$137 Billion is the total value of Oldfather Financial Services, LLC's 59 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $616,000 | +5.1% | 4,737 | 0.0% | 0.48% | -14.0% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $588,000 | +23.8% | 1,433 | 0.0% | 0.46% | +1.1% | |
| MDLZ | MONDELEZ INTL INCcl a | $576,000 | +10.6% | 10,334 | 0.0% | 0.45% | -9.7% | |
| AXP | AMERICAN EXPRESS CO | $551,000 | +13.8% | 5,819 | 0.0% | 0.43% | -7.2% | |
| UNH | UNITEDHEALTH GROUP INC | $539,000 | +6.1% | 1,766 | 0.0% | 0.42% | -13.3% | |
| VO | VANGUARD INDEX FDSmid cap etf | $488,000 | +17.0% | 2,805 | 0.0% | 0.38% | -4.3% | |
| ETN | EATON CORP PLC | $417,000 | +21.9% | 4,416 | 0.0% | 0.32% | -0.3% | |
| OEF | ISHARES TRs&p 100 etf | $382,000 | +12.4% | 2,570 | 0.0% | 0.30% | -8.4% | |
| CLX | CLOROX CO DEL | $375,000 | +12.3% | 1,624 | 0.0% | 0.29% | -8.2% | |
| IWB | ISHARES TRrus 1000 etf | $355,000 | +14.1% | 1,965 | 0.0% | 0.28% | -6.8% | |
| TJX | TJX COS INC NEW | $330,000 | +12.2% | 6,402 | 0.0% | 0.26% | -8.2% | |
| DIS | DISNEY WALT CO | $308,000 | +10.8% | 2,660 | 0.0% | 0.24% | -9.5% | |
| MNST | MONSTER BEVERAGE CORP NEW | $304,000 | +17.4% | 3,909 | 0.0% | 0.24% | -4.1% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $268,000 | +15.0% | 2,492 | 0.0% | 0.21% | -5.9% | |
| EFG | ISHARES TReafe grwth etf | $252,000 | +15.6% | 2,863 | 0.0% | 0.20% | -5.3% | |
| GOOG | ALPHABET INCcap stk cl c | $251,000 | +11.1% | 164 | 0.0% | 0.20% | -9.3% | |
| GOOGL | ALPHABET INCcap stk cl a | $229,000 | +11.7% | 149 | 0.0% | 0.18% | -8.7% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $223,000 | +10.9% | 1,803 | 0.0% | 0.17% | -9.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 16 | Q3 2023 | 24.7% |
| SPDR S&P MIDCAP 400 ETF TR | 16 | Q3 2023 | 12.5% |
| ISHARES TR | 16 | Q3 2023 | 10.7% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 9.2% |
| ISHARES TR | 16 | Q3 2023 | 5.4% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 4.1% |
| ISHARES TR | 16 | Q3 2023 | 3.9% |
| ISHARES TR | 16 | Q3 2023 | 3.6% |
| ISHARES TR | 16 | Q3 2023 | 3.5% |
| ISHARES TR | 16 | Q3 2023 | 3.2% |
View Oldfather Financial Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-17 |
View Oldfather Financial Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.