Oldfather Financial Services, LLC Reduced Holdings in Q4 2025

Oldfather Financial Services, LLC

  • $329 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.81K
- 2.34%
$600.51 - $631.95 $1.69M - $1.78M
117K $72.5M
IWM
Ishares Russell 2000 ETF

ETFs
-825
- 0.7%
$236.79 - $250.33 $195K - $207K
116K $27.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-939
- 3.7%
$459.47 - $491.71 $431K - $462K
24.4K $11.5M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-3
- 0.01%
$310.75 - $335.0 $932 - $1.01K
27.2K $8.49M
IWN
Ishares Russell2000 Val ETF

ETFs
-452
- 1.19%
$172.34 - $181.51 $77.9K - $82K
37.6K $6.56M
SPY
Spdr S&P 500 ETF Trust

ETFs
-183
- 0.7%
$653.02 - $687.39 $120K - $126K
25.8K $17.2M
VO
Vanguard Mid Cap ETF

ETFs
-191
- 4.24%
$286.27 - $296.23 $54.7K - $56.6K
4.32K $1.24M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-629
- 1.03%
$27.17 - $28.65 $17.1K - $18K
60.4K $1.66M
VIG
Vanguard Dividend Appreciation

ETFs
-245
- 19.95%
N/A
983 $179K
LOW
Lowes Companies Inc

Consumer Cyclical
-22
- 1.54%
$225.0 - $247.99 $4.95K - $5.46K
1.41K $317K
TSLA
Tesla, Inc.

Consumer Cyclical
-18
- 2.34%
$401.99 - $468.37 $7.24K - $8.43K
752 $307K
VBK
Vanguard Small Cap Growth ETF

ETFs
-75
- 3.73%
$291.71 - $309.36 $21.9K - $23.2K
1.94K $565K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-83
- 2.73%
$358.39 - $376.54 $29.7K - $31.3K
2.96K $1.09M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-806
- 4.41%
$26.44 - $27.53 $21.3K - $22.2K
17.5K $475K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-593
- 4.6%
$31.41 - $33.69 $18.6K - $20K
12.3K $396K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-50
- 2.43%
$136.06 - $140.64 $6.8K - $7.03K
2.01K $277K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-104
- 0.11%
$23.37 - $23.7 $2.43K - $2.46K
97.1K $2.27M
VTI
Vanguard Total Stock Market Et

ETFs
-54
- 0.93%
$321.8 - $337.95 $17.4K - $18.2K
5.74K $1.89M
IWD
Ishares Russell 1000 Val ETF

ETFs
-262
- 0.59%
$199.44 - $208.01 $52.3K - $54.5K
44K $9.01M
PEP
Pepsico Inc

Consumer Defensive
-9
- 0.43%
$138.84 - $153.71 $1.25K - $1.38K
2.06K $304K
EEM
Ishares Msci Emerging Markets

ETFs
-1.71K
- 1.73%
$51.94 - $56.01 $88.7K - $95.7K
97K $5.33M
Activity Summary
Buys All Purchases 65 New Holdings 14 Increased Positions 51 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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