STR SPDR S&P MIDCAP 40Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 51,901 shares; 2024Q2: 52,028 shares; 2024Q3: 51,789 shares; 2024Q4: 51,589 shares; 2025Q1: 51,922 shares; 2025Q2: 53,275 shares; 2025Q3: 54,950 shares 54,950$32.8M10.2%+1,675Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 108,057 shares; 2024Q2: 108,211 shares; 2024Q3: 107,561 shares; 2024Q4: 107,102 shares; 2025Q1: 108,389 shares; 2025Q2: 112,611 shares; 2025Q3: 117,069 shares 117,069$28.3M8.82%+4,458Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 26,476 shares; 2024Q2: 26,300 shares; 2024Q3: 26,271 shares; 2024Q4: 26,038 shares; 2025Q1: 26,287 shares; 2025Q2: 26,002 shares; 2025Q3: 25,958 shares 25,958$17.3M5.39%-44Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 28,020 shares; 2024Q2: 27,754 shares; 2024Q3: 27,578 shares; 2024Q4: 26,922 shares; 2025Q1: 25,729 shares; 2025Q2: 25,547 shares; 2025Q3: 25,380 shares 25,380$11.9M3.7%-167Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 102,089 shares; 2024Q2: 103,704 shares; 2024Q3: 103,374 shares; 2024Q4: 104,353 shares; 2025Q1: 113,675 shares; 2025Q2: 117,880 shares; 2025Q3: 122,451 shares 122,451$11.4M3.56%+4,571Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 70,837 shares; 2024Q2: 69,516 shares; 2024Q3: 73,627 shares; 2024Q4: 93,918 shares; 2025Q1: 102,673 shares; 2025Q2: 103,794 shares; 2025Q3: 102,495 shares 102,495$10.3M3.2%-1,299Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares 12$9.05M2.82%0Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 43,869 shares; 2024Q2: 44,065 shares; 2024Q3: 42,983 shares; 2024Q4: 43,254 shares; 2025Q1: 43,463 shares; 2025Q2: 43,869 shares; 2025Q3: 44,249 shares 44,249$9.01M2.81%+380Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 25,946 shares; 2024Q2: 25,748 shares; 2024Q3: 25,582 shares; 2024Q4: 25,674 shares; 2025Q1: 25,803 shares; 2025Q2: 26,341 shares; 2025Q3: 27,205 shares 27,205$8.71M2.71%+864Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 31,447 shares; 2024Q2: 31,416 shares; 2024Q3: 31,315 shares; 2024Q4: 31,399 shares; 2025Q1: 32,164 shares; 2025Q2: 31,970 shares; 2025Q3: 31,984 shares 31,984$8.13M2.53%+14Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 51,626 shares; 2024Q2: 52,984 shares; 2024Q3: 52,748 shares; 2024Q4: 53,278 shares; 2025Q1: 54,086 shares; 2025Q2: 56,566 shares; 2025Q3: 58,256 shares 58,256$7.56M2.35%+1,690Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 71,022 shares; 2024Q2: 70,985 shares; 2024Q3: 70,099 shares; 2024Q4: 70,948 shares; 2025Q1: 71,525 shares; 2025Q2: 74,643 shares; 2025Q3: 78,068 shares 78,068$7.49M2.33%+3,425Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,295 shares; 2024Q2: 13,445 shares; 2024Q3: 13,472 shares; 2024Q4: 13,472 shares; 2025Q1: 14,013 shares; 2025Q2: 13,794 shares; 2025Q3: 13,586 shares 13,586$6.83M2.13%-208Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33,848 shares; 2024Q2: 34,184 shares; 2024Q3: 33,844 shares; 2024Q4: 33,872 shares; 2025Q1: 34,813 shares; 2025Q2: 36,528 shares; 2025Q3: 38,016 shares 38,016$6.72M2.09%+1,488Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 82,883 shares; 2024Q2: 84,181 shares; 2024Q3: 80,436 shares; 2024Q4: 81,910 shares; 2025Q1: 85,446 shares; 2025Q2: 89,573 shares; 2025Q3: 98,745 shares 98,745$5.27M1.64%+9,172Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 64,552 shares; 2024Q2: 64,555 shares; 2024Q3: 64,576 shares; 2024Q4: 59,605 shares; 2025Q1: 61,724 shares; 2025Q2: 61,759 shares; 2025Q3: 61,762 shares 