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 | — | 120,209.0 | $73.6M | 22.93% | NEW | — | $612.38 | +12.4% |
| 2 | MDY | SPDR S&P MIDCAP 400 ETF TR | Financial Services | 54,950.0 | $32.8M | 10.20% | NEW | — | $596.03 | +16.0% |
| 3 | IWM | ISHARES TR | — | 117,069.0 | $28.3M | 8.82% | NEW | — | $241.96 | +21.6% |
| 4 | SPY | SPDR S&P 500 ETF TR | Financial Services | 25,958.0 | $17.3M | 5.38% | NEW | — | $666.17 | +12.1% |
| 5 | IWF | ISHARES TR | — | 25,380.0 | $11.9M | 3.70% | NEW | — | $468.41 | -73.8% |
| 6 | EFA | ISHARES TR | — | 122,451.0 | $11.4M | 3.56% | NEW | — | $93.37 | +12.0% |
| 7 | AGG | ISHARES TR | — | 102,495.0 | $10.3M | 3.20% | NEW | — | $100.25 | -1.2% |
| 8 | — | BERKSHIRE HATHAWAY INC DEL | — | 12.0 | $9.1M | 2.82% | NEW | — | $754200.00 | — |
| 9 | IWD | ISHARES TR | — | 44,249.0 | $9.0M | 2.81% | NEW | — | $203.59 | +19.3% |
| 10 | IWO | ISHARES TR | — | 27,205.0 | $8.7M | 2.71% | NEW | — | $320.03 | +20.9% |
| 11 | VB | VANGUARD INDEX FDS | — | 31,984.0 | $8.1M | 2.53% | NEW | — | $254.28 | +16.6% |
| 12 | IJJ | ISHARES TR | — | 58,256.0 | $7.6M | 2.35% | NEW | — | $129.72 | +12.0% |
| 13 | IJK | ISHARES TR | — | 78,068.0 | $7.5M | 2.33% | NEW | — | $95.89 | +20.3% |
| 14 | — | BERKSHIRE HATHAWAY INC DEL | — | 13,586.0 | $6.8M | 2.13% | NEW | — | $502.74 | — |
| 15 | IWN | ISHARES TR | — | 38,016.0 | $6.7M | 2.09% | NEW | — | $176.81 | +22.4% |
| 16 | EEM | ISHARES TR | — | 98,745.0 | $5.3M | 1.64% | NEW | — | $53.40 | +32.4% |
| 17 | WFC | WELLS FARGO CO NEW | Financial Services | 61,762.0 | $5.2M | 1.61% | NEW | — | $83.82 | -0.0% |
| 18 | IVV | ISHARES TR | — | 6,300.0 | $4.2M | 1.31% | NEW | — | $669.33 | +12.1% |
| 19 | AAPL | APPLE INC | Technology | 12,465.0 | $3.2M | 0.99% | NEW | — | $254.63 | +17.5% |
| 20 | BND | VANGUARD BD INDEX FDS | — | 36,377.0 | $2.7M | 0.84% | NEW | — | $74.37 | -1.2% |
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
77.2%
Technology
7.9%
Consumer Cyclical
5.8%
Industrials
3.5%
Healthcare
2.4%
Communication Services
2.0%
Consumer Defensive
0.6%
Energy
0.5%