$195 Million is the total value of Oldfather Financial Services, LLC's 63 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XLE | New | SELECT SECTOR SPDR TRenergy | $705,000 | – | 12,252 | +100.0% | 0.36% | – |
FDL | New | FIRST TR MORNINGSTAR DIVID L | $296,000 | – | 8,636 | +100.0% | 0.15% | – |
TSLA | New | TESLA INC | $247,000 | – | 239 | +100.0% | 0.13% | – |
LOW | New | LOWES COS INC | $230,000 | – | 974 | +100.0% | 0.12% | – |
QQQ | New | INVESCO QQQ TRunit ser 1 | $207,000 | – | 525 | +100.0% | 0.11% | – |
BIL | New | SPDR SER TRspdr bloomberg | $203,000 | – | 2,215 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
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.