61,762$5.18M1.61%+3Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,485 shares; 2024Q2: 6,489 shares; 2024Q3: 6,462 shares; 2024Q4: 6,442 shares; 2025Q1: 6,573 shares; 2025Q2: 6,338 shares; 2025Q3: 6,300 shares 6,300$4.22M1.31%-38Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 13,664 shares; 2024Q2: 13,664 shares; 2024Q3: 13,806 shares; 2024Q4: 12,524 shares; 2025Q1: 12,242 shares; 2025Q2: 11,883 shares; 2025Q3: 12,465 shares 12,465$3.17M0.99%+582Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,550 shares; 2024Q2: 9,793 shares; 2024Q3: 10,945 shares; 2024Q4: 22,155 shares; 2025Q1: 27,261 shares; 2025Q2: 32,736 shares; 2025Q3: 36,377 shares 36,377$2.71M0.84%+3,641Timeline
BKEBUCKLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 47,316 shares; 2024Q2: 47,321 shares; 2024Q3: 47,327 shares; 2024Q4: 47,344 shares; 2025Q1: 47,349 shares; 2025Q2: 49,453 shares; 2025Q3: 43,982 shares 43,982$2.58M0.8%-5,471Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,995 shares; 2024Q2: 7,500 shares; 2024Q3: 7,515 shares; 2024Q4: 7,515 shares; 2025Q1: 7,517 shares; 2025Q2: 7,513 shares; 2025Q3: 7,513 shares 7,513$2.5M0.78%0Timeline
SCHZSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33,540 shares; 2024Q2: 34,709 shares; 2024Q3: 35,438 shares; 2024Q4: 84,038 shares; 2025Q1: 88,766 shares; 2025Q2: 97,145 shares; 2025Q3: 97,215 shares 97,215$2.28M0.71%+70Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 33,019 shares; 2024Q2: 33,051 shares; 2024Q3: 33,085 shares; 2024Q4: 31,811 shares; 2025Q1: 34,078 shares; 2025Q2: 32,934 shares; 2025Q3: 32,826 shares 32,826$2.14M0.67%-108Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,376 shares; 2024Q2: 5,405 shares; 2024Q3: 5,169 shares; 2024Q4: 5,802 shares; 2025Q1: 5,798 shares; 2025Q2: 5,798 shares; 2025Q3: 5,795 shares 5,795$1.9M0.59%-3Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 23,371 shares; 2024Q2: 22,857 shares; 2024Q3: 22,910 shares; 2024Q4: 68,137 shares; 2025Q1: 69,538 shares; 2025Q2: 69,183 shares; 2025Q3: 70,205 shares 70,205$1.85M0.58%+1,022Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 22,650 shares; 2024Q2: 22,577 shares; 2024Q3: 20,794 shares; 2024Q4: 41,842 shares; 2025Q1: 44,574 shares; 2025Q2: 60,966 shares; 2025Q3: 61,000 shares 61,000$1.7M0.53%+34Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 5,265 shares; 2024Q2: 5,322 shares; 2024Q3: 5,326 shares; 2024Q4: 5,331 shares; 2025Q1: 5,341 shares; 2025Q2: 5,349 shares; 2025Q3: 5,384 shares 5,384$1.7M0.53%+35Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 17,288 shares; 2024Q2: 17,469 shares; 2024Q3: 17,891 shares; 2024Q4: 53,010 shares; 2025Q1: 55,008 shares; 2025Q2: 53,464 shares; 2025Q3: 53,678 shares 53,678$1.59M0.5%+214Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,211 shares; 2024Q2: 4,211 shares; 2024Q3: 4,221 shares; 2024Q4: 4,222 shares; 2025Q1: 4,211 shares; 2025Q2: 4,226 shares; 2025Q3: 4,237 shares 4,237$1.59M0.49%+11Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 7,795 shares; 2024Q2: 7,843 shares; 2024Q3: 7,832 shares; 2024Q4: 7,832 shares; 2025Q1: 7,692 shares; 2025Q2: 7,675 shares; 2025Q3: 7,681 shares 7,681$1.42M0.44%+6Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,356 shares; 2024Q2: 2,473 shares; 2024Q3: 2,487 shares; 2024Q4: 2,610 shares; 2025Q1: 2,581 shares; 2025Q2: 2,576 shares; 2025Q3: 2,682 shares 2,682$1.39M0.43%+106Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,117 shares; 2024Q2: 3,117 shares; 2024Q3: 3,117 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 4,578 shares; 2025Q3: 4,506 shares 4,506$1.32M0.41%-72Timeline
