Oldfather Financial Services, LLC Portfolio Holdings

Oldfather Financial Services, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $262 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $63M, Spdr S&P Midcap 400 ETF Trust with a value of $29.4M, Ishares Russell 2000 ETF with a value of $23.7M, Spdr S&P 500 ETF Trust with a value of $15.3M, and Ishares Russell 1000 Gr ETF with a value of $10.8M.

Examining the 13F form we can see an increase of $2.56M in the current position value, from $260M to 262M.

Below you can find more details about Oldfather Financial Services, LLC portfolio as well as his latest detailed transactions.