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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 Q3 2024 · Filed October 28, 2024 · Accession 0001775530-24-000006

Total Value
$259.9M
Positions
76
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (76)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363123,382$65.1M25.05%
2SPDR S&P MIDCAP 400 ETF TRMDY51,789$29.5M11.35%
3ISHARES TR464287655107,561$23.8M9.14%
4SPDR S&P 500 ETF TRSPY26,271$15.1M5.80%
5ISHARES TR46428761427,578$10.4M3.98%
6ISHARES TR464287465103,374$8.6M3.33%
7ISHARES TR46428759842,983$8.2M3.14%
8ISHARES TR46428722673,627$7.5M2.87%
9VANGUARD INDEX FDS92290875131,315$7.4M2.86%
10ISHARES TR46428764825,582$7.3M2.80%
11ISHARES TR46428770552,748$6.5M2.51%
12ISHARES TR46428760670,099$6.4M2.48%
13BERKSHIRE HATHAWAY INC DELBRK-A13,472$6.2M2.39%
14ISHARES TR46428763033,844$5.6M2.17%
15ISHARES TR4642872006,462$3.7M1.43%
16ISHARES TR46428723480,436$3.7M1.42%
17WELLS FARGO CO NEW94974610164,576$3.6M1.40%
18APPLE INCAAPL13,806$3.2M1.24%
19BUCKLE INCBKE47,327$2.1M0.80%
20ISHARES TR46428750733,085$2.1M0.79%
21AMERICAN EXPRESS COAXP7,515$2.0M0.78%
22SCHWAB STRATEGIC TR80852483935,438$1.7M0.65%
23SCHWAB STRATEGIC TR80852420122,910$1.6M0.60%
24SCHWAB STRATEGIC TR80852450817,891$1.5M0.57%
25VANGUARD INDEX FDS9229087695,169$1.5M0.56%
26EATON CORP PLCETN4,221$1.4M0.54%
27JOHNSON & JOHNSONJNJ7,832$1.3M0.49%
28JPMORGAN CHASE & CO.VYLD5,326$1.1M0.43%
29UNION PAC CORPUNP4,401$1.1M0.42%
30SCHWAB STRATEGIC TR80852460720,794$1.1M0.41%
31MICROSOFT CORPMSFT2,487$1.1M0.41%
32ISHARES TR4642876223,083$969,2640.37%
33VANGUARD INDEX FDS9229086293,117$822,3580.32%
34VANGUARD BD INDEX FDS92193783510,945$822,0790.32%
35INTERNATIONAL BUSINESS MACHSINTR3,587$793,0140.31%
36MCDONALDS CORPMCD2,494$759,3970.29%
37US BANCORP DELUSB-PS15,049$688,1910.26%
38ISHARES TR46428824011,696$669,2240.26%
39SCHWAB STRATEGIC TR80852480513,941$573,2400.22%
40SELECT SECTOR SPDR TR81369Y8032,487$561,4650.22%
41ISHARES TR4642885136,925$556,0780.21%
42LOWES COS INC5486611071,843$499,2270.19%
43DEERE & CODE1,182$493,3900.19%
44VERIZON COMMUNICATIONS INCVZ10,824$486,1060.19%
45EXXON MOBIL CORPXOM3,835$449,5680.17%
46PEPSICO INCPEP2,564$436,0880.17%
47ISHARES TR4642871011,572$435,0670.17%
48BANK AMERICA CORP06050510410,767$427,2350.16%
49VANGUARD INDEX FDS9229086112,096$420,8350.16%
50AMAZON COM INCAMZN2,237$416,8200.16%
51MASTERCARD INCORPORATEDMA827$408,3730.16%
52SCHWAB STRATEGIC TR8085247974,677$395,3380.15%
53INVESCO QQQ TRIVZ777$379,2060.15%
54UNITEDHEALTH GROUP INCUNH627$366,5940.14%
55FIRST TR MORNINGSTAR DIVID L3369171098,636$362,2800.14%
56ABBVIE INCABBV1,834$362,1780.14%
57SCHWAB STRATEGIC TR80852470612,299$358,8890.14%
58PNC FINL SVCS GROUP INC6934751051,810$334,5790.13%
59SCHWAB STRATEGIC TR8085243002,884$300,4610.12%
60PRINCIPAL FINANCIAL GROUP INPFG3,421$293,9030.11%
61VANGUARD INTL EQUITY INDEX F9220428586,034$288,7270.11%
62VANGUARD SPECIALIZED FUNDS9219088441,400$277,2840.11%
63PROCTER AND GAMBLE CO7427181091,582$274,0860.11%
64ALPHABET INCGOOG1,645$272,8170.10%
65ORACLE CORPORCL-PD1,535$261,5640.10%
66SPDR SER TR78464A7631,838$261,0700.10%
67VANGUARD INDEX FDS922908595914$244,3760.09%
68AMERIPRISE FINL INC03076C106503$236,3140.09%
69VISA INCV852$234,2570.09%
70ACCENTURE PLC IRELANDACN645$227,9950.09%
71GOLDMAN SACHS ETF TRNVGLF1,938$218,8780.08%
72ABBOTT LABSABLZF1,893$215,7750.08%
73TESLA INCTSLA787$205,9030.08%
74SPDR SER TR78468R6632,215$203,3590.08%
75ALPHABET INCGOOG1,201$200,7880.08%
76COSTCO WHSL CORP NEW22160K105226$200,3650.08%