Oldfather Financial Services

KEARNEY, NEfiles as Oldfather Financial Services, LLC

$336m in 98 US stocks at the end of 31 December 2025. The top 10 are 64.2% of the money. It changed about 4.1% of the portfolio this quarter.

Value

$336m

Stocks

Top 10 share

64.2%

Turnover

4.1%

What changed this quarter

New

Bought for the first time this quarter.

IsharesIEMG
0.2% of the fund
Ishares TRIEFA
0.2% of the fund
BroadcomAVGO
0.2% of the fund
Vanguard Tax-Managed FDSVEA
0.1% of the fund
Eli LillyLLY
0.1% of the fund
TJX CompaniesTJX
0.1% of the fund
WalmartWMT
<0.1% of the fund
Ishares TRIJR
<0.1% of the fund
Ssga Active TRMYCG
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
Coca-ColaKO
<0.1% of the fund
Procter & GamblePG
<0.1% of the fund
Spdr Series TrustSPYM
<0.1% of the fund
CumminsCMI
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TREFA
3.6% of the fund
+3%
Ishares TRAGG
3.5% of the fund
+14%
Ishares TRIJJ
2.5% of the fund
+8%
Berkshire HathawayBRK-B
2.1% of the fund
+4%
AppleAAPL
1.1% of the fund
+10%
Vanguard BD Index FDSBND
0.9% of the fund
+15%
American ExpressAXP
0.8% of the fund
+2%
MicrosoftMSFT
0.6% of the fund
+65%
JPMorgan ChaseJPM
0.6% of the fund
+15%
Schwab Strategic TRSCHX
0.6% of the fund
+3%
Johnson & JohnsonJNJ
0.5% of the fund
+5%
Amazon.comAMZN
0.4% of the fund
+82%
Ishares TRIBDV
0.4% of the fund
+270%
International Business MachinesIBM
0.3% of the fund
+8%
AlphabetGOOGL
0.3% of the fund
+76%
Union PacificUNP
0.3% of the fund
+18%
Invesco QQQ TRQQQ
0.3% of the fund
+8%
AlphabetGOOG
0.3% of the fund
+37%
NvidiaNVDA
0.2% of the fund
+166%
McDonald'sMCD
0.2% of the fund
+5%
Vanguard Index FDSVBR
0.2% of the fund
+40%
Schwab Strategic TRSCHF
0.2% of the fund
+3%
Vanguard Index FDSVV
0.2% of the fund
+9%
Bank of AmericaBAC
0.2% of the fund
+4%
MastercardMA
0.2% of the fund
+22%

Cut

Sold some of their stake.

Vanguard Index FDSVOO
21.9% of the fund
-2%
Ishares TRIWF
3.4% of the fund
-4%
Vanguard Index FDSVO
0.4% of the fund
-4%
Ishares TRIWB
0.3% of the fund
-3%
Select Sector Spdr TRXLK
0.3% of the fund
-6%
Vanguard Index FDSVBK
0.2% of the fund
-4%
Schwab Strategic TRSCHD
0.1% of the fund
-4%
Schwab Strategic TRSCHG
0.1% of the fund
-5%
TeslaTSLA
0.1% of the fund
-2%
Spdr Series TrustSDY
<0.1% of the fund
-2%
Vanguard Specialized FundsVIG
<0.1% of the fund
-20%

Sold out

Sold their entire stake.

Ishares TR
-100%
First TR Exchange-Traded FDFDL
-100%
Select Sector Spdr TRXLF
-100%
Nebius GroupNBIS
-100%
Goldman Sachs ETF TRGSLC
-100%
Spdr Series TrustBIL
-100%
CitigroupC
-100%
Select Sector Spdr TRXLV
-100%

