0001775530-23-000001.txt : 20230202 0001775530-23-000001.hdr.sgml : 20230202 20230202162327 ACCESSION NUMBER: 0001775530-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230202 DATE AS OF CHANGE: 20230202 EFFECTIVENESS DATE: 20230202 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Oldfather Financial Services, LLC CENTRAL INDEX KEY: 0001775530 IRS NUMBER: 465731535 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19711 FILM NUMBER: 23581238 BUSINESS ADDRESS: STREET 1: P.O. BOX 1775 STREET 2: 2033 CENTRAL AVENUE CITY: KEARNEY STATE: NE ZIP: 68848 BUSINESS PHONE: 308 2374571 MAIL ADDRESS: STREET 1: P.O. BOX 1775 STREET 2: 2033 CENTRAL AVENUE CITY: KEARNEY STATE: NE ZIP: 68848 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001775530 XXXXXXXX 12-31-2022 12-31-2022 Oldfather Financial Services, LLC

P.O. BOX 1775 2033 CENTRAL AVENUE KEARNEY NE 68848

13F HOLDINGS REPORT 028-19711 N William Oldfather 3082374571 William Oldfather Kearney NE 02-02-2023 0 60 175474290 false INFORMATION TABLE 2 OldfatherFinancial02022023.xml ABBOTT LABS COM 002824100 228331 2080 SH SOLE 0 0 0 2080 AMERICAN EXPRESS CO COM 025816109 782336 5295 SH SOLE 0 0 0 5295 APPLE INC COM 037833100 2362460 18183 SH SOLE 0 0 0 18183 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4157485 13459 SH SOLE 0 0 0 13459 BUCKLE INC COM 118440106 901512 19879 SH SOLE 0 0 0 19879 DEERE & CO COM 244199105 477796 1114 SH SOLE 0 0 0 1114 EATON CORP PLC SHS G29183103 662172 4219 SH SOLE 0 0 0 4219 FIRST TR MORNINGSTAR DIVID L SHS 336917109 315732 8636 SH SOLE 0 0 0 8636 INTERNATIONAL BUSINESS MACHS COM 459200101 220775 1567 SH SOLE 0 0 0 1567 INVESCO QQQ TR UNIT SER 1 46090E103 213200 801 SH SOLE 0 0 0 801 ISHARES TR RUS 2000 GRW ETF 464287648 4552414 21221 SH SOLE 0 0 0 21221 ISHARES TR CORE S&P MCP ETF 464287507 1533488 6340 SH SOLE 0 0 0 6340 ISHARES TR S&P MC 400VL ETF 464287705 4125002 40923 SH SOLE 0 0 0 40923 ISHARES TR S&P MC 400GR ETF 464287606 3926803 57493 SH SOLE 0 0 0 57493 ISHARES TR CORE S&P500 ETF 464287200 2553490 6646 SH SOLE 0 0 0 6646 ISHARES TR RUS 1000 ETF 464287622 574299 2728 SH SOLE 0 0 0 2728 ISHARES TR RUS 1000 VAL ETF 464287598 6197796 40869 SH SOLE 0 0 0 40869 ISHARES TR RUS 1000 GRW ETF 464287614 5962982 27833 SH SOLE 0 0 0 27833 ISHARES TR RUSSELL 2000 ETF 464287655 16652115 95504 SH SOLE 0 0 0 95504 ISHARES TR RUS 2000 VAL ETF 464287630 3897640 28107 SH SOLE 0 0 0 28107 ISHARES TR MSCI EAFE ETF 464287465 6066882 92427 SH SOLE 0 0 0 92427 ISHARES TR MSCI EMG MKT ETF 464287234 2436222 64280 SH SOLE 0 0 0 64280 ISHARES TR S&P 100 ETF 464287101 342163 2006 SH SOLE 0 0 0 2006 ISHARES TR 0-5 YR TIPS ETF 46429B747 249866 2577 SH SOLE 0 0 0 2577 ISHARES TR MSCI ACWI EX US 464288240 425986 9362 SH SOLE 0 0 0 9362 ISHARES TR CORE US AGGBD ET 464287226 6165756 63571 SH SOLE 0 0 0 63571 ISHARES TR SELECT DIVID ETF 464287168 1717344 14240 SH SOLE 0 0 0 14240 JOHNSON & JOHNSON COM 478160104 1388394 7860 SH SOLE 0 0 0 7860 JPMORGAN CHASE & CO COM 46625H100 471476 3516 SH SOLE 0 0 0 3516 MASTERCARD INCORPORATED CL A 57636Q104 285139 820 SH SOLE 0 0 0 820 MCDONALDS CORP COM 580135101 648837 2462 SH SOLE 0 0 0 2462 MICROSOFT CORP COM 594918104 544770 2272 SH SOLE 0 0 0 2272 MONDELEZ INTL INC CL A 609207105 692693 10393 SH SOLE 0 0 0 10393 PEPSICO INC COM 713448108 461629 2555 SH SOLE 0 0 0 2555 PROCTER AND GAMBLE CO COM 742718109 229538 1515 SH SOLE 0 0 0 1515 PROSHARES TR ULTSHRT QQQ 74347G739 215941 8315 SH SOLE 0 0 0 8315 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 446264 13855 SH SOLE 0 0 0 13855 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1221077 27045 SH SOLE 0 0 0 27045 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 793435 19586 SH SOLE 0 0 0 19586 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 279537 11810 SH SOLE 0 0 0 11810 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1074356 16375 SH SOLE 0 0 0 16375 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 896149 19631 SH SOLE 0 0 0 19631 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 309482 2487 SH SOLE 0 0 0 2487 SPDR S&P 500 ETF TR TR UNIT 78462F103 10463844 27361 SH SOLE 0 0 0 27361 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 20292102 45828 SH SOLE 0 0 0 45828 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 222181 2429 SH SOLE 0 0 0 2429 UNION PAC CORP COM 907818108 1600574 7730 SH SOLE 0 0 0 7730 UNITEDHEALTH GROUP INC COM 91324P102 822309 1551 SH SOLE 0 0 0 1551 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 267173 3719 SH SOLE 0 0 0 3719 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 41372327 117756 SH SOLE 0 0 0 117756 VANGUARD INDEX FDS MID CAP ETF 922908629 868710 4262 SH SOLE 0 0 0 4262 VANGUARD INDEX FDS SM CP VAL ETF 922908611 377468 2377 SH SOLE 0 0 0 2377 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1821158 22080 SH SOLE 0 0 0 22080 VANGUARD INDEX FDS SMALL CP ETF 922908751 5605546 30541 SH SOLE 0 0 0 30541 VANGUARD INDEX FDS SML CP GRW ETF 922908595 239645 1195 SH SOLE 0 0 0 1195 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1102082 5764 SH SOLE 0 0 0 5764 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 396583 10174 SH SOLE 0 0 0 10174 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 248123 1634 SH SOLE 0 0 0 1634 WALMART INC COM 931142103 677331 4777 SH SOLE 0 0 0 4777 WELLS FARGO CO NEW COM 949746101 1436370 34787 SH SOLE 0 0 0 34787