Carbahal Olsen Financial Services Group, LLC
Q1 2025 13F Holdings
- Locationdavis, CA
- Num holdings
34
- Value ($000)
$105,341
- Date Filed05/06/2025
- Form type13F-HR
- CIK0002052538
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $26.31M | 25 % | 46,831 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $14.09M | 13 % | 30,045 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $13.84M | 13 % | 149,076 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $11.61M | 11 % | 153,510 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $10.40M | 10 % | 105,154 | ||
FDVV FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $6.06M | 6 % | 122,101 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $5.89M | 6 % | 30,922 | ||
IWO ISHARES TR | RUS 2000 GRW ETF | 464287648 | $3.77M | 4 % | 14,768 | ||
AAPL APPLE INC | COM | 037833100 | $2.01M | 2 % | 9,056 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $1.86M | 2 % | 13,839 |
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