Carbahal Olsen Financial Services Group, LLC
Q2 2025 13F Holdings
- Locationdavis, CA
- Num holdings
36
- Value ($000)
$117,283
- Date Filed07/25/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $29.82 M | 25 % | 48,031 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $16.47 M | 14 % | 29,851 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $16.31 M | 14 % | 148,112 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $12.84 M | 11 % | 153,858 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $10.86 M | 9 % | 109,479 | ||
FDVV FIDELITY COVINGTON TRUST | HIGH DIVID ETF | 316092840 | $6.44 M | 6 % | 123,754 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $6.02 M | 5 % | 30,803 | ||
IWO ISHARES TR | RUS 2000 GRW ETF | 464287648 | $4.22 M | 4 % | 14,779 | ||
AAPL APPLE INC | COM | 037833100 | $1.85 M | 2 % | 8,998 | ||
DVY ISHARES TR | SELECT DIVID ETF | 464287168 | $1.82 M | 2 % | 13,715 |
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