| |
|
|
| Name: |
Oldfather Financial Services LLC |
| City: |
KEARNEY |
| State: |
NE |
| Zip: |
68848 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
23 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VOO |
Vanguard S&P 500 Etf |
1 |
- |
$475.42 |
$59,914,000 |
124,639 |
24.66% |
5,186,000 |
-655 |
0.014 |
Closed - End Fund - E... |
|
|
SPY |
Standard & Poors Depository... |
4 |
- |
$517.19 |
$13,849,000 |
26,476 |
5.7% |
989,000 |
-580 |
0 |
Closed - End Fund - E... |
|
|
IWF |
iShares Russell 1000 Growth |
5 |
- |
$335.19 |
$9,444,000 |
28,020 |
3.89% |
780,000 |
-559 |
0.01 |
Closed - End Fund - E... |
|
|
AGG |
iShares Barclays Agency Bond |
10 |
- |
$96.26 |
$6,938,000 |
70,837 |
2.86% |
-309,000 |
-2,184 |
0.001 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
13 |
- |
$406.37 |
$5,591,000 |
13,295 |
2.3% |
829,000 |
-58 |
0.001 |
Property & Casualty I... |
|
|
WFC |
Wells Fargo & Co |
15 |
- |
$61.23 |
$3,741,000 |
64,552 |
1.54% |
552,000 |
-248 |
0.002 |
Domestic Money Center... |
|
|
IVV |
iShares Core S&P 500 Etf |
16 |
- |
$519.81 |
$3,409,000 |
6,485 |
1.4% |
269,000 |
-90 |
0 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
18 |
- |
$182.74 |
$2,343,000 |
13,664 |
0.96% |
-1,127,000 |
-4,359 |
0 |
Personal Computers |
|
|
BKE |
Buckle Inc |
20 |
- |
$38.65 |
$1,905,000 |
47,316 |
0.78% |
-391,000 |
-1,006 |
0.096 |
Apparel Stores |
|
|
SCHX |
Schwab Strategic Trust |
23 |
- |
$61.28 |
$1,450,000 |
23,371 |
0.6% |
-51,000 |
-3,248 |
0.001 |
Closed - End Fund - Debt |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
24 |
- |
$79.00 |
$1,408,000 |
17,288 |
0.58% |
90,000 |
-214 |
0.014 |
N/A |
|
|
VTI |
Vanguard Total Stock Market... |
25 |
- |
$256.30 |
$1,397,000 |
5,376 |
0.58% |
111,000 |
-45 |
0.001 |
Closed - End Fund - E... |
|
|
SCHA |
Schwab Strategic Trust |
28 |
- |
$47.78 |
$1,115,000 |
22,650 |
0.46% |
25,000 |
-430 |
0.002 |
Closed - End Fund - Debt |
|
|
UNP |
Union Pacific Corp |
29 |
- |
$245.90 |
$1,072,000 |
4,360 |
0.44% |
-414,000 |
-1,690 |
0.001 |
Railroads |
|
|
JPM |
JP Morgan Chase & Co |
30 |
- |
$195.65 |
$1,054,000 |
5,265 |
0.43% |
71,000 |
-515 |
0 |
Domestic Money Center... |
|
|
MSFT |
Microsoft Corp |
31 |
- |
$410.54 |
$991,000 |
2,356 |
0.41% |
79,000 |
-70 |
0 |
Application Software |
|
|
MCD |
McDonalds Corp |
34 |
- |
$268.49 |
$698,000 |
2,475 |
0.29% |
-48,000 |
-41 |
0 |
Restaurants |
|
|
ACWX |
iShares MSCI ACWI ex US Index |
38 |
- |
$53.63 |
$624,000 |
11,684 |
0.26% |
22,000 |
-120 |
0.002 |
Closed - End Fund - E... |
|
|
AMZN |
Amazon.com Inc |
52 |
- |
$188.00 |
$332,000 |
1,843 |
0.14% |
43,000 |
-60 |
0.01 |
Internet Software & S... |
|
|
UNH |
Unitedhealth Group Inc |
55 |
- |
$503.21 |
$303,000 |
612 |
0.12% |
-520,000 |
-952 |
0 |
Health Care Plans |
|
|
SCHE |
Schwab Emerging Markets Equ... |
56 |
- |
$26.12 |
$302,000 |
11,958 |
0.12% |
-1,000 |
-252 |
0.004 |
N/A |
|
|
VIG |
Vanguard Dividend Appreciat... |
60 |
- |
$179.14 |
$256,000 |
1,400 |
0.11% |
-1,000 |
-107 |
0 |
Closed - End Fund - Debt |
|
|
PG |
Procter & Gamble Co |
62 |
- |
$165.07 |
$247,000 |
1,523 |
0.1% |
16,000 |
-51 |
0 |
Cleaning Products |
|
