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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922908595

VBK|922908595

Shares:1.3K

Value:$316.0K

% of Portfolio:0.1% ($316.0K/$263.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:598

Value:$313.2K

% of Portfolio:0.1% ($313.2K/$263.4M)

464287721

Shares:2.2K

Value:$304.8K

% of Portfolio:0.1% ($304.8K/$263.4M)

922042858

VWO|922042858

Shares:6.4K

Value:$290.4K

% of Portfolio:0.1% ($290.4K/$263.4M)

808524300

SCHG|808524300

Shares:11.2K

Value:$279.5K

% of Portfolio:0.1% ($279.5K/$263.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.8K

Value:$275.5K

% of Portfolio:0.1% ($275.5K/$263.4M)

78464A763

SDY|78464A763

Shares:1.8K

Value:$249.4K

% of Portfolio:0.1% ($249.4K/$263.4M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:503

Value:$243.5K

% of Portfolio:0.1% ($243.5K/$263.4M)

921908844

VIG|921908844

Shares:1.3K

Value:$242.9K

% of Portfolio:0.1% ($242.9K/$263.4M)

92204A405

VFH|92204A405

Shares:2.0K

Value:$234.4K

% of Portfolio:0.1% ($234.4K/$263.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.6K

Value:$212.8K

% of Portfolio:0.1% ($212.8K/$263.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.2K

Value:$212.0K

% of Portfolio:0.1% ($212.0K/$263.4M)

78468R663

Shares:2.3K

Value:$211.4K

% of Portfolio:0.1% ($211.4K/$263.4M)

ORACLE CORP

ORCL|68389X105

Shares:1.5K

Value:$211.0K

% of Portfolio:0.1% ($211.0K/$263.4M)

81369Y605

Shares:4.2K

Value:$209.6K

% of Portfolio:0.1% ($209.6K/$263.4M)

381430503

GSLC|381430503

Shares:1.9K

Value:$209.6K

% of Portfolio:0.1% ($209.6K/$263.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:219

Value:$207.3K

% of Portfolio:0.1% ($207.3K/$263.4M)

VISA INC.

V|92826C839

Shares:581

Value:$203.6K

% of Portfolio:0.1% ($203.6K/$263.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VBKcusip922908595)	1.3K	QoQ +37.30% (+341) YoY +8.84% (+102)	All Managers (Combined)	$316.0K	0.1% ($316.0K/$263.4M)	QoQ +23.43% (+$60.0K) YoY +5.10% (+$15.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	598	QoQ -2.12% (-13) YoY -2.28% (-14)	All Managers (Combined)	$313.2K	0.1% ($313.2K/$263.4M)	QoQ +1.33% (-$4.1K) YoY +3.45% (-$10.4K)
(cusip464287721)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$304.8K	0.1% ($304.8K/$263.4M)	QoQ NEW(+$304.8K) YoY NEW(+$304.8K)
(VWOcusip922042858)	6.4K	QoQ +6.34% (+383) YoY +6.34% (+383)	All Managers (Combined)	$290.4K	0.1% ($290.4K/$263.4M)	QoQ +9.29% (+$24.7K) YoY +15.23% (+$38.4K)
(SCHGcusip808524300)	11.2K	QoQ -3.25% (-375) YoY +261.93% (-8.1K)	All Managers (Combined)	$279.5K	0.1% ($279.5K/$263.4M)	QoQ -13.06% (-$42.0K) YoY -2.24% (-$6.4K)
Alphabet Inc.(GOOGLcusip02079K305)	1.8K	QoQ -3.04% (-56) YoY +33.48% (+447)	All Managers (Combined)	$275.5K	0.1% ($275.5K/$263.4M)	QoQ -20.82% (-$72.5K) YoY +36.75% (+$74.1K)
(SDYcusip78464A763)	1.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$249.4K	0.1% ($249.4K/$263.4M)	QoQ +2.71% (+$6.6K) YoY +3.38% (+$8.2K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	503	QoQ 0.00% (-0) YoY +0.60% (+3)	All Managers (Combined)	$243.5K	0.1% ($243.5K/$263.4M)	QoQ -9.07% (-$24.3K) YoY +11.07% (+$24.3K)
(VIGcusip921908844)	1.3K	QoQ 0.00% (-0) YoY -10.57% (-148)	All Managers (Combined)	$242.9K	0.1% ($242.9K/$263.4M)	QoQ -0.93% (-$2.3K) YoY -4.99% (-$12.8K)
(VFHcusip92204A405)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$234.4K	0.1% ($234.4K/$263.4M)	QoQ NEW(+$234.4K) YoY NEW(+$234.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.6K	QoQ -15.66% (-298) YoY -24.44% (-519)	All Managers (Combined)	$212.8K	0.1% ($212.8K/$263.4M)	QoQ -1.12% (-$2.4K) YoY -11.80% (-$28.5K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.2K	QoQ -20.81% (-327) YoY -18.31% (-279)	All Managers (Combined)	$212.0K	0.1% ($212.0K/$263.4M)	QoQ -19.53% (-$51.5K) YoY -14.21% (-$35.1K)
(cusip78468R663)✕	2.3K	QoQ +3.17% (+71) YoY +0.96% (+22)	All Managers (Combined)	$211.4K	0.1% ($211.4K/$263.4M)	QoQ +3.51% (+$7.2K) YoY +0.88% (+$1.9K)
ORACLE CORP(ORCLcusip68389X105)	1.5K	QoQ -1.04% (-16) YoY NEW(+1.5K)	All Managers (Combined)	$211.0K	0.1% ($211.0K/$263.4M)	QoQ -16.98% (-$43.2K) YoY NEW(+$211.0K)
(cusip81369Y605)✕	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$209.6K	0.1% ($209.6K/$263.4M)	QoQ NEW(+$209.6K) YoY NEW(+$209.6K)
(GSLCcusip381430503)	1.9K	QoQ -1.75% (-34) YoY -5.55% (-112)	All Managers (Combined)	$209.6K	0.1% ($209.6K/$263.4M)	QoQ -6.10% (-$13.6K) YoY +0.16% (-$351)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	219	QoQ -3.09% (-7) YoY NEW(+219)	All Managers (Combined)	$207.3K	0.1% ($207.3K/$263.4M)	QoQ +0.06% (-$132) YoY NEW(+$207.3K)
VISA INC.(Vcusip92826C839)	581	QoQ -31.64% (-269) YoY -27.19% (-217)	All Managers (Combined)	$203.6K	0.1% ($203.6K/$263.4M)	QoQ -24.20% (-$65.0K) YoY -8.57% (-$19.1K)