Equal-WT
WhaleScore 2.0
?
Oldfather Financial Services is based out of Kearney. Oldfather Financial Services is a large advisory firm with 416 clients and discretionary assets under management (AUM) of $331,048,620 (Form ADV from 2023-11-02). Their last reported 13F filing for Q4 2023 included $224,383,429 in managed 13F securities
and a top 10 holdings concentration of 70.8%. Oldfather Financial Services's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 125,294. Whalewisdom has at least 17 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
IWM iShares Russell 2000 | 0.25% |
BKE Buckle Inc | 0.23% |
IWO iShares Russell 2000 | 0.18% |
IWN iShares Russell 2000 | 0.16% |
SCHZ Schwab U.S. Aggregat | 0.13% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
BRK.B Berkshire Hathaway I | 0.27% |
SPY SPDR S&P 500 ETF TRU | 0.18% |
GBF iShares Government/C | 0.15% |
AAPL Apple Inc | 0.04% |
PEP Pepsico Inc. (Loft, | 0.03% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
VOO VANGUARD 500 INDEX F | 24.39% |
MDY SPDR S&P MIDCAP 400 | 11.63% |
IWM iShares Russell 2000 | 9.51% |
SPY SPDR S&P 500 ETF TRU | 5.73% |
IWF iShares Russell 1000 | 3.86% |
2023-12-31
13F Activity
Market Value | $224m, Prior: $197m |
New Purchases | 1 stocks |
Added To | 36 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 16 stocks |
Top 10 Holdings % | 70.8% |
Turnover %[1] | 3.17% |
Turnover Alt %[2] | 0.25% |
Time Held Top 20 | 13.8 quarters |
Time Held Top 10 | 14.3 quarters |
Time Held All | 12.75 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31