$168 Thousand is the total value of Oldfather Financial Services, LLC's 61 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO CO NEW | $1,133,000 | +40.0% | 34,782 | 0.0% | 0.67% | +16.7% | |
| TMO | THERMO FISHER SCIENTIFIC INC | $706,000 | +5.5% | 1,433 | 0.0% | 0.42% | -12.0% | |
| WMT | WALMART INC | $684,000 | +0.3% | 4,737 | 0.0% | 0.41% | -16.5% | |
| MDLZ | MONDELEZ INTL INCcl a | $581,000 | -4.0% | 10,334 | 0.0% | 0.34% | -20.0% | |
| UNH | UNITEDHEALTH GROUP INC | $573,000 | +0.9% | 1,766 | 0.0% | 0.34% | -15.8% | |
| ETN | EATON CORP PLC | $507,000 | +12.7% | 4,156 | 0.0% | 0.30% | -5.9% | |
| OEF | ISHARES TRs&p 100 etf | $460,000 | +10.8% | 2,570 | 0.0% | 0.27% | -7.5% | |
| TJX | TJX COS INC NEW | $437,000 | +18.8% | 6,402 | 0.0% | 0.26% | -1.1% | |
| MNST | MONSTER BEVERAGE CORP NEW | $356,000 | +9.9% | 3,909 | 0.0% | 0.21% | -8.7% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $337,000 | +10.9% | 2,492 | 0.0% | 0.20% | -7.4% | |
| EFG | ISHARES TReafe grwth etf | $293,000 | +11.4% | 2,863 | 0.0% | 0.17% | -7.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $232,000 | +6.4% | 1,634 | 0.0% | 0.14% | -11.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-08
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.