Oldfather Financial Services, LLC
CIK 1775530 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $335.8M
- Posisi
- 98
- Per tanggal
- 31 Des. 2025 Data per Q4 2025
#4.839 dari 9.443 berdasarkan nilai 13F · top 51.2%
Nilai portofolio QoQ: +4.6% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 64,21%
- Bobot 25 kepemilikan teratas
- 85,69%
- Posisi di atas 1%
- 19
- Jumlah posisi efektif
- 12,8
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q4 2025: 1,87% Perkiraan pembelian $15.444.186 · penjualan $6.132.695
Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q4 2025 · 89,9% masih dipegang
- Posisi baru
- 14
- Meningkat
- 51
- Menurun
- 22
- Tertutup
- 8
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Financials
2,9%
Technology
2,8%
Retail
1,5%
Financial Services
1,2%
Industrials
0,9%
Healthcare
0,8%
Communication Services
0,7%
Consumer Discretionary
0,3%
Energy
0,2%
Consumer Staples
0,2%
Telecommunication
0,1%
Consumer products
0,1%
Lainnya/Tidak terpetakan
88,4%
Portofolio lengkap 98 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| VOO | $73.622.968 | 21,92% | 117.397 | $9.469 | Turun ×1 | ||
| MDY | $33.330.739 | 9,92% | 55.249 | $578.838 | Naik ×4 | ||
| IWM | $28.614.739 | 8,52% | 116.244 | $288.666 | Turun ×1 | ||
| SPY SPY | $17.576.560 | 5,23% | 25.775 | $284.088 | Turun ×3 | ||
| EFA | $12.158.193 | 3,62% | 126.608 | $724.911 | Naik ×4 | ||
| AGG | $11.695.005 | 3,48% | 117.091 | $1.419.870 | Naik ×1 | ||
| IWF | $11.567.960 | 3,44% | 24.441 | $-320.215 | Turun ×4 | ||
| IWD | $9.252.313 | 2,75% | 43.987 | $243.724 | Turun ×1 | ||
| BRKA | $9.057.600 | 2,70% | 12 | $7.200 | |||
| IWO | $8.786.416 | 2,62% | 27.202 | $79.865 | Turun ×1 | ||
| IJJ | $8.314.472 | 2,48% | 63.185 | $757.496 | Naik ×4 | ||
| VB | $8.257.756 | 2,46% | 32.013 | $124.838 | Naik ×2 | ||
| IJK | $7.611.337 | 2,27% | 78.565 | $125.379 | Naik ×4 | ||
| BRKB | $7.076.809 | 2,11% | 14.079 | $246.583 | Naik ×1 | ||
| IWN | $6.806.980 | 2,03% | 37.564 | $85.339 | Turun ×1 | ||
| WFC Wells Fargo & Company Common Stock | $5.797.050 | 1,73% | 62.200 | $620.173 | Naik ×4 | ||
| EEM | $5.308.885 | 1,58% | 97.037 | $35.914 | Turun ×1 | ||
| IVV | $4.351.605 | 1,30% | 6.353 | $134.811 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $3.723.475 | 1,11% | 13.696 | $549.518 | Naik ×2 | ||
| BND Vanguard Total Bond Market ETF | $3.108.125 | 0,93% | 41.962 | $402.768 | Naik ×4 | ||
| AXP American Express Company Common Stock | $2.844.176 | 0,85% | 7.688 | $348.658 | Naik ×1 | ||
| BKE Buckle, Inc. (The) Common Stock | $2.349.757 | 0,70% | 43.986 | $-230.247 | Naik ×1 | ||
| SCHZ | $2.269.492 | 0,68% | 97.111 | $-12.140 | Turun ×1 | ||
| IJH | $2.169.789 | 0,65% | 32.876 | $27.540 | Naik ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2.141.491 | 0,64% | 4.428 | $752.601 | Naik ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1.987.425 | 0,59% | 6.168 | $289.020 | Naik ×4 | ||
| SCHX | $1.942.099 | 0,58% | 72.170 | $92.899 | Naik ×2 | ||
| VTI | $1.924.811 | 0,57% | 5.741 | $22.923 | Turun ×2 | ||
| SCHA | $1.719.376 | 0,51% | 60.371 | $17.469 | Turun ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1.665.217 | 0,50% | 8.046 | $240.926 | Naik ×2 | ||
| SCHM | $1.645.203 | 0,49% | 54.712 | $54.176 | Naik ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.462.476 | 0,44% | 6.336 | $700.129 | Naik ×3 | ||
| IBDV | $1.456.289 | 0,43% | 65.985 | $1.061.687 | Naik ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1.373.097 | 0,41% | 4.311 | $-212.600 | Naik ×3 | ||
| VO | $1.252.326 | 0,37% | 4.315 | $-71.266 | Turun ×2 | ||
