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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 Q2 2025 · Filed July 10, 2025 · Accession 0001775530-25-000006

Total Value
$290.9M
Positions
84
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (84)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363117,899$67.0M23.02%
2SPDR S&P MIDCAP 400 ETF TRMDY53,275$30.2M10.37%
3ISHARES TR464287655112,611$24.3M8.35%
4SPDR S&P 500 ETF TRSPY26,002$16.1M5.52%
5ISHARES TR46428761425,547$10.8M3.73%
6ISHARES TR464287465117,880$10.5M3.62%
7ISHARES TR464287226103,794$10.3M3.54%
8BERKSHIRE HATHAWAY INC DELBRK-A12$8.7M3.01%
9ISHARES TR46428759843,869$8.5M2.93%
10VANGUARD INDEX FDS92290875131,970$7.6M2.60%
11ISHARES TR46428764826,341$7.5M2.59%
12ISHARES TR46428770556,566$7.0M2.40%
13ISHARES TR46428760674,643$6.8M2.33%
14BERKSHIRE HATHAWAY INC DELBRK-A13,794$6.7M2.30%
15ISHARES TR46428763036,528$5.8M1.98%
16WELLS FARGO CO NEW94974610161,759$4.9M1.70%
17ISHARES TR46428723489,573$4.3M1.49%
18ISHARES TR4642872006,338$3.9M1.35%
19APPLE INCAAPL11,883$2.4M0.84%
20VANGUARD BD INDEX FDS92193783532,736$2.4M0.83%
21AMERICAN EXPRESS COAXP7,513$2.4M0.82%
22SCHWAB STRATEGIC TR80852483997,145$2.3M0.78%
23BUCKLE INCBKE49,453$2.2M0.77%
24ISHARES TR46428750732,934$2.0M0.70%
25VANGUARD INDEX FDS9229087695,798$1.8M0.61%
26SCHWAB STRATEGIC TR80852420169,183$1.7M0.58%
27JPMORGAN CHASE & CO.VYLD5,349$1.6M0.53%
28SCHWAB STRATEGIC TR80852460760,966$1.5M0.53%
29EATON CORP PLCETN4,226$1.5M0.52%
30SCHWAB STRATEGIC TR80852450853,464$1.5M0.52%
31MICROSOFT CORPMSFT2,576$1.3M0.44%
32VANGUARD INDEX FDS9229086294,578$1.3M0.44%
33JOHNSON & JOHNSONJNJ7,675$1.2M0.40%
34ISHARES TR46434VBD145,878$1.2M0.40%
35INTERNATIONAL BUSINESS MACHSINTR3,591$1.1M0.36%
36ISHARES TR4642876223,042$1.0M0.36%
37SELECT SECTOR SPDR TR81369Y8033,506$887,8240.31%
38UNION PAC CORPUNP3,819$878,7190.30%
39ISHARES TR46428824012,809$780,6020.27%
40ISHARES TR46435GAA031,107$754,3450.26%
41INVESCO QQQ TRIVZ1,314$725,0610.25%
42MCDONALDS CORPMCD2,382$695,9940.24%
43US BANCORP DELUSB-PS15,000$678,7500.23%
44SCHWAB STRATEGIC TR80852480527,955$617,7970.21%
45DEERE & CODE1,190$604,8930.21%
46VANGUARD INDEX FDS9229085952,012$557,2030.19%
47VANGUARD INDEX FDS9229086371,881$536,6490.18%
48ISHARES TR4642885136,517$525,5960.18%
49BANK AMERICA CORP06050510410,833$512,6180.18%
50SCHWAB STRATEGIC TR80852479718,499$490,2360.17%
51VANGUARD INDEX FDS9229086112,509$489,2800.17%
52ISHARES TR4642871011,572$478,4380.16%
53AMAZON COM INCAMZN2,144$470,3720.16%
54VERIZON COMMUNICATIONS INCVZ10,863$470,0420.16%
55MASTERCARD INCORPORATEDMA802$450,6760.15%
56SCHWAB STRATEGIC TR80852470613,954$420,5650.14%
57EXXON MOBIL CORPXOM3,764$405,7250.14%
58FIRST TR EXCHANGE-TRADED FD3369171098,636$361,5890.12%
59PNC FINL SVCS GROUP INC6934751051,800$335,5560.12%
60ORACLE CORPORCL-PD1,519$332,0990.11%
61SCHWAB STRATEGIC TR80852430011,231$328,0560.11%
62ALPHABET INCGOOG1,818$320,4460.11%
63ISHARES TR4642877211,848$320,2030.11%
64LOWES COS INC5486611071,429$317,1130.11%
65VANGUARD INTL EQUITY INDEX F9220428586,083$300,8650.10%
66ABBVIE INCABBV1,525$283,0710.10%
67SPDR SERIES TRUST78464A7631,994$270,6460.09%
68PEPSICO INCPEP2,041$269,4620.09%
69AMERIPRISE FINL INC03076C106503$268,4660.09%
70SELECT SECTOR SPDR TR81369Y6055,073$265,6610.09%
71VANGUARD INDEX FDS922908538921$261,9230.09%
72VANGUARD WORLD FD92204A4052,047$260,5830.09%
73VANGUARD SPECIALIZED FUNDS9219088441,252$256,2470.09%
74TESLA INCTSLA764$242,6920.08%
75ISHARES TR4642873092,192$241,3390.08%
76GOLDMAN SACHS ETF TRNVGLF1,904$231,1080.08%
77COSTCO WHSL CORP NEW22160K105227$225,0010.08%
78ABBOTT LABSABLZF1,606$218,3670.08%
79ISHARES TR4642882571,677$215,6850.07%
80ALPHABET INCGOOG1,202$213,2800.07%
81VISA INCV595$211,2550.07%
82SPDR SERIES TRUST78468R6632,290$210,0620.07%
83META PLATFORMS INCMETA276$203,7130.07%
84SPDR INDEX SHS FDS78463X5094,757$203,3140.07%