Portfolio (Quarterly)
Guide ↗
Oldfather Financial Services, LLC
· CIK 0001775530| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 117,397.0 | $73.6M | 21.92% | -3K | -2.3% | $627.13 | +9.8% |
| 2 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 55,249.0 | $33.3M | 9.92% | +299.0 | +0.5% | $603.28 | +14.6% |
| 3 | IWM | ISHARES TR | — | 116,244.0 | $28.6M | 8.52% | -825.0 | -0.7% | $246.16 | +19.7% |
| 4 | SPY | SPDR S&P 500 ETF TR | Financial Services | 25,775.0 | $17.6M | 5.23% | -183.0 | -0.7% | $681.92 | +9.6% |
| 5 | EFA | ISHARES TR | — | 126,608.0 | $12.2M | 3.62% | +4K | +3.4% | $96.03 | +8.9% |
| 6 | AGG | ISHARES TR | — | 117,091.0 | $11.7M | 3.48% | +15K | +14.2% | $99.88 | -0.9% |
| 7 | IWF | ISHARES TR | — | 24,441.0 | $11.6M | 3.44% | -939.0 | -3.7% | $473.30 | -74.0% |
| 8 | IWD | ISHARES TR | — | 43,987.0 | $9.3M | 2.75% | -262.0 | -0.6% | $210.34 | +15.3% |
| 9 | — | BERKSHIRE HATHAWAY INC DEL | — | 12.0 | $9.1M | 2.70% | — | — | $754800.00 | — |
| 10 | IWO | ISHARES TR | — | 27,202.0 | $8.8M | 2.62% | — | — | $323.01 | +19.9% |
| 11 | IJJ | ISHARES TR | — | 63,185.0 | $8.3M | 2.48% | +5K | +8.5% | $131.59 | +10.4% |
| 12 | VB | VANGUARD INDEX FDS | — | 32,013.0 | $8.3M | 2.46% | — | — | $257.95 | +15.0% |
| 13 | IJK | ISHARES TR | — | 78,565.0 | $7.6M | 2.27% | +497.0 | +0.6% | $96.88 | +19.2% |
| 14 | — | BERKSHIRE HATHAWAY INC DEL | — | 14,079.0 | $7.1M | 2.11% | +493.0 | +3.6% | $502.65 | — |
| 15 | IWN | ISHARES TR | — | 37,564.0 | $6.8M | 2.03% | -452.0 | -1.2% | $181.21 | +19.6% |
| 16 | WFC | WELLS FARGO CO NEW | Financial Services | 62,200.0 | $5.8M | 1.73% | +438.0 | +0.7% | $93.20 | -11.0% |
| 17 | EEM | ISHARES TR | — | 97,037.0 | $5.3M | 1.58% | -2K | -1.7% | $54.71 | +29.4% |
| 18 | IVV | ISHARES TR | — | 6,353.0 | $4.4M | 1.30% | +53.0 | +0.8% | $684.97 | +9.6% |
| 19 | AAPL | APPLE INC | Technology | 13,696.0 | $3.7M | 1.11% | +1K | +9.9% | $271.87 | +9.5% |
| 20 | BND | VANGUARD BD INDEX FDS | — | 41,962.0 | $3.1M | 0.93% | +6K | +15.3% | $74.07 | -0.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%