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  Name: Oldfather Financial Services LLC
  City: KEARNEY
  State: NE
  Zip: 68848
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $242,955,000
  Total Value Change : $18,573,000
  Securities Held Change : 8
   
All Securities Held : 71
  New Positions : 9
  Closed Positions : 1
  Increased Positions : 23
  Unchanged Positions : 16
  Decreased Positions : 23

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Holdings Found : 16     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AXP)1 Year Chart         AXP American Express Co 21 - $239.14 $1,820,000 7,995 0.75% 322,000 0 0.001    Credit Services
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 32 - $285.96 $952,000 3,304 0.39% 85,000 0 0.002    Closed - End Fund - E...
   (VO)1 Year Chart         VO Vanguard Mid Cap VIPERS 33 - $245.41 $779,000 3,117 0.32% 54,000 0 0.002    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 35 - $166.27 $681,000 3,567 0.28% 98,000 0 0    Diversified Computer ...
   (USB)1 Year Chart         USB US Bancorp Delaware 36 - $41.54 $671,000 15,000 0.28% 22,000 0 0.001    Domestic Regional Banks
   (XLK)1 Year Chart         XLK SPDR Technology Sector 41 - $204.78 $518,000 2,487 0.21% 39,000 0 0.001    Closed - End Fund - E...
   (OEF)1 Year Chart         OEF iShares S&P 100 Index 44 - $247.48 $457,000 1,846 0.19% 45,000 0 0.004    Closed - End Fund - E...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 45 - $39.79 $452,000 10,775 0.19% 46,000 0 0    Telecom Services - Do...
   (VBR)1 Year Chart         VBR Vanguard Small Cap Val VIPER 47 - $188.52 $433,000 2,255 0.18% 27,000 0 0.002    Closed - End Fund - E...
   (BAC)1 Year Chart         BAC Bank of America Corp 49 - $38.28 $408,000 10,767 0.17% 45,000 0 0    Domestic Money Center...
   (MA)1 Year Chart         MA MasterCard Inc A 50 - $455.49 $401,000 832 0.17% 46,000 0 0    Business Services
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 53 - $38.39 $332,000 8,636 0.14% 22,000 0 0    Closed - End Fund - Debt
   (VBK)1 Year Chart         VBK Vanguard Small Cap Gr VIPERS 57 - $252.41 $301,000 1,153 0.12% 22,000 0 0.002    Closed - End Fund - E...
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 58 - $157.12 $291,000 1,800 0.12% 12,000 0 0    Domestic Money Center...
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 59 - $92.83 $286,000 3,084 0.12% 30,000 0 0    Closed - End Fund - Debt
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 61 - $43.37 $252,000 6,034 0.1% 4,000 0 0    Closed - End Fund - E...

      16 Records Found
  1    
Page 1 of 1
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