Holdings

Vanguard Index FDSVOO
Share
21.9%
Value
$74m
Shares
117,397
-2%
State STR Spdr S&P Midcap 40MDY
Share
9.9%
Value
$33m
Shares
55,249
Held
Ishares TRIWM
Share
8.5%
Value
$29m
Shares
116,244
Held
State STR Spdr S&P 500 ETF TSPY
Share
5.2%
Value
$18m
Shares
25,775
Held
Ishares TREFA
Share
3.6%
Value
$12m
Shares
126,608
+3%
Ishares TRAGG
Share
3.5%
Value
$12m
Shares
117,091
+14%
Ishares TRIWF
Share
3.4%
Value
$12m
Shares
24,441
-4%
Ishares TRIWD
Share
2.8%
Value
$9m
Shares
43,987
Held
Berkshire Hathaway INC DELBRK-A
Share
2.7%
Value
$9m
Shares
12
Held
Ishares TRIWO
Share
2.6%
Value
$9m
Shares
27,202
Held
Ishares TRIJJ
Share
2.5%
Value
$8m
Shares
63,185
+8%
Vanguard Index FDSVB
Share
2.5%
Value
$8m
Shares
32,013
Held
Ishares TRIJK
Share
2.3%
Value
$8m
Shares
78,565
Held
Berkshire HathawayBRK-B
Share
2.1%
Value
$7m
Shares
14,079
+4%
Ishares TRIWN
Share
2.0%
Value
$7m
Shares
37,564
Held
Wells Fargo & CompanyWFC
Share
1.7%
Value
$6m
Shares
62,200
Held
Ishares TREEM
Share
1.6%
Value
$5m
Shares
97,037
Held
Ishares TRIVV
Share
1.3%
Value
$4m
Shares
6,353
Held
AppleAAPL
Share
1.1%
Value
$4m
Shares
13,696
+10%
Vanguard BD Index FDSBND
Share
0.9%
Value
$3m
Shares
41,962
+15%
American ExpressAXP
Share
0.8%
Value
$3m
Shares
7,688
+2%
BuckleBKE
Share
0.7%
Value
$2m
Shares
43,986
Held
Schwab Strategic TRSCHZ
Share
0.7%
Value
$2m
Shares
97,111
Held
Ishares TRIJH
Share
0.6%
Value
$2m
Shares
32,876
Held
MicrosoftMSFT
Share
0.6%
Value
$2m
Shares
4,428
+65%
JPMorgan ChaseJPM
Share
0.6%
Value
$2m
Shares
6,168
+15%
Schwab Strategic TRSCHX
Share
0.6%
Value
$2m
Shares
72,170
+3%
Vanguard Index FDSVTI
Share
0.6%
Value
$2m
Shares
5,741
Held
Schwab Strategic TRSCHA
Share
0.5%
Value
$2m
Shares
60,371
Held
Johnson & JohnsonJNJ
Share
0.5%
Value
$2m
Shares
8,046
+5%
Schwab Strategic TRSCHM
Share
0.5%
Value
$2m
Shares
54,712
Held
Amazon.comAMZN
Share
0.4%
Value
$1m
Shares
6,336
+82%
Ishares TRIBDV
Share
0.4%
Value
$1m
Shares
65,985
+270%
EatonETN
Share
0.4%
Value
$1m
Shares
4,311
Held
Vanguard Index FDSVO
Share
0.4%
Value
$1m
Shares
4,315
-4%
International Business MachinesIBM
Share
0.3%
Value
$1m
Shares
3,925
+8%
Ishares TRIWB
Share
0.3%
Value
$1m
Shares
2,959
-3%
Select Sector Spdr TRXLK
Share
0.3%
Value
$1m
Shares
7,532
-6%
AlphabetGOOGL
Share
0.3%
Value
$1m
Shares
3,249
+76%
Union PacificUNP
Share
0.3%
Value
$913,862
Shares
3,951
+18%
Invesco QQQ TRQQQ
Share
0.3%
Value
$869,762
Shares
1,416
+8%
AlphabetGOOG
Share
0.3%
Value
$864,185
Shares
2,754
+37%
Ishares TRACWX
Share
0.3%
Value
$861,445
Shares
12,832
Held
NvidiaNVDA
Share
0.2%
Value
$806,986
Shares
4,327
+166%
US BancorpUSB
