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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 2025 · Filed May 1, 2025 · Accession 0001775530-25-000003

Total Value
$263.4M
Positions
78
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (78)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363114,184$58.7M22.27%
2SPDR S&P MIDCAP 400 ETF TRMDY51,922$27.7M10.51%
3ISHARES TR464287655108,389$21.6M8.21%
4SPDR S&P 500 ETF TRSPY26,287$14.7M5.58%
5ISHARES TR464287226102,673$10.2M3.86%
6BERKSHIRE HATHAWAY INC DELBRK-A12$9.6M3.64%
7ISHARES TR464287465113,675$9.3M3.53%
8ISHARES TR46428761425,729$9.3M3.53%
9ISHARES TR46428759843,463$8.2M3.10%
10BERKSHIRE HATHAWAY INC DELBRK-A14,013$7.5M2.83%
11VANGUARD INDEX FDS92290875132,164$7.1M2.71%
12ISHARES TR46428764825,803$6.6M2.50%
13ISHARES TR46428770554,086$6.5M2.46%
14ISHARES TR46428760671,525$6.0M2.26%
15ISHARES TR46428763034,813$5.3M2.00%
16WELLS FARGO CO NEW94974610161,724$4.4M1.68%
17ISHARES TR46428723485,446$3.7M1.42%
18ISHARES TR4642872006,573$3.7M1.40%
19APPLE INCAAPL12,242$2.7M1.03%
20SCHWAB STRATEGIC TR80852483988,766$2.1M0.78%
21AMERICAN EXPRESS COAXP7,517$2.0M0.77%
22VANGUARD BD INDEX FDS92193783527,261$2.0M0.76%
23ISHARES TR46428750734,078$2.0M0.75%
24BUCKLE INCBKE47,349$1.8M0.69%
25VANGUARD INDEX FDS9229087695,798$1.6M0.60%
26SCHWAB STRATEGIC TR80852420169,538$1.5M0.58%
27SCHWAB STRATEGIC TR80852450855,008$1.4M0.55%
28JPMORGAN CHASE & CO.VYLD5,341$1.3M0.50%
29JOHNSON & JOHNSONJNJ7,692$1.3M0.48%
30ISHARES TR46434VBD145,878$1.2M0.44%
31EATON CORP PLCETN4,211$1.1M0.43%
32SCHWAB STRATEGIC TR80852460744,574$1.0M0.40%
33UNION PAC CORPUNP4,209$994,2740.38%
34MICROSOFT CORPMSFT2,581$968,7190.37%
35INTERNATIONAL BUSINESS MACHSINTR3,587$891,9430.34%
36ISHARES TR4642876222,776$851,5100.32%
37VANGUARD INDEX FDS9229086293,077$795,7740.30%
38MCDONALDS CORPMCD2,461$768,7090.29%
39ISHARES TR46428824013,763$763,1350.29%
40ISHARES TR46435GAA031,107$753,1000.29%
41US BANCORP DELUSB-PS15,439$651,8350.25%
42INVESCO QQQ TRIVZ1,355$635,3840.24%
43SCHWAB STRATEGIC TR80852479721,063$588,9230.22%
44SCHWAB STRATEGIC TR80852480528,822$570,0940.22%
45DEERE & CODE1,187$557,2090.21%
46SELECT SECTOR SPDR TR81369Y8032,559$528,3820.20%
47ISHARES TR4642885136,608$521,3050.20%
48VERIZON COMMUNICATIONS INCVZ10,869$493,0180.19%
49EXXON MOBIL CORPXOM3,832$455,7060.17%
50MASTERCARD INCORPORATEDMA822$450,5550.17%
51BANK AMERICA CORP06050510410,791$450,3080.17%
52ISHARES TR4642871011,572$425,7450.16%
53AMAZON COM INCAMZN2,085$396,6920.15%
54VANGUARD INDEX FDS9229086112,096$390,4640.15%
55SCHWAB STRATEGIC TR80852470614,072$387,9560.15%
56FIRST TR MORNINGSTAR DIVID L3369171098,636$375,1480.14%
57LOWES COS INC5486611071,445$336,9650.13%
58PEPSICO INCPEP2,224$333,4470.13%
59ABBVIE INCABBV1,539$322,4510.12%
60PNC FINL SVCS GROUP INC6934751051,806$317,4410.12%
61VANGUARD INDEX FDS9229085951,255$315,9710.12%
62UNITEDHEALTH GROUP INCUNH598$313,2030.12%
63ISHARES TR4642877212,170$304,7550.12%
64VANGUARD INTL EQUITY INDEX F9220428586,417$290,4490.11%
65SCHWAB STRATEGIC TR80852430011,162$279,5060.11%
66ALPHABET INCGOOG1,782$275,5470.10%
67SPDR SER TR78464A7631,838$249,3800.09%
68AMERIPRISE FINL INC03076C106503$243,5070.09%
69VANGUARD SPECIALIZED FUNDS9219088441,252$242,8750.09%
70VANGUARD WORLD FD92204A4051,962$234,4000.09%
71ABBOTT LABSABLZF1,604$212,7590.08%
72PROCTER AND GAMBLE CO7427181091,244$211,9700.08%
73SPDR SER TR78468R6632,305$211,4380.08%
74ORACLE CORPORCL-PD1,509$210,9730.08%
75SELECT SECTOR SPDR TR81369Y6054,208$209,6010.08%
76GOLDMAN SACHS ETF TRNVGLF1,904$209,5920.08%
77COSTCO WHSL CORP NEW22160K105219$207,3080.08%
78VISA INCV581$203,6170.08%