ISHARES TRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,878 shares; 2025Q1: 45,878 shares; 2025Q2: 45,878 shares; 2025Q3: 45,878 shares 45,878$1.16M0.36%0
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,487 shares; 2024Q2: 2,487 shares; 2024Q3: 2,487 shares; 2024Q4: 2,487 shares; 2025Q1: 2,559 shares; 2025Q2: 3,506 shares; 2025Q3: 3,986 shares 3,986$1.12M0.35%+480Timeline
IWBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,304 shares; 2024Q2: 3,084 shares; 2024Q3: 3,083 shares; 2024Q4: 2,772 shares; 2025Q1: 2,776 shares; 2025Q2: 3,042 shares; 2025Q3: 3,042 shares 3,042$1.11M0.35%0Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,567 shares; 2024Q2: 3,567 shares; 2024Q3: 3,587 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 3,591 shares; 2025Q3: 3,627 shares 3,627$1.02M0.32%+36Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,684 shares; 2024Q2: 11,696 shares; 2024Q3: 11,696 shares; 2024Q4: 11,708 shares; 2025Q1: 13,763 shares; 2025Q2: 12,809 shares; 2025Q3: 12,708 shares 12,708$826K0.26%-101Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,360 shares; 2024Q2: 4,419 shares; 2024Q3: 4,401 shares; 2024Q4: 4,401 shares; 2025Q1: 4,209 shares; 2025Q2: 3,819 shares; 2025Q3: 3,345 shares 3,345$791K0.25%-474Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,487 shares; 2024Q2: 1,487 shares; 2024Q3: 777 shares; 2024Q4: 778 shares; 2025Q1: 1,355 shares; 2025Q2: 1,314 shares; 2025Q3: 1,315 shares 1,315$789K0.25%+1Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,843 shares; 2024Q2: 2,124 shares; 2024Q3: 2,237 shares; 2024Q4: 2,195 shares; 2025Q1: 2,085 shares; 2025Q2: 2,144 shares; 2025Q3: 3,472 shares 3,472$762K0.24%+1,328Timeline
IBDRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 31,107 shares; 2025Q1: 31,107 shares; 2025Q2: 31,107 shares; 2025Q3: 31,107 shares 31,107$756K0.24%0Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,049 shares; 2024Q4: 15,049 shares; 2025Q1: 15,439 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares 15,000$725K0.23%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,475 shares; 2024Q2: 2,478 shares; 2024Q3: 2,494 shares; 2024Q4: 2,496 shares; 2025Q1: 2,461 shares; 2025Q2: 2,382 shares; 2025Q3: 2,384 shares 2,384$725K0.23%+2Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 14,119 shares; 2024Q2: 13,894 shares; 2024Q3: 13,941 shares; 2024Q4: 28,430 shares; 2025Q1: 28,822 shares; 2025Q2: 27,955 shares; 2025Q3: 28,212 shares 28,212$657K0.2%+257Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,777 shares 1,777$632K0.2%newTimeline
VBKVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,153 shares; 2024Q2: 1,153 shares; 2024Q3: 914 shares; 2024Q4: 914 shares; 2025Q1: 1,255 shares; 2025Q2: 2,012 shares; 2025Q3: 2,012 shares 2,012$599K0.19%0Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 1,881 shares 1,881$579K0.18%0Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,767 shares; 2024Q2: 10,767 shares; 2024Q3: 10,767 shares; 2024Q4: 10,894 shares; 2025Q1: 10,791 shares; 2025Q2: 10,833 shares; 2025Q3: 10,833 shares 10,833$559K0.17%0Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,175 shares; 2024Q2: 1,206 shares; 2024Q3: 1,182 shares; 2024Q4: 1,186 shares; 2025Q1: 1,187 shares; 2025Q2: 1,190 shares; 2025Q3: 1,191 shares 1,191$545K0.17%+1Timeline
OEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,846 shares; 2024Q2: 1,572 shares; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares; 2025Q3: 1,588 shares 1,588$529K0.16%+16Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,824 shares; 2024Q2: 2,822 shares; 2024Q3: 6,925 shares; 2024Q4: 6,539 shares; 2025Q1: 6,608 shares; 2025Q2: 6,517 shares; 2025Q3: 6,471 shares 6,471$525K0.16%-46Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,255 shares; 2024Q2: 2,096 shares; 2024Q3: 2,096 shares; 2024Q4: 2,096 shares; 2025Q1: 2,096 shares; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares 2,509$524K0.16%0Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 4,451 shares; 2024Q2: 4,535 shares; 2024Q3: 4,677 shares; 2024Q4: 13,480 shares; 2025Q1: 21,063 shares; 2025Q2: 18,499 shares; 2025Q3: 18,260 shares 18,260$499K0.16%-239Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,200 shares; 2024Q3: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: not reported; 2025Q2: 1,202 shares; 2025Q3: 2,003 shares 2,003$488K0.15%+801Timeline
SCHESCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 11,958 shares; 2024Q2: 12,006 shares; 2024Q3: 12,299 shares; 2024Q4: 13,198 shares; 2025Q1: 14,072 shares; 2025Q2: 13,954 shares; 2025Q3: 14,486 shares 14,486$483K0.15%+532Timeline
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 10,775 shares; 2024Q2: 10,775 shares; 2024Q3: 10,824 shares; 2024Q4: 10,868 shares; 2025Q1: 10,869 shares; 2025Q2: 10,863 shares; 2025Q3: 10,851 shares 10,851$477K0.15%-12Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,335 shares; 2024Q2: 1,635 shares; 2024Q3: 1,645 shares; 2024Q4: 1,838 shares; 2025Q1: 1,782 shares; 2025Q2: 1,818 shares; 2025Q3: 1,850 shares 1,850$450K0.14%+32Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 832 shares; 2024Q2: 806 shares; 2024Q3: 827 shares; 2024Q4: 821 shares; 2025Q1: 822 shares; 2025Q2: 802 shares; 2025Q3: 779 shares 779$443K0.14%-23Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,513 shares; 2024Q3: 1,535 shares; 2024Q4: 1,525 shares; 2025Q1: 1,509 shares; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares 1,519$427K0.13%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,665 shares; 2024Q2: 3,729 shares; 2024Q3: 3,835 shares; 2024Q4: 3,752 shares; 2025Q1: 3,832 shares; 2025Q2: 3,764 shares; 2025Q3: 3,789 shares 3,789$427K0.13%+25Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 3,084 shares; 2024Q2: 2,884 shares; 2024Q3: 2,884 shares; 2024Q4: 11,537 shares; 2025Q1: 11,162 shares; 2025Q2: 11,231 shares; 2025Q3: 12,898 shares 12,898$412K0.13%+1,667Timeline
IBDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,815 shares 17,815$395K0.12%newTimeline
FDLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 8,636 shares; 2024Q2: 8,636 shares; 2024Q3: 8,636 shares; 2024Q4: 8,636 shares; 2025Q1: 8,636 shares; 2025Q2: 8,636 shares; 2025Q3: 9,008 shares 9,008$391K0.12%+372Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,170 shares; 2025Q2: 1,848 shares; 2025Q3: 1,909 shares 1,909$374K0.12%+61Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,192 shares; 2025Q3: 2,998 shares 2,998$362K0.11%+806Timeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,806 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800$362K0.11%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,827 shares; 2024Q2: 1,829 shares; 2024Q3: 1,843 shares; 2024Q4: 1,846 shares; 2025Q1: 1,445 shares; 2025Q2: 1,429 shares; 2025Q3: 1,431 shares 1,431$360K0.11%+2Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares; 2024Q3: 1,834 shares; 2024Q4: 1,838 shares; 2025Q1: 1,539 shares; 2025Q2: 1,525 shares; 2025Q3: 1,528 shares 1,528$354K0.11%+3Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 787 shares; 2024Q4: 727 shares; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 770 shares 770$342K0.11%+6Timeline
XLFSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,208 shares; 2025Q2: 5,073 shares; 2025Q3: 6,138 shares 6,138$331K0.1%+1,065Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 6,034 shares; 2024Q2: 6,034 shares; 2024Q3: 6,034 shares; 2024Q4: 6,034 shares; 2025Q1: 6,417 shares; 2025Q2: 6,083 shares; 2025Q3: 5,711 shares 5,711$309K0.1%-372Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,629 shares 1,629$304K0.09%newTimeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,521 shares; 2024Q2: 2,531 shares; 2024Q3: 2,564 shares; 2024Q4: 2,545 shares; 2025Q1: 2,224 shares; 2025Q2: 2,041 shares; 2025Q3: 2,069 shares 2,069$291K0.09%+28Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,838 shares; 2024Q2: 1,838 shares; 2024Q3: 1,838 shares; 2024Q4: 1,838 shares; 2025Q1: 1,838 shares; 2025Q2: 1,994 shares; 2025Q3: 2,057 shares 2,057$288K0.09%+63Timeline
VFHVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,962 shares; 2025Q2: 2,047 shares; 2025Q3: 2,068 shares 2,068$271K0.08%+21Timeline
VOTVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: 921 shares 921$271K0.08%0Timeline
NBISNEBIUS GROUP N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,400 shares 2,400$269K0.08%newTimeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 1,400 shares; 2024Q4: 1,252 shares; 2025Q1: 1,252 shares; 2025Q2: 1,252 shares; 2025Q3: 1,228 shares 1,228$265K0.08%-24Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 276 shares; 2025Q3: 342 shares 342$251K0.08%+66Timeline
GSLCGOLDMAN SACHS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,016 shares; 2024Q2: 1,938 shares; 2024Q3: 1,938 shares; 2024Q4: 1,938 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,904 shares 1,904$248K0.08%0Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: 503 shares; 2025Q3: 503 shares 503$247K0.08%0Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,283 shares; 2024Q2: 2,215 shares; 2024Q3: 2,215 shares; 2024Q4: 2,234 shares; 2025Q1: 2,305 shares; 2025Q2: 2,290 shares; 2025Q3: 2,673 shares 2,673$245K0.08%+383Timeline
ACWIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,677 shares; 2025Q3: 1,677 shares 1,677$232K0.07%0Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,280 shares 2,280$231K0.07%newTimeline
XLVSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,616 shares 1,616$225K0.07%newTimeline
SPEMSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,757 shares; 2025Q3: 4,757 shares 4,757$223K0.07%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 2,123 shares; 2024Q2: not reported; 2024Q3: 1,893 shares; 2024Q4: 1,902 shares; 2025Q1: 1,604 shares; 2025Q2: 1,606 shares; 2025Q3: 1,607 shares 1,607$215K0.07%+1Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 219 shares; 2025Q2: 227 shares; 2025Q3: 226 shares 226$210K0.07%-1Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,547 shares 1,547$207K0.06%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: 798 shares; 2024Q2: 818 shares; 2024Q3: 852 shares; 2024Q4: 850 shares; 2025Q1: 581 shares; 2025Q2: 595 shares; 2025Q3: 593 shares 593$202K0.06%-2Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,420 shares 1,420$202K0.06%newTimeline

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001775530-25-000009 base2025-10-16acceptance time not in the bulk data set