0001775530-21-000003.txt : 20210811 0001775530-21-000003.hdr.sgml : 20210811 20210811171252 ACCESSION NUMBER: 0001775530-21-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210811 DATE AS OF CHANGE: 20210811 EFFECTIVENESS DATE: 20210811 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Oldfather Financial Services, LLC CENTRAL INDEX KEY: 0001775530 IRS NUMBER: 465731535 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19711 FILM NUMBER: 211164539 BUSINESS ADDRESS: STREET 1: P.O. BOX 1775 STREET 2: 2033 CENTRAL AVENUE CITY: KEARNEY STATE: NE ZIP: 68848 BUSINESS PHONE: 308 2374571 MAIL ADDRESS: STREET 1: P.O. BOX 1775 STREET 2: 2033 CENTRAL AVENUE CITY: KEARNEY STATE: NE ZIP: 68848 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001775530 XXXXXXXX 06-30-2021 06-30-2021 Oldfather Financial Services, LLC
P.O. BOX 1775 2033 CENTRAL AVENUE KEARNEY NE 68848
13F HOLDINGS REPORT 028-19711 N
William Oldfather Sole Member 3082374571 William Oldfather Kearney NE 08-11-2021 0 59 182928 false
INFORMATION TABLE 2 OldfatherFinancial08112021.xml 2ND QUARTER 2021 13F FILE ISHARES TR CORE S&P MCP ETF 464287507 1851 6818 SH SOLE 0 0 0 6818 ISHARES TR S&P MC 400VL ETF 464287705 3301 30988 SH SOLE 0 0 0 30988 ISHARES TR S&P MC 400GR ETF 464287606 3500 42924 SH SOLE 0 0 0 42924 ISHARES TR CORE S&P500 ETF 464287200 3382 7606 SH SOLE 0 0 0 7606 ISHARES TR RUS 1000 ETF 464287622 632 2533 SH SOLE 0 0 0 2533 ISHARES TR RUS 1000 VAL ETF 464287598 4468 27579 SH SOLE 0 0 0 27579 ISHARES TR RUS 1000 GRW ETF 464287614 5894 20907 SH SOLE 0 0 0 20907 ISHARES TR RUSSELL 2000 ETF 464287655 18236 81923 SH SOLE 0 0 0 81923 ISHARES TR RUS 2000 VAL ETF 464287630 3229 19966 SH SOLE 0 0 0 19966 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 20518 41387 SH SOLE 0 0 0 41387 SPDR S&P 500 ETF TR TR UNIT 78462F103 12883 29102 SH SOLE 0 0 0 29102 AMAZON COM INC COM 023135106 203 61 SH SOLE 0 0 0 61 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3929 13597 SH SOLE 0 0 0 13597 ABBOTT LABS COM 002824100 293 2391 SH SOLE 0 0 0 2391 ISHARES TR RUS 2000 GRW ETF 464287648 4809 15966 SH SOLE 0 0 0 15966 JOHNSON & JOHNSON COM 478160104 1473 8475 SH SOLE 0 0 0 8475 ISHARES TR MSCI EAFE ETF 464287465 4989 62008 SH SOLE 0 0 0 62008 MICROSOFT CORP COM 594918104 696 2429 SH SOLE 0 0 0 2429 INTERNATIONAL BUSINESS MACHS COM 459200101 222 1567 SH SOLE 0 0 0 1567 COCA COLA CO COM 191216100 206 3630 SH SOLE 0 0 0 3630 PEPSICO INC COM 713448108 430 2787 SH SOLE 0 0 0 2787 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 258 6724 SH SOLE 0 0 0 6724 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 381 2487 SH SOLE 0 0 0 2487 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 263 1634 SH SOLE 0 0 0 1634 DEERE & CO COM 244199105 375 995 SH SOLE 0 0 0 995 WALMART INC COM 931142103 725 4877 SH SOLE 0 0 0 4877 UNION PAC CORP COM 907818108 1705 7692 SH SOLE 0 0 0 7692 PROCTER AND GAMBLE CO COM 742718109 208 1460 SH SOLE 0 0 0 1460 KIMBERLY-CLARK CORP COM 494368103 229 1710 SH SOLE 0 0 0 1710 MCDONALDS CORP COM 580135101 637 2730 SH SOLE 0 0 0 2730 JPMORGAN CHASE & CO COM 46625H100 523 3287 SH SOLE 0 0 0 3287 MONDELEZ INTL INC CL A 609207105 641 10334 SH SOLE 0 0 0 10334 WELLS FARGO CO NEW COM 949746101 1726 34782 SH SOLE 0 0 0 34782 UNITEDHEALTH GROUP INC COM 91324P102 727 1766 SH SOLE 0 0 0 1766 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1499 6546 SH SOLE 0 0 0 6546 APPLE INC COM 037833100 2558 17571 SH SOLE 0 0 0 17571 ISHARES TR MSCI EMG MKT ETF 464287234 2553 48930 SH SOLE 0 0 0 48930 ISHARES TR S&P 100 ETF 464287101 522 2570 SH SOLE 0 0 0 2570 AMERICAN EXPRESS CO COM 025816109 965 5695 SH SOLE 0 0 0 5695 ISHARES TR CORE US AGGBD ET 464287226 9397 81406 SH SOLE 0 0 0 81406 ISHARES TR SELECT DIVID ETF 464287168 1623 13730 SH SOLE 0 0 0 13730 CLOROX CO DEL COM 189054109 215 1303 SH SOLE 0 0 0 1303 EATON CORP PLC SHS G29183103 696 4156 SH SOLE 0 0 0 4156 VANGUARD INDEX FDS MID CAP ETF 922908629 766 3154 SH SOLE 0 0 0 3154 VANGUARD INDEX FDS SM CP VAL ETF 922908611 405 2336 SH SOLE 0 0 0 2336 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3251 30863 SH SOLE 0 0 0 30863 VANGUARD INDEX FDS SMALL CP ETF 922908751 6458 28944 SH SOLE 0 0 0 28944 BUCKLE INC COM 118440106 466 10282 SH SOLE 0 0 0 10282 ISHARES TR EAFE GRWTH ETF 464288885 316 2863 SH SOLE 0 0 0 2863 MASTERCARD INCORPORATED CL A 57636Q104 559 1520 SH SOLE 0 0 0 1520 ISHARES TR MSCI ACWI EX US 464288240 637 11129 SH SOLE 0 0 0 11129 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 421 10502 SH SOLE 0 0 0 10502 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1285 11973 SH SOLE 0 0 0 11973 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 751 7362 SH SOLE 0 0 0 7362 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 298 9548 SH SOLE 0 0 0 9548 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 41692 102443 SH SOLE 0 0 0 102443 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 984 12480 SH SOLE 0 0 0 12480 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1062 19443 SH SOLE 0 0 0 19443 APPLE INC COM 037833100 7 100 SH Call SOLE 0 0 0 100