Oldfather Financial Services, LLC
CIK 1775530 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $335.8M
- 持仓
- 98
- 截至
- 2025年12月31日 数据截至 Q4 2025
按 13F 价值排名第 4838（共 9443） · 前 51.2%
投资组合价值同比（季度）：+4.6% 13F不披露现金
- 前十大持仓权重
- 64.21%
- 前二十五大持仓权重
- 85.69%
- 持仓高于 1%
- 19
- 有效持仓数量
- 12.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q4 2025: 1.87% 估计买入 $15444186 · 卖出 $6132695
中位数持有期：5.0 季度 跟踪时间 Q4 2024–Q4 2025 · 89.9% 仍持有
- 新仓位
- 14
- 增加
- 51
- 减少
- 22
- 已结清
- 8
本页内容
行业细分
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%
其他/未映射
88.4%
完整投资组合 98 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| VOO | $73622968 | 21.92% | 117397 | $9469 | 下跌 ×1 | ||
| MDY | $33330739 | 9.92% | 55249 | $578838 | 上涨 ×4 | ||
| IWM | $28614739 | 8.52% | 116244 | $288666 | 下跌 ×1 | ||
| SPY SPY | $17576560 | 5.23% | 25775 | $284088 | 下跌 ×3 | ||
| EFA | $12158193 | 3.62% | 126608 | $724911 | 上涨 ×4 | ||
| AGG | $11695005 | 3.48% | 117091 | $1419870 | 上涨 ×1 | ||
| IWF | $11567960 | 3.44% | 24441 | $-320215 | 下跌 ×4 | ||
| IWD | $9252313 | 2.75% | 43987 | $243724 | 下跌 ×1 | ||
| BRKA | $9057600 | 2.70% | 12 | $7200 | |||
| IWO | $8786416 | 2.62% | 27202 | $79865 | 下跌 ×1 | ||
| IJJ | $8314472 | 2.48% | 63185 | $757496 | 上涨 ×4 | ||
| VB | $8257756 | 2.46% | 32013 | $124838 | 上涨 ×2 | ||
| IJK | $7611337 | 2.27% | 78565 | $125379 | 上涨 ×4 | ||
| BRKB | $7076809 | 2.11% | 14079 | $246583 | 上涨 ×1 | ||
| IWN | $6806980 | 2.03% | 37564 | $85339 | 下跌 ×1 | ||
| WFC Wells Fargo & Company Common Stock | $5797050 | 1.73% | 62200 | $620173 | 上涨 ×4 | ||
| EEM | $5308885 | 1.58% | 97037 | $35914 | 下跌 ×1 | ||
| IVV | $4351605 | 1.30% | 6353 | $134811 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $3723475 | 1.11% | 13696 | $549518 | 上涨 ×2 | ||
| BND Vanguard Total Bond Market ETF | $3108125 | 0.93% | 41962 | $402768 | 上涨 ×4 | ||
| AXP American Express Company Common Stock | $2844176 | 0.85% | 7688 | $348658 | 上涨 ×1 | ||
| BKE Buckle, Inc. (The) Common Stock | $2349757 | 0.70% | 43986 | $-230247 | 上涨 ×1 | ||
| SCHZ | $2269492 | 0.68% | 97111 | $-12140 | 下跌 ×1 | ||
| IJH | $2169789 | 0.65% | 32876 | $27540 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2141491 | 0.64% | 4428 | $752601 | 上涨 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1987425 | 0.59% | 6168 | $289020 | 上涨 ×4 | ||
| SCHX | $1942099 | 0.58% | 72170 | $92899 | 上涨 ×2 | ||
| VTI | $1924811 | 0.57% | 5741 | $22923 | 下跌 ×2 | ||
| SCHA | $1719376 | 0.51% | 60371 | $17469 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $1665217 | 0.50% | 8046 | $240926 | 上涨 ×2 | ||
| SCHM | $1645203 | 0.49% | 54712 | $54176 | 上涨 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1462476 | 0.44% | 6336 | $700129 | 上涨 ×3 | ||
| IBDV | $1456289 | 0.43% | 65985 | $1061687 | 上涨 ×1 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1373097 | 0.41% | 4311 | $-212600 | 上涨 ×3 | ||
| VO | $1252326 | 0.37% | 4315 | $-71266 | 下跌 ×2 | ||
| IBM International Business Machines Corporation Common Stock | $1162624 | 0.35% | 3925 | $139230 | 上涨 ×3 | ||
