StockDriftsStockDriftsTop 50 Oldfather Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 22.07% | 117.4K | $73.6M | -2.34%(-2.81K) | $302.07(+113.01%) | 2025-12-31 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 9.99% | 55.2K | $33.3M | +0.54%(+299) | $366.05(+77.95%) | 2025-12-31 | |
| IWM | ISHARES TR | 8.58% | 116.2K | $28.6M | -0.70%(-825) | $160.25(+68.10%) | 2025-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 5.27% | 25.8K | $17.6M | -0.70%(-183) | $295.12(+137.17%) | 2025-12-31 | |
| EFA | ISHARES TR | 3.64% | 126.6K | $12.2M | +3.39%(+4.16K) | $69.73(+48.15%) | 2025-12-31 | |
| AGG | ISHARES TR | 3.51% | 117.1K | $11.7M | +14.24%(+14.60K) | $107.19(-7.06%) | 2025-12-31 | |
| IWF | ISHARES TR | 3.47% | 24.4K | $11.6M | -3.70%(-939) | $184.89(+153.61%) | 2025-12-31 | |
| IWD | ISHARES TR | 2.77% | 44.0K | $9.3M | -0.59%(-262) | $134.84(+66.13%) | 2025-12-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2.71% | 12 | $9.1M | +0.00%(+0) | $739681.00(-3.85%) | 2025-12-31 | |
| IWO | ISHARES TR | 2.63% | 27.2K | $8.8M | -0.01%(-3) | $214.36(+62.33%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.83% | +55.42% |
| Top 20 Holdings Unweighted | +15.45% | +53.88% |
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