Oldfather Financial Services, LLC Last Quarter Change: USA ETF, Added

Oldfather Financial Services, LLC quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Oldfather Financial Services, LLC opened 8 positions, added to 23, reduced 17, sold out of 8 and left 6 unchanged. The largest increase in value was AGG (+$1,419,870); the largest decrease was IBDQ (-$1,155,667).

AGG: Country of operation —; Class CORE US AGGBD ET; Shares 2025-09-30 102,495; Shares 2025-12-31 117,091.
IBDV: Country of operation —; Class IBONDS DEC 2030; Shares 2025-09-30 17,815; Shares 2025-12-31 65,985.
IJJ: Country of operation —; Class S&P MC 400VL ETF; Shares 2025-09-30 58,256; Shares 2025-12-31 63,185.
EFA: Country of operation —; Class MSCI EAFE ETF; Shares 2025-09-30 122,451; Shares 2025-12-31 126,608.

Two Form 13F-HR filings compared (SEC CIK 1775530): 2025-09-30 (filed 2025-10-16) and 2025-12-31 (filed 2026-01-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2025-09-30	Shares 2025-12-31	Share change	Value 2025-09-30	Value 2025-12-31	Value change
AGG ISHARES TR	CORE US AGGBD ET	102,495	117,091	+14,596	$10,275,135	$11,695,005	+$1,419,870
IBDV ISHARES TR	IBONDS DEC 2030	17,815	65,985	+48,170	$394,602	$1,456,289	+$1,061,687
IJJ ISHARES TR	S&P MC 400VL ETF	58,256	63,185	+4,929	$7,556,976	$8,314,472	+$757,496
EFA ISHARES TR	MSCI EAFE ETF	122,451	126,608	+4,157	$11,433,282	$12,158,193	+$724,911
MDY SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	54,950	55,249	+299	$32,751,901	$33,330,739	+$578,838
BND VANGUARD BD INDEX FDS	TOTAL BND MRKT	36,377	41,962	+5,585	$2,705,357	$3,108,125	+$402,768
VBR VANGUARD INDEX FDS	SM CP VAL ETF	2,509	3,503	+994	$523,653	$741,900	+$218,247
SPEM SPDR INDEX SHS FDS	PORTFOLIO EMG MK	4,757	7,751	+2,994	$222,675	$362,824	+$140,149
IVV ISHARES TR	CORE S&P500 ETF	6,300	6,353	+53	$4,216,794	$4,351,605	+$134,811
IJK ISHARES TR	S&P MC 400GR ETF	78,068	78,565	+497	$7,485,958	$7,611,337	+$125,379
VB VANGUARD INDEX FDS	SMALL CP ETF	31,984	32,013	+29	$8,132,918	$8,257,756	+$124,838
VWO VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	5,711	7,619	+1,908	$309,422	$409,597	+$100,175
SCHX SCHWAB STRATEGIC TR	US LRG CAP ETF	70,205	72,170	+1,965	$1,849,200	$1,942,099	+$92,899
QQQ INVESCO QQQ TR	UNIT SER 1	1,315	1,416	+101	$789,375	$869,762	+$80,387
VV VANGUARD INDEX FDS	LARGE CAP ETF	1,881	2,041	+160	$579,085	$642,507	+$63,422
SCHM SCHWAB STRATEGIC TR	US MID-CAP ETF	53,678	54,712	+1,034	$1,591,027	$1,645,203	+$54,176
SCHF SCHWAB STRATEGIC TR	INTL EQTY ETF	28,212	28,926	+714	$656,767	$695,391	+$38,624
ACWX ISHARES TR	MSCI ACWI EX US	12,708	12,832	+124	$826,170	$861,445	+$35,275
DVY ISHARES TR	SELECT DIVID ETF	1,420	1,631	+211	$201,782	$230,199	+$28,417
IJH ISHARES TR	CORE S&P MCP ETF	32,826	32,876	+50	$2,142,249	$2,169,789	+$27,540
OEF ISHARES TR	S&P 100 ETF	1,588	1,611	+23	$528,550	$552,558	+$24,008
SCHE SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	14,486	15,400	+914	$483,388	$504,353	+$20,965
ACWI ISHARES TR	MSCI ACWI ETF	1,677	1,678	+1	$231,853	$237,394	+$5,541

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