0001775530-22-000004.txt : 20221014
0001775530-22-000004.hdr.sgml : 20221014
20221014143613
ACCESSION NUMBER: 0001775530-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221014
DATE AS OF CHANGE: 20221014
EFFECTIVENESS DATE: 20221014
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: 221311064
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
09-30-2022
09-30-2022
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
10-14-2022
0
58
159583
false
INFORMATION TABLE
2
OldfatherFinancial10142022.xml
ABBOTT LABS
COM
002824100
240
2478
SH
SOLE
0
0
0
2478
ABBVIE INC
COM
00287Y109
214
1595
SH
SOLE
0
0
0
1595
AMAZON COM INC
COM
023135106
236
2090
SH
SOLE
0
0
0
2090
AMERICAN EXPRESS CO
COM
025816109
723
5359
SH
SOLE
0
0
0
5359
APPLE INC
COM
037833100
2563
18542
SH
SOLE
0
0
0
18542
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3681
13785
SH
SOLE
0
0
0
13785
BUCKLE INC
COM
118440106
314
9933
SH
SOLE
0
0
0
9933
DEERE & CO
COM
244199105
372
1113
SH
SOLE
0
0
0
1113
EATON CORP PLC
SHS
G29183103
561
4208
SH
SOLE
0
0
0
4208
FIRST TR MORNINGSTAR DIVID L
SHS
336917109
277
8636
SH
SOLE
0
0
0
8636
INVESCO QQQ TR
UNIT SER 1
46090E103
468
1751
SH
SOLE
0
0
0
1751
ISHARES TR
RUS 2000 GRW ETF
464287648
4183
20248
SH
SOLE
0
0
0
20248
ISHARES TR
MSCI EAFE ETF
464287465
4932
88057
SH
SOLE
0
0
0
88057
ISHARES TR
CORE S&P MCP ETF
464287507
1577
7195
SH
SOLE
0
0
0
7195
ISHARES TR
S&P MC 400VL ETF
464287705
3381
37562
SH
SOLE
0
0
0
37562
ISHARES TR
S&P MC 400GR ETF
464287606
3358
53278
SH
SOLE
0
0
0
53278
ISHARES TR
CORE S&P500 ETF
464287200
2705
7543
SH
SOLE
0
0
0
7543
ISHARES TR
RUS 1000 ETF
464287622
527
2671
SH
SOLE
0
0
0
2671
ISHARES TR
RUS 1000 VAL ETF
464287598
4519
33227
SH
SOLE
0
0
0
33227
ISHARES TR
RUS 1000 GRW ETF
464287614
4910
23336
SH
SOLE
0
0
0
23336
ISHARES TR
RUSSELL 2000 ETF
464287655
15864
96193
SH
SOLE
0
0
0
96193
ISHARES TR
RUS 2000 VAL ETF
464287630
3301
25603
SH
SOLE
0
0
0
25603
ISHARES TR
MSCI EMG MKT ETF
464287234
2297
65844
SH
SOLE
0
0
0
65844
ISHARES TR
S&P 100 ETF
464287101
418
2570
SH
SOLE
0
0
0
2570
ISHARES TR
EAFE GRWTH ETF
464288885
208
2863
SH
SOLE
0
0
0
2863
ISHARES TR
CORE US AGGBD ET
464287226
6432
66766
SH
SOLE
0
0
0
66766
ISHARES TR
SELECT DIVID ETF
464287168
1527
14240
SH
SOLE
0
0
0
14240
ISHARES TR
MSCI ACWI EX US
464288240
529
13234
SH
SOLE
0
0
0
13234
JOHNSON & JOHNSON
COM
478160104
1377
8430
SH
SOLE
0
0
0
8430
JPMORGAN CHASE & CO
COM
46625H100
367
3511
SH
SOLE
0
0
0
3511
MASTERCARD INCORPORATED
CL A
57636Q104
432
1520
SH
SOLE
0
0
0
1520
MCDONALDS CORP
COM
580135101
637
2759
SH
SOLE
0
0
0
2759
MICROSOFT CORP
COM
594918104
576
2475
SH
SOLE
0
0
0
2475
MONDELEZ INTL INC
CL A
609207105
570
10393
SH
SOLE
0
0
0
10393
PEPSICO INC
COM
713448108
491
3005
SH
SOLE
0
0
0
3005
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
386
13739
SH
SOLE
0
0
0
13739
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1183
27943
SH
SOLE
0
0
0
27943
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
749
19822
SH
SOLE
0
0
0
19822
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
258
11537
SH
SOLE
0
0
0
11537
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
972
16066
SH
SOLE
0
0
0
16066
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
901
19890
SH
SOLE
0
0
0
19890
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
404
3398
SH
SOLE
0
0
0
3398
SPDR S&P 500 ETF TR
TR UNIT
78462F103
9877
27654
SH
SOLE
0
0
0
27654
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
18344
45669
SH
SOLE
0
0
0
45669
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
203
2215
SH
SOLE
0
0
0
2215
UNION PAC CORP
COM
907818108
1507
7737
SH
SOLE
0
0
0
7737
UNITEDHEALTH GROUP INC
COM
91324P102
903
1788
SH
SOLE
0
0
0
1788
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
222
3106
SH
SOLE
0
0
0
3106
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
36893
112377
SH
SOLE
0
0
0
112377
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1219
6794
SH
SOLE
0
0
0
6794
VANGUARD INDEX FDS
MID CAP ETF
922908629
701
3732
SH
SOLE
0
0
0
3732
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
325
2268
SH
SOLE
0
0
0
2268
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1916
23899
SH
SOLE
0
0
0
23899
VANGUARD INDEX FDS
SMALL CP ETF
922908751
5367
31404
SH
SOLE
0
0
0
31404
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
229
6263
SH
SOLE
0
0
0
6263
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
221
1634
SH
SOLE
0
0
0
1634
WALMART INC
COM
931142103
633
4877
SH
SOLE
0
0
0
4877
WELLS FARGO CO NEW
COM
949746101
1403
34890
SH
SOLE
0
0
0
34890