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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
IJJIshares Tr
Recent Activity
Increased 1.01%
2.54%
$6.658M
53,278 shares@ $124.97 avg price
IJKIshares Tr
Recent Activity
Increased 1.22%
2.46%
$6.451M
70,948 shares@ $90.94 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
2.33%
$6.107M
13,472 shares@ $453.28 avg price
IWNIshares Tr
Recent Activity
Increased 0.09%
2.12%
$5.561M
33,872 shares@ $164.17 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
EEMIshares Tr
Recent Activity
Increased 1.84%
1.31%
$3.425M
81,910 shares@ $41.82 avg price
AAPLApple Inc
Recent Activity
Decreased -9.28%
1.2%
$3.136M
12,524 shares@ $250.42 avg price
BKEBuckle Inc
Recent Activity
Increased 0.04%
0.92%
$2.406M
47,344 shares@ $50.81 avg price
AXPAmerican Express Co
Recent Activity
0.85%
$2.23M
7,515 shares@ $296.8 avg price