| IWB | $1105009 | 0.33% | 2959 | $-6781 | 下跌 ×1 | ||
| XLK XLK | $1084382 | 0.32% | 7532 | $-39112 | 上涨 ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1016922 | 0.30% | 3249 | $567265 | 上涨 ×3 | ||
| UNP Union Pacific Corporation Common Stock | $913862 | 0.27% | 3951 | $123108 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $869762 | 0.26% | 1416 | $80387 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $864185 | 0.26% | 2754 | $376437 | 上涨 ×2 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $861445 | 0.26% | 12832 | $35275 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $806986 | 0.24% | 4327 | $503047 | 上涨 ×1 | ||
| USB U.S. Bancorp Common Stock | $800400 | 0.24% | 15000 | $75450 | |||
| MCD McDonald's Corporation Common Stock | $762321 | 0.23% | 2494 | $37789 | 上涨 ×2 | ||
| IBDR | $753723 | 0.22% | 31107 | $-2177 | |||
| VBR | $741900 | 0.22% | 3503 | $218247 | 上涨 ×1 | ||
| IEMG | $718588 | 0.21% | 10690 | 上涨 ×1 | |||
| GLD | $704243 | 0.21% | 1777 | $72573 | |||
| SCHF | $695391 | 0.21% | 28926 | $38624 | 上涨 ×2 | ||
| VV | $642507 | 0.19% | 2041 | $63422 | 上涨 ×1 | ||
| IEFA | $620407 | 0.18% | 6935 | 上涨 ×1 | |||
| BAC Bank of America Corporation Common Stock | $617705 | 0.18% | 11231 | $58831 | 上涨 ×1 | ||
| VBK | $585187 | 0.17% | 1937 | $-13624 | 下跌 ×1 | ||
| DE Deere & Company Common Stock | $555113 | 0.17% | 1192 | $10567 | 上涨 ×4 | ||
| OEF | $552558 | 0.16% | 1611 | $24008 | 上涨 ×2 | ||
| MA Mastercard Incorporated Common Stock | $541194 | 0.16% | 948 | $98091 | 上涨 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $534344 | 0.16% | 4440 | $107190 | 上涨 ×2 | ||
| HYG | $521757 | 0.16% | 6471 | $-3623 | |||
| AVGO Broadcom Inc. - Common Stock | $513959 | 0.15% | 1485 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $506949 | 0.15% | 768 | $255791 | 上涨 ×2 | ||
| SCHE | $504353 | 0.15% | 15400 | $20965 | 上涨 ×2 | ||
| SCHD | $478765 | 0.14% | 17454 | $-19744 | 下跌 ×3 | ||
| V Visa Inc. | $446454 | 0.13% | 1273 | $244016 | 上涨 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $437440 | 0.13% | 10740 | $-39461 | 下跌 ×3 | ||
| ABBV AbbVie Inc. Common Stock | $424077 | 0.13% | 1856 | $70284 | 上涨 ×2 | ||
| VWO | $409597 | 0.12% | 7619 | $100175 | 上涨 ×1 | ||
| SCHG | $401395 | 0.12% | 12305 | $-10182 | 下跌 ×1 | ||
| ORCL Oracle Corporation Common Stock | $387676 | 0.12% | 1989 | $-39528 | 上涨 ×1 | ||
| IYW | $381189 | 0.11% | 1909 | $7292 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $375714 | 0.11% | 1800 | $14040 | |||
| IVW | $369533 | 0.11% | 2998 | $7614 | |||
| AMP Ameriprise Financial, Inc. Common Stock | $364813 | 0.11% | 744 | $117714 | 上涨 ×1 | ||
| SPEM | $362824 | 0.11% | 7751 | $140149 | 上涨 ×1 | ||
| VEA | $350394 | 0.10% | 5609 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $342823 | 0.10% | 319 | 上涨 ×1 | |||
| TJX TJX Companies, Inc. (The) Common Stock | $340093 | 0.10% | 2214 | 上涨 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $339856 | 0.10% | 1409 | $-19704 | 下跌 ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $338189 | 0.10% | 752 | $-4245 | 下跌 ×1 | ||
