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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
IBDQIshares Tr
Recent Activity
New Position
0.33%
$848,644
33,878 shares@ $25.06 avg price
IBDRIshares Tr
Recent Activity
New Position
0.29%
$748,745
31,107 shares@ $24.07 avg price