Portfolio (Quarterly)
Guide ↗
Oldfather Financial Services, LLC
· CIK 0001775530| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | — | 45,878 | $1.2M | 0.36% | SOLD |
| 2 | FDL | FIRST TR EXCHANGE-TRADED FD | — | 9,008 | $391K | 0.12% | SOLD |
| 3 | XLF | SELECT SECTOR SPDR TR | — | 6,138 | $331K | 0.10% | SOLD |
| 4 | — | NEBIUS GROUP N.V. | — | 2,400 | $269K | 0.08% | SOLD |
| 5 | GSLC | GOLDMAN SACHS ETF TR | — | 1,904 | $248K | 0.08% | SOLD |
| 6 | BIL | SPDR SERIES TRUST | — | 2,673 | $245K | 0.08% | SOLD |
| 7 | C | CITIGROUP INC | Financial Services | 2,280 | $231K | 0.07% | SOLD |
| 8 | XLV | SELECT SECTOR SPDR TR | — | 1,616 | $225K | 0.07% | SOLD |
Sector Allocation
Financial Services
72.4%
Technology
10.1%
Consumer Cyclical
6.1%
Industrials
3.3%
Communication Services
3.1%
Healthcare
3.0%
Consumer Defensive
1.4%
Energy
0.6%