| IBM International Business Machines Corporation Common Stock | $1.162.624 | 0,35% | 3.925 | $139.230 | Naik ×3 | ||
| IWB | $1.105.009 | 0,33% | 2.959 | $-6.781 | Turun ×1 | ||
| XLK XLK | $1.084.382 | 0,32% | 7.532 | $-39.112 | Naik ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1.016.922 | 0,30% | 3.249 | $567.265 | Naik ×3 | ||
| UNP Union Pacific Corporation Common Stock | $913.862 | 0,27% | 3.951 | $123.108 | Naik ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $869.762 | 0,26% | 1.416 | $80.387 | Naik ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $864.185 | 0,26% | 2.754 | $376.437 | Naik ×2 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $861.445 | 0,26% | 12.832 | $35.275 | Naik ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $806.986 | 0,24% | 4.327 | $503.047 | Naik ×1 | ||
| USB U.S. Bancorp Common Stock | $800.400 | 0,24% | 15.000 | $75.450 | |||
| MCD McDonald's Corporation Common Stock | $762.321 | 0,23% | 2.494 | $37.789 | Naik ×2 | ||
| IBDR | $753.723 | 0,22% | 31.107 | $-2.177 | |||
| VBR | $741.900 | 0,22% | 3.503 | $218.247 | Naik ×1 | ||
| IEMG | $718.588 | 0,21% | 10.690 | Naik ×1 | |||
| GLD | $704.243 | 0,21% | 1.777 | $72.573 | |||
| SCHF | $695.391 | 0,21% | 28.926 | $38.624 | Naik ×2 | ||
| VV | $642.507 | 0,19% | 2.041 | $63.422 | Naik ×1 | ||
| IEFA | $620.407 | 0,18% | 6.935 | Naik ×1 | |||
| BAC Bank of America Corporation Common Stock | $617.705 | 0,18% | 11.231 | $58.831 | Naik ×1 | ||
| VBK | $585.187 | 0,17% | 1.937 | $-13.624 | Turun ×1 | ||
| DE Deere & Company Common Stock | $555.113 | 0,17% | 1.192 | $10.567 | Naik ×4 | ||
| OEF | $552.558 | 0,16% | 1.611 | $24.008 | Naik ×2 | ||
| MA Mastercard Incorporated Common Stock | $541.194 | 0,16% | 948 | $98.091 | Naik ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $534.344 | 0,16% | 4.440 | $107.190 | Naik ×2 | ||
| HYG | $521.757 | 0,16% | 6.471 | $-3.623 | |||
| AVGO Broadcom Inc. - Common Stock | $513.959 | 0,15% | 1.485 | Naik ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $506.949 | 0,15% | 768 | $255.791 | Naik ×2 | ||
| SCHE | $504.353 | 0,15% | 15.400 | $20.965 | Naik ×2 | ||
| SCHD | $478.765 | 0,14% | 17.454 | $-19.744 | Turun ×3 | ||
| V Visa Inc. | $446.454 | 0,13% | 1.273 | $244.016 | Naik ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $437.440 | 0,13% | 10.740 | $-39.461 | Turun ×3 | ||
| ABBV AbbVie Inc. Common Stock | $424.077 | 0,13% | 1.856 | $70.284 | Naik ×2 | ||
| VWO | $409.597 | 0,12% | 7.619 | $100.175 | Naik ×1 | ||
| SCHG | $401.395 | 0,12% | 12.305 | $-10.182 | Turun ×1 | ||
| ORCL Oracle Corporation Common Stock | $387.676 | 0,12% | 1.989 | $-39.528 | Naik ×1 | ||
| IYW | $381.189 | 0,11% | 1.909 | $7.292 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $375.714 | 0,11% | 1.800 | $14.040 | |||
| IVW | $369.533 | 0,11% | 2.998 | $7.614 | |||
| AMP Ameriprise Financial, Inc. Common Stock | $364.813 | 0,11% | 744 | $117.714 | Naik ×1 | ||
| SPEM | $362.824 | 0,11% | 7.751 | $140.149 | Naik ×1 | ||
| VEA | $350.394 | 0,10% | 5.609 | Naik ×1 | |||
| LLY Eli Lilly and Company Common Stock | $342.823 | 0,10% | 319 | Naik ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $340.093 | 0,10% | 2.214 | Naik ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $339.856 | 0,10% | 1.409 | $-19.704 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $338.189 | 0,10% | 752 | $-4.245 | Turun ×1 | ||
| WMT Walmart Inc. - Common Stock | $296.351 | 0,09% | 2.660 | Naik ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $295.678 | 0,09% | 2.060 | $5.082 | Turun ×1 | ||