Share
0.2%
Value
$800,400
Shares
15,000
Held
McDonald'sMCD
Share
0.2%
Value
$762,321
Shares
2,494
+5%
Ishares TRIBDR
Share
0.2%
Value
$753,723
Shares
31,107
Held
Vanguard Index FDSVBR
Share
0.2%
Value
$741,900
Shares
3,503
+40%
IsharesIEMG
Share
0.2%
Value
$718,588
Shares
10,690
New
Spdr Gold TRGLD
Share
0.2%
Value
$704,243
Shares
1,777
Held
Schwab Strategic TRSCHF
Share
0.2%
Value
$695,391
Shares
28,926
+3%
Vanguard Index FDSVV
Share
0.2%
Value
$642,507
Shares
2,041
+9%
Ishares TRIEFA
Share
0.2%
Value
$620,407
Shares
6,935
New
Bank of AmericaBAC
Share
0.2%
Value
$617,705
Shares
11,231
+4%
Vanguard Index FDSVBK
Share
0.2%
Value
$585,187
Shares
1,937
-4%
DeereDE
Share
0.2%
Value
$555,113
Shares
1,192
Held
Ishares TROEF
Share
0.2%
Value
$552,558
Shares
1,611
Held
MastercardMA
Share
0.2%
Value
$541,194
Shares
948
+22%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$534,344
Shares
4,440
+17%
Ishares TRHYG
Share
0.2%
Value
$521,757
Shares
6,471
Held
BroadcomAVGO
Share
0.2%
Value
$513,959
Shares
1,485
New
Meta PlatformsMETA
Share
0.2%
Value
$506,949
Shares
768
+125%
Schwab Strategic TRSCHE
Share
0.2%
Value
$504,353
Shares
15,400
+6%
Schwab Strategic TRSCHD
Share
0.1%
Value
$478,765
Shares
17,454
-4%
VisaV
Share
0.1%
Value
$446,454
Shares
1,273
+115%
Verizon CommunicationsVZ
Share
0.1%
Value
$437,440
Shares
10,740
Held
AbbVieABBV
Share
0.1%
Value
$424,077
Shares
1,856
+21%
Vanguard Intl Equity Index FVWO
Share
0.1%
Value
$409,597
Shares
7,619
+33%
Schwab Strategic TRSCHG
Share
0.1%
Value
$401,395
Shares
12,305
-5%
OracleORCL
Share
0.1%
Value
$387,676
Shares
1,989
+31%
Ishares TRIYW
Share
0.1%
Value
$381,189
Shares
1,909
Held
PNC Financial Services GroupPNC
Share
0.1%
Value
$375,714
Shares
1,800
Held
Ishares TRIVW
Share
0.1%
Value
$369,533
Shares
2,998
Held
Ameriprise FinancialAMP
Share
0.1%
Value
$364,813
Shares
744
+48%
Spdr Index SHS FDSSPEM
Share
0.1%
Value
$362,824
Shares
7,751
+63%
Vanguard Tax-Managed FDSVEA
Share
0.1%
Value
$350,394
Shares
5,609
New
Eli LillyLLY
Share
0.1%
Value
$342,823
Shares
319
New
TJX CompaniesTJX
Share
0.1%
Value
$340,093
Shares
2,214
New
Lowe's CompaniesLOW
Share
0.1%
Value
$339,856
Shares
1,409
Held
TeslaTSLA
Share
0.1%
Value
$338,189
Shares
752
-2%
WalmartWMT
Share
<0.1%
Value
$296,351
Shares
2,660
New
PepsiCoPEP
Share
<0.1%
Value
$295,678
Shares
2,060
Held
Abbott LaboratoriesABT
Share
<0.1%
Value
$284,630
Shares
2,272
+41%
Spdr Series TrustSDY
Share
<0.1%
Value
$279,294
Shares
2,007
-2%
Vanguard World FDVFH
Share
<0.1%
Value
$276,057
Shares
2,068
Held
Ishares TRIJR
Share
<0.1%
Value
$271,727
Shares
2,261
New
