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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 2025 · Filed October 16, 2025 · Accession 0001775530-25-000009

Total Value
$321.1M
Positions
92
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (92)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363120,209$73.6M22.93%
2SPDR S&P MIDCAP 400 ETF TRMDY54,950$32.8M10.20%
3ISHARES TR464287655117,069$28.3M8.82%
4SPDR S&P 500 ETF TRSPY25,958$17.3M5.39%
5ISHARES TR46428761425,380$11.9M3.70%
6ISHARES TR464287465122,451$11.4M3.56%
7ISHARES TR464287226102,495$10.3M3.20%
8BERKSHIRE HATHAWAY INC DELBRK-A12$9.1M2.82%
9ISHARES TR46428759844,249$9.0M2.81%
10ISHARES TR46428764827,205$8.7M2.71%
11VANGUARD INDEX FDS92290875131,984$8.1M2.53%
12ISHARES TR46428770558,256$7.6M2.35%
13ISHARES TR46428760678,068$7.5M2.33%
14BERKSHIRE HATHAWAY INC DELBRK-A13,586$6.8M2.13%
15ISHARES TR46428763038,016$6.7M2.09%
16ISHARES TR46428723498,745$5.3M1.64%
17WELLS FARGO CO NEW94974610161,762$5.2M1.61%
18ISHARES TR4642872006,300$4.2M1.31%
19APPLE INCAAPL12,465$3.2M0.99%
20VANGUARD BD INDEX FDS92193783536,377$2.7M0.84%
21BUCKLE INCBKE43,982$2.6M0.80%
22AMERICAN EXPRESS COAXP7,513$2.5M0.78%
23SCHWAB STRATEGIC TR80852483997,215$2.3M0.71%
24ISHARES TR46428750732,826$2.1M0.67%
25VANGUARD INDEX FDS9229087695,795$1.9M0.59%
26SCHWAB STRATEGIC TR80852420170,205$1.8M0.58%
27SCHWAB STRATEGIC TR80852460761,000$1.7M0.53%
28JPMORGAN CHASE & CO.VYLD5,384$1.7M0.53%
29SCHWAB STRATEGIC TR80852450853,678$1.6M0.50%
30EATON CORP PLCETN4,237$1.6M0.49%
31JOHNSON & JOHNSONJNJ7,681$1.4M0.44%
32MICROSOFT CORPMSFT2,682$1.4M0.43%
33VANGUARD INDEX FDS9229086294,506$1.3M0.41%
34ISHARES TR46434VBD145,878$1.2M0.36%
35SELECT SECTOR SPDR TR81369Y8033,986$1.1M0.35%
36ISHARES TR4642876223,042$1.1M0.35%
37INTERNATIONAL BUSINESS MACHSINTR3,627$1.0M0.32%
38ISHARES TR46428824012,708$826,1700.26%
39UNION PAC CORPUNP3,345$790,7540.25%
40INVESCO QQQ TRIVZ1,315$789,3750.25%
41AMAZON COM INCAMZN3,472$762,3470.24%
42ISHARES TR46435GAA031,107$755,9000.24%
43US BANCORP DELUSB-PS15,000$724,9500.23%
44MCDONALDS CORPMCD2,384$724,5320.23%
45SCHWAB STRATEGIC TR80852480528,212$656,7670.20%
46SPDR GOLD TRGLD1,777$631,6700.20%
47VANGUARD INDEX FDS9229085952,012$598,8110.19%
48VANGUARD INDEX FDS9229086371,881$579,0850.18%
49BANK AMERICA CORP06050510410,833$558,8740.17%
50DEERE & CODE1,191$544,5460.17%
51ISHARES TR4642871011,588$528,5500.16%
52ISHARES TR4642885136,471$525,3800.16%
53VANGUARD INDEX FDS9229086112,509$523,6530.16%
54SCHWAB STRATEGIC TR80852479718,260$498,5090.16%
55ALPHABET INCGOOG2,003$487,7480.15%
56SCHWAB STRATEGIC TR80852470614,486$483,3880.15%
57VERIZON COMMUNICATIONS INCVZ10,851$476,9010.15%
58ALPHABET INCGOOG1,850$449,6570.14%
59MASTERCARD INCORPORATEDMA779$443,1030.14%
60ORACLE CORPORCL-PD1,519$427,2040.13%
61EXXON MOBIL CORPXOM3,789$427,1540.13%
62SCHWAB STRATEGIC TR80852430012,898$411,5770.13%
63ISHARES TR46436E72617,815$394,6020.12%
64FIRST TR EXCHANGE-TRADED FD3369171099,008$391,0370.12%
65ISHARES TR4642877211,909$373,8970.12%
66ISHARES TR4642873092,998$361,9190.11%
67PNC FINL SVCS GROUP INC6934751051,800$361,6740.11%
68LOWES COS INC5486611071,431$359,5600.11%
69ABBVIE INCABBV1,528$353,7930.11%
70TESLA INCTSLA770$342,4340.11%
71SELECT SECTOR SPDR TR81369Y6056,138$330,6340.10%
72VANGUARD INTL EQUITY INDEX F9220428585,711$309,4220.10%
73NVIDIA CORPORATIONNVDA1,629$303,9390.09%
74PEPSICO INCPEP2,069$290,5960.09%
75SPDR SERIES TRUST78464A7632,057$288,0830.09%
76VANGUARD WORLD FD92204A4052,068$271,4040.08%
77VANGUARD INDEX FDS922908538921$270,5810.08%
78NEBIUS GROUP N.V.NBIS2,400$269,4480.08%
79VANGUARD SPECIALIZED FUNDS9219088441,228$264,9900.08%
80META PLATFORMS INCMETA342$251,1580.08%
81GOLDMAN SACHS ETF TRNVGLF1,904$248,0530.08%
82AMERIPRISE FINL INC03076C106503$247,0990.08%
83SPDR SERIES TRUST78468R6632,673$245,2480.08%
84ISHARES TR4642882571,677$231,8530.07%
85CITIGROUP INCC-PR2,280$231,4200.07%
86SELECT SECTOR SPDR TR81369Y2091,616$224,9610.07%
87SPDR INDEX SHS FDS78463X5094,757$222,6750.07%
88ABBOTT LABSABLZF1,607$215,2600.07%
89COSTCO WHSL CORP NEW22160K105226$209,5520.07%
90LAM RESEARCH CORPLRCX1,547$207,1430.06%
91VISA INCV593$202,4380.06%
92ISHARES TR4642871681,420$201,7820.06%