$184 Million is the total value of Oldfather Financial Services, LLC's 64 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WFC | WELLS FARGO CO NEW | $1,576,000 | -22.3% | 34,887 | 0.0% | 0.86% | -19.7% | |
| WMT | WALMART INC | $762,000 | +17.1% | 4,877 | 0.0% | 0.41% | +21.1% | |
| ACWX | ISHARES TRmsci acwi ex us | $548,000 | -10.6% | 11,142 | 0.0% | 0.30% | -7.8% | |
| IWB | ISHARES TRrus 1000 etf | $503,000 | -4.7% | 2,127 | 0.0% | 0.27% | -1.4% | |
| OEF | ISHARES TRs&p 100 etf | $502,000 | -5.3% | 2,570 | 0.0% | 0.27% | -2.2% | |
| DE | DEERE & CO | $428,000 | -1.6% | 1,113 | 0.0% | 0.23% | +1.8% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $367,000 | -7.1% | 2,487 | 0.0% | 0.20% | -3.9% | |
| BKE | BUCKLE INC | $353,000 | -16.9% | 10,989 | 0.0% | 0.19% | -13.9% | |
| FDL | FIRST TR MORNINGSTAR DIVID L | $326,000 | +4.2% | 8,636 | 0.0% | 0.18% | +7.9% | |
| ABT | ABBOTT LABS | $293,000 | -4.6% | 2,479 | 0.0% | 0.16% | -1.2% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $260,000 | -1.1% | 1,634 | 0.0% | 0.14% | +2.2% | |
| EFG | ISHARES TReafe grwth etf | $256,000 | -10.2% | 2,863 | 0.0% | 0.14% | -7.3% | |
| TSLA | TESLA INC | $214,000 | -4.9% | 244 | 0.0% | 0.12% | -1.7% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $213,000 | +5.4% | 1,567 | 0.0% | 0.12% | +9.4% | |
| BIL | SPDR SER TRbloomberg 1-3 mo | $203,000 | +0.5% | 2,215 | 0.0% | 0.11% | +3.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
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.