Lam ResearchLRCX
Share
<0.1%
Value
$264,815
Shares
1,547
Held
Vanguard Index FDSVOT
Share
<0.1%
Value
$257,088
Shares
921
Held
Ssga Active TRMYCG
Share
<0.1%
Value
$250,408
Shares
10,000
New
Taiwan Semiconductor ManufacturingTSM
Share
<0.1%
Value
$248,886
Shares
819
New
Ishares TRACWI
Share
<0.1%
Value
$237,394
Shares
1,678
Held
Ishares TRDVY
Share
<0.1%
Value
$230,199
Shares
1,631
+15%
Coca-ColaKO
Share
<0.1%
Value
$227,527
Shares
3,255
New
Procter & GamblePG
Share
<0.1%
Value
$222,086
Shares
1,550
New
Spdr Series TrustSPYM
Share
<0.1%
Value
$221,648
Shares
2,763
New
Costco WholesaleCOST
Share
<0.1%
Value
$218,599
Shares
253
+12%
Vanguard Specialized FundsVIG
Share
<0.1%
Value
$216,044
Shares
983
-20%
CumminsCMI
Share
<0.1%
Value
$215,410
Shares
422
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	21.9%	$74m	117,397	-2%
State STR Spdr S&P Midcap 40MDY	9.9%	$33m	55,249	Held
Ishares TRIWM	8.5%	$29m	116,244	Held
State STR Spdr S&P 500 ETF TSPY	5.2%	$18m	25,775	Held
Ishares TREFA	3.6%	$12m	126,608	+3%
Ishares TRAGG	3.5%	$12m	117,091	+14%
Ishares TRIWF	3.4%	$12m	24,441	-4%
Ishares TRIWD	2.8%	$9m	43,987	Held
Berkshire Hathaway INC DELBRK-A	2.7%	$9m	12	Held
Ishares TRIWO	2.6%	$9m	27,202	Held
Ishares TRIJJ	2.5%	$8m	63,185	+8%
Vanguard Index FDSVB	2.5%	$8m	32,013	Held
Ishares TRIJK	2.3%	$8m	78,565	Held
Berkshire HathawayBRK-B	2.1%	$7m	14,079	+4%
Ishares TRIWN	2.0%	$7m	37,564	Held
Wells Fargo & CompanyWFC	1.7%	$6m	62,200	Held
Ishares TREEM	1.6%	$5m	97,037	Held
Ishares TRIVV	1.3%	$4m	6,353	Held
AppleAAPL	1.1%	$4m	13,696	+10%
Vanguard BD Index FDSBND	0.9%	$3m	41,962	+15%
American ExpressAXP	0.8%	$3m	7,688	+2%
BuckleBKE	0.7%	$2m	43,986	Held
Schwab Strategic TRSCHZ	0.7%	$2m	97,111	Held
Ishares TRIJH	0.6%	$2m	32,876	Held
MicrosoftMSFT	0.6%	$2m	4,428	+65%
JPMorgan ChaseJPM	0.6%	$2m	6,168	+15%
Schwab Strategic TRSCHX	0.6%	$2m	72,170	+3%
Vanguard Index FDSVTI	0.6%	$2m	5,741	Held
Schwab Strategic TRSCHA	0.5%	$2m	60,371	Held
Johnson & JohnsonJNJ	0.5%	$2m	8,046	+5%
Schwab Strategic TRSCHM	0.5%	$2m	54,712	Held
Amazon.comAMZN	0.4%	$1m	6,336	+82%
Ishares TRIBDV	0.4%	$1m	65,985	+270%
EatonETN	0.4%	$1m	4,311	Held
Vanguard Index FDSVO	0.4%	$1m	4,315	-4%
International Business MachinesIBM	0.3%	$1m	3,925	+8%
Ishares TRIWB	0.3%	$1m	2,959	-3%
Select Sector Spdr TRXLK	0.3%	$1m	7,532	-6%
AlphabetGOOGL	0.3%	$1m	3,249	+76%
Union PacificUNP	0.3%	$913,862	3,951	+18%
Invesco QQQ TRQQQ	0.3%	$869,762	1,416	+8%
AlphabetGOOG	0.3%	$864,185	2,754	+37%
Ishares TRACWX	0.3%	$861,445	12,832	Held
NvidiaNVDA	0.2%	$806,986	4,327	+166%
US BancorpUSB	0.2%	$800,400	15,000	Held
McDonald'sMCD	0.2%	$762,321	2,494	+5%
