Oldfather-Financial-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "BKE",
  "ABT",
  "ABBV",
  "GOOGL",
  "AXP",
  "LOW",
  "MCD",
  "UNP",
  "IJH",
  null,
  "MA",
  "MSFT",
  "AMP",
  "IWD",
  "ORCL",
  null,
  "EEM",
  "IWF",
  "PEP",
  "PNC",
  "IJK",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "PG",
  "VZ",
  null,
  null,
  "SCHX",
  null,
  null,
  null,
  "IBM",
  "VO",
  "VWO",
  "VIG",
  "IWO",
  "IWN",
  "SDY",
  "GSLC",
  null,
  "AMZN",
  null,
  null,
  "USB",
  "VFH",
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "V",
  "WFC",
  "SCHD",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "BAC",
  "BRK-A",
  "BRK-B",
  "COST",
  "DE",
  "IJJ",
  "EFA",
  "IWB",
  "QQQ",
  "IWM",
  "MDY",
  "ETN",
  "XOM",
  "JNJ",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-01
Total Holdings: 78
Total Value: 263444452
Accession Number: 0001775530-25-000003
Form Type: 13F-HR
CIK: oldfather-financial-services
Manager Name: Oldfather-Financial-Services

Data Enrichment

83% identified

65 identified13 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

78 positions • $263.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMERICAN EXPRESS CO

AXP|025816109

Shares:7.5K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$263.4M)

921937835

BND|921937835

Shares:27.3K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$263.4M)

464287507

IJH|464287507

Shares:34.1K

Value:$2.0M

% of Portfolio:0.8% ($2.0M/$263.4M)

BUCKLE INC

BKE|118440106

Shares:47.3K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$263.4M)

922908769

VTI|922908769

Shares:5.8K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$263.4M)

808524201

SCHX|808524201

Shares:69.5K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$263.4M)

808524508

Shares:55.0K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$263.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:5.3K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$263.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:7.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$263.4M)

46434VBD1

Shares:45.9K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$263.4M)

Eaton Corp plc

ETN|G29183103

Shares:4.2K

Value:$1.1M

% of Portfolio:0.4% ($1.1M/$263.4M)

808524607

SCHA|808524607

Shares:44.6K

Value:$1.0M

% of Portfolio:0.4% ($1.0M/$263.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:4.2K

Value:$994.3K

% of Portfolio:0.4% ($994.3K/$263.4M)

MICROSOFT CORP

MSFT|594918104

Shares:2.6K

Value:$968.7K

% of Portfolio:0.4% ($968.7K/$263.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.6K

Value:$891.9K

% of Portfolio:0.3% ($891.9K/$263.4M)

464287622

IWB|464287622

Shares:2.8K

Value:$851.5K

% of Portfolio:0.3% ($851.5K/$263.4M)

922908629

VO|922908629

Shares:3.1K

Value:$795.8K

% of Portfolio:0.3% ($795.8K/$263.4M)

MCDONALDS CORP

MCD|580135101

Shares:2.5K

Value:$768.7K

% of Portfolio:0.3% ($768.7K/$263.4M)

464288240

Shares:13.8K

Value:$763.1K

% of Portfolio:0.3% ($763.1K/$263.4M)

