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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Oldfather Financial Services, LLC

Quarter ended Q1 2023 · Filed February 2, 2023 · Accession 0001775530-23-000001

Total Value
$175.5M
Positions
60
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (60)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363117,756$41.4M23.58%
2SPDR S&P MIDCAP 400 ETF TRMDY45,828$20.3M11.56%
3ISHARES TR46428765595,504$16.7M9.49%
4SPDR S&P 500 ETF TRSPY27,361$10.5M5.96%
5ISHARES TR46428759840,869$6.2M3.53%
6ISHARES TR46428722663,571$6.2M3.51%
7ISHARES TR46428746592,427$6.1M3.46%
8ISHARES TR46428761427,833$6.0M3.40%
9VANGUARD INDEX FDS92290875130,541$5.6M3.19%
10ISHARES TR46428764821,221$4.6M2.59%
11BERKSHIRE HATHAWAY INC DELBRK-A13,459$4.2M2.37%
12ISHARES TR46428770540,923$4.1M2.35%
13ISHARES TR46428760657,493$3.9M2.24%
14ISHARES TR46428763028,107$3.9M2.22%
15ISHARES TR4642872006,646$2.6M1.46%
16ISHARES TR46428723464,280$2.4M1.39%
17APPLE INCAAPL18,183$2.4M1.35%
18VANGUARD INDEX FDS92290855322,080$1.8M1.04%
19ISHARES TR46428716814,240$1.7M0.98%
20UNION PAC CORPUNP7,730$1.6M0.91%
21ISHARES TR4642875076,340$1.5M0.87%
22WELLS FARGO CO NEW94974610134,787$1.4M0.82%
23JOHNSON & JOHNSONJNJ7,860$1.4M0.79%
24SCHWAB STRATEGIC TR80852420127,045$1.2M0.70%
25VANGUARD INDEX FDS9229087695,764$1.1M0.63%
26SCHWAB STRATEGIC TR80852450816,375$1.1M0.61%
27BUCKLE INCBKE19,879$901,5120.51%
28SCHWAB STRATEGIC TR80852483919,631$896,1490.51%
29VANGUARD INDEX FDS9229086294,262$868,7100.50%
30UNITEDHEALTH GROUP INCUNH1,551$822,3090.47%
31SCHWAB STRATEGIC TR80852460719,586$793,4350.45%
32AMERICAN EXPRESS COAXP5,295$782,3360.45%
33MONDELEZ INTL INC60920710510,393$692,6930.39%
34WALMART INCWMT4,777$677,3310.39%
35EATON CORP PLCETN4,219$662,1720.38%
36MCDONALDS CORPMCD2,462$648,8370.37%
37ISHARES TR4642876222,728$574,2990.33%
38MICROSOFT CORPMSFT2,272$544,7700.31%
39DEERE & CODE1,114$477,7960.27%
40JPMORGAN CHASE & COVYLD3,516$471,4760.27%
41PEPSICO INCPEP2,555$461,6290.26%
42SCHWAB STRATEGIC TR80852480513,855$446,2640.25%
43ISHARES TR4642882409,362$425,9860.24%
44VANGUARD INTL EQUITY INDEX F92204285810,174$396,5830.23%
45VANGUARD INDEX FDS9229086112,377$377,4680.22%
46ISHARES TR4642871012,006$342,1630.19%
47FIRST TR MORNINGSTAR DIVID L3369171098,636$315,7320.18%
48SELECT SECTOR SPDR TR81369Y8032,487$309,4820.18%
49MASTERCARD INCORPORATEDMA820$285,1390.16%
50SCHWAB STRATEGIC TR80852470611,810$279,5370.16%
51VANGUARD BD INDEX FDS9219378353,719$267,1730.15%
52ISHARES TR46429B7472,577$249,8660.14%
53VANGUARD SPECIALIZED FUNDS9219088441,634$248,1230.14%
54VANGUARD INDEX FDS9229085951,195$239,6450.14%
55PROCTER AND GAMBLE CO7427181091,515$229,5380.13%
56ABBOTT LABSABLZF2,080$228,3310.13%
57SPDR SER TR78468R6632,429$222,1810.13%
58INTERNATIONAL BUSINESS MACHSINTR1,567$220,7750.13%
59PROSHARES TR74347G7398,315$215,9410.12%
60INVESCO QQQ TRIVZ801$213,2000.12%