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William Oldfather

@Oldfather Financial Services, Llc

Latest period2024 - Q4ReportedManaged Assets$262.471MTotal holdings78
Assets growth rate1%Assets growth rate (2-Q avg)3.82%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Oldfather Financial Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Oldfather Financial Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 262.471M in assets, with a quarterly growth rate of 1% and a 2-quarter average growth rate of 3.82%. The portfolio is managed by William Oldfather, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -5.23%
24.01%
$62.996M
116,917 shares@ $538.82 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Decreased -0.38%
11.2%
$29.384M
51,589 shares@ $569.59 avg price
IWMIshares Tr
Recent Activity
Decreased -0.42%
9.02%
$23.665M
107,102 shares@ $220.97 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.88%
5.82%
$15.26M
26,038 shares@ $586.09 avg price
IWFIshares Tr
Recent Activity
Decreased -2.37%
4.12%
$10.811M
26,922 shares@ $401.59 avg price
WFCWells Fargo Co New
Recent Activity
Decreased -7.69%
1.6%
$4.187M
59,605 shares@ $70.24 avg price
IVVIshares Tr
Recent Activity
Decreased -0.3%
1.45%
$3.792M
6,442 shares@ $588.7 avg price
AAPLApple Inc
Recent Activity
Decreased -9.28%
1.2%
$3.136M
12,524 shares@ $250.42 avg price
IJHIshares Tr
Recent Activity
Decreased -3.85%
0.76%
$1.982M
31,811 shares@ $62.32 avg price
IWBIshares Tr
Recent Activity
Decreased -10.08%
0.35%
$893,028
2,772 shares@ $322.17 avg price