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Home > Institutional Investor > Oldfather Financial Services, Llc > Profile

Instuitional Investor - Oldfather Financial Services, Llc

Fund Profile
Filing Period:
Fund Name: Oldfather Financial Services, Llc
Portfolio Value $224,383,429
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 125,294 $54,728,373 24.39%
2.
Spdr S & P Midcap 400 Etf Trust
 MDY 51,418 $26,088,403 11.62%
3.
Ishares Trust
 IEF 106,370 $21,349,565 9.51%
4.
Spdr S & P 500 Etf Trust
 SPY 27,056 $12,859,831 5.73%
5.
Ishares Trust
 IEF 28,579 $8,664,337 3.86%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)