46435GAA0

Shares:31.1K

Value:$753.1K

% of Portfolio:0.3% ($753.1K/$263.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN EXPRESS CO(AXPcusip025816109)	7.5K	QoQ +0.02% (-2) YoY -5.97% (-478)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$263.4M)	QoQ -9.32% (-$207.9K) YoY +11.10% (-$202.1K)
(BNDcusip921937835)	27.3K	QoQ +23.04% (+5.1K) YoY +261.07% (+19.7K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$263.4M)	QoQ +25.68% (+$409.2K) YoY +265.14% (+$1.5M)
(IJHcusip464287507)	34.1K	QoQ +7.12% (+2.3K) YoY +3.20% (-1.1K)	All Managers (Combined)	$2.0M	0.8% ($2.0M/$263.4M)	QoQ +0.31% (+$6.3K) YoY -0.85% (-$17.1K)
BUCKLE INC(BKEcusip118440106)	47.3K	QoQ +0.01% (-5) YoY +0.06% (-33)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$263.4M)	QoQ -24.57% (-$591.1K) YoY -4.77% (-$91.0K)
(VTIcusip922908769)	5.8K	QoQ -0.06% (-4) YoY +7.84% (+422)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$263.4M)	QoQ -5.23% (-$88.0K) YoY +14.03% (+$196.1K)
(SCHXcusip808524201)	69.5K	QoQ +2.05% (-1.4K) YoY +197.53% (+46.2K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$263.4M)	QoQ -2.78% (-$44.0K) YoY +5.86% (+$85.0K)
(cusip808524508)✕	55.0K	QoQ +3.76% (-2.0K) YoY +218.18% (+37.7K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$263.4M)	QoQ -1.88% (-$27.7K) YoY +2.37% (+$33.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.3K	QoQ +0.18% (+10) YoY +1.44% (+76)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$263.4M)	QoQ +2.51% (+$32.1K) YoY +24.24% (+$255.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	7.7K	QoQ -1.78% (-140) YoY -1.32% (-103)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$263.4M)	QoQ +12.62% (-$143.0K) YoY +3.46% (-$42.7K)
(cusip46434VBD1)✕	45.9K	QoQ +35.42% (+12.0K) YoY NEW(+45.9K)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$263.4M)	QoQ +35.96% (+$305.2K) YoY NEW(+$1.2M)
Eaton Corp plc(ETNcusipG29183103)	4.2K	QoQ -0.26% (-11) YoY 0.00% (-0)	All Managers (Combined)	$1.1M	0.4% ($1.1M/$263.4M)	QoQ -18.30% (-$256.5K) YoY -13.06% (-$172.0K)
(SCHAcusip808524607)	44.6K	QoQ +6.52% (-2.7K) YoY +96.79% (-21.9K)	All Managers (Combined)	$1.0M	0.4% ($1.0M/$263.4M)	QoQ -3.48% (-$37.7K) YoY -6.35% (-$70.9K)
UNION PACIFIC CORP(UNPcusip907818108)	4.2K	QoQ -4.36% (-192) YoY -3.46% (-151)	All Managers (Combined)	$994.3K	0.4% ($994.3K/$263.4M)	QoQ -0.91% (-$9.2K) YoY -7.26% (-$77.9K)
MICROSOFT CORP(MSFTcusip594918104)	2.6K	QoQ -1.11% (-29) YoY +9.55% (-225)	All Managers (Combined)	$968.7K	0.4% ($968.7K/$263.4M)	QoQ -11.94% (-$131.4K) YoY -2.29% (-$22.7K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.6K	QoQ 0.00% (+0) YoY +0.56% (+20)	All Managers (Combined)	$891.9K	0.3% ($891.9K/$263.4M)	QoQ +13.11% (+$103.4K) YoY +30.94% (+$210.8K)
(IWBcusip464287622)	2.8K	QoQ +0.14% (-4) YoY -15.98% (-528)	All Managers (Combined)	$851.5K	0.3% ($851.5K/$263.4M)	QoQ -4.64% (-$41.5K) YoY -10.52% (-$100.1K)
(VOcusip922908629)	3.1K	QoQ 0.00% (-0) YoY -1.28% (-40)	All Managers (Combined)	$795.8K	0.3% ($795.8K/$263.4M)	QoQ -2.08% (-$17.0K) YoY +2.17% (-$17.0K)
MCDONALDS CORP(MCDcusip580135101)	2.5K	QoQ -1.40% (-35) YoY -0.56% (-14)	All Managers (Combined)	$768.7K	0.3% ($768.7K/$263.4M)	QoQ +6.24% (-$45.2K) YoY +10.16% (-$70.9K)
(cusip464288240)✕	13.8K	QoQ +17.55% (+2.1K) YoY +17.79% (+2.1K)	All Managers (Combined)	$763.1K	0.3% ($763.1K/$263.4M)	QoQ +24.96% (+$152.5K) YoY +22.33% (+$139.3K)
(cusip46435GAA0)✕	31.1K	QoQ 0.00% (+0) YoY NEW(+31.1K)	All Managers (Combined)	$753.1K	0.3% ($753.1K/$263.4M)	QoQ +0.58% (+$4.4K) YoY NEW(+$753.1K)