| ABT Abbott Laboratories Common Stock | $284.630 | 0,08% | 2.272 | $69.370 | Naik ×3 | ||
| SDY | $279.294 | 0,08% | 2.007 | $-8.789 | Turun ×1 | ||
| VFH | $276.057 | 0,08% | 2.068 | $4.653 | |||
| IJR | $271.727 | 0,08% | 2.261 | Naik ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $264.815 | 0,08% | 1.547 | $57.672 | |||
| VOT | $257.088 | 0,08% | 921 | $-13.493 | |||
| MYCG State Street My2027 Corporate Bond ETF | $250.408 | 0,07% | 10.000 | Naik ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $248.886 | 0,07% | 819 | Naik ×1 | |||
| ACWI iShares MSCI ACWI ETF | $237.394 | 0,07% | 1.678 | $5.541 | Naik ×1 | ||
| DVY iShares Select Dividend ETF | $230.199 | 0,07% | 1.631 | $28.417 | Naik ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $227.527 | 0,07% | 3.255 | Naik ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $222.086 | 0,07% | 1.550 | ||||
| SPYM | $221.648 | 0,07% | 2.763 | Naik ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $218.599 | 0,07% | 253 | $9.047 | Naik ×1 | ||
| VIG | $216.044 | 0,06% | 983 | $-48.946 | Turun ×2 | ||
| CMI Cummins Inc. Common Stock | $215.410 | 0,06% | 422 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| MDY | $33.330.739 | 9,92% | naik ×4 |
| EFA | $12.158.193 | 3,62% | naik ×4 |
| IJJ | $8.314.472 | 2,48% | naik ×4 |
| IJK | $7.611.337 | 2,27% | naik ×4 |
| WFC | $5.797.050 | 1,73% | naik ×4 |
| BND | $3.108.125 | 0,93% | naik ×4 |
| JPM | $1.987.425 | 0,59% | naik ×4 |
| AMZN | $1.462.476 | 0,44% | naik ×3 |
| ETN | $1.373.097 | 0,41% | naik ×3 |
| IBM | $1.162.624 | 0,35% | naik ×3 |
| XLK | $1.084.382 | 0,32% | naik ×4 |
| GOOGL | $1.016.922 | 0,30% | naik ×3 |
| DE | $555.113 | 0,17% | naik ×4 |
| ABT | $284.630 | 0,08% | naik ×3 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| IEMG | $718.588 | 10.690 | 0,21% |
| IEFA | $620.407 | 6.935 | 0,18% |
| AVGO | $513.959 | 1.485 | 0,15% |
| VEA | $350.394 | 5.609 | 0,10% |
| LLY | $342.823 | 319 | 0,10% |
| TJX | $340.093 | 2.214 | 0,10% |
| WMT | $296.351 | 2.660 | 0,09% |
| IJR | $271.727 | 2.261 | 0,08% |
| MYCG | $250.408 | 10.000 | 0,07% |
| TSM | $248.886 | 819 | 0,07% |
| KO | $227.527 | 3.255 | 0,07% |
| PG | $222.086 | 1.550 | 0,07% |
| SPYM | $221.648 | 2.763 | 0,07% |
| CMI | $215.410 | 422 | 0,06% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| AGG | Beli lebih banyak | +15K | +$1.4M |
| IBDV | Beli lebih banyak | +48K | +$1.1M |
| IJJ | Beli lebih banyak | +5K | +$757K |
| MSFT | Beli lebih banyak | +2K | +$753K |
| EFA | Beli lebih banyak | +4K | +$725K |
| AMZN | Beli lebih banyak | +3K | +$700K |
| WFC | Beli lebih banyak | +438 | +$620K |
| MDY | Beli lebih banyak | +299 | +$579K |
| GOOGL | Beli lebih banyak | +1K | +$567K |
| AAPL | Beli lebih banyak | +1K | +$550K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| IBDQ | 31 Des. 2025 | 45.878 | $1.155.667 | Tidak lagi dilacak |
| FDL | 31 Des. 2025 | 9.008 | $391.037 | Tidak lagi dilacak |
| XLF | 31 Des. 2025 | 6.138 | $330.634 | Tidak lagi dilacak |
| UNH | 30 Juni 2025 | 598 | $313.203 | 25,8% |
| TSLA | 31 Maret 2025 | 727 | $293.592 | 33,2% |
| NBIS | 31 Des. 2025 | 2.400 | $269.448 | 158,0% |
| PFG | 31 Maret 2025 | 3.430 | $265.490 | 31,3% |
| GSLC | 31 Des. 2025 | 1.904 | $248.053 | Tidak lagi dilacak |
| BIL | 31 Des. 2025 | 2.673 | $245.248 | Tidak lagi dilacak |
| C | 31 Des. 2025 | 2.280 | $231.420 | 13,1% |
| GOOG | 31 Maret 2025 | 1.201 | $228.788 | 117,7% |
| ACN | 31 Maret 2025 | 645 | $226.905 | -40,7% |
| XLV | 31 Des. 2025 | 1.616 | $224.961 | Tidak lagi dilacak |
| PG | 30 Juni 2025 | 1.244 | $211.970 | -9,4% |