Ishares TRIBDR	0.2%	$753,723	31,107	Held
Vanguard Index FDSVBR	0.2%	$741,900	3,503	+40%
IsharesIEMG	0.2%	$718,588	10,690	New
Spdr Gold TRGLD	0.2%	$704,243	1,777	Held
Schwab Strategic TRSCHF	0.2%	$695,391	28,926	+3%
Vanguard Index FDSVV	0.2%	$642,507	2,041	+9%
Ishares TRIEFA	0.2%	$620,407	6,935	New
Bank of AmericaBAC	0.2%	$617,705	11,231	+4%
Vanguard Index FDSVBK	0.2%	$585,187	1,937	-4%
DeereDE	0.2%	$555,113	1,192	Held
Ishares TROEF	0.2%	$552,558	1,611	Held
MastercardMA	0.2%	$541,194	948	+22%
ExxonMobil HoldingsXOM	0.2%	$534,344	4,440	+17%
Ishares TRHYG	0.2%	$521,757	6,471	Held
BroadcomAVGO	0.2%	$513,959	1,485	New
Meta PlatformsMETA	0.2%	$506,949	768	+125%
Schwab Strategic TRSCHE	0.2%	$504,353	15,400	+6%
Schwab Strategic TRSCHD	0.1%	$478,765	17,454	-4%
VisaV	0.1%	$446,454	1,273	+115%
Verizon CommunicationsVZ	0.1%	$437,440	10,740	Held
AbbVieABBV	0.1%	$424,077	1,856	+21%
Vanguard Intl Equity Index FVWO	0.1%	$409,597	7,619	+33%
Schwab Strategic TRSCHG	0.1%	$401,395	12,305	-5%
OracleORCL	0.1%	$387,676	1,989	+31%
Ishares TRIYW	0.1%	$381,189	1,909	Held
PNC Financial Services GroupPNC	0.1%	$375,714	1,800	Held
Ishares TRIVW	0.1%	$369,533	2,998	Held
Ameriprise FinancialAMP	0.1%	$364,813	744	+48%
Spdr Index SHS FDSSPEM	0.1%	$362,824	7,751	+63%
Vanguard Tax-Managed FDSVEA	0.1%	$350,394	5,609	New
Eli LillyLLY	0.1%	$342,823	319	New
TJX CompaniesTJX	0.1%	$340,093	2,214	New
Lowe's CompaniesLOW	0.1%	$339,856	1,409	Held
TeslaTSLA	0.1%	$338,189	752	-2%
WalmartWMT	<0.1%	$296,351	2,660	New
PepsiCoPEP	<0.1%	$295,678	2,060	Held
Abbott LaboratoriesABT	<0.1%	$284,630	2,272	+41%
Spdr Series TrustSDY	<0.1%	$279,294	2,007	-2%
Vanguard World FDVFH	<0.1%	$276,057	2,068	Held
Ishares TRIJR	<0.1%	$271,727	2,261	New
Lam ResearchLRCX	<0.1%	$264,815	1,547	Held
Vanguard Index FDSVOT	<0.1%	$257,088	921	Held
Ssga Active TRMYCG	<0.1%	$250,408	10,000	New
Taiwan Semiconductor ManufacturingTSM	<0.1%	$248,886	819	New
Ishares TRACWI	<0.1%	$237,394	1,678	Held
Ishares TRDVY	<0.1%	$230,199	1,631	+15%
Coca-ColaKO	<0.1%	$227,527	3,255	New
Procter & GamblePG	<0.1%	$222,086	1,550	New
Spdr Series TrustSPYM	<0.1%	$221,648	2,763	New
Costco WholesaleCOST	<0.1%	$218,599	253	+12%
Vanguard Specialized FundsVIG	<0.1%	$216,044	983	-20%
CumminsCMI	<0.1%	$215,410	422	New

Over time and by industry

Value over time

Jun '25

Dec '25

Value is up 15.4% since 30 June 2025.

Where the money is

Financial services6.2%

Technology2.8%

Retail & consumer1.7%

Industrials0.9%

Media & telecom0.8%

Health care0.8%

Everyday goods0.4%

Energy0.2%

Other86.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.