| WMT Walmart Inc. - Common Stock | $296351 | 0.09% | 2660 | 上涨 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $295678 | 0.09% | 2060 | $5082 | 下跌 ×1 | ||
| ABT Abbott Laboratories Common Stock | $284630 | 0.08% | 2272 | $69370 | 上涨 ×3 | ||
| SDY | $279294 | 0.08% | 2007 | $-8789 | 下跌 ×1 | ||
| VFH | $276057 | 0.08% | 2068 | $4653 | |||
| IJR | $271727 | 0.08% | 2261 | 上涨 ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $264815 | 0.08% | 1547 | $57672 | |||
| VOT | $257088 | 0.08% | 921 | $-13493 | |||
| MYCG State Street My2027 Corporate Bond ETF | $250408 | 0.07% | 10000 | 上涨 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $248886 | 0.07% | 819 | 上涨 ×1 | |||
| ACWI iShares MSCI ACWI ETF | $237394 | 0.07% | 1678 | $5541 | 上涨 ×1 | ||
| DVY iShares Select Dividend ETF | $230199 | 0.07% | 1631 | $28417 | 上涨 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $227527 | 0.07% | 3255 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $222086 | 0.07% | 1550 | ||||
| SPYM | $221648 | 0.07% | 2763 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $218599 | 0.07% | 253 | $9047 | 上涨 ×1 | ||
| VIG | $216044 | 0.06% | 983 | $-48946 | 下跌 ×2 | ||
| CMI Cummins Inc. Common Stock | $215410 | 0.06% | 422 | 上涨 ×1 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| MDY | $33330739 | 9.92% | 上涨 ×4 |
| EFA | $12158193 | 3.62% | 上涨 ×4 |
| IJJ | $8314472 | 2.48% | 上涨 ×4 |
| IJK | $7611337 | 2.27% | 上涨 ×4 |
| WFC | $5797050 | 1.73% | 上涨 ×4 |
| BND | $3108125 | 0.93% | 上涨 ×4 |
| JPM | $1987425 | 0.59% | 上涨 ×4 |
| AMZN | $1462476 | 0.44% | 上涨 ×3 |
| ETN | $1373097 | 0.41% | 上涨 ×3 |
| IBM | $1162624 | 0.35% | 上涨 ×3 |
| XLK | $1084382 | 0.32% | 上涨 ×4 |
| GOOGL | $1016922 | 0.30% | 上涨 ×3 |
| DE | $555113 | 0.17% | 上涨 ×4 |
| ABT | $284630 | 0.08% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| IEMG | $718588 | 10690 | 0.21% |
| IEFA | $620407 | 6935 | 0.18% |
| AVGO | $513959 | 1485 | 0.15% |
| VEA | $350394 | 5609 | 0.10% |
| LLY | $342823 | 319 | 0.10% |
| TJX | $340093 | 2214 | 0.10% |
| WMT | $296351 | 2660 | 0.09% |
| IJR | $271727 | 2261 | 0.08% |
| MYCG | $250408 | 10000 | 0.07% |
| TSM | $248886 | 819 | 0.07% |
| KO | $227527 | 3255 | 0.07% |
| PG | $222086 | 1550 | 0.07% |
| SPYM | $221648 | 2763 | 0.07% |
| CMI | $215410 | 422 | 0.06% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| IBDQ | 2025年12月31日 | 45878 | $1155667 | 不再跟踪 |
| FDL | 2025年12月31日 | 9008 | $391037 | 不再跟踪 |
| XLF | 2025年12月31日 | 6138 | $330634 | 不再跟踪 |
| UNH | 2025年6月30日 | 598 | $313203 | 24.2% |
| TSLA | 2025年3月31日 | 727 | $293592 | 34.6% |
| NBIS | 2025年12月31日 | 2400 | $269448 | 172.8% |
| PFG | 2025年3月31日 | 3430 | $265490 | 32.9% |
| GSLC | 2025年12月31日 | 1904 | $248053 | 不再跟踪 |
| BIL | 2025年12月31日 | 2673 | $245248 | 不再跟踪 |
| C | 2025年12月31日 | 2280 | $231420 | 12.9% |
| GOOG | 2025年3月31日 | 1201 | $228788 | 117.0% |
| ACN | 2025年3月31日 | 645 | $226905 | -41.5% |
| XLV | 2025年12月31日 | 1616 | $224961 | 不再跟踪 |
| PG | 2025年6月30日 | 1244 | $211970 | -10.1% |