$190 Million is the total value of Oldfather Financial Services, LLC's 63 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $651,000 | -9.7% | 4,877 | 0.0% | 0.34% | -7.6% | |
| OEF | ISHARES TRs&p 100 etf | $530,000 | -4.3% | 2,570 | 0.0% | 0.28% | -2.5% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $395,000 | -5.0% | 2,487 | 0.0% | 0.21% | -3.3% | |
| FDL | FIRST TR MORNINGSTAR DIVID L | $313,000 | +5.7% | 8,636 | 0.0% | 0.16% | +7.9% | |
| EFG | ISHARES TReafe grwth etf | $285,000 | -11.8% | 2,863 | 0.0% | 0.15% | -9.6% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $263,000 | -4.0% | 1,634 | 0.0% | 0.14% | -2.1% | |
| BIL | SPDR SER TRbloomberg 1-3 mo | $202,000 | -0.5% | 2,215 | 0.0% | 0.11% | +1.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-17
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.